Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund include Sageworth Trust Co, Discipline Wealth Solutions, LLC, Bokf, Na, and Creative Financial Designs Inc /adv .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,937 | 114 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 16,289 | 2.62 | 955 | 14.65 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 44,341 | 3 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 814 | 81,300.00 | 48 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 | 1 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6,735 | 395 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 111,756 | 925.19 | 6,552 | 1,045.45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,339 | 2,541 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3,173 | 107.79 | 186 | 132.50 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8,416 | 73.67 | 493 | 94.09 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 104,643 | 6,135 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2,932 | 172 |
