Who owns FLEXSHARES TR MORNSTAR usmkt?

Tip: Access positions for across all investors

Analyze quarterly positions in FLEXSHARES TR MORNSTAR usmkt with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of FLEXSHARES TR MORNSTAR usmkt stock

Who bought or sold FLEXSHARES TR MORNSTAR usmkt this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Northern Trust 5.9M $1.2B -5% Mar 2024
 View chart
Captrust Financial Advisors 187k $37M -3% Mar 2024
 View chart
SageView Advisory Group 186k $13M 3% Mar 2024
 View chart
Capstone Financial Advisors 166k $33M -2% Mar 2024
 View chart
Morgan Stanley 135k $27M 7% Mar 2024
 View chart
Commonwealth Equity Services 128k $26M -9% Mar 2024
 View chart
Efficient Advisors 117k $23M -4% Mar 2024
 View chart
Envestnet Asset Management 104k $21M 12% Mar 2024
 View chart
RVW Wealth 86k $17M -3% Mar 2024
 View chart
Royal Bank of Canada 41k $8.1M -7% Mar 2024
 View chart
LPL Financial 32k $6.4M 3% Mar 2024
 View chart
_Sentinel Trust Company, LBA______________ 30k $6.0M -3% Mar 2024
 View chart
Susquehanna International 26k $5.2M 35% Mar 2024
 View chart
Strategic Blueprint 21k $4.2M 3% Mar 2024
 View chart
Cambridge Investment Research Advisors 20k $4.1M 0% Mar 2024
 View chart
Wealthstream Advisors 20k $3.9M 12% Mar 2024
 View chart
CI Private Wealth 19k $3.8M 54% Mar 2024
 View chart
Ballentine Capital Advisors 15k $2.9M 0% Mar 2024
 View chart
UBS Group 14k $2.8M -1% Mar 2024
 View chart
Goldstein Advisors 14k $2.8M -1% Mar 2024
 View chart
Wells Fargo & Company 13k $2.5M -16% Mar 2024
 View chart
Amg National Trust Bank 11k $2.1M 0% Mar 2024
 View chart
Bridges Investment Management 11k $2.1M 0% Mar 2024
 View chart
Raymond James Financial Services Advisors 8.5k $1.7M 0% Mar 2024
 View chart
Brian McDonald 7.1k $1.4M 100% Mar 2024
 View chart
Bank of New York Mellon 6.8k $1.3M -3% Mar 2024
 View chart
Kestra Advisory Services 6.8k $1.2M 2% Dec 2023
 View chart
Private Ocean 6.6k $1.3M -7% Mar 2024
 View chart
Citadel Advisors 6.6k $1.3M 345% Mar 2024
 View chart
Goldman Sachs Group 6.5k $1.3M 0% Mar 2024
 View chart
Integrated Wealth Concepts 6.1k $1.2M -10% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 5.9k $1.2M 3% Mar 2024
 View chart
Advisor Group Holdings 5.9k $1.2M -3% Mar 2024
 View chart
Wealth Enhancement Advisory Services 5.8k $1.1M 0% Mar 2024
 View chart
Greenfield Savings Bank 5.5k $1.1M 0% Mar 2024
 View chart
Texas Capital Bank Wealth Management Services 5.1k $1.0M 0% Mar 2024
 View chart
Bank of America Corporation 4.4k $866k -4% Mar 2024
 View chart
Park National Corp 4.3k $777k -1% Dec 2023
 View chart
Tiaa Trust, National Association 4.2k $842k 0% Mar 2024
 View chart
Hanlon Investment Management 4.2k $833k 3% Mar 2024
 View chart
Plante Moran Financial Advisors 3.5k $702k 0% Mar 2024
 View chart
Keybank National Association 3.3k $652k 100% Mar 2024
 View chart
Hanson McClain Advisors 3.1k $606k 0% Mar 2024
 View chart
HTLF Bank 3.0k $601k 0% Mar 2024
 View chart
Raymond James & Associates 3.0k $588k 1% Mar 2024
 View chart
Beacon Pointe Advisors 2.9k $529k 0% Dec 2023
 View chart
Flow Traders US 2.9k $571k 60% Mar 2024
 View chart
Sageworth Trust Company 2.5k $498k 0% Mar 2024
 View chart
Jpmorgan Chase & Co 2.4k $477k -8% Mar 2024
 View chart
Bank Of Montreal 2.2k $445k 0% Mar 2024
 View chart
Tower Research Capital 2.1k $424k -40% Mar 2024
 View chart
Choate Investment Advisors 2.1k $419k 0% Mar 2024
 View chart
Eqis Capital Management 2.1k $411k 100% Mar 2024
 View chart
Orca Investment Management 1.9k $380k 0% Mar 2024
 View chart
Lido Advisors 1.9k $368k 0% Mar 2024
 View chart
Atlantic Trust 1.8k $355k -8% Mar 2024
 View chart
Qube Research & Technologies 1.8k $350k -26% Mar 2024
 View chart
Wealth Architects 1.7k $346k -1% Mar 2024
 View chart
U.S. Capital Wealth Advisors 1.7k $341k 0% Mar 2024
 View chart
Colonial River Wealth Management 1.7k $339k -17% Mar 2024
 View chart
Empire Financial Management Company 1.7k $302k 0% Dec 2023
 View chart
Savant Capital Management 1.6k $316k 0% Mar 2024
 View chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.5k $303k -4% Mar 2024
 View chart
Bank Of Oklahoma National Association / 1.5k $296k 0% Mar 2024
 View chart
Baird Financial 1.5k $270k 100% Dec 2023
 View chart
Creative Planning 1.5k $289k 0% Mar 2024
 View chart
L & S Advisors 1.3k $256k -1% Mar 2024
 View chart
Jane Street 1.2k $229k 100% Mar 2024
 View chart
William Blair $ Company 956.00 $190k -5% Mar 2024
 View chart
Bessemer 950.00 $173k -50% Dec 2023
 View chart
Garde Capital 739.00 $135k 0% Dec 2023
 View chart
Pnc Financial Services 732.00 $145k 0% Mar 2024
 View chart
CNB Bank 644.00 $128k 0% Mar 2024
 View chart
Versant Capital Management 600.00 $119k 0% Mar 2024
 View chart
Us Bancorp 505.00 $100k 39% Mar 2024
 View chart
West Paces Advisors 486.00 $96k 0% Mar 2024
 View chart
PSI Advisors 335.00 $67k 0% Mar 2024
 View chart
FMR 320.00 $63k 59% Mar 2024
 View chart
CWM 200.00 $40k 0% Mar 2024
 View chart
Pin Oak Investment Advisors 150.00 $27k 0% Dec 2023
 View chart
Assetmark 74.00 $15k 1133% Mar 2024
 View chart
Nelson, Van Denburg & Campbell Wealth Management 61.00 $12k 0% Mar 2024
 View chart
Global Retirement Partners 45.00 $8.9k 100% Mar 2024
 View chart
Cherry Tree Wealth Management 26.00 $5.2k 0% Mar 2024
 View chart

Who sold out of FLEXSHARES TR MORNSTAR usmkt?

Fund or Company Name Date Sold Shares Held Valued At
Sound Income Strategies Dec 2023 1.5k $275k
Annapolis Financial Services Dec 2023 611.00 $112k
Ronald Blue Trust Dec 2023 40.00 $7.0k