Who owns Flexshares Tr fund?

Tip: Access positions for across all investors

Analyze quarterly positions in Flexshares Tr fund 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 fund stock

Who bought or sold Flexshares Tr fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 55k $8.3M 8% Mar 2026
 View chart
Financial Network Wealth Management 33k $5.0M 0% Mar 2026
 View chart
Susquehanna International 19k $2.9M 6% Mar 2026
 View chart
First United Bank & Trust 17k $3.0M -9% Jun 2026
 View chart
RVW Wealth 16k $2.8M 0% Jun 2026
 View chart
Morgan Stanley 14k $2.2M -26% Mar 2026
 View chart
Royal Bank of Canada 14k $2.1M 100% Mar 2026
 View chart
Citadel Advisors 13k $2.0M 287% Mar 2026
 View chart
Horizon Investments 13k $1.9M 82% Mar 2026
 View chart
Northern Trust 11k $1.6M 100% Mar 2026
 View chart
Roof Eidam & Maycock 9.0k $1.6M 0% Jun 2026
 View chart
SGL Investment Advisors 6.9k $1.2M 12% Mar 2026
 View chart
Founders Financial Securities 6.1k $972k -2% Mar 2026
 View chart
Commonwealth Equity Services 6.1k $923k 2% Mar 2026
 View chart
Cambridge Investment Research Advisors 6.1k $918k 0% Mar 2026
 View chart
Well Done 5.2k $908k 0% Jun 2026
 View chart
Bank of America Corporation 4.8k $722k 100% Mar 2026
 View chart
Raymond James Financial 4.6k $701k 145% Mar 2026
 View chart
Parallel Advisors 4.5k $679k 0% Mar 2026
 View chart
Gilbert Capital Group 4.5k $679k -21% Mar 2026
 View chart
Curry Webb Wealth Management 4.5k $676k 2% Mar 2026
 View chart
Great Valley Advisor Group 4.0k $607k 100% Mar 2026
 View chart
Envestnet Asset Management 3.7k $559k 33% Mar 2026
 View chart
Cetera Investment Advisers 3.6k $539k 5% Mar 2026
 View chart
Interactive Financial Advisors 3.3k $506k -6% Mar 2026
 View chart
Advisor Group Holdings 3.3k $498k 0% Mar 2026
 View chart
EP Wealth Advisors 3.1k $464k 0% Mar 2026
 View chart
Independent Advisor Alliance 3.0k $458k 100% Mar 2026
 View chart
Monument Group Wealth Advisors 2.4k $361k 0% Mar 2026
 View chart
Dynamic Advisors Solutions 2.3k $402k 1% Jun 2026
 View chart
Stonebridge Capital Advisors 2.3k $346k 100% Mar 2026
 View chart
Goldman Sachs Group 2.1k $325k 0% Mar 2026
 View chart
FMR 1.8k $278k 415% Mar 2026
 View chart
HighTower Advisors 1.8k $273k 0% Mar 2026
 View chart
Milestone Investment Advisors 1.8k $268k -1% Mar 2026
 View chart
Advisory Services Network 1.7k $264k 100% Mar 2026
 View chart
Empire Financial Management Company 1.5k $230k 0% Mar 2026
 View chart
Caldwell Trust 395.00 $60k 0% Mar 2026
 View chart
Wealth Enhancement Trust Services 392.00 $60k 0% Mar 2026
 View chart
Summit Investment Advisors 375.00 $57k -3% Mar 2026
 View chart
Farther Finance Advisors 343.00 $60k 17% Jun 2026
 View chart
CVA Family Office 225.00 $34k 0% Mar 2026
 View chart
Tompkins Financial Corp 217.00 $38k 0% Jun 2026
 View chart
Smartleaf Asset Management 186.00 $28k 100% Mar 2026
 View chart
Vanguard Advisers 171.00 $26k 100% Mar 2026
 View chart
AE Wealth Management 115.00 $17k 0% Mar 2026
 View chart
IFP Advisors 100.00 $15k 100% Mar 2026
 View chart
Sunrise Financial Services 91.00 $14k 100% Mar 2026
 View chart
DHJJ Financial Advisors 21.00 $3.7k 0% Jun 2026
 View chart
Bessemer 13.00 $2.0k 0% Mar 2026
 View chart

Who sold out of Flexshares Tr fund?

Fund or Company Name Date Sold Shares Held Valued At
Capital Advisory Group Advisory Services Dec 2025 4.0k $633k
Wealth Enhancement Advisory Services Dec 2025 2.0k $322k
Values Added Financial Dec 2025 1.3k $201k
Harbour Investments Dec 2025 762.00 $121k
Kestra Advisory Services Dec 2025 300.00 $48k
UBS Group Dec 2025 50.00 $7.9k
Spire Wealth Management Dec 2025 19.00 $3.1k