Who owns FLEXSHARES TR MORNSTAR usmkt?
- Ticker: TILT
- CUSIP Number: 33939L100
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
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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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 192k | $35M | 0% | Dec 2023 |
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| SageView Advisory Group | 181k | $34M | -12% | Dec 2023 |
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| Commonwealth Equity Services | 141k | $26M | -11% | Dec 2023 |
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| Efficient Advisors | 122k | $22M | -6% | Dec 2023 |
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| RVW Wealth | 86k | $17M | -3% | Mar 2024 |
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| Royal Bank of Canada | 44k | $8.0M | 82% | Dec 2023 |
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| Strategic Blueprint | 21k | $3.8M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 20k | $3.7M | 0% | Dec 2023 |
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| Wealthstream Advisors | 18k | $3.2M | 29% | Dec 2023 |
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| Wells Fargo & Company | 15k | $2.7M | 0% | Dec 2023 |
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| Ballentine Capital Advisors | 15k | $2.7M | 100% | Dec 2023 |
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| UBS Group | 14k | $2.6M | 1% | Dec 2023 |
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| Goldstein Advisors | 14k | $2.6M | -1% | Dec 2023 |
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| CI Private Wealth | 12k | $2.2M | 0% | Dec 2023 |
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| Amg National Trust Bank | 11k | $2.0M | 0% | Dec 2023 |
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| Bridges Investment Management | 11k | $1.9M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 8.5k | $1.5M | 0% | Dec 2023 |
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| Private Ocean | 7.1k | $1.3M | -6% | Dec 2023 |
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| Bank of New York Mellon | 7.0k | $1.3M | -86% | Dec 2023 |
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| Kestra Advisory Services | 6.8k | $1.2M | 2% | Dec 2023 |
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| Goldman Sachs Group | 6.5k | $1.2M | -20% | Dec 2023 |
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| Advisor Group Holdings | 6.1k | $1.1M | -50% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 5.8k | $1.1M | 0% | Mar 2024 |
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| Greenfield Savings Bank | 5.5k | $1.1M | 0% | Mar 2024 |
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| Texas Capital Bank Wealth Management Services | 5.1k | $935k | 0% | Dec 2023 |
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| Bank of America Corporation | 4.6k | $831k | -4% | Dec 2023 |
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| Park National Corp | 4.3k | $777k | -1% | Dec 2023 |
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| Tiaa Trust, National Association | 4.2k | $774k | 0% | Dec 2023 |
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| Hanlon Investment Management | 4.1k | $745k | -10% | Dec 2023 |
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| Plante Moran Financial Advisors | 3.5k | $646k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 3.1k | $557k | -3% | Dec 2023 |
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| HTLF Bank | 3.0k | $553k | 100% | Dec 2023 |
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| Raymond James & Associates | 3.0k | $538k | 9% | Dec 2023 |
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| Beacon Pointe Advisors | 2.9k | $529k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.6k | $475k | 331% | Dec 2023 |
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| Sageworth Trust Company | 2.5k | $458k | 0% | Dec 2023 |
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| Bank Of Montreal | 2.2k | $412k | -10% | Dec 2023 |
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| Colonial River Wealth Management | 2.1k | $376k | -85% | Dec 2023 |
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| Orca Investment Management | 1.9k | $349k | -1% | Dec 2023 |
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| Lido Advisors | 1.9k | $338k | 0% | Dec 2023 |
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| Flow Traders US | 1.8k | $328k | -75% | Dec 2023 |
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| Wealth Architects | 1.8k | $321k | -1% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 1.7k | $313k | -36% | Dec 2023 |
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| Empire Financial Management Company | 1.7k | $302k | 0% | Dec 2023 |
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| Savant Capital Management | 1.6k | $291k | 0% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.6k | $289k | 0% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 1.5k | $274k | 100% | Dec 2023 |
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| Baird Financial | 1.5k | $270k | 100% | Dec 2023 |
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| Citadel Advisors | 1.5k | $270k | -53% | Dec 2023 |
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| Creative Planning | 1.5k | $266k | 0% | Dec 2023 |
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| William Blair $ Company | 1.0k | $184k | -1% | Dec 2023 |
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| Bessemer | 950.00 | $173k | -50% | Dec 2023 |
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| Garde Capital | 739.00 | $135k | 0% | Dec 2023 |
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| Pnc Financial Services | 732.00 | $134k | 100% | Dec 2023 |
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| CNB Bank | 644.00 | $118k | 0% | Dec 2023 |
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| Annapolis Financial Services | 611.00 | $112k | 0% | Dec 2023 |
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| Versant Capital Management | 600.00 | $119k | 0% | Mar 2024 |
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| West Paces Advisors | 486.00 | $96k | 0% | Mar 2024 |
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| Us Bancorp | 364.00 | $66k | 100% | Dec 2023 |
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| PSI Advisors | 335.00 | $61k | 1% | Dec 2023 |
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| CWM | 200.00 | $40k | 0% | Mar 2024 |
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| Pin Oak Investment Advisors | 150.00 | $27k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 61.00 | $11k | 0% | Dec 2023 |
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| Ronald Blue Trust | 40.00 | $7.0k | 100% | Dec 2023 |
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| Cherry Tree Wealth Management | 26.00 | $4.7k | 0% | Dec 2023 |
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| Farther Finance Advisors | 21.00 | $3.8k | 0% | Dec 2023 |
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| Assetmark | 6.00 | $1.1k | 100% | Dec 2023 |
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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 |
| Baker Avenue Asset Management | Sep 2023 | 17.00 | $2.8k |