Who owns FLEXSHARES TR MORNSTAR usmkt?

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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
Northern Trust 5.5M $1.4B -2% Dec 2025
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Capstone Financial Advisors 169k $42M -8% Dec 2025
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Envestnet Asset Management 131k $33M 1% Dec 2025
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Commonwealth Equity Services 110k $27M -9% Dec 2025
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Sageworth Trust Company 71k $18M 0% Dec 2025
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RVW Wealth 68k $17M -3% Mar 2026
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SageView Advisory Group 65k $16M -1% Dec 2025
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Mml Investors Services 40k $10M 7% Dec 2025
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Susquehanna International 34k $8.5M 162% Dec 2025
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LPL Financial 31k $7.7M -4% Dec 2025
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Cetera Investment Advisers 28k $7.1M 1% Dec 2025
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_Sentinel Trust Company, LBA______________ 26k $6.5M -3% Dec 2025
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Greenspring Advisors 25k $6.2M 100% Dec 2025
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Trace Wealth Advisors 25k $6.1M 0% Dec 2025
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Cambridge Investment Research Advisors 21k $5.2M 0% Dec 2025
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Wells Fargo & Company 19k $4.7M 1% Dec 2025
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CI Private Wealth 17k $4.3M 118% Dec 2025
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Efficient Advisors 17k $4.1M -5% Dec 2025
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UBS Group 15k $3.6M 0% Dec 2025
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Goldstein Advisors 14k $3.5M 0% Dec 2025
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Ballentine Capital Advisors 12k $2.9M -1% Mar 2026
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Discipline Wealth Solutions 11k $2.6M 11% Mar 2026
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Amg National Trust Bank 11k $2.7M 0% Dec 2025
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Bridges Investment Management 10k $2.5M 0% Dec 2025
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Brian McDonald 7.1k $1.8M 0% Dec 2025
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Integrated Wealth Concepts 6.9k $1.7M 2% Dec 2025
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Bessemer 6.9k $1.7M 100% Dec 2025
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Raymond James Financial 6.7k $1.7M 0% Dec 2025
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Sontag Advisory 6.6k $1.6M 0% Dec 2025
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Northwestern Mutual Wealth Management Company 6.1k $1.5M 0% Dec 2025
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Greenfield Savings Bank 5.5k $1.3M 0% Mar 2026
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Tiaa Trust, National Association 4.2k $1.1M 0% Dec 2025
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Lido Advisors 4.0k $980k 0% Dec 2025
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Advisor Group Holdings 3.7k $925k 3% Dec 2025
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Kestra Advisory Services 3.7k $919k -8% Dec 2025
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Plante Moran Financial Advisors 3.5k $880k 0% Dec 2025
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Keybank National Association 3.3k $818k 0% Dec 2025
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Victory Financial Group 3.1k $777k 18% Dec 2025
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Umb Bank N A 2.9k $730k 100% Dec 2025
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Zacks Investment Management 2.9k $721k 0% Dec 2025
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Comprehensive Money Management Services 2.9k $711k 0% Dec 2025
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Bank Of Oklahoma National Association / 2.8k $697k 0% Dec 2025
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EJMK Ventures 2.8k $692k 100% Dec 2025
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Vise Technologies 2.8k $684k 100% Dec 2025
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Park National Corp 2.6k $631k -2% Mar 2026
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Bank of New York Mellon 2.6k $646k 0% Dec 2025
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Hanson McClain Advisors 2.6k $646k 0% Dec 2025
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F/M Investments 2.5k $627k -18% Dec 2025
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Hanlon Investment Management 2.3k $583k -22% Dec 2025
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Essex Savings Bank 2.0k $494k 0% Mar 2026
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Portland Global Advisors 2.0k $503k 100% Dec 2025
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Awm Capital 2.0k $487k 0% Dec 2025
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Rockefeller Capital Management 1.9k $468k 68% Dec 2025
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Atlantic Trust 1.8k $448k 0% Dec 2025
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Captrust Financial Advisors 1.8k $443k 1% Dec 2025
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Thrivent Financial for Lutherans 1.7k $420k 0% Dec 2025
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Creative Planning 1.7k $413k 0% Dec 2025
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Wealth Architects 1.5k $381k -6% Dec 2025
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Baird Financial 1.5k $368k 0% Dec 2025
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HPM Partners 1.4k $348k 0% Dec 2025
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William Blair $ Company 1.4k $346k 47% Dec 2025
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SeaCrest Wealth Management 1.4k $326k 100% Mar 2026
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Orca Investment Management 1.3k $334k -2% Dec 2025
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Pensionmark Financial Group 1.2k $297k 100% Dec 2025
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M^T Bank Corporation 1.1k $268k -10% Dec 2025
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L & S Advisors 1.1k $263k 0% Dec 2025
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Valeo Financial Advisors 1.1k $261k 100% Dec 2025
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Ameriprise Financial 1.0k $250k 9% Dec 2025
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Aberdeen Wealth Management 1.0k $250k 100% Dec 2025
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Empire Financial Management Company 940.00 $234k -22% Dec 2025
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Wealth Advisors of Tampa Bay 916.00 $228k 100% Dec 2025
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MKT Advisors 839.00 $205k 0% Mar 2026
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FMR 829.00 $206k -3% Dec 2025
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Gilbert Capital Group 828.00 $206k 0% Dec 2025
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Buckingham Strategic Partners 817.00 $203k -1% Dec 2025
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CoreCap Advisors 732.00 $177k 10% Mar 2026
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Pnc Financial Services 732.00 $182k 0% Dec 2025
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Trifecta Capital Advisors 713.00 $177k 0% Dec 2025
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CNB Bank 644.00 $160k 0% Dec 2025
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Versant Capital Management 600.00 $145k 0% Mar 2026
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GeoWealth Management 419.00 $104k -13% Dec 2025
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Curio Wealth 335.00 $84k 0% Dec 2025
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Gill Capital Partners 257.00 $62k 100% Mar 2026
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West Paces Advisors 243.00 $60k 0% Dec 2025
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Golden State Wealth Management 227.00 $57k 0% Dec 2025
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CWM 200.00 $50k 0% Dec 2025
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Harbour Investments 170.00 $42k 0% Dec 2025
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Cornerstone Planning Group 153.00 $39k 1% Dec 2025
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Bryn Mawr Trust 121.00 $30k 0% Dec 2025
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Highline Wealth Partners 112.00 $27k 100% Mar 2026
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Assetmark 66.00 $16k 8% Dec 2025
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Cherry Tree Wealth Management 26.00 $6.5k 0% Dec 2025
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IFP Advisors 20.00 $4.8k 0% Mar 2026
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Global Wealth Strategies & Associates 12.00 $2.9k 0% Mar 2026
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Creative Financial Designs 5.00 $1.2k 0% Mar 2026
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Who sold out of FLEXSHARES TR MORNSTAR usmkt?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 5.9k $1.5M
Goldman Sachs Group Sep 2025 3.3k $809k
Texas Capital Bank Wealth Management Services Sep 2025 2.7k $654k
Flow Traders US Sep 2025 2.5k $603k
Choate Investment Advisors Sep 2025 1.1k $276k
U.S. Capital Wealth Advisors Dec 2025 951.00 $237k
Qube Research & Technologies Sep 2025 201.00 $49k
Us Bancorp Sep 2025 141.00 $34k
North Capital Sep 2025 51.00 $12k
GPS Wealth Strategies Group Sep 2025 41.00 $9.9k