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 5.9M $1.6B 4% Jun 2026
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Morgan Stanley 181k $44M 0% Mar 2026
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Capstone Financial Advisors 158k $44M -3% Jun 2026
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Envestnet Asset Management 138k $38M 1% Jun 2026
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Commonwealth Equity Services 103k $29M -3% Jun 2026
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RVW Wealth 68k $19M 0% Jun 2026
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Creative Planning 64k $18M -1% Jun 2026
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Sageworth Trust Company 63k $17M -6% Jun 2026
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SageView Advisory Group 62k $17M -5% Jun 2026
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Mml Investors Services 44k $12M 23% Jun 2026
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MAI Wealth Advisors 36k $9.9M 100% Jun 2026
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LPL Financial 31k $8.6M 5% Jun 2026
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Cetera Investment Advisers 29k $8.0M 0% Jun 2026
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_Sentinel Trust Company, LBA______________ 26k $7.1M 0% Jun 2026
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Trace Wealth Advisors 25k $6.8M 0% Jun 2026
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Greenspring Advisors 24k $6.7M 2% Jun 2026
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Cambridge Investment Research Advisors 21k $5.8M 0% Jun 2026
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UBS Group 20k $5.4M 33% Jun 2026
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CI Private Wealth 17k $4.8M 0% Jun 2026
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Wells Fargo & Company 17k $4.8M -7% Jun 2026
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Efficient Advisors 15k $3.6M -10% Mar 2026
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Assetmark 14k $3.8M 22736% Jun 2026
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Goldstein Advisors 14k $3.8M -1% Jun 2026
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Royal Bank of Canada 12k $3.3M 0% Jun 2026
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Ballentine Capital Advisors 12k $3.2M -5% Jun 2026
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Discipline Wealth Solutions 11k $2.9M -2% Jun 2026
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Amg National Trust Bank 10k $2.9M -3% Jun 2026
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Bridges Investment Management 10k $2.8M 0% Jun 2026
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Raymond James Financial 7.8k $2.2M -3% Jun 2026
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Bank Of Montreal 7.3k $1.8M 100% Mar 2026
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Indivisible Partners 6.8k $1.9M 100% Jun 2026
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Integrated Wealth Concepts 6.8k $1.9M 0% Jun 2026
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Bessemer 6.7k $1.8M -3% Jun 2026
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Sontag Advisory 6.6k $1.8M 0% Jun 2026
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Bank of America Corporation 5.6k $1.5M 15% Jun 2026
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Greenfield Savings Bank 5.5k $1.5M -1% Jun 2026
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Advisor Group Holdings 5.4k $1.5M 23% Jun 2026
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Victory Financial Group 4.7k $1.3M 27% Jun 2026
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WealthPlan Investment Management 4.5k $1.2M -1% Jun 2026
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Wealth Enhancement Advisory Services 4.5k $1.3M 100% Jun 2026
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Tiaa-cref Individual & Institutional Services 4.2k $1.2M 0% Jun 2026
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Lido Advisors 3.8k $1.1M 0% Jun 2026
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Sentinus 3.8k $1.0M 0% Jun 2026
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Vise Technologies 3.6k $996k 31% Jun 2026
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Plante Moran Financial Advisors 3.5k $977k 0% Jun 2026
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DiMeo Schneider & Associates 3.5k $966k 100% Jun 2026
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Northwestern Mutual Wealth Management Company 3.3k $914k 0% Jun 2026
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Keybank National Association 3.3k $908k 0% Jun 2026
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Umb Bank N A 2.9k $811k 0% Jun 2026
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Zacks Investment Management 2.9k $801k 0% Jun 2026
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Comprehensive Money Management Services 2.9k $789k 0% Jun 2026
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Bank Of Oklahoma National Association / 2.8k $774k 0% Jun 2026
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Keating Financial Advisory Services 2.7k $758k 0% Jun 2026
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Kestra Advisory Services 2.7k $736k -27% Jun 2026
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Park National Corp 2.6k $721k 0% Jun 2026
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Hanson McClain Advisors 2.6k $717k 0% Jun 2026
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VestGen Advisors 2.6k $707k -8% Jun 2026
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Flow Traders US 2.6k $704k 19% Jun 2026
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Citadel Advisors 2.5k $684k 100% Jun 2026
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Hanlon Investment Management 2.1k $591k -8% Jun 2026
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Essex Savings Bank 2.0k $565k 0% Jun 2026
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Kings Path Partners 2.0k $560k 0% Jun 2026
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Portland Global Advisors 2.0k $558k 0% Jun 2026
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Emerald Investment Advisers 2.0k $553k 0% Jun 2026
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Awm Capital 2.0k $539k -1% Jun 2026
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Captrust Financial Advisors 1.9k $537k 1% Jun 2026
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Mariner Wealth Advisors 1.9k $527k 100% Jun 2026
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AQR Capital Management 1.8k $504k 100% Jun 2026
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CIBC Bancorp USA 1.8k $497k 0% Jun 2026
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EJMK Ventures 1.8k $494k -33% Jun 2026
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Angeles Wealth Management 1.7k $476k 100% Jun 2026
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Milestone Group 1.7k $474k 100% Jun 2026
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Vaquero Private Wealth 1.7k $469k 100% Jun 2026
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Thrivent Financial for Lutherans 1.7k $463k 0% Jun 2026
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Jane Street 1.7k $460k 100% Jun 2026
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SeaCrest Wealth Management 1.6k $451k 21% Jun 2026
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Quadrant Capital 1.5k $411k 100% Jun 2026
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Baird Financial 1.5k $409k 0% Jun 2026
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Wealth Architects 1.4k $400k 0% Jun 2026
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HPM Partners 1.4k $387k 0% Jun 2026
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William Blair $ Company 1.4k $382k 0% Jun 2026
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Rockefeller Capital Management 1.4k $376k -28% Jun 2026
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Bank of New York Mellon 1.3k $371k -41% Jun 2026
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Us Bancorp 1.3k $369k 100% Jun 2026
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Susquehanna International 1.2k $336k -85% Jun 2026
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Orca Investment Management 1.2k $330k -4% Jun 2026
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Pensionmark Financial Group 1.2k $288k 0% Jun 2026
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Vestmark Advisory Solutions 1.2k $330k 0% Jun 2026
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Valeo Financial Advisors 1.1k $292k 0% Jun 2026
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Ameriprise Financial 1.0k $282k 10% Jun 2026
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L & S Advisors 1.0k $281k 0% Jun 2026
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Aberdeen Wealth Management 1.0k $277k 0% Jun 2026
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M^T Bank Corporation 981.00 $271k -4% Jun 2026
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Wealth Advisors of Tampa Bay 916.00 $253k 0% Jun 2026
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Harbour Investments 883.00 $244k 8% Jun 2026
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MKT Advisors 839.00 $232k 0% Jun 2026
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FMR 829.00 $229k 0% Jun 2026
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Buckingham Strategic Partners 817.00 $226k 100% Jun 2026
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Geometric Wealth Advisors 814.00 $225k 100% Jun 2026
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First Heartland Consultants 807.00 $223k 100% Jun 2026
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Atria Investments 807.00 $223k 100% Jun 2026
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Beacon Pointe Advisors 800.00 $221k 100% Jun 2026
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Caprock 770.00 $213k 100% Jun 2026
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Private Advisor 755.00 $208k 100% Jun 2026
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CoreCap Advisors 749.00 $207k 2% Jun 2026
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Pnc Financial Services 732.00 $202k 0% Jun 2026
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Trifecta Capital Advisors 713.00 $197k 0% Jun 2026
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CNB Bank 644.00 $178k 0% Jun 2026
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Versant Capital Management 600.00 $166k 0% Jun 2026
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GeoWealth Management 440.00 $122k 0% Jun 2026
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Gill Capital Partners 257.00 $71k 0% Jun 2026
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West Paces Advisors 243.00 $67k 0% Jun 2026
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Golden State Wealth Management 227.00 $63k 0% Jun 2026
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CWM 200.00 $48k 0% Mar 2026
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Qube Research & Technologies 186.00 $51k 0% Jun 2026
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Cornerstone Planning Group 154.00 $43k 0% Jun 2026
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Bryn Mawr Trust 121.00 $33k 0% Jun 2026
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Highline Wealth Partners 112.00 $31k 0% Jun 2026
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Jpmorgan Chase & Co 100.00 $27k 100% Jun 2026
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Tower Research Capital 76.00 $21k -87% Jun 2026
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Mercer Global Advisors 65.00 $18k 100% Jun 2026
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Cherry Tree Wealth Management 26.00 $7.2k 0% Jun 2026
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IFP Advisors 20.00 $5.5k 0% Jun 2026
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Creative Financial Designs 5.00 $1.4k 0% Jun 2026
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Who sold out of FLEXSHARES TR MORNSTAR usmkt?

Fund or Company Name Date Sold Shares Held Valued At
Clear Point Advisors Mar 2026 33k $1.9M
Envision Financial Transparency Mar 2026 1.6k $397k
U.S. Capital Wealth Advisors Dec 2025 951.00 $237k
Patriot Financial Group Insurance Agency Mar 2026 836.00 $202k
IFG Advisory Mar 2026 577.00 $139k
Curio Wealth Mar 2026 335.00 $81k
Ubs Global Asset Management Americas Mar 2026 125.00 $30k
Global Wealth Strategies & Associates Mar 2026 12.00 $2.9k