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
Download as csv
Download as Excel
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 |
|
| Capstone Financial Advisors | 158k | $44M | -3% | Jun 2026 |
|
| Envestnet Asset Management | 138k | $38M | 1% | Jun 2026 |
|
| Commonwealth Equity Services | 75k | $21M | -27% | Sep 2026 |
|
| RVW Wealth | 68k | $19M | 0% | Sep 2026 |
|
| Creative Planning | 63k | $18M | -1% | Sep 2026 |
|
| Sageworth Trust Company | 63k | $17M | 0% | Sep 2026 |
|
| SageView Advisory Group | 62k | $17M | 100% | Jun 2026 |
|
| Mml Investors Services | 44k | $12M | 23% | Jun 2026 |
|
| MAI Wealth Advisors | 36k | $9.9M | 100% | Jun 2026 |
|
| LPL Financial | 31k | $8.6M | 5% | Jun 2026 |
|
| Cetera Investment Advisers | 29k | $8.0M | 0% | Jun 2026 |
|
| _Sentinel Trust Company, LBA______________ | 26k | $7.1M | 0% | Sep 2026 |
|
| Greenspring Advisors | 25k | $6.9M | 3% | Sep 2026 |
|
| Cambridge Investment Research Advisors | 20k | $5.5M | -5% | Sep 2026 |
|
| UBS Group | 20k | $5.4M | 33% | Jun 2026 |
|
| CI Private Wealth | 17k | $4.8M | 0% | Jun 2026 |
|
| Wells Fargo & Company | 17k | $4.8M | -7% | Jun 2026 |
|
| Goldstein Advisors | 13k | $3.7M | -3% | Sep 2026 |
|
| Assetmark | 13k | $3.6M | -6% | Sep 2026 |
|
| Royal Bank of Canada | 12k | $3.3M | 0% | Jun 2026 |
|
| Ballentine Capital Advisors | 12k | $3.2M | -1% | Sep 2026 |
|
| Trace Wealth Advisors | 11k | $3.2M | -53% | Sep 2026 |
|
| Discipline Wealth Solutions | 11k | $2.9M | 0% | Sep 2026 |
|
| Amg National Trust Bank | 10k | $2.9M | -3% | Jun 2026 |
|
| Bridges Investment Management | 10k | $2.8M | 0% | Jun 2026 |
|
| Raymond James Financial | 7.8k | $2.2M | -3% | Jun 2026 |
|
| Victory Financial Group | 7.7k | $2.1M | 66% | Sep 2026 |
|
| Indivisible Partners | 6.8k | $1.9M | 0% | Sep 2026 |
|
| Integrated Wealth Concepts | 6.8k | $1.9M | 0% | Jun 2026 |
|
| Bessemer | 6.7k | $1.8M | -3% | Jun 2026 |
|
| Sontag Advisory | 6.6k | $1.8M | 0% | Jun 2026 |
|
| Vise Technologies | 6.0k | $1.7M | 66% | Sep 2026 |
|
| Bank of America Corporation | 5.6k | $1.5M | 15% | Jun 2026 |
|
| Greenfield Savings Bank | 5.5k | $1.5M | 0% | Sep 2026 |
|
| Advisor Group Holdings | 5.4k | $1.5M | 23% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 4.5k | $1.3M | 0% | Sep 2026 |
|
| Tiaa-cref Individual & Institutional Services | 4.2k | $1.2M | 0% | Jun 2026 |
|
| WealthPlan Investment Management | 3.9k | $1.1M | -13% | Sep 2026 |
|
| Lido Advisors | 3.8k | $1.1M | 0% | Jun 2026 |
|
| Sentinus | 3.8k | $1.0M | 0% | Jun 2026 |
|
| Kestra Advisory Services | 3.6k | $1000k | 35% | Sep 2026 |
|
| Plante Moran Financial Advisors | 3.5k | $977k | 0% | Jun 2026 |
|
| DiMeo Schneider & Associates | 3.5k | $966k | 100% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 3.3k | $914k | 0% | Jun 2026 |
|
| Keybank National Association | 3.3k | $908k | 0% | Jun 2026 |
|
| Umb Bank N A | 2.9k | $811k | 0% | Jun 2026 |
|
| Zacks Investment Management | 2.9k | $801k | 0% | Jun 2026 |
|
| Comprehensive Money Management Services | 2.9k | $789k | 0% | Jun 2026 |
|
| Bank Of Oklahoma National Association / | 2.8k | $777k | 0% | Sep 2026 |
|
| Keating Financial Advisory Services | 2.7k | $758k | 0% | Jun 2026 |
|
| Parkside Financial Bank & Trust | 2.7k | $740k | 100% | Sep 2026 |
|
| Hanson McClain Advisors | 2.6k | $717k | 0% | Jun 2026 |
|
| Flow Traders US | 2.6k | $704k | 19% | Jun 2026 |
|
| Citadel Advisors | 2.5k | $684k | 100% | Jun 2026 |
|
| SeaCrest Wealth Management | 2.1k | $594k | 31% | Sep 2026 |
|
| Hanlon Investment Management | 2.1k | $591k | -8% | Jun 2026 |
|
| Essex Savings Bank | 2.0k | $565k | 0% | Jun 2026 |
|
| Portland Global Advisors | 2.0k | $558k | 0% | Jun 2026 |
|
| Park National Corp | 2.0k | $560k | -23% | Sep 2026 |
|
| Emerald Investment Advisers | 2.0k | $553k | 0% | Jun 2026 |
|
| Kings Path Partners | 2.0k | $550k | -2% | Sep 2026 |
|
| Awm Capital | 2.0k | $542k | 0% | Sep 2026 |
|
| Captrust Financial Advisors | 1.9k | $537k | 1% | Jun 2026 |
|
| Mariner Wealth Advisors | 1.9k | $527k | 100% | Jun 2026 |
|
| AQR Capital Management | 1.8k | $504k | 100% | Jun 2026 |
|
| CIBC Bancorp USA | 1.8k | $497k | 0% | Jun 2026 |
|
| EJMK Ventures | 1.7k | $480k | -3% | Sep 2026 |
|
| Angeles Wealth Management | 1.7k | $478k | 0% | Sep 2026 |
|
| Milestone Group | 1.7k | $474k | 100% | Jun 2026 |
|
| Vaquero Private Wealth | 1.7k | $471k | 0% | Sep 2026 |
|
| Thrivent Financial for Lutherans | 1.7k | $463k | 0% | Jun 2026 |
|
| Jane Street | 1.7k | $460k | 100% | Jun 2026 |
|
| Quadrant Capital | 1.5k | $420k | 0% | Sep 2026 |
|
| Baird Financial | 1.5k | $409k | 0% | Jun 2026 |
|
| HPM Partners | 1.4k | $387k | 0% | Jun 2026 |
|
| William Blair $ Company | 1.4k | $382k | 0% | Jun 2026 |
|
| Rockefeller Capital Management | 1.4k | $376k | -28% | Jun 2026 |
|
| Bank of New York Mellon | 1.3k | $371k | -41% | Jun 2026 |
|
| Us Bancorp | 1.3k | $369k | 100% | Jun 2026 |
|
| Susquehanna International | 1.2k | $336k | -85% | Jun 2026 |
|
| Pensionmark Financial Group | 1.2k | $288k | 0% | Jun 2026 |
|
| Vestmark Advisory Solutions | 1.2k | $330k | 0% | Jun 2026 |
|
| Orca Investment Management | 1.1k | $316k | -5% | Sep 2026 |
|
| Valeo Financial Advisors | 1.1k | $294k | 0% | Sep 2026 |
|
| Ameriprise Financial | 1.0k | $282k | 10% | Jun 2026 |
|
| L & S Advisors | 1.0k | $281k | 0% | Jun 2026 |
|
| Aberdeen Wealth Management | 1.0k | $277k | 0% | Jun 2026 |
|
| M^T Bank Corporation | 981.00 | $271k | -4% | Jun 2026 |
|
| Wealth Advisors of Tampa Bay | 916.00 | $253k | 0% | Jun 2026 |
|
| Harbour Investments | 883.00 | $244k | 8% | Jun 2026 |
|
| First Heartland Consultants | 871.00 | $242k | 8% | Sep 2026 |
|
| Atria Investments | 871.00 | $242k | 8% | Sep 2026 |
|
| MKT Advisors | 839.00 | $236k | 0% | Sep 2026 |
|
| FMR | 829.00 | $229k | 0% | Jun 2026 |
|
| Gilbert Capital Group | 817.00 | $227k | 100% | Sep 2026 |
|
| Buckingham Strategic Partners | 817.00 | $226k | 100% | Jun 2026 |
|
| Geometric Wealth Advisors | 814.00 | $225k | 100% | Jun 2026 |
|
| Beacon Pointe Advisors | 800.00 | $221k | 100% | Jun 2026 |
|
| Caprock | 770.00 | $213k | 100% | Jun 2026 |
|
| Private Advisor | 755.00 | $208k | 100% | Jun 2026 |
|
| CoreCap Advisors | 747.00 | $207k | 0% | Sep 2026 |
|
| Pnc Financial Services | 732.00 | $202k | 0% | Jun 2026 |
|
| Trifecta Capital Advisors | 713.00 | $198k | 0% | Sep 2026 |
|
| CNB Bank | 644.00 | $178k | 0% | Jun 2026 |
|
| Versant Capital Management | 600.00 | $166k | 0% | Sep 2026 |
|
| GeoWealth Management | 440.00 | $122k | 0% | Jun 2026 |
|
| West Paces Advisors | 243.00 | $67k | 0% | Sep 2026 |
|
| Golden State Wealth Management | 227.00 | $63k | 0% | Sep 2026 |
|
| Qube Research & Technologies | 186.00 | $51k | 0% | Jun 2026 |
|
| Bryn Mawr Trust | 121.00 | $34k | 0% | Sep 2026 |
|
| Highline Wealth Partners | 112.00 | $31k | 0% | Sep 2026 |
|
| Jpmorgan Chase & Co | 100.00 | $27k | 100% | Jun 2026 |
|
| Tower Research Capital | 76.00 | $21k | -87% | Jun 2026 |
|
| Cherry Tree Wealth Management | 26.00 | $7.2k | 0% | Sep 2026 |
|
| IFP Advisors | 20.00 | $5.5k | 0% | Sep 2026 |
|
| Cornerstone National Bank & Trust | 18.00 | $5.0k | 100% | Sep 2026 |
|
| Creative Financial Designs | 5.00 | $1.4k | 0% | Jun 2026 |
|
Who sold out of FLEXSHARES TR MORNSTAR usmkt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| VestGen Advisors | Jun 2026 | 2.6k | $707k |
| Envision Financial Transparency | Mar 2026 | 1.6k | $397k |
| Wealth Architects | Jun 2026 | 1.4k | $400k |
| IFG Advisory | Mar 2026 | 577.00 | $139k |
| Curio Wealth | Mar 2026 | 335.00 | $81k |
| Gill Capital Partners | Jun 2026 | 257.00 | $71k |
| Cornerstone Planning Group | Jun 2026 | 154.00 | $43k |
| Ubs Global Asset Management Americas | Mar 2026 | 125.00 | $30k |