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 5.7M $1.4B 3% Mar 2026
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Morgan Stanley 181k $44M 0% Mar 2026
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Capstone Financial Advisors 164k $40M -3% Mar 2026
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Envestnet Asset Management 136k $33M 4% Mar 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 65k $16M 3802% Mar 2026
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Sageworth Trust Company 63k $17M -6% Jun 2026
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Mml Investors Services 36k $8.6M -11% Mar 2026
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LPL Financial 30k $7.1M -4% Mar 2026
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Cetera Investment Advisers 29k $7.0M 2% Mar 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 $5.7M -4% Mar 2026
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Cambridge Investment Research Advisors 21k $5.8M 0% Jun 2026
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Wells Fargo & Company 19k $4.5M -2% Mar 2026
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CI Private Wealth 17k $4.2M -1% Mar 2026
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Efficient Advisors 15k $3.6M -10% Mar 2026
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UBS Group 15k $3.6M 1% Mar 2026
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Assetmark 14k $3.8M 22736% Jun 2026
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Goldstein Advisors 14k $3.3M -1% Mar 2026
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Royal Bank of Canada 12k $2.9M 100% Mar 2026
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Ballentine Capital Advisors 12k $3.2M -5% Jun 2026
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Discipline Wealth Solutions 11k $2.6M 11% Mar 2026
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Amg National Trust Bank 11k $2.6M 0% Mar 2026
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Bridges Investment Management 10k $2.4M 0% Mar 2026
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Raymond James Financial 8.0k $1.9M 19% Mar 2026
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Susquehanna International 8.0k $1.9M -77% Mar 2026
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Bank Of Montreal 7.3k $1.8M 100% Mar 2026
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Bessemer 6.9k $1.7M 0% Mar 2026
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Integrated Wealth Concepts 6.8k $1.6M -2% Mar 2026
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Sontag Advisory 6.6k $1.6M 0% Mar 2026
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Greenfield Savings Bank 5.5k $1.5M -1% Jun 2026
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Bank of America Corporation 4.8k $1.2M 100% Mar 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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Advisor Group Holdings 4.4k $1.1M 18% Mar 2026
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Tiaa-cref Individual & Institutional Services 4.2k $1.0M 100% Mar 2026
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Lido Advisors 3.8k $927k -5% Mar 2026
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Sentinus 3.8k $910k 100% Mar 2026
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Plante Moran Financial Advisors 3.5k $854k 0% Mar 2026
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Northwestern Mutual Wealth Management Company 3.3k $799k -46% Mar 2026
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Keybank National Association 3.3k $908k 0% Jun 2026
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Umb Bank N A 2.9k $709k 0% Mar 2026
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Zacks Investment Management 2.9k $700k 0% Mar 2026
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Comprehensive Money Management Services 2.9k $690k 0% Mar 2026
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Bank Of Oklahoma National Association / 2.8k $676k 0% Mar 2026
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VestGen Advisors 2.8k $744k 100% Mar 2026
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Vise Technologies 2.8k $684k 0% Mar 2026
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Keating Financial Advisory Services 2.7k $663k 100% Mar 2026
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Kestra Advisory Services 2.7k $736k -27% Jun 2026
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EJMK Ventures 2.7k $643k -4% Mar 2026
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Park National Corp 2.6k $631k -2% Mar 2026
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Hanson McClain Advisors 2.6k $627k 0% Mar 2026
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Bank of New York Mellon 2.3k $549k -12% Mar 2026
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Flow Traders US 2.1k $519k 100% Mar 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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Portland Global Advisors 2.0k $488k 0% Mar 2026
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Emerald Investment Advisers 2.0k $481k 100% Mar 2026
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Awm Capital 2.0k $539k -1% Jun 2026
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Captrust Financial Advisors 1.9k $467k 9% Mar 2026
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Rockefeller Capital Management 1.9k $455k 0% Mar 2026
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CIBC Bancorp USA 1.8k $435k 100% Mar 2026
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Angeles Wealth Management 1.7k $476k 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 $405k 0% Mar 2026
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Envision Financial Transparency 1.6k $397k 100% Mar 2026
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SeaCrest Wealth Management 1.6k $451k 21% Jun 2026
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Baird Financial 1.5k $357k 0% Mar 2026
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Wealth Architects 1.4k $400k 0% Jun 2026
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HPM Partners 1.4k $338k 0% Mar 2026
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William Blair $ Company 1.4k $335k 0% Mar 2026
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Orca Investment Management 1.2k $300k -7% Mar 2026
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Pensionmark Financial Group 1.2k $288k 0% Mar 2026
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Vestmark Advisory Solutions 1.2k $288k 100% Mar 2026
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Valeo Financial Advisors 1.1k $292k 0% Jun 2026
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M^T Bank Corporation 1.0k $246k -6% Mar 2026
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L & S Advisors 1.0k $246k -4% Mar 2026
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Aberdeen Wealth Management 1.0k $243k 0% Mar 2026
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Ameriprise Financial 926.00 $224k -8% Mar 2026
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Wealth Advisors of Tampa Bay 916.00 $221k 0% Mar 2026
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MKT Advisors 839.00 $232k 0% Jun 2026
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FMR 829.00 $200k 0% Mar 2026
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Harbour Investments 818.00 $197k 381% Mar 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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Caprock 770.00 $213k 100% Jun 2026
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CoreCap Advisors 749.00 $207k 2% Jun 2026
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Pnc Financial Services 732.00 $177k 0% Mar 2026
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Trifecta Capital Advisors 713.00 $172k 0% Mar 2026
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CNB Bank 644.00 $155k 0% Mar 2026
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Versant Capital Management 600.00 $166k 0% Jun 2026
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Tower Research Capital 587.00 $142k 100% Mar 2026
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IFG Advisory 577.00 $139k 100% Mar 2026
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GeoWealth Management 440.00 $122k 0% Jun 2026
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Curio Wealth 335.00 $81k 0% Mar 2026
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Gill Capital Partners 257.00 $62k 100% Mar 2026
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West Paces Advisors 243.00 $59k 0% Mar 2026
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Golden State Wealth Management 227.00 $55k 0% Mar 2026
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CWM 200.00 $48k 0% Mar 2026
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Qube Research & Technologies 186.00 $45k 100% Mar 2026
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Cornerstone Planning Group 154.00 $43k 0% Jun 2026
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Ubs Global Asset Management Americas 125.00 $30k 100% Mar 2026
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Bryn Mawr Trust 121.00 $33k 0% Jun 2026
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Highline Wealth Partners 112.00 $27k 100% Mar 2026
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Cherry Tree Wealth Management 26.00 $6.3k 0% Mar 2026
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IFP Advisors 20.00 $4.8k 0% Mar 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
Wealth Enhancement Advisory Services Dec 2025 5.9k $1.5M
Tiaa Trust, National Association Dec 2025 4.2k $1.1M
F/M Investments Dec 2025 2.5k $627k
U.S. Capital Wealth Advisors Dec 2025 951.00 $237k
Empire Financial Management Company Dec 2025 940.00 $234k
Patriot Financial Group Insurance Agency Mar 2026 836.00 $202k
Gilbert Capital Group Dec 2025 828.00 $206k
Buckingham Strategic Partners Dec 2025 817.00 $203k
Global Wealth Strategies & Associates Mar 2026 12.00 $2.9k