FlexShares Disciplined Duration MBS Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 02/17/2026 | 889.80 K | $18.49 M | 2.59% | 20.22% |
| 01/29/2026 | 674.36 K | $14.01 M | 4.91% | 15.30% | |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 360.19 K | $7.48 M | 2.32% | 8.17% |
| BOLTWOOD CAPITAL MANAGEMENT | 01/02/2026 | 311.99 K | $6.48 M | -6.94% | 7.08% |
| MGO ONE SEVEN LLC | 02/03/2026 | 309.20 K | $6.42 M | 7.55% | 7.02% |
| MORGAN STANLEY | 02/13/2026 | 296.61 K | $6.16 M | 3.94% | 6.78% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 283.52 K | $5.89 M | 100.00% | 6.43% |
| TITLEIST ASSET MANAGEMENT, LLC | 02/12/2026 | 200.33 K | $4.16 M | 166.29% | 4.58% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 63.63 K | $1.32 M | 7.58% | 1.44% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 55.42 K | $1.15 M | 12.33% | 1.27% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 50.17 K | $1.04 M | 26.33% | 1.14% |
| CITADEL ADVISORS LLC | 02/17/2026 | 47.17 K | $980.04 K | 252.10% | 1.08% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 33.19 K | $689.44 K | 0.53% | 0.75% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 33.20 K | $689.78 K | 10.33% | 0.75% |
| LPL FINANCIAL LLC | 02/11/2026 | 30.50 K | $633.58 K | 30.42% | 0.69% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 21.26 K | $441.68 K | -9.58% | 0.48% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 20.26 K | $421.00 K | 27.38% | 0.46% |
| JANE STREET GROUP, LLC | 02/12/2026 | 19.95 K | $414.52 K | -37.86% | 0.45% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 14.03 K | $291.49 K | -95.24% | 0.32% |
| LEUTHOLD GROUP, LLC | 02/05/2026 | 13.30 K | $276.35 K | 100.00% | 0.30% |
| INVESTORS RESEARCH CORP | 01/06/2026 | 8.76 K | $181.97 K | 3.52% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.51 K | $176.78 K | 0.78% | 0.19% |
| NBT BANK N A /NY | 01/23/2026 | 5.06 K | $105.02 K | 0.00% | 0.12% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 4.23 K | $87.88 K | 30.96% | 0.10% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 1.40 K | $29.00 K | 100.00% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 1.05 K | $21.82 K | -2.69% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 887 | $18.43 K | 88,600.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 825 | $17.15 K | 1.73% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 718 | $14.92 K | 100.00% | 0.02% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 579 | $12.03 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 528 | $11.00 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 304 | $6.32 K | -34.48% | 0.01% |
| CWM, LLC | 01/26/2026 | 108 | $2.00 K | 0.00% | 0.00% |
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FlexShares Disciplined Duration MBS Index Fund institutional Ownership - FAQ's
During the previous two years, 39 institutional investors and hedge funds held shares of FlexShares Disciplined Duration MBS Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 889,803
COTTONWOOD CAPITAL ADVISORS, LLC: 360,192
Boltwood Capital Management: 311,988
MGO ONE SEVEN LLC: 309,195
MORGAN STANLEY: 296,612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 283,516
85.33% of FlexShares Disciplined Duration MBS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.26 M shares in the last 24 months. This purchase volume represents approximately $68.66 M in transactions.