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Flexshares Morningstar US MA (TILT)

CUSIP: 33939L100 | NYSE | 267 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC75,230
0.0% of portfolio›$20.9M
RVW Wealth, LLC68,171
1.2% of portfolio›$18.9M
Creative Planning63,166
0.0% of portfolio›$17.5M
Sageworth Trust Co62,456
0.7% of portfolio›$17.3M
Sentinel Trust Co LBA25,614
0.9% of portfolio›$7.1M
Greenspring Advisors, LLC24,840
0.3% of portfolio›$6.9M
Cambridge Investment Research Advisors, Inc.19,761
0.0% of portfolio›$5.5M
Goldstein Advisors, LLC13,270
0.3% of portfolio›$3.7M
Assetmark, Inc13,042
0.0% of portfolio›$3.6M
Ballentine Capital Advisors, Inc11,581
1.2% of portfolio›$3.2M
Trace Wealth Advisors, LLC11,404
2.4% of portfolio›$3.2M
Discipline Wealth Solutions, LLC10,561
0.3% of portfolio›$2.9M
Victory Financial Group, LLC7,728
0.2% of portfolio›$2.1M
Indivisible Partners6,812
0.1% of portfolio›$1.9M
Vise Technologies, Inc.5,993
0.0% of portfolio›$1.7M
Greenfield Savings Bank5,460
0.6% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC4,500
0.0% of portfolio›$1.3M
WealthPlan Investment Management, LLC3,911
0.1% of portfolio›$1.1M
Lido Advisors, LLC3,839
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC3,605
0.0% of portfolio›$999.7K
Plante Moran Financial Advisors, LLC3,538
0.0% of portfolio›$981.0K
Keybank National Association3,288
0.0% of portfolio›$911.7K
Bokf, NA2,802
0.0% of portfolio›$776.9K
Parkside Financial Bank & Trust2,670
0.0% of portfolio›$740.3K
SeaCrest Wealth Management, LLC2,143
0.1% of portfolio›$594.2K
Essex Bank2,045
0.1% of portfolio›$567.0K
Park National Corp2,020
0.0% of portfolio›$560.1K
Kings Path Partners LLC1,985
0.1% of portfolio›$550.4K
AWM Capital, LLC1,956
0.0% of portfolio›$542.4K
Ejmk Ventures LLC1,730
0.2% of portfolio›$479.7K
Angeles Wealth Management, LLC1,724
0.0% of portfolio›$478.0K
Vaquero Private Wealth, LTD1,700
0.1% of portfolio›$471.4K
Quadrant Capital Group LLC1,490
0.0% of portfolio›$420.4K
Orca Investment Management, LLC1,140
0.2% of portfolio›$316.0K
Valeo Financial Advisors, LLC1,059
0.0% of portfolio›$293.6K
First Heartland Consultants, Inc.871
0.0% of portfolio›$241.5K
Atria Investments, Inc871
0.0% of portfolio›$241.5K
MKT Advisors LLC839
0.1% of portfolio›$235.7K
Gilbert Capital Group, Inc.817
0.2% of portfolio›$226.5K
CoreCap Advisors, LLC747
0.0% of portfolio›$207.1K
Trifecta Capital Advisors, LLC713
0.0% of portfolio›$197.7K
Versant Capital Management, Inc600
0.0% of portfolio›$166.4K
West Paces Advisors Inc.243
0.0% of portfolio›$67.4K
Golden State Wealth Management, LLC227
0.0% of portfolio›$63.2K
Wilmington Savings Fund Society, FSB121
0.0% of portfolio›$33.6K
Highline Wealth Partners LLC112
0.0% of portfolio›$31.1K
Cherry Tree Wealth Management, LLC26
0.0% of portfolio›$7.2K
IFP Advisors, Inc20
0.0% of portfolio›$5.5K
Cornerstone National Bank & Trust Co18
0.0% of portfolio›$5.0K
Creative Financial Designs Inc9
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
75,230$20.9M0.0%ETFLowWaltham, MA2026-11-02
RVW Wealth, LLC
68,171$18.9M1.2%ETFVery LowLos Angeles, CA2026-10-06
Creative Planning
63,166$17.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Sageworth Trust Co
62,456$17.3M0.7%ETFLowLancaster, PA2026-10-30
Sentinel Trust Co LBA
25,614$7.1M0.9%ETFVery LowHouston, TX2026-11-03
Greenspring Advisors, LLC
24,840$6.9M0.3%ETFVery LowTowson, MD2026-11-05
Cambridge Investment Research Advisors, Inc.
19,761$5.5M0.0%ETFLowFairfield, IA2026-11-02
Goldstein Advisors, LLC
13,270$3.7M0.3%ETFMediumMadison, WI2026-10-15
Assetmark, Inc
13,042$3.6M0.0%ETFLowConcord, CA2026-10-21
Ballentine Capital Advisors, Inc
11,581$3.2M1.2%ETFVery LowGreenville, SC2026-10-14
Trace Wealth Advisors, LLC
11,404$3.2M2.4%ETFVery LowLos Angeles, CA2026-10-30
Discipline Wealth Solutions, LLC
10,561$2.9M0.3%ETFLowGreenville, SC2026-10-14
Victory Financial Group, LLC
7,728$2.1M0.2%ETFLowAustin, TX2026-10-27
Indivisible Partners
6,812$1.9M0.1%GrowthMediumClearwater, FL2026-10-26
Vise Technologies, Inc.
5,993$1.7M0.0%IndexLowNew York, NY2026-10-29
Greenfield Savings Bank
5,460$1.5M0.6%CoreVery LowGreenfield, MA2026-10-07
Wealth Enhancement Advisory Services, LLC
4,500$1.3M0.0%CoreLowPlymouth, MN2026-10-13
WealthPlan Investment Management, LLC
3,911$1.1M0.1%GrowthMediumOmaha, NE2026-10-15
Lido Advisors, LLC
3,839$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
3,605$999.7K0.0%CoreLowAustin, TX2026-11-02
Plante Moran Financial Advisors, LLC
3,538$981.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Keybank National Association
3,288$911.7K0.0%CoreLowBrooklyn, OH2026-11-04
Bokf, NA
2,802$776.9K0.0%CoreLowTulsa, OK2026-10-27
Parkside Financial Bank & Trust
2,670$740.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
SeaCrest Wealth Management, LLC
2,143$594.2K0.1%GrowthLowPurchase, NY2026-10-21
Essex Bank
2,045$567.0K0.1%CoreLowEssex, CT2026-10-16
Park National Corp
2,020$560.1K0.0%CoreLowNewark, OH2026-10-05
Kings Path Partners LLC
1,985$550.4K0.1%ETFVery LowSugar Land, TX2026-10-21
AWM Capital, LLC
1,956$542.4K0.0%ETFLowPhoenix, AZ2026-10-16
Ejmk Ventures LLC
1,730$479.7K0.2%GrowthMediumItasca, IL2026-10-21
Angeles Wealth Management, LLC
1,724$478.0K0.0%ETFLowSanta Monica, CA2026-10-26
Vaquero Private Wealth, LTD
1,700$471.4K0.1%ETFN/ADallas, TX2026-10-27
Quadrant Capital Group LLC
1,490$420.4K0.0%CoreLowCincinnati, OH2026-10-20
Orca Investment Management, LLC
1,140$316.0K0.2%GrowthLowLake Oswego, OR2026-10-29
Valeo Financial Advisors, LLC
1,059$293.6K0.0%ETFLowCarmel, IN2026-10-08
First Heartland Consultants, Inc.
871$241.5K0.0%ETFMediumLake St. Louis, MO2026-10-08
Atria Investments, Inc
871$241.5K0.0%CoreMediumCharlotte, NC2026-10-15
MKT Advisors LLC
839$235.7K0.1%ETFLowCarlsbad, CA2026-10-20
Gilbert Capital Group, Inc.
817$226.5K0.2%ETFHighNorth Yarmouth, ME2026-10-28
CoreCap Advisors, LLC
747$207.1K0.0%ETFMediumSouthfield, MI2026-10-08
Trifecta Capital Advisors, LLC
713$197.7K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Versant Capital Management, Inc
600$166.4K0.0%GARPLowPhoenix, AZ2026-10-02
West Paces Advisors Inc.
243$67.4K0.0%ETFLowAtlanta, GA2026-10-13
Golden State Wealth Management, LLC
227$63.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Wilmington Savings Fund Society, FSB
121$33.6K0.0%CoreLowWilmington, DE2026-10-23
Highline Wealth Partners LLC
112$31.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Cherry Tree Wealth Management, LLC
26$7.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
IFP Advisors, Inc
20$5.5K0.0%GrowthLowTampa, FL2026-10-16
Cornerstone National Bank & Trust Co
18$5.0K0.0%ETFMediumPalatine, IL2026-10-20
Creative Financial Designs Inc
9$2.5K0.0%ETFMediumKokomo, IN2026-11-04