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Flexshares Core Select Bond (BNDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Occidental Asset Management, LLC
INCREASED
Shares983,263 from 903,142
Change+80,121 (+9%)
Value$20.7M (+$765.6K)
Filed 2026-11-05
Park National Corp
INCREASED
Shares330,435 from 316,191
Change+14,244 (+5%)
Value$7.0M (-$22.9K)
Filed 2026-10-05
CoreCap Advisors, LLC
INCREASED
Shares71,610 from 60,123
Change+11,487 (+19%)
Value$1.5M (+$180.6K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares40,076 from 40,108
Change-32 (0%)
Value$844.5K (-$41.7K)
Filed 2026-10-15
First Heartland Consultants, Inc.
DECREASED
Shares39,279 from 39,311
Change-32 (0%)
Value$827.7K (-$40.8K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
UNCHANGED
Shares32,856 from 32,856
Change0 (0%)
Value$692.3K (-$33.6K)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares31,755 from 32,715
Change-960 (-3%)
Value$669.1K (-$53.7K)
Filed 2026-11-06
ROI Financial Advisors, LLC
INCREASED
Shares27,950 from 27,356
Change+594 (+2%)
Value$589.0K (-$15.4K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares19,123 from 19,095
Change+28 (+0%)
Value$403.0K (-$18.9K)
Filed 2026-10-14
Absolute Capital Management, LLC
DECREASED
Shares14,471 from 24,776
Change-10,305 (-42%)
Value$304.9K (-$242.5K)
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares13,811 from 14,171
Change-360 (-3%)
Value$291.0K (-$22.0K)
Filed 2026-10-19
Ejmk Ventures LLC
INCREASED
Shares10,423 from 9,527
Change+896 (+9%)
Value$219.6K (+$9.1K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares4,572 from 4,525
Change+47 (+1%)
Value$96.3K (-$3.6K)
Filed 2026-11-05
CX Institutional
INCREASED
Shares4,530 from 4,484
Change+46 (+1%)
Value$95 (-$4)
Filed 2026-10-02
Creative Financial Designs Inc
INCREASED
Shares4,239 from 3,941
Change+298 (+8%)
Value$89.3K (+$2.3K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares868 from 785
Change+83 (+11%)
Value$18.3K (+$947)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$16.5K (-$802)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares405 from 401
Change+4 (+1%)
Value$8.5K (-$321)
Filed 2026-10-28
VestGen Advisors, LLC
CLOSED
Shares0 from 50,673
Change-50,673 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Northern Trust Corp
N/A
Shares— from 3,244,990
Change-3,244,990 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,110,624
Change-1,110,624 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 353,934
Change-353,934 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 70,670
Change-70,670 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 47,458
Change-47,458 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 39,248
Change-39,248 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,503
Change-38,503 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 32,260
Change-32,260 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,663
Change-17,663 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,232
Change-15,232 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,461
Change-9,461 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Occidental Asset Management, LLC
INCREASED983,263903,142+80,121+9%$20.0M$20.7M+$765.6K2026-11-05
Park National Corp
INCREASED330,435316,191+14,244+5%$7.0M$7.0M-$22.9K2026-10-05
CoreCap Advisors, LLC
INCREASED71,61060,123+11,487+19%$1.3M$1.5M+$180.6K2026-10-08
Atria Investments, Inc
DECREASED40,07640,108-320%$886.1K$844.5K-$41.7K2026-10-15
First Heartland Consultants, Inc.
DECREASED39,27939,311-320%$868.5K$827.7K-$40.8K2026-10-08
SeaCrest Wealth Management, LLC
UNCHANGED32,85632,85600%$725.9K$692.3K-$33.6K2026-10-21
LPL Financial LLC
DECREASED31,75532,715-960-3%$722.8K$669.1K-$53.7K2026-11-06
ROI Financial Advisors, LLC
INCREASED27,95027,356+594+2%$604.4K$589.0K-$15.4K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED19,12319,095+28+0%$421.9K$403.0K-$18.9K2026-10-14
Absolute Capital Management, LLC
DECREASED14,47124,776-10,305-42%$547.4K$304.9K-$242.5K2026-10-16
Herold Advisors, Inc.
DECREASED13,81114,171-360-3%$313.0K$291.0K-$22.0K2026-10-19
Ejmk Ventures LLC
INCREASED10,4239,527+896+9%$210.5K$219.6K+$9.1K2026-10-21
Fifth Third Bancorp
INCREASED4,5724,525+47+1%$100.0K$96.3K-$3.6K2026-11-05
CX Institutional
INCREASED4,5304,484+46+1%$99$95-$42026-10-02
Creative Financial Designs Inc
INCREASED4,2393,941+298+8%$87.1K$89.3K+$2.3K2026-11-04
AlphaCore Capital LLC
INCREASED868785+83+11%$17.3K$18.3K+$9472026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED78578500%$17.3K$16.5K-$8022026-10-23
Buck Wealth Strategies, LLC
INCREASED405401+4+1%$8.9K$8.5K-$3212026-10-28
VestGen Advisors, LLC
CLOSED050,673-50,673-100%$1.1M$0-$1.1M2026-10-27
Northern Trust Corp
N/A—3,244,990-3,244,990-100%$71.7M———
Envestnet Asset Management Inc
N/A—1,110,624-1,110,624-100%$24.5M———
MML Investors Services, LLC
N/A—353,934-353,934-100%$7.8M———
Mutual Advisors, LLC
N/A—70,670-70,670-100%$1.6M———
VestGen Investment Management
N/A—47,458-47,458-100%$1.0M———
Stratos Wealth Advisors, LLC
N/A—39,248-39,248-100%$867.1K———
Snowden Capital Advisors LLC
N/A—38,503-38,503-100%$850.7K———
Olde Wealth Management, LLC
N/A—32,260-32,260-100%$712.0K———
Citadel Advisors LLC
N/A—17,663-17,663-100%$390.2K———
Jane Street Group, LLC
N/A—15,232-15,232-100%$336.5K———
Susquehanna International Group, LLP
N/A—9,461-9,461-100%$209.0K———
Harbour Investments, Inc.
N/A—4,859-4,859-100%$107.4K———
Marquette Associates, Inc.
N/A—1,547-1,547-100%$34.2K———
GeoWealth Management, LLC
N/A—1,411-1,411-100%$31.2K———
Highland Investment Advisors LLC
N/A—259-259-100%$5.7K———
Morgan Stanley
N/A—1-1-100%$40———
Showing 35 of 35 institutions