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Flexshares TR

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
INCREASED
Shares84,210 from 81,924
Change+2,286 (+3%)
Value$2.8M (+$155.2K)
Filed 2025-11-14
NBT Bank, N.A.
UNCHANGED
Shares21,965 from 21,965
Change0 (0%)
Value$737.5K (+$21.0K)
Filed 2025-10-28
Jane Street Group, LLC
INCREASED
Shares20,909 from 9,658
Change+11,251 (+116%)
Value$702.0K (+$387.0K)
Filed 2025-11-14
Wealthcare Advisory Partners LLC
INCREASED
Shares12,674 from 12,582
Change+92 (+1%)
Value$425.5K (+$15.1K)
Filed 2025-11-07
Kestra Advisory Services, LLC
DECREASED
Shares8,854 from 11,327
Change-2,473 (-22%)
Value$297.2K (-$72.2K)
Filed 2025-11-14
Bath Savings Trust Co
UNCHANGED
Shares7,800 from 7,800
Change0 (0%)
Value$261.9K (+$7.5K)
Filed 2025-10-09
Bank of America Corp
INCREASED
Shares4,889 from 4,752
Change+137 (+3%)
Value$164.1K (+$9.2K)
Filed 2026-02-03
JPMorgan Chase & Co
NEW
Shares4,000
Change+4,000
Value$134.3K
Filed 2025-11-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares394 from 394
Change0 (0%)
Value$13.3K (+$341)
Filed 2025-11-03
UBS Group AG
NEW
Shares59
Change+59
Value$2.0K
Filed 2025-11-13
Farther Finance Advisors, LLC
NEW
Shares49
Change+49
Value$1.6K
Filed 2025-10-14
Morgan Stanley
INCREASED
Shares9 from 1
Change+8 (+800%)
Value$325 (+$278)
Filed 2026-05-27
Wells Fargo & Company
INCREASED
Shares1 from 0
Change+1
Value$21 (+$19)
Filed 2025-11-13
Susquehanna International Group, LLP
CLOSED
Shares0 from 9,164
Change-9,164 (-100%)
Value$0 (-$298.9K)
Filed 2025-11-14
Royal Bank of Canada
CLOSED
Shares0 from 4,725
Change-4,725 (-100%)
Value$0 (-$154.0K)
Filed 2025-11-14
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Osaic Holdings, Inc.
INCREASED84,21081,924+2,286+3%$2.7M$2.8M+$155.2K2025-11-14
NBT Bank, N.A.
UNCHANGED21,96521,96500%$716.4K$737.5K+$21.0K2025-10-28
Jane Street Group, LLC
INCREASED20,9099,658+11,251+116%$315.0K$702.0K+$387.0K2025-11-14
Wealthcare Advisory Partners LLC
INCREASED12,67412,582+92+1%$410.4K$425.5K+$15.1K2025-11-07
Kestra Advisory Services, LLC
DECREASED8,85411,327-2,473-22%$369.4K$297.2K-$72.2K2025-11-14
Bath Savings Trust Co
UNCHANGED7,8007,80000%$254.4K$261.9K+$7.5K2025-10-09
Bank of America Corp
INCREASED4,8894,752+137+3%$155.0K$164.1K+$9.2K2026-02-03
JPMorgan Chase & Co
NEW4,000—+4,000——$134.3K—2025-11-26
TD Waterhouse Canada Inc.
UNCHANGED39439400%$12.9K$13.3K+$3412025-11-03
UBS Group AG
NEW59—+59——$2.0K—2025-11-13
Farther Finance Advisors, LLC
NEW49—+49——$1.6K—2025-10-14
Morgan Stanley
INCREASED91+8+800%$47$325+$2782026-05-27
Wells Fargo & Company
INCREASED10+1—$2$21+$192025-11-13
Susquehanna International Group, LLP
CLOSED09,164-9,164-100%$298.9K$0-$298.9K2025-11-14
Royal Bank of Canada
CLOSED04,725-4,725-100%$154.0K$0-$154.0K2025-11-14
Proequities, Inc.
N/A—00—$0———
Showing 16 of 16 institutions