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Flexshares Credit-Scored LON (LKOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Comprehensive Wealth Management, LLC
INCREASED
Shares53,510 from 50,711
Change+2,799 (+6%)
Value$2.0M (-$85.3K)
Filed 2026-11-02
Cornerstone National Bank & Trust Co
DECREASED
Shares47,456 from 70,097
Change-22,641 (-32%)
Value$1.8M (-$1.1M)
Filed 2026-10-20
Smart Wealth LLC
DECREASED
Shares44,327 from 44,900
Change-573 (-1%)
Value$1.7M (-$191.9K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares17,314 from 14,190
Change+3,124 (+22%)
Value$660.5K (+$65.4K)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares15,387 from 16,680
Change-1,293 (-8%)
Value$587.0K (-$112.5K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares1,719 from 1,835
Change-116 (-6%)
Value$65.6K (-$11.4K)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,709
Change-1,709 (-100%)
Value$0 (-$71.1K)
Filed 2026-11-02
Northern Trust Corp
N/A
Shares— from 77,864
Change-77,864 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 39,352
Change-39,352 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 38,676
Change-38,676 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,516
Change-28,516 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,339
Change-7,339 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
AE Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Comprehensive Wealth Management, LLC
INCREASED53,51050,711+2,799+6%$2.1M$2.0M-$85.3K2026-11-02
Cornerstone National Bank & Trust Co
DECREASED47,45670,097-22,641-32%$2.9M$1.8M-$1.1M2026-10-20
Smart Wealth LLC
DECREASED44,32744,900-573-1%$1.9M$1.7M-$191.9K2026-11-04
LPL Financial LLC
INCREASED17,31414,190+3,124+22%$595.0K$660.5K+$65.4K2026-11-06
Independent Financial Group, LLC
DECREASED15,38716,680-1,293-8%$699.5K$587.0K-$112.5K2026-10-13
CoreCap Advisors, LLC
DECREASED1,7191,835-116-6%$77.0K$65.6K-$11.4K2026-10-08
International Assets Investment Management, LLC
CLOSED01,709-1,709-100%$71.1K$0-$71.1K2026-11-02
Northern Trust Corp
N/A—77,864-77,864-100%$3.3M———
Citadel Advisors LLC
N/A—39,352-39,352-100%$1.7M———
JPMorgan Chase & Co
N/A—38,676-38,676-100%$1.6M———
Jane Street Group, LLC
N/A—28,516-28,516-100%$1.2M———
Cetera Investment Advisers
N/A—7,339-7,339-100%$307.8K———
Private Advisor Group, LLC
N/A—5,271-5,271-100%$221.0K———
Osaic Holdings, Inc.
N/A—5,112-5,112-100%$214.4K———
Steward Partners Investment Advisory, LLC
N/A—251-251-100%$10.5K———
Harbour Investments, Inc.
N/A—31-31-100%$1.3K———
Morgan Stanley
N/A—1-1-100%$59———
Wells Fargo & Company
N/A—00—$14———
AE Wealth Management LLC
N/A—00—$14———
Showing 19 of 19 institutions