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Flexshares Credit-Scored US (SKOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harbour Trust & Investment Management Co
DECREASED
Shares314,256 from 315,403
Change-1,147 (0%)
Value$14.7M (-$617.3K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares194,647 from 164,159
Change+30,488 (+19%)
Value$9.1M (+$1.1M)
Filed 2026-11-06
Cornerstone National Bank & Trust Co
DECREASED
Shares192,921 from 235,485
Change-42,564 (-18%)
Value$9.0M (-$2.4M)
Filed 2026-10-20
Finward Bancorp
INCREASED
Shares181,180 from 174,995
Change+6,185 (+4%)
Value$8.5M (-$23.6K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares131,700 from 132,385
Change-685 (-1%)
Value$6.2M (-$268.6K)
Filed 2026-11-02
Herold Advisors, Inc.
INCREASED
Shares118,574 from 109,600
Change+8,974 (+8%)
Value$5.5M (+$231.7K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
INCREASED
Shares87,813 from 33,263
Change+54,550 (+164%)
Value$4.1M (+$2.5M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares86,183 from 86,266
Change-83 (0%)
Value$4.0M (-$158.0K)
Filed 2026-11-02
Boltwood Capital Management
INCREASED
Shares78,483 from 75,994
Change+2,489 (+3%)
Value$3.7M (-$19.4K)
Filed 2026-10-02
Cottonwood Capital Advisors, LLC
INCREASED
Shares59,067 from 52,718
Change+6,349 (+12%)
Value$2.8M (+$202.6K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares55,919 from 47,766
Change+8,153 (+17%)
Value$2.6M (+$326.9K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares43,545 from 47,535
Change-3,990 (-8%)
Value$2.0M (-$271.5K)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares35,152 from 38,216
Change-3,064 (-8%)
Value$1.6M (-$211.5K)
Filed 2026-10-20
Rainier Family Wealth Inc
INCREASED
Shares35,052 from 27,602
Change+7,450 (+27%)
Value$1.6M (+$299.0K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED
Shares25,159 from 17,343
Change+7,816 (+45%)
Value$1.2M (+$334.4K)
Filed 2026-10-15
Simplicity Wealth,LLC
DECREASED
Shares22,625 from 29,038
Change-6,413 (-22%)
Value$1.1M (-$351.7K)
Filed 2026-10-23
Succession Financial, Inc.
NEW
Shares14,173
Change+14,173
Value$662.6K
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares12,126 from 13,036
Change-910 (-7%)
Value$566.9K (-$65.8K)
Filed 2026-10-08
Elevated Financial Group LLC
DECREASED
Shares9,447 from 11,872
Change-2,425 (-20%)
Value$441.7K (-$134.6K)
Filed 2026-10-16
Nations Financial Group Inc,
DECREASED
Shares9,184 from 11,075
Change-1,891 (-17%)
Value$429.4K (-$108.2K)
Filed 2026-11-05
Fiduciary Alliance LLC
UNCHANGED
Shares9,059 from 9,059
Change0 (0%)
Value$423.5K (-$16.2K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
DECREASED
Shares9,046 from 9,721
Change-675 (-7%)
Value$422.9K (-$48.9K)
Filed 2026-11-05
Creative Planning
UNCHANGED
Shares5,192 from 5,192
Change0 (0%)
Value$242.7K (-$9.3K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares4,638 from 4,610
Change+28 (+1%)
Value$216.8K (-$6.9K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares4,384 from 4,356
Change+28 (+1%)
Value$205.0K (-$6.5K)
Filed 2026-10-08
Lantern Wealth Advisors, LLC
NEW
Shares4,289
Change+4,289
Value$200.5K
Filed 2026-10-22
Decker Retirement Planning Inc.
NEW
Shares1,584
Change+1,584
Value$74.1K
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,194 from 573
Change+621 (+108%)
Value$55.8K (+$28.0K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares1,076 from 165
Change+911 (+552%)
Value$50.3K (+$42.3K)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
DECREASED
Shares904 from 1,800
Change-896 (-50%)
Value$42.2K (-$45.1K)
Filed 2026-11-02
Golden State Wealth Management, LLC
UNCHANGED
Shares321 from 321
Change0 (0%)
Value$15.0K (-$573)
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$14.2K (-$543)
Filed 2026-11-03
Lanark Financial, Inc.
NEW
Shares300
Change+300
Value$14.0K
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares278 from 7,044
Change-6,766 (-96%)
Value$13.0K (-$328.9K)
Filed 2026-11-04
Rossby Financial, LCC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$11.3K (-$433)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.0K (-$153)
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares61 from 1
Change+60 (+6000%)
Value$2.9K (+$2.8K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
NEW
Shares2
Change+2
Value$83
Filed 2026-11-02
VestGen Advisors, LLC
CLOSED
Shares0 from 13,558
Change-13,558 (-100%)
Value$0 (-$658.1K)
Filed 2026-10-27
Cullen T Bankers, Inc.
CLOSED
Shares0 from 3,567
Change-3,567 (-100%)
Value$0 (-$173.1K)
Filed 2026-10-28
International Assets Investment Management, LLC
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$24.9K)
Filed 2026-11-02
Compass Financial Management LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$437)
Filed 2026-10-30
Northern Trust Corp
N/A
Shares— from 4,526,712
Change-4,526,712 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,795,524
Change-2,795,524 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,492,093
Change-1,492,093 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,015,360
Change-1,015,360 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 245,169
Change-245,169 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 208,493
Change-208,493 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 194,303
Change-194,303 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 178,014
Change-178,014 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 152,966
Change-152,966 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 88,664
Change-88,664 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 74,883
Change-74,883 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 69,035
Change-69,035 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 62,833
Change-62,833 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 35,916
Change-35,916 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 27,973
Change-27,973 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,450
Change-24,450 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,122
Change-22,122 (-100%)
Value—
Invst, LLC
N/A
Shares— from 21,068
Change-21,068 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 19,234
Change-19,234 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 15,852
Change-15,852 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 13,029
Change-13,029 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,114
Change-9,114 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,630
Change-6,630 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,431
Change-4,431 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 851
Change-851 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Harbour Trust & Investment Management Co
DECREASED314,256315,403-1,1470%$15.3M$14.7M-$617.3K2026-10-28
LPL Financial LLC
INCREASED194,647164,159+30,488+19%$8.0M$9.1M+$1.1M2026-11-06
Cornerstone National Bank & Trust Co
DECREASED192,921235,485-42,564-18%$11.4M$9.0M-$2.4M2026-10-20
Finward Bancorp
INCREASED181,180174,995+6,185+4%$8.5M$8.5M-$23.6K2026-10-14
Commonwealth Equity Services, LLC
DECREASED131,700132,385-685-1%$6.4M$6.2M-$268.6K2026-11-02
Herold Advisors, Inc.
INCREASED118,574109,600+8,974+8%$5.3M$5.5M+$231.7K2026-10-19
Vaquero Private Wealth, LTD
INCREASED87,81333,263+54,550+164%$1.6M$4.1M+$2.5M2026-10-27
Cambridge Investment Research Advisors, Inc.
DECREASED86,18386,266-830%$4.2M$4.0M-$158.0K2026-11-02
Boltwood Capital Management
INCREASED78,48375,994+2,489+3%$3.7M$3.7M-$19.4K2026-10-02
Cottonwood Capital Advisors, LLC
INCREASED59,06752,718+6,349+12%$2.6M$2.8M+$202.6K2026-10-20
Triad Wealth Partners, LLC
INCREASED55,91947,766+8,153+17%$2.3M$2.6M+$326.9K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED43,54547,535-3,990-8%$2.3M$2.0M-$271.5K2026-11-06
Trilogy Capital Inc.
DECREASED35,15238,216-3,064-8%$1.9M$1.6M-$211.5K2026-10-20
Rainier Family Wealth Inc
INCREASED35,05227,602+7,450+27%$1.3M$1.6M+$299.0K2026-11-02
Cherry Tree Wealth Management, LLC
INCREASED25,15917,343+7,816+45%$841.8K$1.2M+$334.4K2026-10-15
Simplicity Wealth,LLC
DECREASED22,62529,038-6,413-22%$1.4M$1.1M-$351.7K2026-10-23
Succession Financial, Inc.
NEW14,173—+14,173——$662.6K—2026-10-14
CoreCap Advisors, LLC
DECREASED12,12613,036-910-7%$632.8K$566.9K-$65.8K2026-10-08
Elevated Financial Group LLC
DECREASED9,44711,872-2,425-20%$576.3K$441.7K-$134.6K2026-10-16
Nations Financial Group Inc,
DECREASED9,18411,075-1,891-17%$537.6K$429.4K-$108.2K2026-11-05
Fiduciary Alliance LLC
UNCHANGED9,0599,05900%$439.7K$423.5K-$16.2K2026-10-13
WealthCare Investment Partners, LLC
DECREASED9,0469,721-675-7%$471.9K$422.9K-$48.9K2026-11-05
Creative Planning
UNCHANGED5,1925,19200%$252.0K$242.7K-$9.3K2026-11-02
Atria Investments, Inc
INCREASED4,6384,610+28+1%$223.8K$216.8K-$6.9K2026-10-15
First Heartland Consultants, Inc.
INCREASED4,3844,356+28+1%$211.4K$205.0K-$6.5K2026-10-08
Lantern Wealth Advisors, LLC
NEW4,289—+4,289——$200.5K—2026-10-22
Decker Retirement Planning Inc.
NEW1,584—+1,584——$74.1K—2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED1,194573+621+108%$27.8K$55.8K+$28.0K2026-11-02
IFP Advisors, Inc
INCREASED1,076165+911+552%$8.0K$50.3K+$42.3K2026-10-16
Birchwood Financial Partners, Inc.
DECREASED9041,800-896-50%$87.4K$42.2K-$45.1K2026-11-02
Golden State Wealth Management, LLC
UNCHANGED32132100%$15.6K$15.0K-$5732026-11-02
Parallel Advisors, LLC
UNCHANGED30430400%$14.8K$14.2K-$5432026-11-03
Lanark Financial, Inc.
NEW300—+300——$14.0K—2026-10-26
Elevated Capital Advisors, LLC
DECREASED2787,044-6,766-96%$341.9K$13.0K-$328.9K2026-11-04
Rossby Financial, LCC
UNCHANGED24224200%$11.7K$11.3K-$4332026-11-05
Tounjian Advisory Partners, LLC
UNCHANGED868600%$4.2K$4.0K-$1532026-11-04
Kingdom Financial Group Llc.
INCREASED611+60+6000%$46$2.9K+$2.8K2026-11-04
Lloyd Advisory Services, Llc.
NEW2—+2——$83—2026-11-02
VestGen Advisors, LLC
CLOSED013,558-13,558-100%$658.1K$0-$658.1K2026-10-27
Cullen T Bankers, Inc.
CLOSED03,567-3,567-100%$173.1K$0-$173.1K2026-10-28
International Assets Investment Management, LLC
CLOSED0515-515-100%$24.9K$0-$24.9K2026-11-02
Compass Financial Management LLC
CLOSED09-9-100%$437$0-$4372026-10-30
Northern Trust Corp
N/A—4,526,712-4,526,712-100%$219.7M———
Cerity Partners LLC
N/A—2,795,524-2,795,524-100%$135.7M———
AE Wealth Management LLC
N/A—1,492,093-1,492,093-100%$72.4M———
Morgan Stanley
N/A—1,015,360-1,015,360-100%$49.3M———
Anderson Financial Strategies, LLC
N/A—245,169-245,169-100%$11.8M———
Bank of America Corp
N/A—208,493-208,493-100%$10.1M———
Royal Bank of Canada
N/A—194,303-194,303-100%$9.4M———
Horizon Bancorp Inc
N/A—178,014-178,014-100%$8.6M———
Pinnacle Financial Partners, Inc.
N/A—152,966-152,966-100%$7.4M———
Stifel Financial Corp
N/A—88,664-88,664-100%$4.3M———
Envestnet Asset Management Inc
N/A—74,883-74,883-100%$3.6M———
Raymond James Financial Inc
N/A—69,035-69,035-100%$3.4M———
Independent Advisor Alliance
N/A—62,833-62,833-100%$3.0M———
Flow Traders U.S. LLC
N/A—35,916-35,916-100%$1.7M———
MML Investors Services, LLC
N/A—27,973-27,973-100%$1.4M———
World Investment Advisors
N/A—24,450-24,450-100%$1.2M———
Savvy Advisors, Inc.
N/A—22,122-22,122-100%$1.1M———
Invst, LLC
N/A—21,068-21,068-100%$1.0M———
Cetera Investment Advisers
N/A—19,234-19,234-100%$933.6K———
Premier Private Wealth Management LLC
N/A—15,852-15,852-100%$769.5K———
VestGen Investment Management
N/A—13,029-13,029-100%$632.4K———
Mariner, LLC
N/A—9,114-9,114-100%$442.4K———
JPMorgan Chase & Co
N/A—6,630-6,630-100%$322.4K———
Jane Street Group, LLC
N/A—5,453-5,453-100%$264.7K———
NewEdge Advisors, LLC
N/A—4,567-4,567-100%$221.7K———
Advisory Alpha, LLC
N/A—4,431-4,431-100%$215.1K———
Osaic Holdings, Inc.
N/A—3,860-3,860-100%$187.5K———
Aptus Capital Advisors, LLC
N/A—1,572-1,572-100%$76.3K———
Geneos Wealth Management Inc.
N/A—851-851-100%$41.3K———
Highland Investment Advisors LLC
N/A—120-120-100%$5.8K———
Wells Fargo & Company
N/A—1-1-100%$46———
Showing 73 of 73 institutions