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Flexshares Disciplined Durat (MBSD)

CUSIP: 33939L779 | NYSE | 84 institutional holders

Quarters

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

Cottonwood Capital Advisors, LLC403,104
4.8% of portfolio›$8.0M
Wealth Enhancement Advisory Services, LLC393,971
0.0% of portfolio›$7.8M
MGO One Seven LLC351,221
0.1% of portfolio›$7.0M
Cornerstone National Bank & Trust Co313,323
2.0% of portfolio›$6.2M
Boltwood Capital Management226,215
1.0% of portfolio›$4.5M
Titleist Asset Management, LLC220,743
0.3% of portfolio›$4.4M
Atria Investments, Inc37,005
0.0% of portfolio›$735.5K
Cambridge Investment Research Advisors, Inc.23,636
0.0% of portfolio›$470.0K
CoreCap Advisors, LLC17,534
0.0% of portfolio›$348.5K
BAM Wealth Management, LLC13,988
0.2% of portfolio›$278.0K
Leuthold Group, LLC13,954
0.0% of portfolio›$277.3K
Investors Research Corp9,833
0.0% of portfolio›$195.4K
Creative Financial Designs Inc706
0.0% of portfolio›$14.0K
EverSource Wealth Advisors, LLC577
0.0% of portfolio›$11.5K
Mosley Wealth Management438
0.0% of portfolio›$8.8K
StyleTurnoverLocationFiled
Cottonwood Capital Advisors, LLC
403,104$8.0M4.8%ETFVery LowSalt Lake City, UT2026-10-20
Wealth Enhancement Advisory Services, LLC
393,971$7.8M0.0%CoreLowPlymouth, MN2026-10-13
MGO One Seven LLC
351,221$7.0M0.1%GrowthLowBeachwood, OH2026-10-28
Cornerstone National Bank & Trust Co
313,323$6.2M2.0%ETFMediumPalatine, IL2026-10-20
Boltwood Capital Management
226,215$4.5M1.0%ETFVery LowWalnut Creek, CA2026-10-02
Titleist Asset Management, LLC
220,743$4.4M0.3%ETFLowSan Antonio, TX2026-10-08
Atria Investments, Inc
37,005$735.5K0.0%CoreMediumCharlotte, NC2026-10-15
Cambridge Investment Research Advisors, Inc.
23,636$470.0K0.0%ETFLowFairfield, IA2026-11-02
CoreCap Advisors, LLC
17,534$348.5K0.0%ETFMediumSouthfield, MI2026-10-08
BAM Wealth Management, LLC
13,988$278.0K0.2%ETFHighLakewood, CO2026-10-15
Leuthold Group, LLC
13,954$277.3K0.0%ValueMediumMinneapolis, MN2026-11-04
Investors Research Corp
9,833$195.4K0.0%ETFLowAtlanta, GA2026-10-07
Creative Financial Designs Inc
706$14.0K0.0%ETFMediumKokomo, IN2026-11-04
EverSource Wealth Advisors, LLC
577$11.5K0.0%CoreMediumBirmingham, AL2026-11-04
Mosley Wealth Management
438$8.8K0.0%ETFHighAnaheim, CA2026-10-16