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Flexshares Morningstar Devel (TLTD)

CUSIP: 33939L803 | NYSE | 228 institutional holders

Quarters

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

Harbour Trust & Investment Management Co153,701
1.5% of portfolio›$15.5M
Cornerstone National Bank & Trust Co88,835
2.9% of portfolio›$8.9M
Commonwealth Equity Services, LLC77,387
0.0% of portfolio›$7.8M
Creative Planning64,338
0.0% of portfolio›$6.5M
First Premier Bank24,733
2.3% of portfolio›$2.5M
Discipline Wealth Solutions, LLC19,966
0.2% of portfolio›$2.0M
Assetmark, Inc18,948
0.0% of portfolio›$1.9M
Victory Financial Group, LLC18,511
0.2% of portfolio›$1.9M
Arlington Trust Co LLC15,056
0.1% of portfolio›$1.5M
Vise Technologies, Inc.14,168
0.0% of portfolio›$1.4M
Indivisible Partners11,508
0.1% of portfolio›$1.2M
WealthPlan Investment Management, LLC8,806
0.0% of portfolio›$889.7K
Cyndeo Wealth Partners, LLC8,314
0.0% of portfolio›$840.0K
First Heartland Consultants, Inc.8,174
0.0% of portfolio›$732.2K
Cambridge Investment Research Advisors, Inc.7,603
0.0% of portfolio›$768.0K
Park National Corp6,181
0.0% of portfolio›$624.5K
SeaCrest Wealth Management, LLC6,179
0.1% of portfolio›$624.3K
Ejmk Ventures LLC4,965
0.2% of portfolio›$501.6K
Bokf, NA4,762
0.0% of portfolio›$481.1K
Wealth Architects, LLC4,753
0.0% of portfolio›$480.2K
Angeles Wealth Management, LLC4,442
0.0% of portfolio›$448.8K
Atria Investments, Inc4,431
0.0% of portfolio›$447.7K
Retirement Planning Group, LLC4,246
0.0% of portfolio›$429.0K
Herold Advisors, Inc.4,098
0.1% of portfolio›$414.0K
Forum Financial Management, LP4,079
0.0% of portfolio›$412.1K
AlphaCore Capital LLC4,062
0.0% of portfolio›$410.4K
Patton Albertson Miller Group, LLC3,947
0.0% of portfolio›$398.8K
Sagespring Wealth Partners, LLC3,505
0.0% of portfolio›$354.1K
Patriot Financial Group Insurance Agency, LLC3,125
0.0% of portfolio›$315.7K
Greenspring Advisors, LLC3,058
0.0% of portfolio›$309.0K
Wealth Enhancement Advisory Services, LLC2,824
0.0% of portfolio›$280.0K
Chicago Partners Investment Group LLC2,566
0.0% of portfolio›$254.1K
CoreCap Advisors, LLC2,410
0.0% of portfolio›$243.5K
Kestra Advisory Services, LLC2,376
0.0% of portfolio›$240.0K
Farther Finance Advisors, LLC868
0.0% of portfolio›$87.7K
Kings Path Partners LLC705
0.0% of portfolio›$71.2K
CX Institutional666
0.0% of portfolio›$67
Parallel Advisors, LLC360
0.0% of portfolio›$36.4K
Creative Financial Designs Inc299
0.0% of portfolio›$30.2K
Private Trust Co NA241
0.0% of portfolio›$24.3K
Highline Wealth Partners LLC104
0.0% of portfolio›$10.5K
Wilmington Savings Fund Society, FSB88
0.0% of portfolio›$8.9K
Buck Wealth Strategies, LLC49
0.0% of portfolio›$5.0K
StyleTurnoverLocationFiled
Harbour Trust & Investment Management Co
153,701$15.5M1.5%GrowthLowMichigan City, IN2026-10-28
Cornerstone National Bank & Trust Co
88,835$8.9M2.9%ETFMediumPalatine, IL2026-10-20
Commonwealth Equity Services, LLC
77,387$7.8M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
64,338$6.5M0.0%IndexVery LowOverland Park, KS2026-11-02
First Premier Bank
24,733$2.5M2.3%CoreVery LowSioux Falls, SD2026-10-13
Discipline Wealth Solutions, LLC
19,966$2.0M0.2%ETFLowGreenville, SC2026-10-14
Assetmark, Inc
18,948$1.9M0.0%ETFLowConcord, CA2026-10-21
Victory Financial Group, LLC
18,511$1.9M0.2%ETFLowAustin, TX2026-10-27
Arlington Trust Co LLC
15,056$1.5M0.1%ETFMediumBirmingham, AL2026-10-20
Vise Technologies, Inc.
14,168$1.4M0.0%IndexLowNew York, NY2026-10-29
Indivisible Partners
11,508$1.2M0.1%GrowthMediumClearwater, FL2026-10-26
WealthPlan Investment Management, LLC
8,806$889.7K0.0%GrowthMediumOmaha, NE2026-10-15
Cyndeo Wealth Partners, LLC
8,314$840.0K0.0%CoreMediumSt. Petersburg, FL2026-10-16
First Heartland Consultants, Inc.
8,174$732.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Cambridge Investment Research Advisors, Inc.
7,603$768.0K0.0%ETFLowFairfield, IA2026-11-02
Park National Corp
6,181$624.5K0.0%CoreLowNewark, OH2026-10-05
SeaCrest Wealth Management, LLC
6,179$624.3K0.1%GrowthLowPurchase, NY2026-10-21
Ejmk Ventures LLC
4,965$501.6K0.2%GrowthMediumItasca, IL2026-10-21
Bokf, NA
4,762$481.1K0.0%CoreLowTulsa, OK2026-10-27
Wealth Architects, LLC
4,753$480.2K0.0%ETFVery LowMountain View, CA2026-11-03
Angeles Wealth Management, LLC
4,442$448.8K0.0%ETFLowSanta Monica, CA2026-10-26
Atria Investments, Inc
4,431$447.7K0.0%CoreMediumCharlotte, NC2026-10-15
Retirement Planning Group, LLC
4,246$429.0K0.0%ETFVery LowLeawood, KS2026-10-19
Herold Advisors, Inc.
4,098$414.0K0.1%CoreLowNew York, NY2026-10-19
Forum Financial Management, LP
4,079$412.1K0.0%ETFLowLombard, IL2026-10-16
AlphaCore Capital LLC
4,062$410.4K0.0%ETFLowLa Jolla, CA2026-11-04
Patton Albertson Miller Group, LLC
3,947$398.8K0.0%CoreLowChattanooga, TN2026-10-26
Sagespring Wealth Partners, LLC
3,505$354.1K0.0%ETFLowFranklin, TN2026-10-22
Patriot Financial Group Insurance Agency, LLC
3,125$315.7K0.0%GrowthLowWalpole, MA2026-10-14
Greenspring Advisors, LLC
3,058$309.0K0.0%ETFVery LowTowson, MD2026-11-05
Wealth Enhancement Advisory Services, LLC
2,824$280.0K0.0%CoreLowPlymouth, MN2026-10-13
Chicago Partners Investment Group LLC
2,566$254.1K0.0%GARPLowChicago, IL2026-10-27
CoreCap Advisors, LLC
2,410$243.5K0.0%ETFMediumSouthfield, MI2026-10-08
Kestra Advisory Services, LLC
2,376$240.0K0.0%CoreLowAustin, TX2026-11-02
Farther Finance Advisors, LLC
868$87.7K0.0%IndexLowSan Francisco, CA2026-10-08
Kings Path Partners LLC
705$71.2K0.0%ETFVery LowSugar Land, TX2026-10-21
CX Institutional
666$670.0%CoreMediumAuburn, IN2026-10-02
Parallel Advisors, LLC
360$36.4K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
299$30.2K0.0%ETFMediumKokomo, IN2026-11-04
Private Trust Co NA
241$24.3K0.0%CoreLowCleveland, OH2026-10-20
Highline Wealth Partners LLC
104$10.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Wilmington Savings Fund Society, FSB
88$8.9K0.0%CoreLowWilmington, DE2026-10-23
Buck Wealth Strategies, LLC
49$5.0K0.0%ValueMediumDenver, CO2026-10-28