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Flexshares Ultra-Short Incom (RAVI)

CUSIP: 33939L886 | NYSE | 233 institutional holders

Quarters

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

Tactive Advisors, LLC236,403
4.3% of portfolio›$17.8M
Commonwealth Equity Services, LLC164,313
0.0% of portfolio›$12.4M
Boltwood Capital Management18,358
0.3% of portfolio›$1.4M
Auour Investments LLC15,570
0.3% of portfolio›$1.2M
Beacon Financial Advisory LLC15,467
0.2% of portfolio›$1.2M
Kestra Advisory Services, LLC13,732
0.0% of portfolio›$1.0M
Sky Investment Group LLC13,679
0.1% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC12,932
0.0% of portfolio›$970.5K
Raab & Moskowitz Asset Management LLC7,618
0.1% of portfolio›$573.2K
Walkner Condon Financial Advisors LLC6,335
0.1% of portfolio›$476.6K
Pinnacle Associates LTD5,697
0.0% of portfolio›$428.6K
IFP Advisors, Inc4,551
0.0% of portfolio›$342.4K
Founders Financial Securities LLC3,697
0.0% of portfolio›$278.2K
Creative Planning3,610
0.0% of portfolio›$271.6K
Sloy Dahl & Holst, LLC3,285
0.0% of portfolio›$247.2K
International Assets Investment Management, LLC3,227
0.0% of portfolio›$241.9K
Nicholas Hoffman & Company, Llc.3,072
0.0% of portfolio›$231.1K
Simon Quick Advisors, LLC3,066
0.0% of portfolio›$230.7K
Farther Finance Advisors, LLC2,961
0.0% of portfolio›$222.8K
CoreCap Advisors, LLC2,196
0.0% of portfolio›$165.2K
Birchwood Financial Partners, Inc.376
0.0% of portfolio›$28.3K
Cape Investment Advisory, Inc.271
0.0% of portfolio›$20.4K
Rossmore Private Capital207
0.0% of portfolio›$15.6K
EverSource Wealth Advisors, LLC192
0.0% of portfolio›$14.4K
Creative Financial Designs Inc114
0.0% of portfolio›$8.6K
CX Institutional70
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Tactive Advisors, LLC
236,403$17.8M4.3%ETFHighJacksonville, FL2026-10-08
Commonwealth Equity Services, LLC
164,313$12.4M0.0%ETFLowWaltham, MA2026-11-02
Boltwood Capital Management
18,358$1.4M0.3%ETFVery LowWalnut Creek, CA2026-10-02
Auour Investments LLC
15,570$1.2M0.3%ETFLowWoburn, MA2026-10-28
Beacon Financial Advisory LLC
15,467$1.2M0.2%ETFLowCleveland, OH2026-10-16
Kestra Advisory Services, LLC
13,732$1.0M0.0%CoreLowAustin, TX2026-11-02
Sky Investment Group LLC
13,679$1.0M0.1%CoreVery LowHartford, CT2026-10-30
Wealth Enhancement Advisory Services, LLC
12,932$970.5K0.0%CoreLowPlymouth, MN2026-10-13
Raab & Moskowitz Asset Management LLC
7,618$573.2K0.1%CoreLowChatham, NJ2026-11-02
Walkner Condon Financial Advisors LLC
6,335$476.6K0.1%ETFLowVerona, WI2026-11-02
Pinnacle Associates LTD
5,697$428.6K0.0%CoreLowNew York, NY2026-10-20
IFP Advisors, Inc
4,551$342.4K0.0%GrowthLowTampa, FL2026-10-16
Founders Financial Securities LLC
3,697$278.2K0.0%ETFMediumTowson, MD2026-10-28
Creative Planning
3,610$271.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Sloy Dahl & Holst, LLC
3,285$247.2K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
International Assets Investment Management, LLC
3,227$241.9K0.0%CoreVery HighOrlando, FL2026-11-02
Nicholas Hoffman & Company, Llc.
3,072$231.1K0.0%ETFVery LowAtlanta, GA2026-10-30
Simon Quick Advisors, LLC
3,066$230.7K0.0%ETFLowMorristown, NJ2026-10-26
Farther Finance Advisors, LLC
2,961$222.8K0.0%IndexLowSan Francisco, CA2026-10-08
CoreCap Advisors, LLC
2,196$165.2K0.0%ETFMediumSouthfield, MI2026-10-08
Birchwood Financial Partners, Inc.
376$28.3K0.0%ETFVery LowBloomington, MN2026-11-02
Cape Investment Advisory, Inc.
271$20.4K0.0%ETFLowMcdonough, GA2026-10-13
Rossmore Private Capital
207$15.6K0.0%CoreLowGlastonbury, CT2026-10-27
EverSource Wealth Advisors, LLC
192$14.4K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
114$8.6K0.0%ETFMediumKokomo, IN2026-11-04
CX Institutional
70$50.0%CoreMediumAuburn, IN2026-10-02