FlexShares Credit-Scored US Corporate Bond Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 02/11/2026 | 2.25 M | $110.40 M | 5.39% | 16.90% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 1.26 M | $61.87 M | 14.54% | 9.50% |
| MORGAN STANLEY | 02/13/2026 | 842.96 K | $41.41 M | 11.62% | 6.36% |
| 01/29/2026 | 394.34 K | $19.37 M | 0.19% | 3.03% | |
| HARBOUR TRUST & INVESTMENT MANAGEMENT CO | 01/28/2026 | 311.16 K | $15.29 M | 0.19% | 2.39% |
| HORIZON BANCORP INC /IN/ | 02/11/2026 | 169.02 K | $8.30 M | -1.14% | 1.27% |
| FINWARD BANCORP | 01/21/2026 | 145.57 K | $7.15 M | 27.77% | 1.12% |
| LPL FINANCIAL LLC | 02/11/2026 | 131.21 K | $6.45 M | 28.66% | 0.99% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 97.43 K | $4.79 M | -7.74% | 0.73% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 84.12 K | $4.13 M | -1.29% | 0.63% |
| BOLTWOOD CAPITAL MANAGEMENT | 01/02/2026 | 79.32 K | $3.90 M | 0.46% | 0.61% |
| VANTAGE FINANCIAL PARTNERS, LLC | 02/03/2026 | 71.40 K | $3.51 M | 13.38% | 0.55% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 64.46 K | $3.17 M | 1.84% | 0.49% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 61.22 K | $3.01 M | -1.62% | 0.47% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 58.67 K | $2.88 M | 2.77% | 0.44% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 01/07/2026 | 42.68 K | $2.10 M | -0.36% | 0.33% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 42.25 K | $2.08 M | 16.15% | 0.32% |
| TRILOGY CAPITAL INC. | 01/22/2026 | 39.05 K | $1.92 M | -4.46% | 0.30% |
| INDEPENDENT ADVISOR ALLIANCE | 02/04/2026 | 38.72 K | $1.90 M | 7.47% | 0.30% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 32.59 K | $1.60 M | 100.00% | 0.25% |
| MACH-1 FINANCIAL GROUP, LLC | 02/06/2026 | 31.73 K | $1.56 M | 100.00% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 30.19 K | $1.48 M | 7.60% | 0.23% |
| TRIAD WEALTH PARTNERS, LLC | 01/22/2026 | 28.29 K | $1.39 M | 53.28% | 0.22% |
| INVST, LLC | 02/11/2026 | 28.31 K | $1.39 M | 5.05% | 0.21% |
| RAINIER FAMILY WEALTH INC | 01/20/2026 | 19.63 K | $964.28 K | 22.54% | 0.15% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 18.88 K | $927.63 K | 39.74% | 0.14% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 02/10/2026 | 19.33 K | $949.73 K | -2.17% | 0.14% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 18.61 K | $914.25 K | 4.94% | 0.14% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 01/06/2026 | 17.99 K | $883.69 K | 10.33% | 0.14% |
| ADVISORY ALPHA, LLC | 02/06/2026 | 16.85 K | $827.78 K | 10.15% | 0.13% |
| 02/13/2026 | 16.49 K | $809.85 K | 100.00% | 0.12% | |
| CORECAP ADVISORS, LLC | 01/13/2026 | 15.10 K | $741.69 K | -7.75% | 0.12% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 15.08 K | $740.62 K | -0.58% | 0.12% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 14.80 K | $727.21 K | -12.02% | 0.11% |
| CAP PARTNERS, LLC | 02/04/2026 | 13.37 K | $656.96 K | -41.53% | 0.10% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 13.05 K | $640.94 K | -26.79% | 0.10% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 12.56 K | $617.11 K | 3.00% | 0.09% |
| 01/29/2026 | 12.24 K | $601.29 M | 100.00% | 0.09% | |
| ROYAL BANK OF CANADA | 02/17/2026 | 8.64 K | $424.00 K | 21.63% | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.79 K | $284.29 K | 100.00% | 0.04% |
| COLONY GROUP, LLC | 02/13/2026 | 5.45 K | $267.63 K | 14.74% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 4.83 K | $237.37 M | -94.63% | 0.04% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 4.70 K | $230.89 K | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 4.63 K | $227.60 K | 0.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.20 K | $108.30 K | 2.90% | 0.02% |
| CITIGROUP INC | 02/13/2026 | 2.09 K | $102.67 K | 0.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 1.73 K | $84.94 K | -71.77% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 661 | $32.47 K | 100.00% | 0.01% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 321 | $15.77 K | 0.00% | 0.00% |
| ROSSBY FINANCIAL, LCC | 02/12/2026 | 242 | $11.89 K | 0.00% | 0.00% |
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FlexShares Credit-Scored US Corporate Bond Index Fund institutional Ownership - FAQ's
During the previous two years, 64 institutional investors and hedge funds held shares of FlexShares Credit-Scored US Corporate Bond Index Fund. The most heavily invested institutionals were:
Cerity Partners LLC: 2.25 M
AE Wealth Management LLC: 1.26 M
MORGAN STANLEY: 842,961
Harbour Trust & Investment Management Co: 311,159
HORIZON BANCORP INC /IN/: 169,020
Finward Bancorp: 145,567
49.58% of FlexShares Credit-Scored US Corporate Bond Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.56 M shares in the last 24 months. This purchase volume represents approximately $324.02 M in transactions.