FlexShares Ultra-Short Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 143.55 K | $10.82 M | -1.19% | 0.78% |
| TACTIVE ADVISORS, LLC | 01/09/2026 | 140.16 K | $10.56 M | -6.91% | 0.77% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 02/09/2026 | 123.30 K | $9.29 M | -4.07% | 0.67% |
| LPL FINANCIAL LLC | 02/11/2026 | 122.26 K | $9.21 M | 4.60% | 0.66% |
| MORGAN STANLEY | 02/13/2026 | 119.77 K | $9.03 M | 13.06% | 0.65% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 109.84 K | $8.28 M | 1.04% | 0.59% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 35.27 K | $2.66 M | -23.84% | 0.19% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 28.90 K | $2.18 M | -0.38% | 0.16% |
| BOLTWOOD CAPITAL MANAGEMENT | 01/02/2026 | 20.07 K | $1.51 M | -1.95% | 0.11% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 19.97 K | $1.51 M | 1.78% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 17.42 K | $1.31 M | -21.51% | 0.09% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 16.40 K | $1.24 M | 75.32% | 0.09% |
| AUOUR INVESTMENTS LLC | 01/12/2026 | 15.07 K | $1.14 M | 0.88% | 0.08% |
| KEYNOTE FINANCIAL SERVICES LLC | 02/13/2026 | 14.97 K | $1.13 M | -8.44% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 12.59 K | $948.77 K | 13.55% | 0.07% |
| F/M INVESTMENTS LLC | 02/03/2026 | 11.55 K | $870.44 K | 34.86% | 0.06% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 10.18 K | $767.20 K | 2.16% | 0.06% |
| RAAB & MOSKOWITZ ASSET MANAGEMENT LLC | 01/20/2026 | 7.86 K | $592.41 K | -0.82% | 0.04% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 7.04 K | $530.44 K | -29.87% | 0.04% |
| PINNACLE ASSOCIATES LTD | 02/05/2026 | 5.73 K | $431.72 K | 0.00% | 0.03% |
| FOUNDERS FINANCIAL SECURITIES LLC | 02/10/2026 | 5.46 K | $411.22 K | 100.00% | 0.03% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 5.42 K | $408.51 K | 4.19% | 0.03% |
| HORIZON INVESTMENTS, LLC | 02/02/2026 | 5.29 K | $398.63 K | 100.00% | 0.03% |
| BESSEMER GROUP INC | 02/05/2026 | 5.32 K | $401.00 K | 100.00% | 0.03% |
| CALTON & ASSOCIATES, INC. | 02/10/2026 | 5.08 K | $382.73 K | 82.60% | 0.03% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 4.77 K | $359.42 K | -1.75% | 0.03% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 4.54 K | $342.11 K | 0.00% | 0.02% |
| 1776 WEALTH LLC | 02/11/2026 | 4.41 K | $332.61 K | 0.00% | 0.02% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 4.32 K | $325.45 K | 0.00% | 0.02% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 4.24 K | $319.34 K | -6.96% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 4.13 K | $311.00 K | -42.47% | 0.02% |
| FLAHARTY ASSET MANAGEMENT, LLC | 02/06/2026 | 4.04 K | $304.50 K | 0.00% | 0.02% |
| NICHOLAS HOFFMAN & COMPANY, LLC. | 02/02/2026 | 3.74 K | $281.58 K | 0.00% | 0.02% |
| SLOY DAHL & HOLST, LLC | 02/04/2026 | 3.29 K | $247.59 K | 0.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.15 K | $237.63 K | 28.54% | 0.02% |
| SIMON QUICK ADVISORS, LLC | 01/29/2026 | 3.07 K | $231.08 K | 0.00% | 0.02% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 2.95 K | $222.13 K | 0.00% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 2.69 K | $203.00 K | -11.79% | 0.01% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 2.00 K | $150.51 K | 29.42% | 0.01% |
| COMERICA BANK | 01/29/2026 | 1.50 K | $113.21 K | -0.60% | 0.01% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 1.34 K | $100.66 K | 159.42% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 996 | $75.07 K | -11.15% | 0.01% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 699 | $52.68 K | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 585 | $44.09 K | 0.00% | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 500 | $37.69 K | 100.00% | 0.00% |
| QUENT CAPITAL, LLC | 01/29/2026 | 207 | $15.60 K | 0.00% | 0.00% |
| ROSSMORE PRIVATE CAPITAL | 02/05/2026 | 207 | $15.60 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 192 | $14.51 K | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 152 | $11.46 K | -4.40% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/05/2026 | 100 | $7.18 M | 3,233.33% | 0.00% |
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FlexShares Ultra-Short Income Fund institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of FlexShares Ultra-Short Income Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 143,550
Tactive Advisors, LLC: 140,156
INTERACTIVE FINANCIAL ADVISORS, INC.: 123,302
LPL Financial LLC: 122,258
MORGAN STANLEY: 119,765
MML INVESTORS SERVICES, LLC: 109,835
5.41% of FlexShares Ultra-Short Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.54 M shares in the last 24 months. This purchase volume represents approximately $116.39 M in transactions.