13FBOX
FLEXSHARES TR · 13F Institutional Holdings
Options Calculator Rankings
F

FLEXSHARES TR

IQDY
Institutions
38
Combined AUM (Q2 2026)
$67.5M
Combined Shares (Q2 2026)
1.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+186,298
22 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-78,819
16 · 4 Exit · ≈
⚖️ Net
+107,479
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$67.5M
Institutions
38
New Buys
7
Adds
15
Reduces
12
Exits
4
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NORTHERN TRUST CORP
<0.01%<0.01%#23$10.6M247,655$10.8M284,445-36,790-12.93%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#28$10.1M235,846$8.9M233,484+2,362+1.01%Add
Cetera Investment Advisers
0.01%0.01%#18$6.0M140,491$4.8M127,819+12,672+9.91%Add
LPL Financial LLC
<0.01%<0.01%#21$5.7M132,518$5.0M132,619-101-0.08%Reduce
Herold Advisors, Inc.
1.09%0.94%#1$5.5M128,882$4.3M113,433+15,449+13.62%Add
UBS Group AG
<0.01%<0.01%#27$5.2M120,829$4.3M113,619+7,210+6.35%Add
Synergy Asset Management, LLC
0.28%#4$3.0M70,048$00+70,048New Buy
FLOW TRADERS U.S. LLC
0.12%0.06%#5$2.9M67,935$1.9M50,301+17,634+35.06%Add
RFG Advisory, LLC
0.04%0.05%#10$2.9M67,168$2.5M66,671+497+0.75%Add
CENTAURUS FINANCIAL, INC.
0.11%0.07%#6$2.8M66,132$1.5M40,095+26,037+64.94%Add
Asset Allocation Strategies LLC
0.33%0.36%#2$2.2M50,638$2.0M53,867-3,229-5.99%Reduce
FIFTH THIRD SECURITIES, INC.
0.1%0.11%#7$1.8M41,796$1.7M44,105-2,309-5.24%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#20$1.6M36,882$1.4M37,322-440-1.18%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#34$1.1M26,528$840,70122,174+4,354+19.64%Add
Navis Wealth Advisors, LLC
0.32%0.62%#3$832,16119,476$1.2M31,826-12,350-38.80%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$615,90914,414$366,3219,663+4,751+49.17%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#25$485,53911,358$337,7558,855+2,503+28.27%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#33$483,23911,310$435,94311,498-188-1.64%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#19$411,0279,620$348,9479,204+416+4.52%Add
Southland Equity Partners LLC
0.07%0.07%#9$398,1789,319$363,6699,592-273-2.85%Reduce
Capital Advisors, Ltd. LLC
0.04%0.04%#11$375,9168,798$334,0008,79800.00%Unchanged
Dynamic Advisor Solutions LLC
0.01%0.01%#17$280,6676,569$250,5786,609-40-0.61%Reduce
Reliant Wealth Planning
0.07%0.07%#8$263,4156,165$233,7396,16500.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%#31$244,8875,731$00+5,731New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#30$239,0605,595$213,0005,612-17-0.30%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#37$229,9595,382$525,82613,869-8,487-61.19%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%#35$213,9195,007$00+5,007New Buy
Brookwood Investment Group LLC
0.02%#12$207,2574,851$00+4,851New Buy
Bison Wealth, LLC
0.02%0.02%#14$204,2264,762$229,8335,429-667-12.29%Reduce
PRIVATE TRUST CO NA
0.02%0.02%#15$199,0254,658$176,6024,65800.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#38$195,3504,572$148,0004,361+211+4.84%Add
IMA Advisory Services, Inc.
0.01%#16$191,3654,479$00+4,479New Buy
Global Retirement Partners, LLC
<0.01%#22$83,0741,944$00+1,944New Buy
Leo H. Evart, Inc.
0.02%0.02%#13$29,414688$25,741679+9+1.33%Add
BARTLETT & CO. WEALTH MANAGEMENT LLC
<0.01%<0.01%#32$21,364500$20,21850000.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#36$5,600131$4,950129+2+1.55%Add
Buck Wealth Strategies, LLC
<0.01%#29$5,537130$00+130New Buy
Medallion Wealth Advisors, LLC
<0.01%<0.01%#24$3,37278$2,95277+1+1.30%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow