FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 0.03% | 0.03% | #28 | $219.7M | 4.5M | $232.2M | 4.8M | -248,779-5.21% | Reduce | |
| Cerity Partners LLC | 0.16% | 0.16% | #14 | $135.7M | 2.8M | $115.3M | 2.4M | +424,737+17.92% | Add | |
| AE Wealth Management LLC | 0.34% | 0.36% | #11 | $72.4M | 1.5M | $66.5M | 1.4M | +124,781+9.13% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #41 | $49.3M | 1.0M | $37.2M | 755,197 | +260,163+34.45% | Add | |
| Harbour Trust & Investment Management Co | 1.47% | 1.59% | #6 | $15.3M | 315,403 | $15.0M | 308,684 | +6,719+2.18% | Add | |
| Anderson Financial Strategies, LLC | 6.13% | 6% | #2 | $11.8M | 245,169 | $10.9M | 225,020 | +20,149+8.95% | Add | |
| Cornerstone National Bank & Trust Co | 3.84% | 6.44% | #4 | $11.4M | 235,485 | $17.5M | 360,483 | -124,998-34.68% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #56 | $10.1M | 208,493 | $4.4M | 90,432 | +118,061+130.55% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #49 | $9.4M | 194,303 | $382,000 | 7,864 | +186,439+2,370.79% | Add | |
| HORIZON BANCORP INC /IN/ | 4.05% | 4.21% | #3 | $8.6M | 178,014 | $8.7M | 179,879 | -1,865-1.04% | Reduce | |
| Finward Bancorp | 6.44% | 6.43% | #1 | $8.5M | 174,995 | $8.0M | 165,547 | +9,448+5.71% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #45 | $8.0M | 164,159 | $7.9M | 162,803 | +1,356+0.83% | Add | |
| Pinnacle Financial Partners, Inc. | 0.05% | 0.05% | #24 | $7.4M | 152,966 | $6.9M | 141,346 | +11,620+8.22% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #37 | $6.4M | 132,385 | $6.0M | 123,771 | +8,614+6.96% | Add | |
| Herold Advisors, Inc. | 1.05% | 1.05% | #7 | $5.3M | 109,600 | $4.8M | 98,157 | +11,443+11.66% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #39 | $4.3M | 88,664 | $4.7M | 95,879 | -7,215-7.53% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #36 | $4.2M | 86,266 | $4.2M | 86,715 | -449-0.52% | Reduce | |
| Boltwood Capital Management | 0.85% | 0.95% | #8 | $3.7M | 75,994 | $3.7M | 76,597 | -603-0.79% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #51 | $3.6M | 74,883 | $3.5M | 71,714 | +3,169+4.42% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #50 | $3.4M | 69,035 | $2.8M | 57,328 | +11,707+20.42% | Add | |
| Independent Advisor Alliance | 0.07% | 0.02% | #23 | $3.0M | 62,833 | $1.9M | 38,705 | +24,128+62.34% | Add | |
| COTTONWOOD CAPITAL ADVISORS, LLC | 1.54% | 1.66% | #5 | $2.6M | 52,718 | $2.4M | 48,383 | +4,335+8.96% | Add | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.03% | 0.03% | #29 | $2.3M | 47,535 | $2.7M | 56,242 | -8,707-15.48% | Reduce | |
| Triad Wealth Partners, LLC | 0.13% | 0.16% | #16 | $2.3M | 47,766 | $2.1M | 42,563 | +5,203+12.22% | Add | |
| Trilogy Capital Inc. | 0.07% | 0.08% | #20 | $1.9M | 38,216 | $1.8M | 37,327 | +889+2.38% | Add | |
| FLOW TRADERS U.S. LLC | 0.07% | — | #21 | $1.7M | 35,916 | $0 | 0 | +35,916 | New Buy | |
| VAQUERO PRIVATE WEALTH, LTD | 0.33% | — | #13 | $1.6M | 33,263 | $0 | 0 | +33,263 | New Buy | |
| Simplicity Wealth,LLC | 0.05% | — | #25 | $1.4M | 29,038 | $0 | 0 | +29,038 | New Buy | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #40 | $1.4M | 27,973 | $986,810 | 20,296 | +7,677+37.83% | Add | |
| RAINIER FAMILY WEALTH INC | 0.76% | 0.78% | #9 | $1.3M | 27,602 | $1.2M | 23,768 | +3,834+16.13% | Add | |
| World Investment Advisors | 0.02% | 0.02% | #32 | $1.2M | 24,450 | $1.2M | 24,450 | 00.00% | Unchanged | |
| Savvy Advisors, Inc. | 0.02% | 0.03% | #30 | $1.1M | 22,122 | $976,627 | 20,087 | +2,035+10.13% | Add | |
| Invst, LLC | 0.1% | 0.11% | #18 | $1.0M | 21,068 | $987,035 | 20,301 | +767+3.78% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #52 | $933,619 | 19,234 | $926,556 | 19,057 | +177+0.93% | Add | |
| Premier Private Wealth Management LLC | 0.67% | 0.54% | #10 | $769,456 | 15,852 | $508,128 | 10,451 | +5,401+51.68% | Add | |
| VestGen Advisors, LLC | 0.02% | 0.02% | #33 | $658,105 | 13,558 | $675,823 | 13,946 | -388-2.78% | Reduce | |
| CoreCap Advisors, LLC | 0.02% | 0.02% | #34 | $632,767 | 13,036 | $687,292 | 14,136 | -1,100-7.78% | Reduce | |
| VestGen Investment Management | 0.34% | 0.38% | #12 | $632,428 | 13,029 | $682,528 | 14,038 | -1,009-7.19% | Reduce | |
| Elevated Financial Group LLC | 0.16% | 0.19% | #15 | $576,267 | 11,872 | $591,414 | 12,164 | -292-2.40% | Reduce | |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.03% | 0.03% | #27 | $537,608 | 11,075 | $534,308 | 10,989 | +86+0.78% | Add | |
| WealthCare Investment Partners, LLC | 0.11% | 0.22% | #17 | $471,870 | 9,721 | $791,438 | 16,313 | -6,592-40.41% | Reduce | |
| Mariner, LLC | <0.01% | — | #58 | $442,394 | 9,114 | $0 | 0 | +9,114 | New Buy | |
| Fiduciary Alliance LLC | 0.03% | 0.03% | #26 | $439,724 | 9,059 | $442,396 | 9,059 | 00.00% | Unchanged | |
| Elevated Capital Advisors, LLC | 0.09% | 0.28% | #19 | $341,930 | 7,044 | $1.1M | 22,759 | -15,715-69.05% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #66 | $322,417 | 6,630 | $5,665 | 117 | +6,513+5,566.67% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #65 | $264,689 | 5,453 | $3.3M | 67,503 | -62,050-91.92% | Reduce | |
| Creative Planning | <0.01% | <0.01% | #61 | $252,003 | 5,192 | $252,417 | 5,192 | 00.00% | Unchanged | |
| Atria Investments, Inc | <0.01% | <0.01% | #43 | $223,769 | 4,610 | $224,138 | 4,610 | 00.00% | Unchanged | |
| NewEdge Advisors, LLC | <0.01% | <0.01% | #55 | $221,682 | 4,567 | $225,256 | 4,633 | -66-1.42% | Reduce | |
| Advisory Alpha, LLC | 0.01% | 0.03% | #38 | $215,116 | 4,431 | $938,072 | 19,293 | -14,862-77.03% | Reduce |