Who Owns FLEXSHARES TR (MBSD)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $76.2M of FLEXSHARES TR (MBSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHERN TRUST CORP ($21.2M), Cornerstone National Bank & Trust Co ($8.2M), COTTONWOOD CAPITAL ADVISORS, LLC ($8.0M), MORGAN STANLEY ($7.2M), MGO ONE SEVEN LLC ($6.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NORTHERN TRUST CORP | $21.2M | 1.0M | Added |
| 2 | Cornerstone National Bank & Trust Co | $8.2M | 399,826 | Trimmed |
| 3 | COTTONWOOD CAPITAL ADVISORS, LLC | $8.0M | 385,784 | Added |
| 4 | MORGAN STANLEY | $7.2M | 347,876 | Added |
| 5 | MGO ONE SEVEN LLC | $6.8M | 331,612 | Added |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.4M | 310,227 | Added |
| 7 | Boltwood Capital Management | $5.3M | 258,214 | Trimmed |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | $4.4M | 214,054 | Added |
| 9 | Sanctuary Advisors, LLC | $1.4M | 69,886 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $1.4M | 68,405 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.2M | 59,807 | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $703,701 | 34,010 | Added |
| 13 | Atria Investments, Inc | $691,156 | 33,517 | Trimmed |
| 14 | LPL Financial LLC | $597,910 | 28,995 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $561,000 | 27,198 | Added |
| 16 | CreativeOne Wealth, LLC | $464,121 | 22,507 | Trimmed |
| 17 | CoreCap Advisors, LLC | $386,194 | 18,728 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $311,071 | 15,085 | New |
| 19 | LEUTHOLD GROUP, LLC | $278,118 | 13,487 | Added |
| 20 | OSAIC HOLDINGS, INC. | $230,335 | 11,170 | Added |
| 21 | Investors Research Corp | $194,953 | 9,454 | Added |
| 22 | NBT BANK N A /NY | $104,240 | 5,055 | Hold |
| 23 | Ancora Advisors LLC | $87,228 | 4,230 | Hold |
| 24 | Rockefeller Capital Management L.P. | $17,278 | 837 | Added |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14,793 | 718 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30