NFRA — Flexshares Tr Institutional Holders · Q3 2026
Who owns Flexshares Tr (NFRA)? 12 institutions reported holding $19.36M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Boltwood Capital Management ($5.5M), CX Institutional ($4.9M), Steph & Co ($4.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Boltwood Capital Management | $5.5M | 88,794 | Added |
| 2 | CX Institutional | $4.9M | 78,909 | Added |
| 3 | STEPH & CO | $4.3M | 68,808 | Added |
| 4 | PARK NATIONAL CORP /OH/ | $3.1M | 49,347 | Added |
| 5 | Grove Bank & Trust | $684,433 | 10,972 | Trimmed |
| 6 | Valeo Financial Advisors, LLC | $392,245 | 6,288 | New |
| 7 | First Heartland Consultants, Inc. | $213,215 | 3,418 | Added |
| 8 | CoreCap Advisors, LLC | $96,876 | 1,553 | Added |
| 9 | Farther Finance Advisors, LLC | $88,580 | 1,420 | Trimmed |
| 10 | Wealth Enhancement Trust Services, Inc. | $21,334 | 342 | Hold |
| 11 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $19,525 | 313 | New |
| 12 | ARMSTRONG ADVISORY GROUP, INC | $8,359 | 134 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30