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Stocks / Flexshares Disciplined
Institutional Ownership

Flexshares Disciplined

CUSIP 33939L779UIT EXCHANGE TRADEDMBSDQ1 2026

Institutional Holders
32
13F filers
Shares Held
4.00M
Aggregate institutional
Institutional Value
$82.21M
Q1 2026
Net New Holders
-1
1 new · 2 closed

Institutional Ownership Trend

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

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Position Activity

Q1 2026

New positions1
Increased14
Decreased9
Sold out2

Institutional Holders

32 funds hold this security · Q1 2026

#FundSharesValueΔ SharesActivity
1Northern Trust Corp1.00M$20.74M+112.0KAdded
2Cornerstone National Bank & Trust Co608.9K$12.57M65.4KReduced
3Cottonwood Capital Advisors, LLC378.3K$7.83M+18.1KAdded
4Mgo One Seven LLC319.8K$6.62M+10.6KAdded
5Morgan Stanley313.0K$6.48M+16.4KAdded
6Creativeone Wealth, LLC294.4K$6.10M+280.4KAdded
7Boltwood Capital Management285.7K$5.92M26.3KReduced
8Titleist Asset Management, LLC208.9K$4.32M+8.5KAdded
9Wealth Enhancement Advisory Services, LLC193.0K$3.99M90.5KReduced
10Sanctuary Advisors, LLC69.0K$1.43M+5.4KAdded

22 more institutional holders on Premium

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