119 institutions reported holding $894.3M of FLEXSHARES HIGH YIELD VALUE (HYGV) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTHERN TRUST CORP ($685.1M), ENVESTNET ASSET MANAGEMENT INC ($27.2M), MORGAN STANLEY ($24.6M), BANK OF AMERICA CORP /DE/ ($20.6M), Envestnet Portfolio Solutions, Inc. ($13.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | $685.1M | 17.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $27.2M | 678,138 | Trimmed |
| 3 | MORGAN STANLEY | $24.6M | 614,520 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $20.6M | 515,237 | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $13.9M | 346,387 | Trimmed |
| 6 | United Bank | $9.7M | 241,931 | Added |
| 7 | Boltwood Capital Management | $9.4M | 233,538 | Trimmed |
| 8 | MML INVESTORS SERVICES, LLC | $8.5M | 212,139 | Trimmed |
| 9 | Spartan Wealth Advisory Services LLC | $7.5M | 187,473 | New |
| 10 | Olde Wealth Management, LLC | $7.5M | 186,679 | Added |
| 11 | Pinnacle Financial Partners, Inc. | $6.7M | 168,115 | Added |
| 12 | LPL Financial LLC | $5.9M | 147,906 | Trimmed |
| 13 | HORIZON BANCORP INC /IN/ | $5.2M | 129,425 | Added |
| 14 | FIRST UNITED BANK & TRUST | $4.3M | 107,078 | Added |
| 15 | Thrive Capital Management, LLC | $4.1M | 103,118 | Added |
| 16 | PARK NATIONAL CORP /OH/ | $2.9M | 72,643 | Trimmed |
| 17 | EJMK Ventures LLC | $2.9M | 71,970 | Added |
| 18 | TRB Wealth Management, LLC | $2.8M | 70,555 | New |
| 19 | Jefferies Financial Group Inc. | $2.7M | 68,066 | New |
| 20 | Impact Partnership Wealth, LLC | $2.2M | 55,638 | Added |
| 21 | Granite Harbor Advisors, Inc. | $2.2M | 54,438 | Trimmed |
| 22 | VestGen Advisors, LLC | $2.2M | 53,872 | New |
| 23 | Mount Lucas Management LP | $2.2M | 53,909 | Added |
| 24 | VestGen Investment Management | $2.2M | 53,852 | Trimmed |
| 25 | OLD MISSION CAPITAL LLC | $2.1M | 52,781 | New |
Source: SEC Form 13F filings · as of 2026-03-31