18 institutions reported holding $19.7M of FLEXSHARES TR (LKOR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cornerstone National Bank & Trust Co ($4.5M), Comprehensive Wealth Management, LLC ($3.5M), NORTHERN TRUST CORP ($3.2M), SMART Wealth LLC ($2.0M), JPMORGAN CHASE & CO ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cornerstone National Bank & Trust Co | $4.5M | 108,418 | Trimmed |
| 2 | Comprehensive Wealth Management, LLC | $3.5M | 83,001 | Added |
| 3 | NORTHERN TRUST CORP | $3.2M | 75,912 | Added |
| 4 | SMART Wealth LLC | $2.0M | 48,037 | New |
| 5 | JPMORGAN CHASE & CO | $2.0M | 48,373 | New |
| 6 | CITADEL ADVISORS LLC | $1.4M | 34,063 | Trimmed |
| 7 | Cetera Investment Advisers | $688,673 | 16,520 | Added |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $659,283 | 15,815 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $646,777 | 15,515 | Trimmed |
| 10 | LPL Financial LLC | $602,555 | 14,454 | Added |
| 11 | Private Advisor Group, LLC | $203,562 | 4,883 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $176,616 | 4,237 | Trimmed |
| 13 | CoreCap Advisors, LLC | $81,040 | 1,944 | Trimmed |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $70,946 | 1,709 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $10,463 | 251 | Hold |
| 16 | HARBOUR INVESTMENTS, INC. | $1,275 | 30 | Hold |
| 17 | WELLS FARGO & COMPANY/MN | $10 | 0 | Exited |
| 18 | Thrivent Financial for Lutherans | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31