Who Owns FLEXSHARES TR (MBSD)? -- Institutional Holders (2026-03-31)
34 institutions reported holding $82.7M of FLEXSHARES TR (MBSD) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTHERN TRUST CORP ($20.7M), Cornerstone National Bank & Trust Co ($12.6M), COTTONWOOD CAPITAL ADVISORS, LLC ($7.8M), MGO ONE SEVEN LLC ($6.6M), MORGAN STANLEY ($6.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NORTHERN TRUST CORP | $20.7M | 1.0M | Added |
| 2 | Cornerstone National Bank & Trust Co | $12.6M | 608,915 | Trimmed |
| 3 | COTTONWOOD CAPITAL ADVISORS, LLC | $7.8M | 378,279 | Added |
| 4 | MGO ONE SEVEN LLC | $6.6M | 319,831 | Added |
| 5 | MORGAN STANLEY | $6.5M | 313,047 | Added |
| 6 | CreativeOne Wealth, LLC | $6.1M | 294,424 | Added |
| 7 | Boltwood Capital Management | $5.9M | 285,683 | Trimmed |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | $4.3M | 208,874 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 193,032 | Trimmed |
| 10 | Sanctuary Advisors, LLC | $1.4M | 68,976 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $1.2M | 58,651 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.1M | 54,611 | Added |
| 13 | Atria Investments, Inc | $697,758 | 33,699 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $663,595 | 32,276 | Trimmed |
| 15 | LPL Financial LLC | $634,759 | 30,657 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $536,000 | 25,909 | Added |
| 17 | CITADEL ADVISORS LLC | $485,560 | 23,451 | Trimmed |
| 18 | CoreCap Advisors, LLC | $410,027 | 19,803 | Trimmed |
| 19 | LEUTHOLD GROUP, LLC | $275,422 | 13,302 | Hold |
| 20 | Investors Research Corp | $187,072 | 9,035 | Added |
| 21 | OSAIC HOLDINGS, INC. | $158,117 | 7,635 | Trimmed |
| 22 | NBT BANK N A /NY | $104,665 | 5,055 | Hold |
| 23 | Ancora Advisors LLC | $87,583 | 4,230 | Hold |
| 24 | Mosley Wealth Management | $58,999 | 2,828 | New |
| 25 | WELLS FARGO & COMPANY/MN | $18,371 | 887 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31