16 institutions reported holding $41.9M of FlexShares Disciplined Duratio (MBSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cornerstone National Bank & Trust Co ($8.2M), COTTONWOOD CAPITAL ADVISORS, LLC ($8.0M), MGO ONE SEVEN LLC ($6.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($6.4M), Boltwood Capital Management ($5.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cornerstone National Bank & Trust Co | $8.2M | 399,826 | Trimmed |
| 2 | COTTONWOOD CAPITAL ADVISORS, LLC | $8.0M | 385,784 | Added |
| 3 | MGO ONE SEVEN LLC | $6.8M | 331,612 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.4M | 310,227 | Added |
| 5 | Boltwood Capital Management | $5.3M | 258,214 | Trimmed |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $4.4M | 214,054 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.1M | 54,396 | Added |
| 8 | Atria Investments, Inc | $691,156 | 33,517 | Trimmed |
| 9 | CoreCap Advisors, LLC | $386,194 | 18,728 | Trimmed |
| 10 | LEUTHOLD GROUP, LLC | $278,118 | 13,487 | Added |
| 11 | Investors Research Corp | $194,953 | 9,454 | Added |
| 12 | NBT BANK N A /NY | $104,240 | 5,055 | Hold |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $14,793 | 718 | Hold |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14,425 | 700 | Added |
| 15 | EverSource Wealth Advisors, LLC | $11,940 | 579 | Hold |
| 16 | Mosley Wealth Management | $8,935 | 433 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30