Who Owns FLEXSHARES MORNINGSTAR US MARK (TILT)? -- Institutional Holders (2026-03-31)

Name: FLEXSHARES MORNINGSTAR US MARK (TILT) Institutional Holders (2026-03-31)
Creator: ko.io

116 institutions reported holding $1.69B of FLEXSHARES MORNINGSTAR US MARK (TILT) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTHERN TRUST CORP ($1.38B), MORGAN STANLEY ($43.8M), Capstone Financial Advisors, Inc. ($39.5M), ENVESTNET ASSET MANAGEMENT INC ($32.9M), COMMONWEALTH EQUITY SERVICES, LLC ($25.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NORTHERN TRUST CORP	$1.38B	5.7M	Added
2	MORGAN STANLEY	$43.8M	181,409	Added
3	Capstone Financial Advisors, Inc.	$39.5M	163,533	Trimmed
4	ENVESTNET ASSET MANAGEMENT INC	$32.9M	136,341	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$25.7M	106,355	Trimmed
6	RVW Wealth, LLC	$16.5M	68,293	Trimmed
7	Sageworth Trust Co	$16.1M	66,532	Trimmed
8	Creative Planning	$15.7M	64,851	Added
9	MML INVESTORS SERVICES, LLC	$8.6M	35,752	Trimmed
10	LPL Financial LLC	$7.1M	29,452	Trimmed
11	Cetera Investment Advisers	$7.0M	28,837	Added
12	SENTINEL TRUST CO LBA	$6.2M	25,614	Trimmed
13	Trace Wealth Advisors, LLC	$5.9M	24,508	Hold
14	Greenspring Advisors, LLC	$5.7M	23,713	Trimmed
15	Cambridge Investment Research Advisors, Inc.	$5.0M	20,895	Trimmed
16	WELLS FARGO & COMPANY/MN	$4.5M	18,626	Trimmed
17	Corient Private Wealth LLC	$4.2M	17,312	Trimmed
18	Efficient Advisors, LLC	$3.6M	15,055	Trimmed
19	UBS Group AG	$3.6M	14,743	Added
20	Goldstein Advisors, LLC	$3.3M	13,837	Trimmed
21	Ballentine Capital Advisors, Inc	$2.9M	12,194	Trimmed
22	Royal Bank of Canada	$2.9M	12,149	Trimmed
23	Discipline Wealth Solutions, LLC	$2.6M	10,858	Added
24	AMG National Trust Bank	$2.6M	10,699	Hold
25	BRIDGES INVESTMENT MANAGEMENT INC	$2.4M	10,117	Hold

Source: SEC Form 13F filings · as of 2026-03-31