Who Owns FLEXSHARES DISCIPLINED (MBSD)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $76.2M of FLEXSHARES DISCIPLINED (MBSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHERN TRUST CORP ($21.2M), Cornerstone National Bank & Trust Co ($8.2M), COTTONWOOD CAPITAL ADVISORS, LLC ($8.0M), MORGAN STANLEY ($7.2M), MGO ONE SEVEN LLC ($6.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHERN TRUST CORP$21.2M1.0MAdded
2Cornerstone National Bank & Trust Co$8.2M399,826Trimmed
3COTTONWOOD CAPITAL ADVISORS, LLC$8.0M385,784Added
4MORGAN STANLEY$7.2M347,876Added
5MGO ONE SEVEN LLC$6.8M331,612Added
6WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.4M310,227Added
7Boltwood Capital Management$5.3M258,214Trimmed
8TITLEIST ASSET MANAGEMENT, LLC$4.4M214,054Added
9Sanctuary Advisors, LLC$1.4M69,886Added
10BANK OF AMERICA CORP /DE/$1.4M68,405Added
11RAYMOND JAMES FINANCIAL INC$1.2M59,807Added
12JONES FINANCIAL COMPANIES LLLP$703,70134,010Added
13Atria Investments, Inc$691,15633,517Trimmed
14LPL Financial LLC$597,91028,995Trimmed
15Cambridge Investment Research Advisors, Inc.$561,00027,198Added
16CreativeOne Wealth, LLC$464,12122,507Trimmed
17CoreCap Advisors, LLC$386,19418,728Trimmed
18JANE STREET GROUP, LLC$311,07115,085New
19LEUTHOLD GROUP, LLC$278,11813,487Added
20OSAIC HOLDINGS, INC.$230,33511,170Added
21Investors Research Corp$194,9539,454Added
22NBT BANK N A /NY$104,2405,055Hold
23Ancora Advisors LLC$87,2284,230Hold
24Rockefeller Capital Management L.P.$17,278837Added
25INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$14,793718Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30