FLEXSHARES TRUST - ESG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 54,996 | 9,667 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Olde Wealth Management, LLC | History | No change | 32,604 | 5,731 | 1.62% | 1.62% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,641 | 3,980 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RVW Wealth, LLC | History | Reduced | 15,885 | 2,852 | 0.18% | 0.19% | 4 | -173 | -1.08% | Q3 2026 | Oct 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 15,567 | 2,794 | 0.81% | 0.87% | 5 | -1,732 | -10.01% | Q3 2026 | Oct 22, 2026 |
| MORGAN STANLEY | History | No change | 13,766 | 2,419 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Point Advisors Inc. | History | New | 35,339 | 2,132 | 1.46% | — | 7 | +35,339 | New | Q3 2026 | Oct 30, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 9,034 | 1,622 | 0.31% | 0.31% | 8 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,858 | 1,381 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SGL Investment Advisors, Inc. | History | No change | 6,827 | 1,244 | 0.43% | 0.43% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 6,108 | 1,096 | 0.05% | 0.06% | 11 | -47 | -0.76% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,053 | 1,087 | 0.0% | 0.0% | 12 | +1 | 0.02% | Q3 2026 | Nov 02, 2026 |
| Horizon Investments, LLC | History | No change | 6,155 | 1,081 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,575 | 1,000 | 0.0% | 0.0% | 14 | -52 | -0.92% | Q3 2026 | Nov 02, 2026 |
| Well Done, LLC | History | No change | 5,164 | 927 | 0.13% | 0.12% | 15 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,665 | 820 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 4,477 | 803 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 4,480 | 787 | 0.33% | 0.33% | 18 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,403 | 773 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 4,295 | 771 | 0.54% | 0.53% | 20 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,000 | 703 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,627 | 637 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 3,551 | 624 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 3,531 | 620 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,458 | 607 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,060 | 537 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,782 | 489 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | No change | 2,702 | 468 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 2,378 | 426 | 0.2% | 0.21% | 29 | -7,252 | -75.31% | Q3 2026 | Oct 21, 2026 |
| Private Advisor Group, LLC | History | No change | 2,314 | 406 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,237 | 401 | 0.01% | 0.01% | 31 | -50 | -2.19% | Q3 2026 | Oct 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,140 | 376 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 1,995 | 358 | 0.08% | 0.08% | 34 | -78 | -3.76% | Q3 2026 | Oct 22, 2026 |
| Advisory Services Network, LLC | History | No change | 2,038 | 358 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,800 | 316 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,743 | 306 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, LLC | History | No change | 1,474 | 259 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values Added Financial LLC | History | No change | 1,270 | 228 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 950 | 167 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Go Invest LLC | History | Added to | 616 | 110 | 0.02% | 0.02% | 40 | +225 | 57.54% | Q3 2026 | Oct 08, 2026 |
| Transce3nd, LLC | History | New | 451 | 82 | 0.08% | — | 41 | +451 | New | Q3 2026 | Oct 26, 2026 |
| Caldwell Trust Co | History | No change | 395 | 70 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 375 | 65 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 325 | 58 | 0.0% | 0.0% | 44 | -18 | -5.25% | Q3 2026 | Oct 08, 2026 |
| CVA Family Office, LLC | History | No change | 225 | 39 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 217 | 38 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 197 | 35 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 186 | 32 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 171 | 30 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 115 | 20 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sunrise Financial Services, LLC | History | No change | 91 | 16 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 72 | 12 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 22 | 3 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 21 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | No change | 13 | 2 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 10 | 1 | 0.0% | 0.0% | 56 | -15 | -60.0% | Q3 2026 | Oct 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |