FLEXSHARES TRUST - ESGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SK Wealth Management, LLC | History | No change | 31,160 | 7,515 | 1.69% | 1.69% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forefront Analytics, LLC | History | No change | 21,669 | 5,051 | 5.49% | 5.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 18,140 | 4,229 | 0.17% | 0.17% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Financial Advisors, LLC | History | New | 12,981 | 3,088 | 0.39% | — | 4 | +12,981 | New | Q3 2026 | Oct 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,395 | 2,423 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,733 | 2,315 | 0.07% | 0.06% | 6 | +505 | 5.47% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 7,865 | 1,833 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 6,004 | 1,399 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,401 | 1,259 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | No change | 5,224 | 1,218 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fort Point Capital Partners LLC | History | No change | 4,905 | 1,143 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,543 | 1,080 | 0.0% | 0.0% | 12 | +35 | 0.78% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 4,233 | 986 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | No change | 3,563 | 847 | 0.12% | 0.11% | 14 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,536 | 603 | 0.0% | 0.0% | 15 | -182 | -6.7% | Q3 2026 | Nov 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,506 | 596 | 0.0% | 0.0% | 16 | +195 | 8.44% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,141 | 499 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,890 | 449 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,920 | 448 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,859 | 433 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 1,632 | 380 | 0.12% | 0.12% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,531 | 356 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 1,493 | 355 | 0.01% | 0.01% | 23 | -56 | -3.62% | Q3 2026 | Oct 23, 2026 |
| BSW Wealth Partners | History | No change | 1,407 | 328 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,119 | 260 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 565 | 134 | 0.03% | 0.03% | 26 | +1 | 0.18% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 383 | 91 | 0.0% | 0.0% | 27 | -10 | -2.54% | Q3 2026 | Oct 08, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 247 | 58 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 239 | 55 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 154 | 35 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 82 | 19 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ASSETMARK, INC | History | No change | 68 | 16 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 65 | 15 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 66 | 15 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Asset Dedication, LLC | History | No change | 28 | 6 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |