FLEXSHARES TRUST - HYGV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Reduced | 18,388,149 | 749,041 | 0.1% | 0.1% | 1 | -708,761 | -3.71% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 731,486 | 29,797 | 0.01% | 0.01% | 2 | +34,359 | 4.93% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 484,214 | 19,724 | 0.0% | 0.0% | 3 | +28,277 | 6.2% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 457,775 | 18,647 | 0.0% | 0.0% | 4 | +26,414 | 6.12% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 372,030 | 15,154 | 0.05% | 0.06% | 5 | +1,935 | 0.52% | Q4 2025 | Feb 06, 2026 |
| Boltwood Capital Management | History | Added to | 293,872 | 11,970 | 3.11% | 3.13% | 6 | +8,848 | 3.1% | Q4 2025 | Jan 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 262,748 | 10,703 | 0.03% | 0.03% | 7 | +13,022 | 5.21% | Q4 2025 | Feb 13, 2026 |
| United Bank | History | Reduced | 236,150 | 9,619 | 3.26% | 3.47% | 8 | -6,060 | -2.5% | Q4 2025 | Feb 05, 2026 |
| Olde Wealth Management, LLC | History | Added to | 174,362 | 7,102 | 2.18% | 2.14% | 9 | +4,559 | 2.68% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 162,160 | 6,605 | 0.0% | 0.0% | 10 | +20,134 | 14.18% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 153,018 | 6,233 | 0.05% | — | 11 | +153,018 | New | Q4 2025 | Feb 18, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 124,791 | 5,083 | 2.47% | 2.48% | 12 | -1,617 | -1.28% | Q4 2025 | Feb 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 106,395 | 4,334 | 0.14% | 0.13% | 13 | +2,823 | 2.73% | Q4 2025 | Jan 05, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 104,670 | 4,263 | 1.36% | 1.34% | 14 | +4,769 | 4.77% | Q4 2025 | Jan 21, 2026 |
| Thrive Capital Management, LLC | History | Added to | 95,178 | 3,877 | 0.86% | 0.96% | 15 | +4,660 | 5.15% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,654 | 3,122 | 0.0% | 0.01% | 16 | -42,112 | -35.46% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 69,096 | 2,814 | 0.05% | 0.06% | 17 | +5,583 | 8.79% | Q4 2025 | Feb 19, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 60,848 | 2,478 | 1.05% | 1.05% | 18 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| VestGen Investment Management | History | Added to | 58,765 | 2,393 | 1.33% | 1.42% | 19 | +1,349 | 2.35% | Q4 2025 | Feb 18, 2026 |
| Mount Lucas Management LP | History | Added to | 48,685 | 1,983 | 0.79% | 0.79% | 20 | +2,079 | 4.46% | Q4 2025 | Feb 05, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 44,029 | 1,793 | 0.23% | 0.22% | 21 | +8,495 | 23.91% | Q4 2025 | Feb 10, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 43,266 | 1,762 | 0.78% | 0.83% | 22 | -1,250 | -2.81% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,088 | 1,307 | 0.0% | 0.0% | 23 | -14,054 | -30.46% | Q4 2025 | Feb 17, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 30,508 | 1,242 | 0.39% | 0.42% | 24 | -449 | -1.45% | Q4 2025 | Feb 11, 2026 |
| EJMK Ventures LLC | History | New | 30,113 | 1,226 | 0.75% | — | 25 | +30,113 | New | Q4 2025 | Mar 03, 2026 |
| REDW Wealth LLC | History | Reduced | 28,397 | 1,156 | 0.44% | 0.59% | 26 | -9,499 | -25.07% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 27,556 | 1,122 | 0.0% | 0.0% | 27 | +4,513 | 19.59% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 27,114 | 1,104 | 0.09% | 0.09% | 28 | +4,650 | 20.7% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 26,233 | 1,068 | 0.0% | 0.0% | 29 | +709 | 2.78% | Q4 2025 | Feb 17, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 26,132 | 1,064 | 0.32% | 0.34% | 30 | -580 | -2.17% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 23,011 | 937 | 0.05% | 0.04% | 31 | +1,211 | 5.56% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,940 | 934 | 0.0% | 0.0% | 32 | -22,886 | -49.94% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,780 | 887 | 0.02% | 0.02% | 33 | +3,590 | 19.74% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 21,571 | 878 | 0.05% | 0.05% | 34 | +2,478 | 12.98% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 20,523 | 835 | 0.02% | 0.02% | 35 | -1,758 | -7.89% | Q4 2025 | Feb 09, 2026 |
| Clear Point Advisors Inc. | History | Added to | 18,859 | 768 | 0.6% | 0.57% | 36 | +1,013 | 5.68% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 17,841 | 726 | 0.01% | 0.01% | 37 | +440 | 2.53% | Q4 2025 | Feb 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 17,585 | 716 | 0.16% | 0.2% | 38 | -2,950 | -14.37% | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | Reduced | 17,450 | 710 | 0.06% | 0.08% | 39 | -100 | -0.57% | Q4 2025 | Feb 05, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 17,124 | 697 | 0.46% | 0.56% | 40 | -156 | -0.9% | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 15,796 | 643 | 0.05% | 0.04% | 41 | +662 | 4.37% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,152 | 576 | 0.0% | 0.0% | 43 | -38,497 | -73.12% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,162 | 576 | 0.0% | 0.0% | 42 | +572 | 4.21% | Q4 2025 | Feb 18, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 13,431 | 547 | 0.23% | 0.25% | 44 | -1,096 | -7.54% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,562 | 512 | 0.0% | 0.0% | 45 | -1,845 | -12.81% | Q4 2025 | Feb 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 12,558 | 511 | 0.01% | 0.02% | 46 | -13,036 | -50.93% | Q4 2025 | Feb 09, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 10,940 | 445 | 0.1% | 0.12% | 47 | -1,131 | -9.37% | Q4 2025 | Jan 27, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 10,488 | 427 | 0.13% | 0.14% | 48 | -35 | -0.33% | Q4 2025 | Feb 10, 2026 |
| L & S Advisors Inc | History | Added to | 10,466 | 426 | 0.04% | 0.04% | 49 | +90 | 0.87% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | New | 9,007 | 366 | 0.0% | — | 50 | +9,007 | New | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,956 | 364 | 0.0% | 0.0% | 51 | +118 | 1.34% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | New | 8,649 | 352 | 0.0% | — | 52 | +8,649 | New | Q4 2025 | Feb 05, 2026 |
| RVW Wealth, LLC | History | Reduced | 8,509 | 346 | 0.03% | 0.03% | 53 | -378 | -4.25% | Q4 2025 | Jan 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,738 | 315 | 0.0% | — | 54 | +7,737 | 773700.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 7,566 | 308 | 0.0% | — | 55 | +7,566 | New | Q4 2025 | Feb 05, 2026 |
| Tactive Advisors, LLC | History | Reduced | 7,533 | 306 | 0.09% | 0.1% | 56 | -1,065 | -12.39% | Q4 2025 | Jan 09, 2026 |
| WealthPoint Financial, LLC | History | New | 7,445 | 303 | 0.26% | — | 57 | +7,445 | New | Q4 2025 | Feb 19, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 7,235 | 294 | 0.16% | 0.19% | 58 | -220 | -2.95% | Q4 2025 | Feb 13, 2026 |
| First Heartland Consultants, Inc. | History | New | 7,002 | 285 | 0.02% | — | 59 | +7,002 | New | Q4 2025 | Jan 09, 2026 |
| AlphaCentric Advisors LLC | History | New | 6,882 | 280 | 0.28% | — | 60 | +6,882 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,411 | 261 | 0.0% | 0.0% | 61 | +748 | 13.21% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | New | 6,350 | 258 | 0.02% | — | 62 | +6,350 | New | Q4 2025 | Feb 05, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 6,131 | 249 | 0.03% | 0.05% | 63 | -4,994 | -44.89% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 6,025 | 245 | 0.01% | 0.01% | 64 | +388 | 6.88% | Q4 2025 | Jan 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,006 | 244 | 0.09% | 0.11% | 66 | -250 | -4.0% | Q4 2025 | Feb 12, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,000 | 244 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| World Investment Advisors | History | New | 5,969 | 243 | 0.0% | — | 67 | +5,969 | New | Q4 2025 | Mar 12, 2026 |
| STEPH & CO | History | Reduced | 5,660 | 230 | 0.07% | 0.16% | 68 | -7,135 | -55.76% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,495 | 223 | 0.0% | — | 69 | +5,495 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,190 | 211 | 0.0% | 0.0% | 70 | +3,261 | 169.05% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,992 | 203 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 5,000 | 203 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Essex Bank | History | No change | 4,977 | 202 | 0.04% | 0.05% | 73 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,720 | 151 | 0.2% | 0.21% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,358 | 136 | 0.0% | 0.0% | 75 | +2,909 | 647.88% | Q4 2025 | Mar 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 3,117 | 126 | 0.0% | — | 76 | +3,117 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,012 | 122 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,603 | 106 | 0.0% | 0.0% | 78 | -2,236 | -46.21% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 2,302 | 93 | 0.0% | 0.0% | 79 | +48 | 2.13% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | No change | 2,221 | 90 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,941 | 79 | 0.0% | 0.0% | 81 | -31 | -1.57% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,907 | 77 | 0.0% | 0.11% | 82 | -40,718 | -95.53% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,409 | 57 | 0.0% | 0.0% | 83 | -270 | -16.08% | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,308 | 53 | 0.0% | — | 84 | +1,308 | New | Q4 2025 | Feb 17, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,231 | 50 | 0.02% | 0.03% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,100 | 44 | 0.0% | — | 86 | +1,100 | New | Q4 2025 | Feb 03, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,060 | 43 | 0.04% | — | 87 | +1,060 | New | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 820 | 33 | 0.0% | 0.0% | 88 | -1,994 | -70.86% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 797 | 32 | 0.0% | 0.0% | 89 | +62 | 8.44% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 614 | 25 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Grove Bank & Trust | History | Added to | 585 | 23 | 0.0% | 0.0% | 91 | +16 | 2.81% | Q4 2025 | Jan 08, 2026 |
| Triumph Capital Management | History | New | 518 | 21 | 0.0% | — | 92 | +518 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 260 | 10 | 0.0% | — | 93 | +260 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | New | 258 | 10 | 0.0% | — | 94 | +258 | New | Q4 2025 | Jan 23, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 198 | 8 | 0.01% | 0.01% | 95 | -26 | -11.61% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 135 | 5 | 0.0% | 0.0% | 96 | +42 | 45.16% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | No change | 135 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wealth Watch Advisors, INC | History | New | 79 | 3 | 0.0% | — | 98 | +79 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 42 | 1 | 0.0% | — | 99 | +22 | 110.0% | Q4 2025 | Feb 06, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -248,800 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -71,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rock Creek Group, LP | History | Closed out | 0 | 0 | — | 0.23% | — | -51,960 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -11,058 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,007 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,815 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -818 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Signature Resources Capital Management, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Jan 21, 2026 |