FLEXSHARES TRUST - HYGV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Reduced | 17,100,663 | 685,052 | 0.09% | 0.1% | 1 | -1,287,486 | -7.0% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 678,138 | 27,166 | 0.01% | 0.01% | 2 | -53,348 | -7.29% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 614,520 | 24,617 | 0.0% | 0.0% | 3 | +130,306 | 26.91% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 515,237 | 20,640 | 0.0% | 0.0% | 4 | +57,462 | 12.55% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 346,387 | 13,876 | 0.08% | 0.05% | 5 | -25,643 | -6.89% | Q1 2026 | Apr 29, 2026 |
| United Bank | History | Added to | 241,931 | 9,691 | 3.22% | 3.26% | 6 | +5,781 | 2.45% | Q1 2026 | May 01, 2026 |
| Boltwood Capital Management | History | Reduced | 233,538 | 9,355 | 2.39% | 3.11% | 7 | -60,334 | -20.53% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 212,139 | 8,498 | 0.02% | 0.03% | 8 | -50,609 | -19.26% | Q1 2026 | May 04, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 187,473 | 7,510 | 0.66% | — | 9 | +187,473 | New | Q1 2026 | May 06, 2026 |
| Olde Wealth Management, LLC | History | Added to | 186,679 | 7,478 | 2.37% | 2.18% | 10 | +12,317 | 7.06% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 168,115 | 6,734 | 0.05% | 0.05% | 11 | +15,097 | 9.87% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 147,906 | 5,925 | 0.0% | 0.0% | 12 | -14,254 | -8.79% | Q1 2026 | May 06, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 129,425 | 5,185 | 2.49% | 2.47% | 13 | +4,634 | 3.71% | Q1 2026 | Apr 22, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 107,078 | 4,289 | 1.39% | 1.36% | 14 | +2,408 | 2.3% | Q1 2026 | Apr 21, 2026 |
| Thrive Capital Management, LLC | History | Added to | 103,118 | 4,130 | 0.91% | 0.86% | 15 | +7,940 | 8.34% | Q1 2026 | Apr 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 72,643 | 2,910 | 0.09% | 0.14% | 16 | -33,752 | -31.72% | Q1 2026 | Apr 16, 2026 |
| EJMK Ventures LLC | History | Added to | 71,970 | 2,883 | 1.61% | 0.75% | 17 | +41,857 | 139.0% | Q1 2026 | Apr 24, 2026 |
| TRB Wealth Management, LLC | History | New | 70,555 | 2,826 | 0.4% | — | 18 | +70,555 | New | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 68,066 | 2,726 | 0.02% | — | 19 | +68,066 | New | Q1 2026 | May 07, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 55,638 | 2,228 | 0.28% | 0.23% | 20 | +11,609 | 26.37% | Q1 2026 | Apr 23, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 54,438 | 2,180 | 0.95% | 1.05% | 21 | -6,410 | -10.53% | Q1 2026 | Apr 23, 2026 |
| VestGen Advisors, LLC | History | New | 53,872 | 2,163 | 0.06% | — | 22 | +53,872 | New | Q1 2026 | May 14, 2026 |
| Mount Lucas Management LP | History | Added to | 53,909 | 2,159 | 0.8% | 0.79% | 23 | +5,224 | 10.73% | Q1 2026 | May 05, 2026 |
| VestGen Investment Management | History | Reduced | 53,852 | 2,157 | 1.19% | 1.33% | 24 | -4,913 | -8.36% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 52,781 | 2,114 | 0.03% | — | 25 | +52,781 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 50,940 | 2,040 | 0.0% | 0.0% | 26 | -25,714 | -33.55% | Q1 2026 | Apr 27, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 43,326 | 1,735 | 0.75% | 0.78% | 27 | +60 | 0.14% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,029 | 1,243 | 0.0% | 0.0% | 28 | -1,059 | -3.3% | Q1 2026 | May 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 30,101 | 1,205 | 0.38% | 0.39% | 29 | -407 | -1.33% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 28,836 | 1,155 | 0.0% | 0.0% | 30 | +1,280 | 4.65% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 27,413 | 1,098 | 0.08% | 0.09% | 31 | +299 | 1.1% | Q1 2026 | May 13, 2026 |
| REDW Wealth LLC | History | Reduced | 26,820 | 1,074 | 0.43% | 0.44% | 32 | -1,577 | -5.55% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 26,231 | 1,050 | 0.02% | 0.02% | 33 | +4,451 | 20.44% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 25,020 | 1,002 | 0.0% | 0.0% | 34 | -1,213 | -4.62% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,063 | 923 | 0.0% | 0.0% | 35 | +8,911 | 62.97% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,353 | 735 | 0.01% | 0.01% | 36 | +512 | 2.87% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 18,114 | 725 | 0.01% | 0.0% | 37 | +9,465 | 109.43% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,764 | 671 | 0.05% | 0.02% | 38 | +9,762 | 139.42% | Q1 2026 | Apr 08, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 16,416 | 657 | 0.42% | 0.46% | 39 | -708 | -4.13% | Q1 2026 | May 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 16,358 | 655 | 0.14% | 0.16% | 40 | -1,227 | -6.98% | Q1 2026 | May 14, 2026 |
| Rothschild Wealth LLC | History | New | 15,400 | 616 | 0.06% | — | 41 | +15,400 | New | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,551 | 582 | 0.0% | 0.0% | 42 | +389 | 2.75% | Q1 2026 | May 14, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 14,190 | 568 | 0.23% | 0.23% | 43 | +759 | 5.65% | Q1 2026 | Apr 21, 2026 |
| L & S Advisors Inc | History | Added to | 13,210 | 529 | 0.07% | 0.04% | 44 | +2,744 | 26.22% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,907 | 517 | 0.0% | 0.0% | 45 | +345 | 2.75% | Q1 2026 | Apr 30, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 12,546 | 502 | 0.04% | 0.05% | 46 | -3,250 | -20.57% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 12,000 | 480 | 0.03% | 0.05% | 47 | -11,011 | -47.85% | Q1 2026 | Apr 28, 2026 |
| Rossmore Private Capital | History | Reduced | 11,150 | 446 | 0.04% | 0.06% | 48 | -6,300 | -36.1% | Q1 2026 | May 01, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 10,857 | 434 | 0.44% | 0.41% | 49 | +1,432 | 15.19% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 10,667 | 427 | 0.02% | 0.02% | 50 | +4,317 | 67.98% | Q1 2026 | Apr 29, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 10,488 | 420 | 0.12% | 0.13% | 51 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,480 | 419 | 0.02% | 0.05% | 52 | -11,091 | -51.42% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,013 | 361 | 0.0% | 0.0% | 53 | +57 | 0.64% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 9,007 | 360 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RVW Wealth, LLC | History | No change | 8,509 | 340 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 7,898 | 316 | 0.32% | 0.28% | 56 | +1,016 | 14.76% | Q1 2026 | May 07, 2026 |
| Tactive Advisors, LLC | History | Added to | 7,913 | 316 | 0.09% | 0.09% | 57 | +380 | 5.04% | Q1 2026 | Apr 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,881 | 315 | 0.0% | 0.01% | 58 | -4,677 | -37.24% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,660 | 306 | 0.0% | 0.0% | 59 | -78 | -1.01% | Q1 2026 | May 11, 2026 |
| WealthPoint Financial, LLC | History | No change | 7,445 | 303 | 0.26% | 0.26% | 60 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | New | 7,518 | 301 | 0.0% | — | 61 | +7,518 | New | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 7,335 | 293 | 0.0% | — | 62 | +7,335 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 7,212 | 288 | 0.0% | 0.0% | 63 | -354 | -4.68% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 7,015 | 281 | 0.0% | 0.0% | 64 | +1,046 | 17.52% | Q1 2026 | Apr 27, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 6,757 | 270 | 0.03% | 0.03% | 65 | +626 | 10.21% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,423 | 257 | 0.0% | 0.0% | 66 | +12 | 0.19% | Q1 2026 | Apr 30, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 6,210 | 248 | 0.13% | 0.16% | 67 | -1,025 | -14.17% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,000 | 240 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | New | 5,948 | 238 | 0.0% | — | 69 | +5,948 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,693 | 228 | 0.03% | — | 70 | +5,693 | New | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 5,683 | 227 | 0.08% | 0.09% | 71 | -323 | -5.38% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | New | 5,557 | 222 | 0.0% | — | 72 | +5,557 | New | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Reduced | 5,323 | 213 | 0.01% | 0.01% | 73 | -702 | -11.65% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,190 | 207 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 5,000 | 200 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,974 | 199 | 0.0% | 0.0% | 76 | -18 | -0.36% | Q1 2026 | May 14, 2026 |
| STEPH & CO | History | Reduced | 4,657 | 186 | 0.05% | 0.07% | 77 | -1,003 | -17.72% | Q1 2026 | Apr 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,720 | 150 | 0.18% | 0.2% | 78 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,395 | 136 | 0.0% | 0.0% | 79 | +37 | 1.1% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,033 | 121 | 0.0% | 0.0% | 80 | +21 | 0.7% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 2,326 | 93 | 0.0% | 0.0% | 81 | +24 | 1.04% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,140 | 85 | 0.0% | 0.02% | 82 | -18,383 | -89.57% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,924 | 77 | 0.0% | 0.0% | 83 | -1,193 | -38.27% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,427 | 57 | 0.0% | 0.0% | 84 | +18 | 1.28% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,358 | 54 | 0.0% | 0.0% | 85 | +50 | 3.82% | Q1 2026 | May 15, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,231 | 49 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,100 | 43 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ankerstar Wealth, LLC | History | No change | 1,060 | 42 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 866 | 34 | 0.0% | 0.0% | 89 | -1,075 | -55.38% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 797 | 31 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 612 | 24 | 0.0% | — | 91 | +612 | New | Q1 2026 | Apr 30, 2026 |
| Grove Bank & Trust | History | No change | 585 | 23 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 510 | 20 | 0.0% | 0.0% | 93 | -2,093 | -80.41% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 518 | 20 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 475 | 19 | 0.0% | — | 95 | +475 | New | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | Reduced | 366 | 14 | 0.0% | 0.01% | 96 | -1,855 | -83.52% | Q1 2026 | Apr 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 260 | 10 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 201 | 8 | 0.0% | 0.0% | 98 | +159 | 378.57% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 142 | 5 | 0.0% | — | 101 | +142 | New | Q1 2026 | Apr 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 141 | 5 | 0.0% | — | 99 | +141 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 141 | 5 | 0.0% | — | 100 | +141 | New | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 135 | 5 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | New | 100 | 4 | 0.0% | — | 103 | +100 | New | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 33 | 1 | 0.0% | 0.0% | 104 | -787 | -95.98% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 48 | 1 | 0.0% | — | 105 | +48 | New | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -69,096 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -26,132 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,940 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.6% | — | -18,859 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,940 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,495 | -100.0% | Q1 2026 | May 15, 2026 |
| Essex Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -4,977 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,907 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -614 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 3 | 0 | — | 0.0% | — | -255 | -98.84% | Q1 2026 | May 06, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -198 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 01, 2026 |