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 | No change | 16,668,771 | 671,084 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 691,820 | 27,852 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 628,188 | 25,290 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 480,989 | 19,364 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 350,000 | 14,091 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 349,826 | 14,083 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 268,295 | 10,801 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| United Bank | History | No change | 250,116 | 10,069 | 3.06% | 3.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Olde Wealth Management, LLC | History | No change | 200,799 | 8,084 | 2.29% | 2.29% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spartan Wealth Advisory Services LLC | History | No change | 191,495 | 7,709 | 0.63% | 0.63% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 184,892 | 7,443 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boltwood Capital Management | History | Reduced | 158,159 | 6,144 | 1.39% | 1.67% | 12 | -22,631 | -12.52% | Q3 2026 | Oct 02, 2026 |
| LPL Financial LLC | History | No change | 127,803 | 5,145 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 127,621 | 5,138 | 2.41% | 2.41% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Thrive Capital Management, LLC | History | Added to | 110,390 | 4,288 | 0.77% | 0.81% | 15 | +3,121 | 2.91% | Q3 2026 | Oct 28, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 109,834 | 4,267 | 1.23% | 1.29% | 16 | -1,940 | -1.74% | Q3 2026 | Oct 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 79,747 | 3,098 | 0.08% | 0.09% | 17 | +1,240 | 1.58% | Q3 2026 | Oct 05, 2026 |
| TRB Wealth Management, LLC | History | No change | 76,590 | 3,083 | 0.41% | 0.41% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 73,594 | 2,962 | 0.29% | 0.29% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 62,618 | 2,506 | 1.35% | 1.35% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 58,170 | 2,341 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mount Lucas Management LP | History | No change | 54,798 | 2,206 | 0.79% | 0.79% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 54,004 | 2,174 | 0.86% | 0.86% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EJMK Ventures LLC | History | Added to | 54,077 | 2,100 | 0.89% | 0.91% | 24 | +4,320 | 8.68% | Q3 2026 | Oct 21, 2026 |
| VestGen Investment Management | History | No change | 49,746 | 2,002 | 1.06% | 1.06% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dogwood Wealth Management LLC | History | No change | 45,174 | 1,818 | 0.72% | 0.72% | 26 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,680 | 1,637 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,144 | 1,294 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,970 | 1,206 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CreativeOne Wealth, LLC | History | No change | 29,609 | 1,192 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 29,099 | 1,130 | 0.33% | 0.35% | 31 | -55 | -0.19% | Q3 2026 | Oct 27, 2026 |
| Cetera Investment Advisers | History | No change | 27,833 | 1,120 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 24,653 | 992 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 24,239 | 975 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REDW Wealth LLC | History | Reduced | 22,229 | 863 | 0.32% | 0.36% | 35 | -2,529 | -10.21% | Q3 2026 | Oct 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,943 | 762 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Added to | 18,268 | 709 | 0.01% | 0.01% | 37 | +63 | 0.35% | Q3 2026 | Oct 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,918 | 657 | 0.04% | 0.04% | 38 | +63 | 0.37% | Q3 2026 | Oct 08, 2026 |
| Rothschild Wealth LLC | History | No change | 15,400 | 620 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 15,766 | 612 | 0.22% | 0.2% | 40 | +1,817 | 13.03% | Q3 2026 | Oct 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 14,719 | 571 | 0.03% | 0.03% | 41 | +216 | 1.49% | Q3 2026 | Oct 15, 2026 |
| L & S Advisors Inc | History | No change | 13,386 | 538 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 12,546 | 505 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 12,464 | 501 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 11,246 | 452 | 0.38% | 0.38% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,830 | 436 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | Added to | 10,926 | 424 | 0.08% | 0.09% | 47 | +23 | 0.21% | Q3 2026 | Oct 19, 2026 |
| Tactive Advisors, LLC | History | Added to | 10,804 | 419 | 0.1% | 0.08% | 48 | +2,235 | 26.08% | Q3 2026 | Oct 08, 2026 |
| Kuhn & Co Investment Counsel | History | Reduced | 10,470 | 406 | 0.22% | 0.38% | 50 | -5,986 | -36.38% | Q3 2026 | Oct 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 10,463 | 406 | 0.1% | 0.1% | 49 | -25 | -0.24% | Q3 2026 | Oct 19, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 10,290 | 399 | 0.02% | 0.01% | 51 | -2,512 | -19.62% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,144 | 394 | 0.0% | 0.0% | 52 | +2,128 | 26.55% | Q3 2026 | Nov 02, 2026 |
| Painted Porch Advisors LLC | History | No change | 9,500 | 382 | 0.17% | 0.17% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | No change | 9,447 | 380 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,821 | 355 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | No change | 8,509 | 330 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Essex Bank | History | No change | 8,431 | 327 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 7,840 | 315 | 0.15% | 0.15% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossmore Private Capital | History | Reduced | 8,050 | 312 | 0.02% | 0.04% | 59 | -3,800 | -32.07% | Q3 2026 | Oct 27, 2026 |
| Sky Investment Group LLC | History | New | 7,970 | 309 | 0.03% | — | 60 | +7,970 | New | Q3 2026 | Oct 30, 2026 |
| BlackRock, Inc. | History | No change | 7,411 | 298 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 7,344 | 295 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCentric Advisors LLC | History | Reduced | 7,483 | 290 | 0.26% | 0.28% | 63 | -718 | -8.76% | Q3 2026 | Nov 03, 2026 |
| World Investment Advisors | History | No change | 6,925 | 278 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPoint Financial, LLC | History | Reduced | 7,036 | 273 | 0.19% | 0.21% | 65 | -23 | -0.33% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 6,720 | 270 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,783 | 263 | 0.0% | 0.0% | 67 | -3,196 | -32.03% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,736 | 261 | 0.0% | 0.0% | 68 | +275 | 4.26% | Q3 2026 | Nov 02, 2026 |
| &PARTNERS | History | No change | 6,385 | 257 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,369 | 256 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Added to | 6,309 | 245 | 0.01% | 0.01% | 71 | +140 | 2.27% | Q3 2026 | Oct 30, 2026 |
| Occidental Asset Management, LLC | History | No change | 6,000 | 233 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Lewis Asset Management, LLC | History | Added to | 5,398 | 209 | 0.07% | 0.07% | 74 | +362 | 7.19% | Q3 2026 | Oct 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,192 | 209 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,974 | 200 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 4,205 | 163 | 0.0% | 0.0% | 76 | +42 | 1.01% | Q3 2026 | Oct 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 3,720 | 149 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,460 | 139 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPH & CO | History | Reduced | 3,525 | 136 | 0.03% | 0.05% | 79 | -1,088 | -23.59% | Q3 2026 | Oct 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,107 | 125 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | No change | 3,070 | 124 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,330 | 90 | 0.0% | 0.0% | 82 | +253 | 12.18% | Q3 2026 | Oct 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,231 | 89 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,171 | 87 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFG LLC | History | New | 1,975 | 76 | 0.05% | — | 85 | +1,975 | New | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,783 | 72 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 690 | 27 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 599 | 24 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | No change | 569 | 22 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 540 | 20 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Triumph Capital Management | History | No change | 518 | 20 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CVA Family Office, LLC | History | No change | 366 | 14 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 278 | 11 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 260 | 10 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 247 | 9 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 202 | 7 | 0.0% | 0.0% | 96 | +1 | 0.5% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 142 | 5 | 0.0% | 0.0% | 97 | -200 | -58.48% | Q3 2026 | Oct 08, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | No change | 145 | 5 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | No change | 135 | 5 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 57 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -52,113 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.68% | — | -19,086 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,232 | -100.0% | Q3 2026 | Nov 03, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,082 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,655 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WATERS PARKERSON & CO., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,505 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,231 | -100.0% | Q3 2026 | Oct 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q3 2026 | Oct 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q3 2026 | Oct 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |