FLEXSHARES TRUST - SKOR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 | Added to | 4,398,902 | 216,096 | 0.03% | 0.02% | 1 | +719,641 | 19.56% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 2,247,308 | 110,398 | 0.16% | 0.17% | 2 | +114,977 | 5.39% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,259,525 | 61,874 | 0.36% | 0.35% | 3 | +159,915 | 14.54% | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 842,961 | 41,410 | 0.0% | 0.0% | 4 | +87,764 | 11.62% | Q4 2025 | Feb 13, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 394,340 | 19,371 | 7.73% | 7.9% | 5 | +728 | 0.18% | Q4 2025 | Jan 29, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 311,159 | 15,285 | 1.56% | 1.58% | 6 | +605 | 0.19% | Q4 2025 | Jan 28, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 217,759 | 10,697 | 6.21% | 6.26% | 7 | +3,163 | 1.47% | Q4 2025 | Feb 24, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 169,020 | 8,303 | 4.04% | 4.02% | 8 | -1,947 | -1.14% | Q4 2025 | Feb 11, 2026 |
| Finward Bancorp | History | Added to | 145,567 | 7,150 | 5.55% | 4.26% | 9 | +31,635 | 27.77% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 131,209 | 6,445 | 0.0% | 0.0% | 10 | +29,224 | 28.66% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 106,396 | 5,226 | 0.04% | — | 11 | +106,396 | New | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 97,428 | 4,786 | 0.0% | 0.0% | 12 | -8,170 | -7.74% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 84,119 | 4,132 | 0.0% | 0.0% | 13 | -1,098 | -1.29% | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | History | Added to | 83,570 | 4,105 | 0.92% | 0.66% | 14 | +26,119 | 45.46% | Q4 2025 | Feb 17, 2026 |
| Boltwood Capital Management | History | Added to | 79,316 | 3,896 | 1.01% | 1.03% | 15 | +367 | 0.46% | Q4 2025 | Jan 02, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 71,399 | 3,507 | 0.71% | 0.65% | 16 | +8,428 | 13.38% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,458 | 3,166 | 0.0% | 0.0% | 17 | +1,164 | 1.84% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 61,220 | 3,007 | 0.04% | 0.04% | 18 | -1,005 | -1.62% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 58,668 | 2,882 | 0.01% | 0.01% | 19 | +1,583 | 2.77% | Q4 2025 | Feb 05, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 42,678 | 2,096 | 0.71% | 0.71% | 20 | -156 | -0.36% | Q4 2025 | Jan 07, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 42,246 | 2,075 | 1.48% | 1.3% | 21 | +5,874 | 16.15% | Q4 2025 | Jan 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 39,048 | 1,918 | 0.09% | 0.09% | 22 | -1,821 | -4.46% | Q4 2025 | Jan 22, 2026 |
| Independent Advisor Alliance | History | Added to | 38,718 | 1,902 | 0.05% | 0.05% | 23 | +2,691 | 7.47% | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 32,585 | 1,601 | 0.05% | — | 24 | +32,585 | New | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 31,725 | 1,558 | 0.32% | — | 25 | +31,725 | New | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,189 | 1,483 | 0.0% | 0.0% | 26 | +2,132 | 7.6% | Q4 2025 | Feb 12, 2026 |
| Invst, LLC | History | Added to | 28,307 | 1,390 | 0.15% | 0.15% | 27 | +1,361 | 5.05% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 28,294 | 1,389 | 0.13% | 0.12% | 28 | +9,835 | 53.28% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 27,813 | 1,366 | 0.01% | 0.01% | 29 | +701 | 2.59% | Q4 2025 | Feb 17, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 19,629 | 964 | 0.73% | 0.7% | 30 | +3,611 | 22.54% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 19,333 | 949 | 0.2% | 0.21% | 31 | -428 | -2.17% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 18,883 | 927 | 0.03% | 0.03% | 32 | +5,370 | 39.74% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 18,611 | 914 | 0.0% | 0.0% | 33 | +876 | 4.94% | Q4 2025 | Feb 13, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 17,994 | 883 | 0.26% | 0.26% | 34 | +1,685 | 10.33% | Q4 2025 | Jan 06, 2026 |
| Advisory Alpha, LLC | History | Added to | 16,850 | 827 | 0.02% | 0.02% | 35 | +1,553 | 10.15% | Q4 2025 | Feb 06, 2026 |
| Greenline Wealth Management LLC | History | New | 16,485 | 809 | 0.84% | — | 36 | +16,485 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 15,098 | 741 | 0.03% | 0.03% | 37 | -1,269 | -7.75% | Q4 2025 | Jan 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 15,076 | 740 | 0.17% | 0.19% | 38 | -88 | -0.58% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,803 | 727 | 0.0% | 0.0% | 39 | -2,023 | -12.02% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | Reduced | 13,373 | 656 | 0.37% | 0.64% | 40 | -9,498 | -41.53% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,047 | 640 | 0.03% | 0.05% | 41 | -4,775 | -26.79% | Q4 2025 | Jan 26, 2026 |
| VestGen Investment Management | History | Added to | 12,562 | 617 | 0.34% | 0.36% | 42 | +366 | 3.0% | Q4 2025 | Feb 18, 2026 |
| Elevated Financial Group LLC | History | New | 12,240 | 601 | 0.21% | — | 43 | +12,240 | New | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,637 | 424 | 0.0% | — | 44 | +8,637 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 5,787 | 284 | 0.0% | — | 45 | +5,787 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 5,448 | 267 | 0.0% | 0.0% | 46 | +700 | 14.74% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | New | 5,190 | 254 | 0.0% | — | 47 | +5,190 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,832 | 237 | 0.0% | 0.0% | 48 | -85,230 | -94.63% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 4,700 | 230 | 0.0% | — | 49 | +4,700 | New | Q4 2025 | Mar 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,633 | 227 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,203 | 108 | 0.0% | 0.0% | 51 | +62 | 2.9% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | No change | 2,090 | 102 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,800 | 88 | 0.09% | — | 53 | +1,800 | New | Q4 2025 | Feb 19, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,729 | 84 | 0.0% | 0.01% | 54 | -4,395 | -71.77% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | New | 661 | 32 | 0.0% | — | 55 | +661 | New | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 321 | 15 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 233 | 11 | 0.0% | — | 57 | +233 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 242 | 11 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 202 | 9 | 0.0% | 0.0% | 59 | -53 | -20.78% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 180 | 8 | 0.0% | — | 60 | +179 | 17900.0% | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 30 | 1 | 0.0% | 0.99% | 61 | -33,019 | -99.91% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -516,725 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quest 10 Wealth Builders, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |