FLEXSHARES TRUST - SKOR
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 | Added to | 4,775,491 | 232,184 | 0.03% | 0.03% | 1 | +376,589 | 8.56% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 2,370,787 | 115,267 | 0.16% | 0.16% | 2 | +123,479 | 5.49% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 1,367,312 | 66,478 | 0.36% | 0.36% | 3 | +107,787 | 8.56% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 966,850 | 47,008 | 0.0% | 0.0% | 4 | +123,889 | 14.7% | Q1 2026 | May 15, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 360,483 | 17,470 | 6.44% | 7.73% | 5 | -33,857 | -8.59% | Q1 2026 | Apr 14, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 308,684 | 15,008 | 1.59% | 1.56% | 6 | -2,475 | -0.8% | Q1 2026 | Apr 28, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 225,020 | 10,906 | 5.99% | 6.21% | 7 | +7,261 | 3.33% | Q1 2026 | May 14, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 179,879 | 8,746 | 4.21% | 4.04% | 8 | +10,859 | 6.42% | Q1 2026 | Apr 22, 2026 |
| Finward Bancorp | History | Added to | 165,547 | 8,048 | 6.43% | 5.55% | 9 | +19,980 | 13.73% | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Added to | 162,803 | 7,915 | 0.0% | 0.0% | 10 | +31,594 | 24.08% | Q1 2026 | May 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 141,346 | 6,872 | 0.05% | 0.04% | 11 | +34,950 | 32.85% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 123,771 | 6,017 | 0.01% | 0.0% | 12 | +93,582 | 309.99% | Q1 2026 | Apr 27, 2026 |
| Herold Advisors, Inc. | History | Added to | 98,157 | 4,772 | 1.05% | 0.92% | 13 | +14,587 | 17.45% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 95,879 | 4,661 | 0.0% | 0.0% | 14 | -1,549 | -1.59% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 90,432 | 4,396 | 0.0% | 0.0% | 15 | +6,313 | 7.5% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 86,715 | 4,216 | 0.01% | 0.01% | 16 | +28,047 | 47.81% | Q1 2026 | Apr 30, 2026 |
| Boltwood Capital Management | History | Reduced | 76,597 | 3,724 | 0.95% | 1.01% | 17 | -2,719 | -3.43% | Q1 2026 | Apr 07, 2026 |
| Vantage Financial Partners, LLC | History | No change | 71,399 | 3,507 | 0.71% | 0.71% | 18 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 71,714 | 3,486 | 0.0% | 0.0% | 19 | +7,256 | 11.26% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 67,503 | 3,281 | 0.0% | — | 20 | +67,503 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,328 | 2,787 | 0.0% | 0.0% | 21 | +51,541 | 890.63% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 56,242 | 2,734 | 0.03% | 0.04% | 22 | -4,978 | -8.13% | Q1 2026 | Apr 20, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 48,383 | 2,352 | 1.66% | 1.48% | 23 | +6,137 | 14.53% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 42,563 | 2,069 | 0.16% | 0.13% | 24 | +14,269 | 50.43% | Q1 2026 | Apr 16, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 41,856 | 2,035 | 0.73% | 0.71% | 25 | -822 | -1.93% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | Reduced | 38,705 | 1,881 | 0.02% | 0.05% | 26 | -13 | -0.03% | Q1 2026 | May 12, 2026 |
| Trilogy Capital Inc. | History | Reduced | 37,327 | 1,814 | 0.08% | 0.09% | 27 | -1,721 | -4.41% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 24,450 | 1,188 | 0.02% | 0.0% | 28 | +19,750 | 420.21% | Q1 2026 | Apr 27, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 23,768 | 1,155 | 0.77% | 0.73% | 29 | +4,139 | 21.09% | Q1 2026 | Apr 16, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 22,759 | 1,106 | 0.28% | 0.17% | 30 | +7,683 | 50.96% | Q1 2026 | Apr 30, 2026 |
| Invst, LLC | History | Reduced | 20,301 | 987 | 0.11% | 0.15% | 31 | -8,006 | -28.28% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 20,296 | 986 | 0.0% | 0.0% | 32 | +1,685 | 9.05% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | Added to | 20,087 | 976 | 0.03% | 0.03% | 33 | +1,204 | 6.38% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 19,293 | 938 | 0.03% | 0.02% | 34 | +2,443 | 14.5% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 19,057 | 926 | 0.0% | 0.0% | 35 | +14,225 | 294.39% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 19,057 | 926 | 0.0% | 0.0% | 36 | +4,254 | 28.74% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 17,343 | 843 | 0.18% | 0.2% | 37 | -1,990 | -10.29% | Q1 2026 | May 05, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 16,313 | 791 | 0.22% | 0.26% | 38 | -1,681 | -9.34% | Q1 2026 | Apr 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14,136 | 687 | 0.02% | 0.03% | 39 | -962 | -6.37% | Q1 2026 | Apr 07, 2026 |
| VestGen Investment Management | History | Added to | 14,038 | 682 | 0.38% | 0.34% | 40 | +1,476 | 11.75% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | New | 13,946 | 675 | 0.02% | — | 41 | +13,946 | New | Q1 2026 | May 14, 2026 |
| CAP Partners, LLC | History | Reduced | 13,254 | 644 | 0.36% | 0.37% | 42 | -119 | -0.89% | Q1 2026 | Apr 28, 2026 |
| Elevated Financial Group LLC | History | Reduced | 12,164 | 591 | 0.19% | 0.21% | 43 | -76 | -0.62% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,989 | 534 | 0.03% | 0.03% | 44 | -2,058 | -15.77% | Q1 2026 | Apr 15, 2026 |
| Premier Private Wealth Management LLC | History | New | 10,451 | 508 | 0.54% | — | 45 | +10,451 | New | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | New | 9,059 | 442 | 0.03% | — | 46 | +9,059 | New | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,240 | 400 | 0.0% | — | 47 | +8,240 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,864 | 382 | 0.0% | 0.0% | 48 | -773 | -8.95% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 5,192 | 252 | 0.0% | 0.0% | 49 | +2 | 0.04% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 4,748 | 230 | 0.0% | 0.0% | 50 | -700 | -12.85% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,633 | 225 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Atria Investments, Inc | History | New | 4,610 | 224 | 0.0% | — | 52 | +4,610 | New | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | New | 4,356 | 211 | 0.02% | — | 53 | +4,356 | New | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,712 | 131 | 0.0% | 0.0% | 54 | +509 | 23.1% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | No change | 2,090 | 101 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,800 | 87 | 0.08% | 0.09% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,742 | 84 | 0.0% | 0.0% | 57 | +13 | 0.75% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,097 | 53 | 0.0% | — | 58 | +1,097 | New | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 1,095 | 53 | 0.0% | — | 59 | +1,095 | New | Q1 2026 | May 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 477 | 23 | 0.02% | — | 60 | +457 | 2285.0% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | New | 356 | 17 | 0.0% | — | 61 | +356 | New | Q1 2026 | Jun 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 321 | 15 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | No change | 242 | 11 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 165 | 8 | 0.0% | 0.0% | 64 | -15 | -8.33% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | New | 117 | 5 | 0.0% | — | 65 | +117 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 63 | 3 | 0.0% | — | 66 | +63 | New | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -32,585 | -100.0% | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -31,725 | -100.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,813 | -100.0% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -16,485 | -100.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 9 | 0 | — | 0.0% | — | -652 | -98.64% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 13, 2026 |