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 | No change | 4,526,712 | 219,726 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 2,795,524 | 135,694 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,492,093 | 72,426 | 0.34% | 0.34% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 1,015,360 | 49,285 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 314,256 | 14,692 | 1.41% | 1.47% | 5 | -1,147 | -0.36% | Q3 2026 | Oct 28, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 245,169 | 11,786 | 6.13% | 6.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 208,493 | 10,120 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 194,303 | 9,431 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone National Bank & Trust Co | History | Reduced | 192,921 | 9,010 | 2.92% | 3.84% | 9 | -42,564 | -18.08% | Q3 2026 | Oct 20, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 178,014 | 8,641 | 4.05% | 4.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Finward Bancorp | History | Added to | 181,180 | 8,470 | 6.25% | 6.44% | 11 | +6,185 | 3.53% | Q3 2026 | Oct 14, 2026 |
| LPL Financial LLC | History | No change | 164,159 | 7,968 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 152,966 | 7,424 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 131,700 | 6,157 | 0.01% | 0.01% | 14 | -685 | -0.52% | Q3 2026 | Nov 02, 2026 |
| Herold Advisors, Inc. | History | Added to | 118,574 | 5,543 | 1.08% | 1.05% | 15 | +8,974 | 8.19% | Q3 2026 | Oct 19, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 88,664 | 4,303 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | Added to | 87,813 | 4,105 | 0.86% | 0.33% | 17 | +54,550 | 164.0% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 86,183 | 4,029 | 0.01% | 0.01% | 18 | -83 | -0.1% | Q3 2026 | Nov 02, 2026 |
| Boltwood Capital Management | History | Added to | 78,483 | 3,669 | 0.83% | 0.85% | 19 | +2,489 | 3.28% | Q3 2026 | Oct 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 74,883 | 3,634 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 69,035 | 3,350 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 62,833 | 3,049 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 59,067 | 2,761 | 1.66% | 1.54% | 23 | +6,349 | 12.04% | Q3 2026 | Oct 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 55,919 | 2,614 | 0.14% | 0.13% | 24 | +8,153 | 17.07% | Q3 2026 | Oct 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 43,545 | 2,035 | 0.02% | 0.03% | 25 | -3,990 | -8.39% | Q3 2026 | Oct 30, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 35,916 | 1,743 | 0.07% | 0.07% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 35,152 | 1,643 | 0.06% | 0.07% | 27 | -3,064 | -8.02% | Q3 2026 | Oct 20, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 35,052 | 1,638 | 0.84% | 0.76% | 28 | +7,450 | 26.99% | Q3 2026 | Oct 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 27,973 | 1,357 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 24,450 | 1,188 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 25,159 | 1,176 | 0.22% | 0.16% | 31 | +7,816 | 45.07% | Q3 2026 | Oct 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 22,122 | 1,073 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 22,625 | 1,057 | 0.03% | 0.05% | 33 | -6,413 | -22.08% | Q3 2026 | Oct 23, 2026 |
| Invst, LLC | History | No change | 21,068 | 1,022 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 19,234 | 933 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Premier Private Wealth Management LLC | History | No change | 15,852 | 769 | 0.67% | 0.67% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUCCESSION FINANCIAL, INC. | History | New | 14,173 | 662 | 0.64% | — | 37 | +14,173 | New | Q3 2026 | Oct 13, 2026 |
| VestGen Investment Management | History | No change | 13,029 | 632 | 0.34% | 0.34% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 12,126 | 566 | 0.02% | 0.02% | 39 | -910 | -6.98% | Q3 2026 | Oct 08, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 11,075 | 537 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 9,721 | 471 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 9,114 | 442 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elevated Financial Group LLC | History | Reduced | 9,447 | 441 | 0.12% | 0.16% | 43 | -2,425 | -20.43% | Q3 2026 | Oct 16, 2026 |
| Fiduciary Alliance LLC | History | No change | 9,059 | 423 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,630 | 322 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,453 | 264 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 5,192 | 242 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,567 | 221 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 4,638 | 216 | 0.0% | 0.0% | 49 | +28 | 0.61% | Q3 2026 | Oct 15, 2026 |
| Advisory Alpha, LLC | History | No change | 4,431 | 215 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 4,384 | 204 | 0.01% | 0.01% | 51 | +28 | 0.64% | Q3 2026 | Oct 08, 2026 |
| Lantern Wealth Advisors, LLC | History | New | 4,289 | 200 | 0.09% | — | 52 | +4,289 | New | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,860 | 187 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,572 | 76 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Decker Retirement Planning Inc. | History | New | 1,584 | 74 | 0.02% | — | 55 | +1,584 | New | Q3 2026 | Oct 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 1,194 | 55 | 0.04% | 0.02% | 56 | +621 | 108.38% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Added to | 1,076 | 50 | 0.0% | 0.0% | 57 | +911 | 552.12% | Q3 2026 | Oct 16, 2026 |
| Birchwood Financial Partners, Inc. | History | Reduced | 904 | 42 | 0.03% | 0.07% | 58 | -896 | -49.78% | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 851 | 41 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 321 | 15 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| LANARK FINANCIAL, INC. | History | New | 300 | 14 | 0.0% | — | 62 | +300 | New | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | No change | 304 | 14 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 278 | 13 | 0.0% | 0.09% | 63 | -6,766 | -96.05% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | No change | 242 | 11 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Highland Investment Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 61 | 2 | 0.0% | — | 67 | +60 | 6000.0% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,558 | -100.0% | Q3 2026 | Oct 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,567 | -100.0% | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2026 | Nov 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |