FLEXSHARES HIGH YIELD VALUE HYGV
$40.13
+0.2% 52w: $37.73 – $40.19
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data37.7338.9640.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
106
+5 QoQ
13F value
$894.3M
-5.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HYGV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 17.1M | $685.1M | 0.1% | -7.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 678.1K | $27.2M | 0.0% | -7.3% |
| MORGAN STANLEY | Bank broker | 614.5K | $24.6M | 0.0% | +26.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 515.2K | $20.6M | 0.0% | +12.6% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 346.4K | $13.9M | 0.1% | -6.9% |
| United Bank | Other | 241.9K | $9.7M | 3.2% | +2.4% |
| Boltwood Capital Management | Wealth advisor | 233.5K | $9.4M | 2.4% | -20.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 212.1K | $8.5M | 0.0% | -19.3% |
| Spartan Wealth Advisory Services LLC | Other | 187.5K | $7.5M | 0.7% | — |
| Olde Wealth Management, LLC | Wealth advisor | 186.7K | $7.5M | 2.4% | +7.1% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 168.1K | $6.7M | 0.1% | +9.9% |
| LPL Financial LLC | Bank broker | 147.9K | $5.9M | 0.0% | -8.8% |
| HORIZON BANCORP INC /IN/ | Wealth advisor | 129.4K | $5.2M | 2.5% | +3.7% |
| FIRST UNITED BANK & TRUST | Wealth advisor | 107.1K | $4.3M | 1.4% | +2.3% |
| Thrive Capital Management, LLC | Other | 103.1K | $4.1M | 0.9% | +8.3% |
| PARK NATIONAL CORP /OH/ | Other | 72.6K | $2.9M | 0.1% | -31.7% |
| EJMK Ventures LLC | Wealth advisor | 72.0K | $2.9M | 1.6% | +139.0% |
| TRB Wealth Management, LLC | Wealth advisor | 70.6K | $2.8M | 0.4% | — |
| Jefferies Financial Group Inc. | Diversified mechanical | 68.1K | $2.7M | 0.0% | New |
| Impact Partnership Wealth, LLC | Wealth advisor | 55.6K | $2.2M | 0.3% | +26.4% |
| Granite Harbor Advisors, Inc. | Wealth advisor | 54.4K | $2.2M | 1.0% | -10.5% |
| VestGen Advisors, LLC | Wealth advisor | 53.9K | $2.2M | 0.1% | New |
| Mount Lucas Management LP | Wealth advisor | 53.9K | $2.2M | 0.8% | +10.7% |
| VestGen Investment Management | Wealth advisor | 53.9K | $2.2M | 1.2% | -8.4% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 52.8K | $2.1M | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 50.9K | $2.0M | 0.0% | -33.5% |
| Dogwood Wealth Management LLC | Wealth advisor | 43.3K | $1.7M | 0.8% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 31.0K | $1.2M | 0.0% | -3.3% |
| Etesian Wealth Advisors, Inc. | Wealth advisor | 30.1K | $1.2M | 0.4% | -1.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 28.8K | $1.2M | 0.0% | +4.6% |
| 49 WEALTH MANAGEMENT, LLC | Wealth advisor | 27.4K | $1.1M | 0.1% | +1.1% |
| REDW Wealth LLC | Wealth advisor | 26.8K | $1.1M | 0.4% | -5.6% |
| CreativeOne Wealth, LLC | Wealth advisor | 26.2K | $1.1M | 0.0% | +20.4% |
| Cetera Investment Advisers | Wealth advisor | 25.0K | $1.0M | 0.0% | -4.6% |
| JANE STREET GROUP, LLC | Market maker | 23.1K | $924K | 0.0% | +63.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 18.4K | $735K | 0.0% | +2.9% |
| Atria Investments, Inc | Wealth advisor | 18.1K | $726K | 0.0% | +109.4% |
| First Heartland Consultants, Inc. | Wealth advisor | 16.8K | $672K | 0.1% | +139.4% |
| Kuhn & Co Investment Counsel | Other | 16.4K | $658K | 0.4% | -4.1% |
| Herold Advisors, Inc. | Other | 16.4K | $655K | 0.1% | -7.0% |
| Rothschild Wealth LLC | Wealth advisor | 15.4K | $617K | 0.1% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 14.6K | $583K | 0.0% | +2.7% |
| Quad-Cities Investment Group, LLC | Wealth advisor | 14.2K | $568K | 0.2% | +5.7% |
| L & S Advisors Inc | Other | 13.2K | $529K | 0.1% | +26.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 12.9K | $517K | 0.0% | +2.7% |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 12.5K | $503K | 0.0% | -20.6% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 12.0K | $481K | 0.0% | -47.9% |
| Rossmore Private Capital | Other | 11.2K | $447K | 0.0% | -36.1% |
| Oakmont Advisory Group, LLC | Wealth advisor | 10.9K | $435K | 0.4% | +15.2% |
| WealthPlan Investment Management, LLC | Wealth advisor | 10.7K | $427K | 0.0% | +68.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.