FLEXSHARES ULTRA-SHORT INCOM RAVI

US
$75.21
+0.0%
52w: $72.18 – $75.21

Latest 13F among current holders filed 32 days ago (Jun 3, 2026)

Price — last 12 months

research preview data
72.1873.6975.21
Jun 20, 2025 Jul 2, 2026
Institutional holders
76
+10 QoQ
13F value
$1.29B
+2.6% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$1.09B
Q1 2024
$1.07B
Q2 2024
$1.00B
Q3 2024
$1.09B
Q4 2024
$1.15B
Q1 2025
$1.22B
Q2 2025
$1.29B
Q3 2025
$1.25B
Q4 2025
$1.29B
Q1 2026

Number of holders

56
Q1 2024
51
Q2 2024
54
Q3 2024
61
Q4 2024
56
Q1 2025
60
Q2 2025
68
Q3 2025
66
Q4 2025
76
Q1 2026

Who owns RAVI?

Q1 2026 filings
FundTypeSharesValue% of fundChange
NORTHERN TRUST CORP Index provider15.7M$1.18B0.2%+1.6%
MORGAN STANLEY Bank broker169.7K$12.8M0.0%+41.7%
Tactive Advisors, LLC Wealth advisor151.3K$11.4M3.2%+7.9%
INTERACTIVE FINANCIAL ADVISORS, INC. Wealth advisor126.5K$9.5M6.2%+2.6%
LPL Financial LLC Bank broker119.8K$9.0M0.0%-2.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker115.2K$8.7M0.0%New
ENVESTNET ASSET MANAGEMENT INC Wealth advisor102.7K$7.7M0.0%-28.5%
CIM, LLC ★2Fundamental diversified78.8K$5.9M0.9%+1.4%
MML INVESTORS SERVICES, LLC Wealth advisor63.5K$4.8M0.0%-42.2%
CITADEL ADVISORS LLC Multistrat pod53.3K$4.0M0.0%New
Baird Financial Group, Inc. Diversified mechanical28.2K$2.1M0.0%-2.3%
FLOW TRADERS U.S. LLC Market maker22.6K$1.7M0.1%New
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Wealth advisor20.3K$1.5M0.0%-42.3%
Boltwood Capital Management Wealth advisor20.1K$1.5M0.4%Held
INDEPENDENT FINANCIAL GROUP, LLC Wealth advisor19.3K$1.5M0.0%New
Cetera Investment Advisers Wealth advisor17.9K$1.4M0.0%-10.3%
OSAIC HOLDINGS, INC. Wealth advisor16.0K$1.2M0.0%-8.0%
Auour Investments LLC Wealth advisor15.5K$1.2M0.4%+2.7%
Kestra Advisory Services, LLC Wealth advisor14.2K$1.1M0.0%+12.8%
KEYNOTE FINANCIAL SERVICES LLC Other13.7K$1.0M0.5%-8.4%
Beacon Financial Advisory LLC Wealth advisor12.2K$917K0.2%+40.2%
JANE STREET GROUP, LLC Market maker11.1K$834K0.0%New
Emerald Investment Advisers, LLC Other10.1K$763K0.1%
JPMORGAN CHASE & CO Bank broker9.5K$717K0.0%+9917.9%
Raab & Moskowitz Asset Management LLC Other8.1K$607K0.1%+2.4%
PINNACLE ASSOCIATES LTD Other7.8K$589K0.0%+36.4%
Horizon Investments, LLC Diversified mechanical7.1K$529K0.0%+33.5%
SILVER OAK SECURITIES, INCORPORATED Wealth advisor7.0K$527K0.0%-0.8%
Legacy Wealth Managment, LLC/ID Wealth advisor5.9K$444K0.2%-64.1%
CALTON & ASSOCIATES, INC. Wealth advisor5.8K$438K0.1%+14.4%
RPg Family Wealth Advisory, LLC Wealth advisor5.6K$426K0.1%New
Allworth Financial LP Wealth advisor4.7K$352K0.0%-2.2%
Beacon Pointe Advisors, LLC Wealth advisor4.5K$342K0.0%Held
1776 Wealth LLC ★2Fundamental diversified4.4K$333K0.1%Held
ROYAL BANK OF CANADA Bank broker4.4K$332K0.0%+6.8%
HighTower Advisors, LLC Diversified mechanical4.3K$326K0.0%Held
HRT FINANCIAL LP Diversified mechanical4.3K$324K0.0%New
Gateway Wealth Partners, LLC Wealth advisor4.2K$318K0.0%New
Flaharty Asset Management, LLC Wealth advisor4.0K$305K0.0%Held
STIFEL FINANCIAL CORP Diversified mechanical3.9K$293K0.0%-28.4%
FOUNDERS FINANCIAL SECURITIES LLC Wealth advisor3.7K$278K0.0%-32.2%
VestGen Advisors, LLC Wealth advisor3.6K$275K0.0%New
Creative Planning Wealth advisor3.6K$272K0.0%-65.0%
VestGen Investment Management Wealth advisor3.5K$262K0.1%-18.1%
CAMBIENT FAMILY OFFICE, LLC Other3.4K$258K0.0%Held
Walkner Condon Financial Advisors LLC Wealth advisor3.4K$258K0.0%New
Nicholas Hoffman & Company, LLC. Wealth advisor3.4K$257K0.0%-8.9%
Sloy Dahl & Holst, LLC ★2Fundamental diversified3.3K$248K0.0%Held
SIMON QUICK ADVISORS, LLC Wealth advisor3.1K$231K0.0%Held
FLYNN ZITO CAPITAL MANAGEMENT, LLC Wealth advisor2.9K$222K0.1%New

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.