FLEXSHARES MORNINGSTAR US MA TILT
$275.44
-0.0% 52w: $213.46 – $276.11
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data213.46244.78276.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
109
+9 QoQ
13F value
$1.69B
-1.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TILT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 5.7M | $1.38B | 0.2% | +3.3% |
| MORGAN STANLEY | Bank broker | 181.4K | $43.8M | 0.0% | +0.1% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 163.5K | $39.5M | 2.1% | -3.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 136.3K | $32.9M | 0.0% | +4.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 106.4K | $25.7M | 0.0% | -3.3% |
| RVW Wealth, LLC | Wealth advisor | 68.3K | $16.5M | 1.3% | -2.5% |
| Sageworth Trust Co | Wealth advisor | 66.5K | $16.1M | 0.7% | -5.7% |
| Creative Planning | Wealth advisor | 64.9K | $15.7M | 0.0% | +3802.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 35.8K | $8.6M | 0.0% | -11.4% |
| LPL Financial LLC | Bank broker | 29.5K | $7.1M | 0.0% | -4.3% |
| Cetera Investment Advisers | Wealth advisor | 28.8K | $7.0M | 0.0% | +1.5% |
| SENTINEL TRUST CO LBA | Wealth advisor | 25.6K | $6.2M | 0.6% | -1.6% |
| Trace Wealth Advisors, LLC | Wealth advisor | 24.5K | $5.9M | 4.4% | Held |
| Greenspring Advisors, LLC | Wealth advisor | 23.7K | $5.7M | 0.3% | -4.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.9K | $5.0M | 0.0% | -0.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 18.6K | $4.5M | 0.0% | -1.9% |
| Corient Private Wealth LLC | Diversified mechanical | 17.3K | $4.2M | 0.0% | -50.3% |
| Efficient Advisors, LLC | Wealth advisor | 15.1K | $3.6M | 0.3% | -9.6% |
| UBS Group AG | Bank broker | 14.7K | $3.6M | 0.0% | +1.5% |
| Goldstein Advisors, LLC | Wealth advisor | 13.8K | $3.3M | 0.4% | -1.0% |
| Ballentine Capital Advisors, Inc | Wealth advisor | 12.2K | $2.9M | 1.2% | -0.6% |
| ROYAL BANK OF CANADA | Bank broker | 12.1K | $2.9M | 0.0% | -0.8% |
| Discipline Wealth Solutions, LLC | Wealth advisor | 10.9K | $2.6M | 0.3% | +11.1% |
| AMG National Trust Bank | Wealth advisor | 10.7K | $2.6M | 0.1% | Held |
| BRIDGES INVESTMENT MANAGEMENT INC | Other | 10.1K | $2.4M | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.0K | $1.9M | 0.0% | +19.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 8.0K | $1.9M | 0.0% | -76.7% |
| Clear Point Advisors Inc. | Wealth advisor | 33.3K | $1.9M | 1.5% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 7.3K | $1.8M | 0.0% | +272.3% |
| BESSEMER GROUP INC | Diversified mechanical | 6.9K | $1.7M | 0.0% | Held |
| Integrated Wealth Concepts LLC | Wealth advisor | 6.8K | $1.6M | 0.0% | -1.6% |
| Wealthspire Advisors, LLC | Wealth advisor | 6.6K | $1.6M | 0.0% | Held |
| Greenfield Savings Bank | Other | 5.5K | $1.3M | 0.6% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.8K | $1.2M | 0.0% | -20.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 4.5K | $1.1M | 0.0% | -24.1% |
| WealthPlan Investment Management, LLC | Wealth advisor | 4.5K | $1.1M | 0.1% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.4K | $1.1M | 0.0% | +18.1% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 4.2K | $1.0M | 0.0% | — |
| Lido Advisors, LLC | Wealth advisor | 3.8K | $927K | 0.0% | -5.1% |
| Rothschild Wealth LLC | Wealth advisor | 3.8K | $910K | 0.1% | New |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 3.7K | $889K | 0.1% | +17.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 3.7K | $885K | 0.0% | -0.8% |
| Plante Moran Financial Advisors, LLC | Wealth advisor | 3.5K | $854K | 0.1% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.3K | $799K | 0.0% | -45.6% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 3.3K | $794K | 0.0% | Held |
| VestGen Advisors, LLC | Wealth advisor | 2.8K | $744K | 0.0% | New |
| UMB Bank, n.a. | Diversified mechanical | 2.9K | $709K | 0.0% | Held |
| ZACKS INVESTMENT MANAGEMENT | Other | 2.9K | $700K | 0.0% | Held |
| Comprehensive Money Management Services LLC | Wealth advisor | 2.9K | $690K | 0.5% | Held |
| Vise Technologies, Inc. | Wealth advisor | 2.8K | $684K | 0.0% | Held |
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.