FLEXSHARES MORNINGSTAR DEVEL TLTD
$99.05
+1.1% 52w: $77.64 – $101.39
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data77.6489.52101.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+1 QoQ
13F value
$550.3M
-0.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TLTD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 3.8M | $361.7M | 0.0% | -1.2% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 458.2K | $43.1M | 2.3% | -0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 371.2K | $34.9M | 0.0% | -14.8% |
| Harbour Trust & Investment Management Co ★2 | Fundamental diversified | 151.5K | $14.2M | 1.5% | +10.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 128.5K | $12.1M | 0.0% | +5.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 108.5K | $10.2M | 0.0% | -25.5% |
| Cornerstone National Bank & Trust Co | Wealth advisor | 103.0K | $9.9M | 3.6% | -8.4% |
| Creative Planning | Wealth advisor | 64.7K | $6.1M | 0.0% | New |
| LPL Financial LLC | Bank broker | 63.3K | $6.0M | 0.0% | -3.1% |
| MORGAN STANLEY | Bank broker | 50.3K | $4.7M | 0.0% | +1.5% |
| JANE STREET GROUP, LLC | Market maker | 43.8K | $4.1M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 36.1K | $3.4M | 0.0% | -2.1% |
| LRI Investments, LLC | Wealth advisor | 26.4K | $2.5M | 0.2% | Held |
| First PREMIER Bank | Wealth advisor | 24.7K | $2.3M | 0.5% | Held |
| Discipline Wealth Solutions, LLC | Wealth advisor | 22.5K | $2.1M | 0.2% | +5.0% |
| BRIDGES INVESTMENT MANAGEMENT INC | Other | 22.4K | $2.1M | 0.0% | +30.9% |
| Efficient Advisors, LLC | Wealth advisor | 20.5K | $1.9M | 0.1% | -21.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 19.6K | $1.8M | 0.0% | +1.7% |
| Arlington Trust Co LLC | Wealth advisor | 17.2K | $1.6M | 0.1% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 15.6K | $1.5M | 0.0% | New |
| Trace Wealth Advisors, LLC | Wealth advisor | 13.4K | $1.3M | 0.9% | Held |
| JPMORGAN CHASE & CO | Bank broker | 13.5K | $1.2M | 0.0% | +0.8% |
| WealthPlan Investment Management, LLC | Wealth advisor | 10.4K | $975K | 0.1% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 8.8K | $823K | 0.0% | +3.0% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 8.7K | $819K | 0.1% | +7.0% |
| VestGen Advisors, LLC | Wealth advisor | 8.1K | $816K | 0.0% | New |
| Cyndeo Wealth Partners, LLC | Other | 8.3K | $783K | 0.0% | -0.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 8.3K | $776K | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.2K | $771K | 0.0% | +10.9% |
| Corient Private Wealth LLC | Diversified mechanical | 8.2K | $768K | 0.0% | -50.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 8.1K | $761K | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.3K | $688K | 0.0% | -1.3% |
| EJMK Ventures LLC | Wealth advisor | 7.2K | $677K | 0.4% | -6.6% |
| Vise Technologies, Inc. | Wealth advisor | 7.3K | $672K | 0.0% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 7.1K | $672K | 0.0% | +3.0% |
| VestGen Investment Management | Wealth advisor | 6.9K | $647K | 0.4% | -20.2% |
| Herold Advisors, Inc. | Other | 6.4K | $602K | 0.1% | -5.2% |
| PARK NATIONAL CORP /OH/ | Other | 6.2K | $581K | 0.0% | -2.0% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 5.8K | $543K | 0.0% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 5.4K | $503K | 0.0% | +18.5% |
| BOKF, NA | Diversified mechanical | 5.3K | $502K | 0.0% | -13.6% |
| Wealth Architects, LLC | Wealth advisor | 5.2K | $490K | 0.0% | -5.0% |
| SeaCrest Wealth Management, LLC | Other | 4.4K | $410K | 0.0% | New |
| Retirement Planning Group, LLC | Wealth advisor | 4.2K | $399K | 0.0% | Held |
| Forum Financial Management, LP | Wealth advisor | 4.1K | $383K | 0.0% | Held |
| Hudson Portfolio Management LLC | Other | 4.1K | $382K | 0.3% | New |
| AlphaCore Capital LLC | Wealth advisor | 4.1K | $382K | 0.0% | +0.1% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 4.0K | $371K | 0.0% | New |
| PATTON ALBERTSON MILLER GROUP, LLC | Other | 3.9K | $371K | 0.0% | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 3.9K | $370K | 0.0% | 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.