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Disclosery

ESG FLEXSHARES TR

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CMN (fund)

53 managers (53 13F filers) reported a position in ESG shares at 2026-03-31, 313,468 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
53
13F filers
53
New
8
Added
15
Reduced
12
Sold out
7
Shares held by filers
313,468

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC54,963$8.34M<0.01%+3,97613F-HRTimeline
Olde Wealth Management, LLC33,184$5.04M1.59%-10913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,013$2.89M<0.01%+1,11813F-HRTimelineGroup
FIRST UNITED BANK & TRUST18,930$2.87M0.93%-7,22013F-HRTimeline
RVW Wealth, LLC16,049$2.44M0.19%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,222$2.16M<0.01%-4,95013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,608$2.06M<0.01%+6,84813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,401$2.03M<0.01%+9,93413F-HRTimelineGroup
Horizon Investments, LLC12,560$1.91M0.02%+5,66213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,552$1.6M<0.01%new13F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC9,034$1.37M0.31%013F-HRTimeline
SGL Investment Advisors, Inc.6,945$1.18M0.44%+75613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC6,135$972K0.05%-12613F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC6,084$923K<0.01%+11413F-HRTimeline
Cambridge Investment Research Advisors,…6,051$918K<0.01%013F-HRTimeline
Well Done, LLC5,164$784K0.12%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,757$722K<0.01%-21613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,619$701K<0.01%+2,73713F-HRTimelineGroup
Parallel Advisors, LLC4,477$679K0.01%013F-HR/ATimeline
Gilbert Capital Group, Inc.4,476$679K0.52%-1,22313F-HRTimeline
Curry Webb Wealth Management LLC4,457$676K0.32%+8313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,000$607K0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,682$559K<0.01%+91313F-HRTimelineGroup
Cetera Investment Advisers3,551$539K<0.01%+15713F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.3,337$506K0.33%-21713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,279$498K<0.01%+313F-HRTimelineGroup
EP Wealth Advisors, LLC3,060$464K<0.01%-113F-HRTimeline
Independent Advisor Alliance3,020$458K<0.01%new13F-HRTimeline
Monument Group Wealth Advisors, LLC2,378$361K0.2%013F-HRTimeline
Stonebridge Capital Advisors LLC2,278$346K0.02%new13F-HRTimeline
Dynamic Advisor Solutions LLC2,258$343K0.01%+31313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,140$325K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,834$278K<0.01%+1,47813F-HRTimelineGroup
HighTower Advisors, LLC1,800$273K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC1,763$268K0.06%-2013F-HRTimeline
Advisory Services Network, LLC1,737$264K<0.01%new13F-HRTimeline
Empire Financial Management Company, LLC1,514$230K0.05%013F-HRTimeline
Go Invest LLC490$74.4K0.02%+3613F-HRTimeline
Caldwell Trust Co395$59.9K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.392$59.5K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…375$56.9K<0.01%-1013F-HRTimelineGroup
Farther Finance Advisors, LLC293$44.8K<0.01%013F-HRTimeline
CVA Family Office, LLC225$34.1K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP217$32.9K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC186$27.6K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC171$25.9K<0.01%13F-HRTimelineGroup
AE Wealth Management LLC115$17.4K<0.01%013F-HRTimeline
IFP Advisors, Inc100$15.2K<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC91$13.8K0.01%-15213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72$10.7K<0.01%013F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.21$3.23K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13$2K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$51<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.