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Disclosery

HYGV FLEXSHARES TR

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HIG YLD VL ETF (fund)

100 managers (101 13F filers) reported a position in HYGV shares at 2025-12-31, 23,294,621 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
100
13F filers
101
New
13
Added
37
Reduced
34
Sold out
9
Shares held by filers
23,294,621

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,388,149$749M0.1%-708,76113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,103,516$45M+36,294Timeline
MORGAN STANLEYin group MORGAN STANLEY484,214$19.7M<0.01%+28,27713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/457,775$18.6M<0.01%+26,41413F-HRTimelineGroup
Boltwood Capital Management293,872$12M3.11%+8,84813F-HRTimeline
MML INVESTORS SERVICES, LLC262,748$10.7M0.03%+13,02213F-HRTimeline
United Bank236,150$9.62M3.26%-6,06013F-HRTimeline
Olde Wealth Management, LLC174,362$7.1M2.18%+4,55913F-HRTimeline
LPL Financial LLC162,160$6.61M<0.01%+20,13413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …153,018$6.23M0.05%13F-HR/ATimelineGroup
HORIZON BANCORP INC /IN/124,791$5.08M2.47%-1,61713F-HRTimeline
PARK NATIONAL CORP /OH/106,395$4.33M0.14%+2,82313F-HRTimeline
FIRST UNITED BANK & TRUST104,670$4.26M1.36%+4,76913F-HRTimeline
Thrive Capital Management, LLC95,178$3.88M0.86%+4,66013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC76,654$3.12M<0.01%-42,11213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC69,096$2.81M0.05%+5,58313F-HR/ATimeline
Granite Harbor Advisors, Inc.60,848$2.48M1.05%013F-HRTimeline
VestGen Investment Management58,765$2.39M1.33%+1,34913F-HRTimeline
Mount Lucas Management LP48,685$1.98M0.88%+2,07913F-HRTimeline
Impact Partnership Wealth, LLC44,029$1.79M0.23%+8,49513F-HRTimeline
Dogwood Wealth Management LLC43,266$1.76M0.78%-1,25013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,088$1.31M<0.01%-14,05413F-HRTimelineGroup
Etesian Wealth Advisors, Inc.30,508$1.24M0.39%-44913F-HRTimeline
EJMK Ventures LLC30,113$1.23M0.75%13F-HRTimeline
REDW Wealth LLC28,397$1.16M0.44%-9,49913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,556$1.12M<0.01%+4,51313F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC27,114$1.1M0.09%+4,65013F-HRTimeline
Cetera Investment Advisers26,233$1.07M<0.01%+70913F-HRTimeline
Cedar Wealth Management, LLC26,132$1.06M0.32%-58013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.23,011$937K0.05%+1,21113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,940$934K<0.01%-22,88613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,780$887K0.02%+3,59013F-HRTimelineGroup
Regal Investment Advisors LLC21,571$879K0.05%+2,47813F-HRTimeline
HARBOUR INVESTMENTS, INC.20,523$836K0.02%-1,75813F-HRTimeline
Clear Point Advisors Inc.18,859$768K0.6%+1,01313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,841$727K0.01%+44013F-HRTimelineGroup
Herold Advisors, Inc.17,585$716K0.16%-2,95013F-HRTimeline
Rossmore Private Capital17,450$711K0.06%-10013F-HRTimeline
Kuhn & Co Investment Counsel17,124$698K0.46%-15613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,796$643K0.05%+66213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,162$577K<0.01%+57213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,152$576K<0.01%-38,49713F-HRTimelineGroup
Quad-Cities Investment Group, LLC13,431$547K0.23%-1,09613F-HRTimeline
Cambridge Investment Research Advisors,…12,562$512K<0.01%-1,84513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,558$512K0.01%-13,03613F-HRTimeline
Elevated Capital Advisors, LLC10,940$446K0.1%-1,13113F-HRTimeline
Acorn Wealth Advisors, LLC10,488$427K0.13%-3513F-HRTimeline
L & S Advisors Inc10,466$426K0.04%+9013F-HRTimeline
Oakmont Advisory Group, LLC9,425$384K0.41%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,007$367K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,956$365K<0.01%+11813F-HRTimelineGroup
Atria Investments, Inc8,649$352K<0.01%new13F-HRTimeline
RVW Wealth, LLC8,509$347K0.03%-37813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,738$315K<0.01%+7,73713F-HRTimelineGroup
Allworth Financial LP7,566$308K<0.01%-35613F-HRTimeline
Tactive Advisors, LLC7,533$307K0.09%-1,06513F-HRTimeline
WealthPoint Financial, LLC7,445$303K0.26%13F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC7,235$295K0.16%-22013F-HRTimeline
First Heartland Consultants, Inc.7,002$285K0.02%new13F-HRTimeline
AlphaCentric Advisors LLC6,882$280K0.28%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,411$261K<0.01%+74813F-HRTimelineGroup
WealthPlan Investment Management, LLC6,350$259K0.02%new13F-HRTimeline
Institute for Wealth Management, LLC.6,131$250K0.03%-4,99413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,025$245K0.01%+38813F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC6,006$245K0.09%-25013F-HRTimeline
Occidental Asset Management, LLC6,000$244K0.03%013F-HRTimeline
World Investment Advisors5,969$243K<0.01%new13F-HR/ATimeline
STEPH & CO5,660$231K0.07%-7,13513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,495$224K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC5,190$211K<0.01%+3,26113F-HRTimeline
WATERS PARKERSON & CO., LLC5,000$204K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,992$203K<0.01%013F-HRTimelineGroup
Essex Bankin group Essex Financial Services, Inc.4,977$203K0.04%013F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp3,720$151K0.2%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,358$137K<0.01%+2,90913F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL3,117$127K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,012$123K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,603$106K<0.01%-2,23613F-HRTimelineGroup
IFP Advisors, Inc2,302$93.8K<0.01%+4813F-HRTimeline
CVA Family Office, LLC2,221$90.5K0.01%013F-HRTimeline
AE Wealth Management LLC1,941$79.1K<0.01%-3113F-HRTimeline
Smartleaf Asset Management LLC1,907$77.8K<0.01%-40,71813F-HRTimeline
CoreCap Advisors, LLC1,409$57.4K<0.01%-27013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,308$53K<0.01%-2,48113F-HRTimelineGroup
Decker Retirement Planning Inc.1,231$50.1K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,100$44.8K<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC1,060$43.2K0.04%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS820$33.4K<0.01%-1,99413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/797$32.5K<0.01%+6213F-HRTimelineGroup
Sound Income Strategies, LLC614$25.2K<0.01%013F-HRTimeline
Grove Bank & Trust585$23.8K<0.01%+1613F-HRTimeline
Triumph Capital Management518$21.1K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources260$10.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC258$10.5K<0.01%new13F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.198$8.07K0.01%-2613F-HRTimeline
FMR LLCin group FMR LLC135$5.5K<0.01%+4213F-HRTimelineGroup
Caldwell Trust Co135$5.5K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC79$3.22K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42$1.71K<0.01%+2213F-HRTimeline
Signature Resources Capital Management,…17$692<0.01%new13F-HRTimeline