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Disclosery

HYGV FLEXSHARES TR

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HIG YLD VL ETF (fund)

105 managers (106 13F filers) reported a position in HYGV shares at 2026-03-31, 22,323,415 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
105
13F filers
106
New
16
Added
37
Reduced
36
Sold out
13
Shares held by filers
22,323,415

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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP17,100,663$685M0.09%-1,287,48613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,024,525$41M-78,991Timeline
MORGAN STANLEYin group MORGAN STANLEY614,520$24.6M<0.01%+130,30613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/515,237$20.6M<0.01%+57,46213F-HRTimelineGroup
United Bank241,931$9.69M3.22%+5,78113F-HRTimeline
Boltwood Capital Management233,538$9.36M2.39%-60,33413F-HRTimeline
MML INVESTORS SERVICES, LLC212,139$8.5M0.02%-50,60913F-HRTimeline
Spartan Wealth Advisory Services LLC187,473$7.51M0.66%13F-HRTimeline
Olde Wealth Management, LLC186,679$7.48M2.37%+12,31713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …168,115$6.73M0.05%+15,09713F-HRTimelineGroup
LPL Financial LLC147,906$5.93M<0.01%-14,25413F-HRTimeline
HORIZON BANCORP INC /IN/129,425$5.18M2.49%+4,63413F-HRTimeline
FIRST UNITED BANK & TRUST107,078$4.29M1.39%+2,40813F-HRTimeline
Thrive Capital Management, LLC103,118$4.13M0.91%+7,94013F-HRTimeline
PARK NATIONAL CORP /OH/72,643$2.91M0.09%-33,75213F-HRTimeline
EJMK Ventures LLC71,970$2.88M1.61%+41,85713F-HRTimeline
TRB Wealth Management, LLC70,555$2.83M0.4%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.68,066$2.73M0.03%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC55,638$2.23M0.28%+11,60913F-HRTimeline
Granite Harbor Advisors, Inc.54,438$2.18M0.95%-6,41013F-HRTimeline
VestGen Advisors, LLC53,872$2.16M0.06%new13F-HRTimeline
Mount Lucas Management LP53,909$2.16M0.8%+5,22413F-HRTimeline
VestGen Investment Management53,852$2.16M1.19%-4,91313F-HRTimeline
OLD MISSION CAPITAL LLC52,781$2.11M0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,940$2.04M<0.01%-25,71413F-HRTimeline
Dogwood Wealth Management LLC43,326$1.74M0.75%+6013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,029$1.24M<0.01%-1,05913F-HRTimelineGroup
Etesian Wealth Advisors, Inc.30,101$1.21M0.38%-40713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,836$1.16M<0.01%+1,28013F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC27,413$1.1M0.08%+29913F-HRTimeline
REDW Wealth LLC26,820$1.07M0.43%-1,57713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,231$1.05M0.02%+4,45113F-HRTimelineGroup
Cetera Investment Advisers25,020$1M<0.01%-1,21313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,063$924K<0.01%+8,91113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,353$735K0.01%+51213F-HRTimelineGroup
Atria Investments, Inc18,114$726K0.01%+9,46513F-HRTimeline
First Heartland Consultants, Inc.16,764$672K0.05%+9,76213F-HRTimeline
Kuhn & Co Investment Counsel16,416$658K0.42%-70813F-HRTimeline
Herold Advisors, Inc.16,358$655K0.14%-1,22713F-HRTimeline
Rothschild Wealth LLC15,400$617K0.06%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,551$583K<0.01%+38913F-HRTimelineGroup
Quad-Cities Investment Group, LLC14,190$568K0.23%+75913F-HRTimeline
L & S Advisors Inc13,210$529K0.07%+2,74413F-HRTimeline
Cambridge Investment Research Advisors,…12,907$517K<0.01%+34513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,546$503K0.04%-3,25013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.12,000$481K0.03%-11,01113F-HRTimelineGroup
Rossmore Private Capital11,150$447K0.04%-6,30013F-HRTimeline
Oakmont Advisory Group, LLC10,857$435K0.44%+1,43213F-HRTimeline
WealthPlan Investment Management, LLC10,667$427K0.02%+4,31713F-HRTimeline
Acorn Wealth Advisors, LLC10,488$420K0.12%013F-HRTimeline
Regal Investment Advisors LLC10,480$420K0.02%-11,09113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,013$361K<0.01%+5713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.9,007$361K<0.01%013F-HRTimelineGroup
RVW Wealth, LLC8,509$341K0.03%013F-HRTimeline
Tactive Advisors, LLC7,913$317K0.09%+38013F-HRTimeline
AlphaCentric Advisors LLC7,898$316K0.32%+1,01613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,881$316K<0.01%-4,67713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,660$307K<0.01%-7813F-HR/ATimelineGroup
HighTower Advisors, LLC7,518$301K<0.01%new13F-HRTimeline
Advisory Services Network, LLC7,335$294K<0.01%new13F-HRTimeline
Allworth Financial LP7,212$289K<0.01%-35413F-HRTimeline
WealthPoint Financial, LLC7,091$284K0.24%-35413F-HR/ATimeline
World Investment Advisors7,015$281K<0.01%+1,04613F-HRTimeline
Institute for Wealth Management, LLC.6,757$271K0.03%+62613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,423$257K<0.01%+1213F-HRTimelineGroup
KEYNOTE FINANCIAL SERVICES LLC6,210$249K0.13%-1,02513F-HRTimeline
Occidental Asset Management, LLC6,000$240K0.03%013F-HRTimeline
&PARTNERS5,948$238K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC5,693$228K0.03%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,683$228K0.08%-32313F-HRTimeline
Mutual Advisors, LLC5,557$223K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,323$213K0.01%-70213F-HRTimelineGroup
Wealthspire Advisors, LLC5,190$208K<0.01%013F-HRTimeline
WATERS PARKERSON & CO., LLC5,000$200K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,974$199K<0.01%-1813F-HRTimelineGroup
STEPH & CO4,657$187K0.05%-1,00313F-HRTimeline
KERR FINANCIAL PLANNING Corp3,720$151K0.11%013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,395$136K<0.01%+3713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,033$122K<0.01%+2113F-HRTimelineGroup
IFP Advisors, Inc2,326$93.2K<0.01%+2413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,140$85.7K<0.01%-18,38313F-HRTimeline
BLAIR WILLIAM & CO/IL1,924$77.1K<0.01%-1,19313F-HRTimeline
CoreCap Advisors, LLC1,427$57.2K<0.01%+1813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,358$54K<0.01%+5013F-HRTimelineGroup
Decker Retirement Planning Inc.1,231$49.3K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,100$43.9K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC1,060$42.5K0.04%013F-HRTimeline
AE Wealth Management LLC866$34.7K<0.01%-1,07513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/797$31.9K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA612$24.5K<0.01%new13F-HRTimeline
Grove Bank & Trust585$23.4K<0.01%013F-HRTimeline
Triumph Capital Management518$20.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO510$20.2K<0.01%-2,09313F-HR/ATimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC475$19K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC366$14.7K<0.01%-1,85513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources260$10.4K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV201$8.05K<0.01%+15913F-HRTimeline
Farther Finance Advisors, LLC142$5.67K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.141$5.65K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.141$5.65K<0.01%new13F-HRTimeline
Caldwell Trust Co135$5.41K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG100$4.01K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48$1.92K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS33$1.32K<0.01%-78713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3$120<0.01%-25513F-HRTimelineGroup