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MBSD FLEXSHARES TR

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INDX FD (fund)

32 managers (32 13F filers) reported a position in MBSD shares at 2025-03-31, 3,648,326 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
32
13F filers
32
New
3
Added
13
Reduced
12
Sold out
1
Shares held by filers
3,648,326

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CORP806,385$16.6M<0.01%-179,23513F-HRTimelineGroup
Cornerstone National Bank & Trust Co641,656$13.2M5.93%-57,10413F-HRTimeline
Boltwood Capital Management389,178$8.04M2.44%-22,34513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC330,720$6.83M5.02%+33,00913F-HRTimeline
Trivant Custom Portfolio Group, LLC309,313$6.39M3.67%+45,49913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC301,567$6.23M0.19%+10,01813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY250,138$5.16M<0.01%+88,67013F-HRTimelineGroup
MGO ONE SEVEN LLC152,034$3.14M0.12%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,012$1.92M<0.01%+9,53313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC74,971$1.55M0.18%+5,91413F-HRTimeline
Sanctuary Advisors, LLC39,997$826K0.01%-31,92613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,096$745K<0.01%+16,55713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,249$666K<0.01%+17,83213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,423$587K<0.01%+1,28313F-HR/ATimelineGroup
CoreCap Advisors, LLC26,993$557K0.02%+1,75813F-HRTimeline
Atria Investments, Inc26,684$551K0.01%-23,78113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,434$504K<0.01%-13,58513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,944$474K<0.01%-78,27713F-HR/ATimelineGroup
Simplicity Wealth,LLC17,734$366K0.03%new13F-HRTimeline
LPL Financial LLC13,585$280K<0.01%-7013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,289$233K<0.01%+7,63713F-HRTimelineGroup
Investors Research Corp7,729$160K0.03%+3313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,055$104K0.01%-10,92713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,560$32.2K<0.01%+5213F-HRTimeline
PSI Advisors, LLC1,232$25.4K0.01%-56913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,230$25.4K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC850$17.2K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…583$12K<0.01%-61713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA528$11K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC156$3K<0.01%-4213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.