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Disclosery

MBSD FLEXSHARES TR

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INDX FD (fund)

29 managers (29 13F filers) reported a position in MBSD shares at 2025-06-30, 3,478,182 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
1
Added
15
Reduced
10
Sold out
4
Shares held by filers
3,478,182

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP833,529$17.3M<0.01%+27,14413F-HRTimelineGroup
Cornerstone National Bank & Trust Co629,877$13M5.61%-11,77913F-HRTimeline
Boltwood Capital Management358,160$7.41M2.11%-31,01813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC349,116$7.23M4.85%+18,39613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC298,885$6.19M0.16%-2,68213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY272,123$5.63M<0.01%+21,98513F-HRTimelineGroup
MGO ONE SEVEN LLC233,106$4.83M0.16%+81,07213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC93,333$1.93M<0.01%+70,38913F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC75,063$1.55M0.15%+9213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,453$982K<0.01%+11,35713F-HRTimelineGroup
Sanctuary Advisors, LLC43,943$910K0.01%+3,94613F-HRTimeline
Simplicity Wealth,LLC36,008$745K0.03%+18,27413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,461$672K<0.01%+21213F-HRTimelineGroup
Atria Investments, Inc29,810$617K0.01%+3,12613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP28,600$590K<0.01%+17713F-HRTimelineGroup
LPL Financial LLC26,483$548K<0.01%+12,89813F-HRTimeline
CoreCap Advisors, LLC25,613$530K0.02%-1,38013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,716$470K<0.01%-1,71813F-HRTimelineGroup
Cambridge Investment Research Advisors,…14,840$307K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,380$173K<0.01%-2,90913F-HR/ATimelineGroup
Investors Research Corp8,114$168K0.03%+38513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,055$105K0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,230$66.9K<0.01%+2,00013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,069$22.1K<0.01%-49113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…579$12K<0.01%-413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA528$11K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC108$2K<0.01%-4813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$3<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.