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Disclosery

MBSD FLEXSHARES TR

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INDX FD (fund)

33 managers (33 13F filers) reported a position in MBSD shares at 2025-12-31, 3,761,026 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
19
Reduced
6
Sold out
0
Shares held by filers
3,761,026

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 CORP889,803$18.5M<0.01%+22,49413F-HRTimelineGroup
Cornerstone National Bank & Trust Co674,362$14M5.59%+31,56413F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC360,192$7.48M5.33%+8,16113F-HRTimeline
Boltwood Capital Management311,988$6.48M1.69%-23,26513F-HRTimeline
MGO ONE SEVEN LLC309,195$6.42M0.13%+21,71113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY296,612$6.16M<0.01%+11,23013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…283,516$5.89M0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC200,329$4.16M0.34%+125,09913F-HRTimeline
Sanctuary Advisors, LLC63,625$1.32M0.01%+4,48413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/55,416$1.15M<0.01%+6,08413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,174$1.04M<0.01%+10,45713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,174$980K<0.01%+33,77613F-HRTimelineGroup
Atria Investments, Inc33,203$690K0.01%+3,10913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,186$689K<0.01%+17413F-HRTimelineGroup
LPL Financial LLC30,497$634K<0.01%+7,11413F-HRTimeline
CoreCap Advisors, LLC21,260$442K0.02%-2,25313F-HRTimeline
Cambridge Investment Research Advisors,…20,263$421K<0.01%+4,35513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,953$415K<0.01%-12,15813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,031$291K0.01%-280,43013F-HRTimelineGroup
LEUTHOLD GROUP, LLC13,302$276K0.03%new13F-HRTimeline
Investors Research Corp8,759$182K0.03%+29813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,506$177K<0.01%+6613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.5,055$105K0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,230$87.9K<0.01%+1,00013F-HRTimelineGroup
AE Wealth Management LLC1,396$29K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,050$21.8K<0.01%-2913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN887$18.4K<0.01%+88613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…825$17.2K<0.01%+1413F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…718$14.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…579$12K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA528$11K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG304$6.32K<0.01%-16013F-HRTimelineGroup
CWM, LLCin group CWM, LLC108$2K<0.01%013F-HRTimelineGroup