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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 2026-03-31, 3,998,555 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
32
13F filers
32
New
1
Added
14
Reduced
9
Sold out
2
Shares held by filers
3,998,555

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 CORP1,001,822$20.7M<0.01%+112,01913F-HRTimelineGroup
Cornerstone National Bank & Trust Co608,915$12.6M4.63%-65,44713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC378,279$7.83M5.52%+18,08713F-HRTimeline
MGO ONE SEVEN LLC319,831$6.62M0.13%+10,63613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY313,047$6.48M<0.01%+16,43513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC294,424$6.1M0.14%+280,39313F-HRTimelineGroup
Boltwood Capital Management285,683$5.92M1.51%-26,30513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC208,874$4.32M0.33%+8,54513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…193,032$3.99M0.01%-90,48413F-HRTimeline
Sanctuary Advisors, LLC68,976$1.43M0.01%+5,35113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,651$1.21M<0.01%+3,23513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC54,611$1.13M<0.01%+4,43713F-HRTimelineGroup
Atria Investments, Inc33,699$698K0.01%+49613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,276$664K<0.01%-91013F-HRTimelineGroup
LPL Financial LLC30,657$635K<0.01%+16013F-HRTimeline
Cambridge Investment Research Advisors,…25,909$536K<0.01%+5,64613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,451$486K<0.01%-23,72313F-HRTimelineGroup
CoreCap Advisors, LLC19,803$410K0.01%-1,45713F-HRTimeline
LEUTHOLD GROUP, LLC13,302$275K0.03%013F-HRTimeline
Investors Research Corp9,035$187K0.04%+27613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,635$158K<0.01%-87113F-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$87.6K<0.01%013F-HRTimelineGroup
Mosley Wealth Management2,828$59K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN887$18.4K<0.01%013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…830$17.2K<0.01%+513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…718$14.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV694$14.4K<0.01%-35613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…579$12K<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA528$11K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG186$3.85K<0.01%-11813F-HRTimelineGroup
CWM, LLCin group CWM, LLC108$2.24K<0.01%013F-HRTimelineGroup