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Disclosery

RAVI FLEXSHARES TR

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ULTR SHO INC FD (fund)

76 managers (76 13F filers) reported a position in RAVI shares at 2026-03-31, 17,050,679 shares in all. 20 filers opened a position and 10 filers sold out during the quarter.

Managers
76
13F filers
76
New
20
Added
19
Reduced
21
Sold out
10
Shares held by filers
17,050,679

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 CORP15,703,681$1.18B0.16%+247,64713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY169,656$12.8M<0.01%+49,89113F-HRTimelineGroup
Tactive Advisors, LLC151,270$11.4M3.22%+11,11413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.126,541$9.54M6.24%+3,23913F-HRTimeline
LPL Financial LLC119,793$9.03M<0.01%-2,46513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…115,236$8.69M0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC102,680$7.74M<0.01%-40,87013F-HRTimelineGroup
CIM, LLC78,818$5.94M0.86%+1,05813F-HRTimeline
MML INVESTORS SERVICES, LLC63,455$4.78M0.01%-46,38013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,300$4.02M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,228$2.13M<0.01%-67313F-HRTimelineGroup
FLOW TRADERS U.S. LLC22,596$1.7M0.05%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,338$1.53M<0.01%-14,93613F-HRTimeline
Boltwood Capital Management20,073$1.51M0.39%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,252$1.45M0.03%new13F-HR/ATimeline
Cetera Investment Advisers17,903$1.35M<0.01%-2,06613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,025$1.21M<0.01%-1,39613F-HRTimelineGroup
Auour Investments LLC15,479$1.17M0.37%+41413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,199$1.07M<0.01%+1,61113F-HRTimelineGroup
KEYNOTE FINANCIAL SERVICES LLC13,714$1.03M0.55%-1,25213F-HRTimeline
Beacon Financial Advisory LLC12,162$917K0.21%+3,48913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,055$834K<0.01%new13F-HRTimelineGroup
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC10,116$763K0.07%13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,517$717K<0.01%+9,42213F-HR/ATimelineGroup
Raab & Moskowitz Asset Management LLC8,050$607K0.14%+19013F-HRTimeline
PINNACLE ASSOCIATES LTD7,814$589K0.01%+2,08613F-HRTimeline
Horizon Investments, LLC7,060$529K0.01%+1,77113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED6,987$527K0.04%-5313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5,888$444K0.22%-10,51013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,807$438K0.06%+72913F-HRTimeline
RPg Family Wealth Advisory, LLC5,647$426K0.09%new13F-HRTimeline
Allworth Financial LP4,662$352K<0.01%-10713F-HRTimeline
Beacon Pointe Advisors, LLC4,539$342K<0.01%013F-HRTimeline
1776 Wealth LLC4,413$333K0.13%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,404$332K<0.01%+27913F-HRTimelineGroup
HighTower Advisors, LLC4,318$326K<0.01%013F-HRTimeline
HRT FINANCIAL LP4,306$324K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC4,218$318K0.01%new13F-HRTimeline
Flaharty Asset Management, LLC4,040$305K0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,882$293K<0.01%-1,53813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC3,697$278K0.02%-1,75913F-HR/ATimeline
VestGen Advisors, LLC3,649$275K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning3,610$272K<0.01%-6,71513F-HRTimelineGroup
VestGen Investment Management3,469$262K0.14%-76813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC3,423$258K0.04%013F-HRTimeline
Walkner Condon Financial Advisors LLC3,415$258K0.03%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.3,405$257K0.01%-33113F-HRTimeline
Sloy Dahl & Holst, LLC3,285$248K0.03%013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,066$231K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,943$222K0.02%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,943$222K0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,284$172K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,990$150K0.01%-713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,502$113K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…996$75.1K<0.01%013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/948$71.5K<0.01%-38813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…716$54K<0.01%+71513F-HRTimelineGroup
Arax Advisory Partners699$52.7K<0.01%013F-HRTimeline
MAI Capital Management585$44.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN513$38.7K<0.01%-2,64013F-HR/ATimelineGroup
Birchwood Financial Partners, Inc.375$28.3K0.03%-37513F-HRTimeline
Essential Partners LLC246$18.6K0.01%new13F-HRTimeline
Rossmore Private Capital207$15.6K<0.01%013F-HRTimeline
Quent Capital, LLC207$15.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\202$15.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC194$14.6K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.176$13.3K<0.01%+10913F-HRTimeline
Qube Research & Technologies Ltd154$11.6K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC152$11.5K<0.01%013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV114$8.6K<0.01%+9213F-HRTimeline
Measured Wealth Private Client Group, L…88$6.64K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.72$5.43K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.72$5.43K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC61$4.58K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC54$4.07K<0.01%+2213F-HRTimelineGroup
AE Wealth Management LLC45$3.39K<0.01%-1113F-HRTimeline