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Disclosery

SKOR FLEXSHARES TR

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CR SCD US BD (fund)

51 managers (51 13F filers) reported a position in SKOR shares at 2024-12-31, 8,632,742 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
51
13F filers
51
New
4
Added
23
Reduced
14
Sold out
6
Shares held by filers
8,632,742

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 CORP3,371,891$161M0.02%+645,71513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,943,273$92.7M0.2%+52,57313F-HRTimelineGroup
AE Wealth Management LLC635,805$30.3M0.26%+91,29413F-HRTimeline
Cornerstone National Bank & Trust Co461,002$22M10.1%-45,77913F-HRTimeline
Trilogy Capital Inc.396,050$18.9M0.97%-1,40313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY316,837$15.1M<0.01%+80,11813F-HR/ATimelineGroup
Harbour Trust & Investment Management Co294,930$14.1M1.6%-12,44813F-HRTimeline
Anderson Financial Strategies, LLC187,301$8.93M5.38%13F-HRTimeline
HORIZON BANCORP INC /IN/159,728$7.62M3.59%-62,47913F-HRTimeline
Invst, LLC106,795$5.09M0.62%-2,11513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,189$4.78M<0.01%+2,17913F-HRTimelineGroup
Boltwood Capital Management88,571$4.22M1.29%-11613F-HRTimeline
LPL Financial LLC74,266$3.54M<0.01%+8,39413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,109$3.49M<0.01%+3,27913F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC50,935$2.43M0.04%+2,78513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,380$2.02M<0.01%+9,42313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,991$2M<0.01%-72,67913F-HRTimelineGroup
FLOW TRADERS U.S. LLC27,516$1.31M0.05%-44,40213F-HRTimeline
Herold Advisors, Inc.24,885$1.19M0.26%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,067$1.15M0.08%+4,36513F-HRTimeline
Cherry Tree Wealth Management, LLC24,014$1.15M0.28%+64613F-HRTimeline
Triad Wealth Partners, LLC23,924$1.14M0.41%-47,76213F-HRTimeline
Elevated Capital Advisors, LLC20,137$961K0.26%+2,38913F-HRTimeline
Independent Advisor Alliance19,644$937K0.01%+15,32013F-HRTimeline
CoreCap Advisors, LLC17,646$842K0.04%+1,63813F-HRTimeline
Cambridge Investment Research Advisors,…17,496$835K<0.01%+10,37913F-HRTimeline
VestGen Investment Management12,945$617K0.17%-9613F-HRTimeline
CAP Partners, LLC12,377$590K0.42%+5,38713F-HRTimeline
Mutual Advisors, LLC12,170$581K0.02%+27213F-HRTimeline
MML INVESTORS SERVICES, LLC10,844$517K<0.01%+1,87913F-HRTimeline
Advisory Alpha, LLC7,271$347K0.01%+81413F-HRTimeline
Sovran Advisors, LLC6,612$313K0.04%13F-HRTimeline
Burt Wealth Advisors5,977$285K0.07%013F-HRTimeline
EP Wealth Advisors, LLC5,700$272K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,379$257K<0.01%-688,95713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,130$102K<0.01%+1,87413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,950$93K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,473$70.3K<0.01%+2313F-HRTimelineGroup
Allworth Financial LP1,380$65.9K<0.01%new13F-HRTimeline
PSI Advisors, LLC449$21.4K0.01%+19413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.408$19.6K<0.01%-30313F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.386$18.4K<0.01%-8913F-HRTimeline
Golden State Wealth Management, LLC321$15.3K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…168$8.01K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN156$7.42K<0.01%+15613F-HRTimelineGroup
Coppell Advisory Solutions LLC147$7.03K<0.01%013F-HRTimeline
FLP Wealth Management, LLC43$2.07K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.35$1.67K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC27$1.29K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG12$572<0.01%-85613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.