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Disclosery

TILT FLEXSHARES TR

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MORNSTAR USMKT (fund)

101 managers (101 13F filers) reported a position in TILT shares at 2025-12-31, 6,852,660 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
101
13F filers
101
New
9
Added
19
Reduced
31
Sold out
8
Shares held by filers
6,852,660

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 CORP5,529,140$1.38B0.18%-95,94513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY181,214$45.1M<0.01%+4613F-HR/ATimelineGroup
Capstone Financial Advisors, Inc.168,556$41.9M2.23%-15,63913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC131,087$32.6M0.01%+1,66013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC110,020$27.4M0.04%-10,67413F-HRTimeline
Sageworth Trust Co70,542$17.5M0.75%013F-HRTimeline
RVW Wealth, LLC70,079$17.4M1.33%-2,24013F-HRTimeline
SageView Advisory Group, LLC65,441$16.3M0.55%-77913F-HRTimeline
MML INVESTORS SERVICES, LLC40,370$10M0.02%+2,81213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,154$8.49M0.01%+21,09913F-HRTimelineGroup
LPL Financial LLC30,778$7.65M<0.01%-1,20913F-HRTimeline
Cetera Investment Advisers28,397$7.06M0.01%+30313F-HRTimeline
SENTINEL TRUST CO LBA26,040$6.48M0.64%-79313F-HRTimeline
Greenspring Advisors, LLC24,809$6.17M0.38%new13F-HRTimeline
Trace Wealth Advisors, LLC24,508$6.09M4.4%013F-HRTimeline
Cambridge Investment Research Advisors,…21,074$5.24M0.01%-4413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,993$4.72M<0.01%+10713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP17,407$4.33M0.01%+9,40713F-HR/ATimelineGroup
Efficient Advisors, LLC16,661$4.14M0.24%-87113F-HR/ATimeline
UBS Group AGin group UBS Group AG14,528$3.61M<0.01%-113F-HRTimelineGroup
Goldstein Advisors, LLC13,982$3.48M0.4%-713F-HRTimeline
Ballentine Capital Advisors, Inc12,270$3.05M1.29%-31313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,245$3.04M<0.01%-1,08313F-HRTimelineGroup
AMG National Trust Bank10,699$2.66M0.06%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC10,117$2.52M0.03%013F-HRTimeline
Discipline Wealth Solutions, LLC9,775$2.43M0.45%-46213F-HRTimeline
COMERICA BANK7,079$1.76M0.01%013F-HRTimeline
Integrated Wealth Concepts LLC6,891$1.71M0.02%+16613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,861$1.71M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,699$1.67M<0.01%-2413F-HRTimelineGroup
Wealthspire Advisors, LLC6,592$1.64M0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,093$1.52M<0.01%-1113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,086$1.51M<0.01%+1213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,929$1.5M<0.01%013F-HRTimeline
Greenfield Savings Bank5,500$1.37M0.58%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,243$1.06M<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,045$980K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,719$925K<0.01%+11013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,695$919K<0.01%-30313F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,538$880K0.06%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,288$818K<0.01%013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC3,126$777K0.1%+47113F-HRTimeline
UMB Bank, n.a.2,936$730K0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ZACKS INVESTMENT MANAGEMENT2,900$721K0.01%013F-HRTimeline
Comprehensive Money Management Services…2,857$710K0.49%013F-HRTimeline
BOKF, NAin group BOKF, NA2,802$697K0.01%013F-HRTimelineGroup
EJMK Ventures LLC2,782$692K0.43%13F-HRTimeline
Vise Technologies, Inc.2,750$684K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…2,745$683K0.09%13F-HRTimeline
PARK NATIONAL CORP /OH/2,668$663K0.02%-27613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,597$646K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,596$646K<0.01%013F-HRTimeline
F/m Investments LLC2,517$627K0.02%-55013F-HRTimeline
VestGen Investment Management2,344$583K0.32%-64913F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,045$509K0.11%013F-HRTimelineGroup
Kings Path Partners LLC2,035$506K0.18%-813F-HRTimeline
Portland Global Advisors LLC2,021$503K0.05%new13F-HRTimeline
AWM CAPITAL, LLC1,959$487K0.04%+813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,952$485K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,881$468K<0.01%+76413F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,800$448K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,780$443K<0.01%+1213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,676$420K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning1,662$413K<0.01%013F-HRTimelineGroup
Wealth Architects, LLC1,532$381K0.03%-10513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,480$368K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,400$348K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,391$346K<0.01%+44213F-HRTimeline
Orca Investment Management, LLC1,342$334K0.26%-2113F-HRTimeline
World Investment Advisors1,194$297K<0.01%new13F-HR/ATimeline
M&T Bank Corpin group M&T Bank Corp1,078$268K<0.01%-12013F-HR/ATimelineGroup
L & S Advisors Inc1,059$263K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC1,051$261K0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,007$250K<0.01%+8113F-HRTimelineGroup
Aberdeen Wealth Management LLC1,005$250K0.12%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC951$236K0.01%-40013F-HRTimeline
Empire Financial Management Company, LLC940$234K0.05%-27013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC916$228K0.08%new13F-HRTimeline
MKT Advisors LLC839$211K0.07%013F-HRTimeline
FMR LLCin group FMR LLC829$206K<0.01%-2213F-HRTimelineGroup
Gilbert Capital Group, Inc.828$206K0.15%013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth817$203K<0.01%-913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…732$182K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC713$177K0.03%013F-HRTimeline
CoreCap Advisors, LLC665$165K0.01%-2413F-HRTimeline
CNB Bank644$160K0.07%013F-HRTimeline
Versant Capital Management, Inc600$149K0.02%013F-HRTimeline
GeoWealth Management, LLC419$104K<0.01%-6213F-HRTimeline
CURIO WEALTH, LLC335$84.4K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.243$60.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC227$56.6K0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC200$50K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.170$42.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC153$39.1K0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB121$30.1K<0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.75$18.7K0.02%-913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC66$16.4K<0.01%+513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC26$6.47K<0.01%013F-HRTimeline
IFP Advisors, Inc20$4.97K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates12$2.98K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$1.24K<0.01%013F-HRTimeline