FLEXSHARES TR (SKOR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
67
Reporting holders
$624.3M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | $219.7M | 4,526,712 | 0.03% | 31q | -5.2%-$12.1M |
| Cerity Partners LLC | $135.7M | 2,795,524 | 0.16% | 13q | +17.9%+$20.6M |
| AE Wealth Management LLC | $72.4M | 1,492,093 | 0.34% | 14q | +9.1%+$6.1M |
| MORGAN STANLEY | $49.3M | 1,015,360 | 0.00% | 13q | +5.0%+$2.4M |
| Harbour Trust & Investment Management Co | $15.3M | 315,403 | 1.47% | 11q | +2.2%+$326.1K |
| Anderson Financial Strategies, LLC | $11.8M | 245,169 | 6.13% | 7q | +9.0%+$968.7K |
| Cornerstone National Bank & Trust Co | $11.4M | 235,485 | 3.84% | 27q | -34.7%-$6.0M |
| BANK OF AMERICA CORP /DE/ | $10.1M | 208,493 | 0.00% | 22q | +130.6%+$5.7M |
| ROYAL BANK OF CANADA | $9.4M | 194,303 | 0.00% | 8q | +2370.8%+$9.0M |
| HORIZON BANCORP INC /IN/ | $8.6M | 178,014 | 4.05% | 10q | -1.0%-$90.5K |
| Finward Bancorp | $8.5M | 174,995 | 6.44% | 6q | +5.7%+$458.6K |
| LPL Financial LLC | $8.0M | 164,159 | 0.00% | 26q | +0.8%+$65.8K |
| Pinnacle Financial Partners, Inc. | $7.4M | 152,966 | 0.05% | 3q | +8.2%+$564.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 132,385 | 0.01% | 6q | +7.0%+$418.1K |
| Herold Advisors, Inc. | $5.3M | 109,600 | 1.05% | 7q | +11.7%+$554.6K |
| STIFEL FINANCIAL CORP | $4.3M | 88,664 | 0.00% | 13q | -7.5%-$350.2K |
| Boltwood Capital Management | $3.7M | 75,994 | 0.85% | 24q | -0.8%-$29.3K |
| ENVESTNET ASSET MANAGEMENT INC | $3.6M | 74,883 | 0.00% | 15q | +4.4%+$153.8K |
| RAYMOND JAMES FINANCIAL INC | $3.4M | 69,035 | 0.00% | 3q | +20.4%+$568.3K |
| Independent Advisor Alliance | $3.0M | 62,833 | 0.07% | 8q | +62.3%+$1.2M |
| COTTONWOOD CAPITAL ADVISORS, LLC | $2.6M | 52,718 | 1.54% | 6q | +9.0%+$210.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.3M | 47,535 | 0.03% | 12q | -15.5%-$422.6K |
| Triad Wealth Partners, LLC | $2.3M | 47,766 | 0.13% | 10q | +12.2%+$249.2K |
| Trilogy Capital Inc. | $1.9M | 38,216 | 0.07% | 23q | +2.4%+$43.2K |
| VAQUERO PRIVATE WEALTH, LTD | $1.6M | 33,263 | 0.33% | new | FIRST |
| Simplicity Wealth,LLC | $1.4M | 29,038 | 0.05% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.4M | 27,973 | 0.00% | 15q | +37.8%+$372.6K |
| RAINIER FAMILY WEALTH INC | $1.3M | 27,602 | 0.76% | 6q | +16.1%+$186.1K |
| World Investment Advisors | $1.2M | 24,450 | 0.02% | 3q | HELD |
| Savvy Advisors, Inc. | $1.1M | 22,122 | 0.02% | 6q | +10.1%+$98.8K |
| Invst, LLC | $1.0M | 21,068 | 0.10% | 11q | +3.8%+$37.2K |
| Cetera Investment Advisers | $933.6K | 19,234 | 0.00% | 4q | +0.9%+$8.6K |
| Premier Private Wealth Management LLC | $769.5K | 15,852 | 0.67% | 2q | +51.7%+$262.2K |
| VestGen Advisors, LLC | $658.1K | 13,558 | 0.02% | 2q | -2.8%-$18.8K |
| CoreCap Advisors, LLC | $632.8K | 13,036 | 0.02% | 16q | -7.8%-$53.4K |
| VestGen Investment Management | $632.4K | 13,029 | 0.34% | 15q | -7.2%-$49.0K |
| Elevated Financial Group LLC | $576.3K | 11,872 | 0.16% | 3q | -2.4%-$14.2K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $537.6K | 11,075 | 0.03% | 15q | +0.8%+$4.2K |
| WealthCare Investment Partners, LLC | $471.9K | 9,721 | 0.11% | 4q | -40.4%-$320.0K |
| Mariner, LLC | $442.4K | 9,114 | 0.00% | new | NEW |
| Fiduciary Alliance LLC | $439.7K | 9,059 | 0.03% | 2q | HELD |
| Elevated Capital Advisors, LLC | $341.9K | 7,044 | 0.09% | 8q | -69.0%-$762.8K |
| JPMORGAN CHASE & CO | $322.4K | 6,630 | 0.00% | 2q | +5566.7%+$316.7K |
| JANE STREET GROUP, LLC | $264.7K | 5,453 | 0.00% | 2q | -91.9%-$3.0M |
| Creative Planning | $252.0K | 5,192 | 0.00% | 3q | HELD |
| Atria Investments, Inc | $223.8K | 4,610 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $221.7K | 4,567 | 0.00% | 6q | -1.4%-$3.2K |
| Advisory Alpha, LLC | $215.1K | 4,431 | 0.01% | 11q | -77.0%-$721.5K |
| First Heartland Consultants, Inc. | $211.4K | 4,356 | 0.01% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $187.5K | 3,860 | 0.00% | 9q | +42.3%+$55.8K |
| Cullen/Frost Bankers, Inc. | $173.1K | 3,567 | 0.00% | new | NEW |
| Birchwood Financial Partners, Inc. | $87.4K | 1,800 | 0.07% | 3q | HELD |
| Aptus Capital Advisors, LLC | $76.3K | 1,572 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $41.3K | 851 | 0.00% | 4q | -51.1%-$43.2K |
| Quest 10 Wealth Builders, Inc. | $27.8K | 573 | 0.02% | 7q | +20.1%+$4.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24.9K | 515 | 0.00% | new | NEW |
| Golden State Wealth Management, LLC | $15.6K | 321 | 0.00% | 7q | HELD |
| Parallel Advisors, LLC | $14.8K | 304 | 0.00% | 2q | -14.6%-$2.5K |
| Integrated Wealth Concepts LLC | $14.3K | 295 | 0.00% | new | NEW |
| Rossby Financial, LCC | $11.7K | 242 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10.9K | 224 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $8.4K | 172,532 | 0.01% | 12q | +99.0%+$4.2K |
| IFP Advisors, Inc | $8.0K | 165 | 0.00% | new | NEW |
| Highland Investment Advisors LLC | $5.8K | 120 | 0.00% | new | FIRST |
| TOUNJIAN ADVISORY PARTNERS, LLC | $4.2K | 86 | 0.00% | 6q | -99.8%-$2.0M |
| FLOW TRADERS U.S. LLC | $1.7K | 35,916 | 0.07% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $437 | 9 | 0.00% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $46 | 1 | 0.00% | 14q | -99.7%-$15.1K |
| Kingdom Financial Group LLC. | $46 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 67 | $624.3M | 12,866,160 | 9 | 28 | 19 | 0.0% |
| Q1 2026 | 63 | $591.1M | 12,159,002 | 11 | 28 | 17 | 0.0% |
| Q4 2025 | 59 | $549.1M | 11,178,576 | 6 | 26 | 14 | 0.0% |
| Q3 2025 | 52 | $517.2M | 10,501,477 | 3 | 30 | 9 | 0.0% |
| Q2 2025 | 53 | $460.2M | 9,434,493 | 7 | 24 | 13 | 0.0% |
| Q1 2025 | 51 | $437.9M | 9,061,544 | 13 | 19 | 14 | 0.0% |
| Q4 2024 | 46 | $401.5M | 8,417,158 | 5 | 20 | 10 | 0.0% |
| Q3 2024 | 41 | $400.5M | 8,153,822 | 8 | 21 | 10 | 0.0% |
| Q2 2024 | 36 | $333.0M | 7,016,195 | 9 | 15 | 6 | 0.0% |
| Q1 2024 | 33 | $291.2M | 6,096,111 | 4 | 16 | 8 | 0.0% |
| Q4 2023 | 35 | $278.1M | 5,798,905 | 9 | 11 | 11 | 0.0% |
| Q3 2023 | 30 | $227.1M | 4,936,187 | 4 | 12 | 7 | 0.0% |
| Q2 2023 | 35 | $192.2M | 4,101,161 | 9 | 8 | 7 | 0.0% |
| Q1 2023 | 30 | $130.0M | 2,739,936 | 7 | 9 | 6 | 0.0% |
| Q4 2022 | 28 | $125.7M | 2,710,803 | 10 | 5 | 10 | 0.0% |
| Q3 2022 | 23 | $113.4M | 2,486,031 | 5 | 5 | 8 | 0.0% |
| Q2 2022 | 24 | $140.3M | 2,958,351 | 4 | 7 | 6 | 0.0% |
| Q1 2022 | 22 | $137.2M | 2,756,539 | 3 | 9 | 5 | 0.0% |
| Q4 2021 | 26 | $161.7M | 3,065,232 | 5 | 11 | 6 | 0.0% |
| Q3 2021 | 23 | $142.5M | 2,645,510 | 4 | 10 | 4 | 0.0% |
| Q2 2021 | 22 | $163.9M | 4,646,384 | 5 | 5 | 7 | 0.0% |
| Q1 2021 | 17 | $172.0M | 4,655,261 | 2 | 7 | 5 | 0.0% |
| Q4 2020 | 16 | $153.4M | 4,287,123 | 4 | 7 | 3 | 0.0% |
| Q3 2020 | 16 | $82.6M | 3,071,367 | 4 | 5 | 3 | 0.0% |
| Q2 2020 | 14 | $52.3M | 2,489,240 | 1 | 4 | 7 | 0.0% |
| Q1 2020 | 14 | $19.3M | 379,107 | 4 | 4 | 2 | 0.0% |
| Q4 2019 | 14 | $14.7M | 1,727,389 | 4 | 4 | 3 | 0.0% |
| Q3 2019 | 11 | $9.6M | 1,460,032 | 2 | 3 | 3 | 0.0% |
| Q2 2019 | 11 | $9.2M | 176,790 | 1 | 5 | 3 | 0.0% |
| Q1 2019 | 13 | $32.1M | 1,744,163 | 4 | 0 | 5 | 0.0% |
| Q4 2018 | 9 | $17.3M | 1,593,621 | 0 | 0 | 1 | 0.0% |