FLEXSHARES DISCIPLINED DURAT (MBSD) Institutional Ownership Changes & 13F Activity
FLEXSHARES DISCIPLINED DURAT (MBSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creativeone Wealth, Llc, Cornerstone National Bank & Trust Co, Wealth Enhancement Advisory Services, Llc, Morgan Stanley, and Boltwood Capital Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | Buy | +15,085 | — | 15,085 | $311.07K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +9,754 | +16.6% | 68,405 | $1.41M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +5,196 | +9.5% | 59,807 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,535 | +46.3% | 11,170 | $230.34K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,734 | +5.4% | 34,010 | $703.70K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -886 | -99.9% | 1 | $16.00 | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -271,917 | -92.4% | 22,507 | $464.12K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +34,829 | +11.1% | 347,876 | $7.17M | Q2 2026 | Aug 13, 2026 |
| Northern Trust Corp | Buy | +25,808 | +2.6% | 1,027,630 | $21.19M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +910 | +1.3% | 69,886 | $1.44M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +7 | +0.8% | 837 | $17.28K | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Sell | -1,662 | -5.4% | 28,995 | $597.91K | Q2 2026 | Aug 07, 2026 |
| Leuthold Group, Llc | Buy | +185 | +1.4% | 13,487 | $278.12K | Q2 2026 | Aug 04, 2026 |
| Mgo One Seven Llc | Buy | +11,781 | +3.7% | 331,612 | $6.84M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +1,289 | +5.0% | 27,198 | $561.00 | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | Sell | -182 | -0.5% | 33,517 | $691.16K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +6 | +0.9% | 700 | $14.43K | Q2 2026 | Jul 28, 2026 |
| Cottonwood Capital Advisors, Llc | Buy | +7,505 | +2.0% | 385,784 | $7.96M | Q2 2026 | Jul 23, 2026 |
| Mosley Wealth Management | Sell | -2,395 | -84.7% | 433 | $8.94K | Q2 2026 | Jul 23, 2026 |
| Cornerstone National Bank & Trust Co | Sell | -209,089 | -34.3% | 399,826 | $8.21M | Q2 2026 | Jul 21, 2026 |
| Titleist Asset Management, Llc | Buy | +5,180 | +2.5% | 214,054 | $4.41M | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +117,195 | +60.7% | 310,227 | $6.36M | Q2 2026 | Jul 15, 2026 |
| Investors Research Corp | Buy | +419 | +4.6% | 9,454 | $194.95K | Q2 2026 | Jul 10, 2026 |
| Boltwood Capital Management | Sell | -27,469 | -9.6% | 258,214 | $5.32M | Q2 2026 | Jul 06, 2026 |
| Corecap Advisors, Llc | Sell | -1,075 | -5.4% | 18,728 | $386.19K | Q2 2026 | Jul 06, 2026 |
| Citadel Advisors Llc | Sell | -23,451 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -108 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -100 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ubs Group Ag | Sell | -186 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about MBSD activity
Which institutional owners are buying MBSD?
Institutional owners buying MBSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MBSD activity?
"Buy" means an investor increased their reported position in MBSD compared to the prior reporting period. This reflects growing exposure to FLEXSHARES DISCIPLINED DURAT (MBSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MBSD increasing?
Institutional interest in MBSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.