FLEXSHARES MORNINGSTAR DEVEL (TLTD) Institutional Ownership Changes & 13F Activity
FLEXSHARES MORNINGSTAR DEVEL (TLTD). 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 Northern Trust Corp, Mml Investors Services, Llc, Lpl Financial Llc, Bank Of America Corp, and Jpmorgan Chase & Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +72 | +0.8% | 8,827 | $865.71K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +11,856 | +143.7% | 20,108 | $1.97M | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Buy | +3,276 | — | 3,276 | $321.30K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +15,727 | — | 15,727 | $1.54M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +4,712 | — | 4,712 | $462.13K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +2,241 | — | 2,241 | $219.75K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -1,893 | -12.1% | 13,745 | $1.35M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,493 | +27.9% | 6,848 | $671.64K | Q2 2026 | Aug 14, 2026 |
| Capstone Financial Advisors, Inc. | Sell | -1,030 | -0.2% | 457,172 | $44.84M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +287 | +0.7% | 44,112 | $4.33M | Q2 2026 | Aug 14, 2026 |
| Marquette Associates, Inc. | Buy | +222 | — | 222 | $21.77K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -104 | -11.8% | 780 | $76.00K | Q2 2026 | Aug 14, 2026 |
| Northern Trust Corp | Buy | +195,862 | +5.1% | 4,044,228 | $396.64M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +2,328 | — | 2,328 | $228.27K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -924 | -1.8% | 49,368 | $4.84M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +82 | +10.7% | 847 | $83.07K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +13,916 | — | 13,916 | $1.36M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +1,878 | — | 1,878 | $184.19K | Q2 2026 | Aug 12, 2026 |
| Bessemer Group Inc | Sell | -1,000 | -30.8% | 2,243 | $220.00K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +341 | +1.7% | 19,927 | $1.95M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +299 | +13.7% | 2,476 | $242.84K | Q2 2026 | Aug 12, 2026 |
| Hudson Portfolio Management Llc | Buy | +200 | +4.9% | 4,267 | $418.49K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -9 | -0.0% | 36,071 | $3.54M | Q2 2026 | Aug 12, 2026 |
| Geometric Wealth Advisors | Buy | +2,056 | — | 2,056 | $201.65K | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | Buy | +1,553 | +21.4% | 8,805 | $863.56K | Q2 2026 | Aug 11, 2026 |
| Vestgen Advisors, Llc | Sell | -582 | -7.2% | 7,528 | $738.32K | Q2 2026 | Aug 11, 2026 |
| Blair William & Co/Il | Sell | -20 | -0.3% | 5,756 | $564.53K | Q2 2026 | Aug 11, 2026 |
| Bokf, Na | Sell | -375 | -7.0% | 4,962 | $486.65K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +27,034 | +24.9% | 135,541 | $13.29M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +19,521 | +30.8% | 82,847 | $8.13M | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about TLTD activity
Which institutional owners are buying TLTD?
Institutional owners buying TLTD 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 TLTD activity?
"Buy" means an investor increased their reported position in TLTD compared to the prior reporting period. This reflects growing exposure to FLEXSHARES MORNINGSTAR DEVEL (TLTD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TLTD increasing?
Institutional interest in TLTD 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.