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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+72+0.8%8,827$865.71KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+11,856+143.7%20,108$1.97MQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+3,2763,276$321.30KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+15,72715,727$1.54MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+4,7124,712$462.13KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+2,2412,241$219.75KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-1,893-12.1%13,745$1.35MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,493+27.9%6,848$671.64KQ2 2026Aug 14, 2026
Capstone Financial Advisors, Inc.Sell-1,030-0.2%457,172$44.84MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+287+0.7%44,112$4.33MQ2 2026Aug 14, 2026
Marquette Associates, Inc.Buy+222222$21.77KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-104-11.8%780$76.00KQ2 2026Aug 14, 2026
Northern Trust CorpBuy+195,862+5.1%4,044,228$396.64MQ2 2026Aug 13, 2026
Mariner, LlcBuy+2,3282,328$228.27KQ2 2026Aug 13, 2026
Morgan StanleySell-924-1.8%49,368$4.84MQ2 2026Aug 13, 2026
Ubs Group AgBuy+82+10.7%847$83.07KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+13,91613,916$1.36MQ2 2026Aug 12, 2026
Ep Wealth Advisors, LlcBuy+1,8781,878$184.19KQ2 2026Aug 12, 2026
Bessemer Group IncSell-1,000-30.8%2,243$220.00KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+341+1.7%19,927$1.95MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+299+13.7%2,476$242.84KQ2 2026Aug 12, 2026
Hudson Portfolio Management LlcBuy+200+4.9%4,267$418.49KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-9-0.0%36,071$3.54MQ2 2026Aug 12, 2026
Geometric Wealth AdvisorsBuy+2,0562,056$201.65KQ2 2026Aug 11, 2026
Vise Technologies, Inc.Buy+1,553+21.4%8,805$863.56KQ2 2026Aug 11, 2026
Vestgen Advisors, LlcSell-582-7.2%7,528$738.32KQ2 2026Aug 11, 2026
Blair William & Co/IlSell-20-0.3%5,756$564.53KQ2 2026Aug 11, 2026
Bokf, NaSell-375-7.0%4,962$486.65KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+27,034+24.9%135,541$13.29MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+19,521+30.8%82,847$8.13MQ2 2026Aug 07, 2026
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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.