FLEXSHARES HIGH YIELD VALUE (HYGV) Top Institutional Shareholders
FLEXSHARES HIGH YIELD VALUE (HYGV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $880.59M in HYGV holdings during the latest filing period.
Northern Trust Corp is currently the largest disclosed institutional shareholder of HYGV tracked by InsiderSet, reporting ownership valued at approximately $685.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $686.59M, representing an estimated gain of +0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed HYGV value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Envestnet Asset Management Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in FLEXSHARES HIGH YIELD VALUE (HYGV).
This page ranks the largest institutional HYGV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$880.59M
Largest Holder
Northern Trust Corp
Largest Position
$685.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.09% | 17,100,663 | $685,052,560 | $686,591,619 | +$1,539,059 | +0.22% | |
| Envestnet Asset Management Inc | 0.01% | 678,138 | $27,166,213 | $27,227,241 | +$61,028 | +0.22% | |
| Morgan Stanley | 0.00% | 614,520 | $24,617,682 | $24,672,978 | +$55,296 | +0.22% | |
| Bank Of America Corp | 0.00% | 515,237 | $20,640,394 | $20,686,766 | +$46,372 | +0.22% | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 346,387 | $13,876,253 | $13,907,438 | +$31,185 | +0.22% | |
| United Bank | 3.22% | 241,931 | $9,691,756 | $9,713,530 | +$21,774 | +0.22% | |
| Boltwood Capital Management | 2.39% | 233,538 | $9,355,532 | $9,376,551 | +$21,019 | +0.22% | |
| Mml Investors Services, Llc | 0.02% | 212,139 | $8,498,289 | $8,517,381 | +$19,092 | +0.22% | |
| Spartan Wealth Advisory Services Llc | 0.66% | 187,473 | $7,510,173 | $7,527,041 | +$16,868 | +0.22% | |
| Pinnacle Financial Partners, Inc. | 0.05% | 168,115 | $6,734,687 | $6,749,817 | +$15,130 | +0.22% | |
| Lpl Financial Llc | 0.00% | 147,906 | $5,925,097 | $5,938,426 | +$13,329 | +0.22% | |
| First United Bank & Trust | 1.39% | 107,078 | $4,289,545 | $4,299,182 | +$9,637 | +0.22% | |
| Thrive Capital Management, Llc | 0.91% | 103,118 | $4,130,898 | $4,140,188 | +$9,290 | +0.22% | |
| Park National Corp | 0.09% | 72,643 | $2,910,079 | $2,916,616 | +$6,537 | +0.22% | |
| Ejmk Ventures Llc | 1.61% | 71,970 | $2,883,109 | $2,889,596 | +$6,487 | +0.22% | |
| Trb Wealth Management, Llc | 0.40% | 70,555 | $2,826,417 | $2,832,783 | +$6,366 | +0.23% | |
| Jefferies Financial Group Inc. | 0.03% | 68,066 | $2,726,724 | $2,732,850 | +$6,126 | +0.22% | |
| Impact Partnership Wealth, Llc | 0.28% | 55,638 | $2,228,852 | $2,233,866 | +$5,014 | +0.22% | |
| Granite Harbor Advisors, Inc. | 0.95% | 54,438 | $2,180,786 | $2,185,686 | +$4,900 | +0.22% | |
| Vestgen Advisors, Llc | 0.06% | 53,872 | $2,163,500 | $2,162,961 | -$539 | -0.02% | |
| Mount Lucas Management Lp | 0.80% | 53,909 | $2,159,595 | $2,164,446 | +$4,851 | +0.22% | |
| Vestgen Investment Management | 1.19% | 53,852 | $2,157,311 | $2,162,158 | +$4,847 | +0.22% | |
| Old Mission Capital Llc | 0.05% | 52,781 | $2,114,406 | $2,119,157 | +$4,751 | +0.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 50,940 | $2,040,660 | $2,045,241 | +$4,581 | +0.22% | |
| Dogwood Wealth Management Llc | 0.75% | 43,326 | $1,735,640 | $1,739,539 | +$3,899 | +0.22% | |
| Osaic Holdings, Inc. | 0.00% | 31,029 | $1,243,522 | $1,245,814 | +$2,292 | +0.18% | |
| Etesian Wealth Advisors, Inc. | 0.38% | 30,101 | $1,205,846 | $1,208,555 | +$2,709 | +0.22% | |
| Baird Financial Group, Inc. | 0.00% | 28,836 | $1,155,170 | $1,157,765 | +$2,595 | +0.22% | |
| 49 Wealth Management, Llc | 0.08% | 27,413 | $1,098,153 | $1,100,632 | +$2,479 | +0.23% | |
| Redw Wealth Llc | 0.43% | 26,820 | $1,074,409 | $1,076,823 | +$2,414 | +0.22% | |
| Creativeone Wealth, Llc | 0.02% | 26,231 | $1,050,822 | $1,053,175 | +$2,353 | +0.22% | |
| Cetera Investment Advisers | 0.00% | 25,020 | $1,002,309 | $1,004,553 | +$2,244 | +0.22% | |
| Jane Street Group, Llc | 0.00% | 23,063 | $923,904 | $925,979 | +$2,075 | +0.22% | |
| Principal Securities, Inc. | 0.01% | 18,353 | $735,221 | $736,873 | +$1,652 | +0.22% | |
| Atria Investments, Inc | 0.01% | 18,114 | $725,647 | $727,277 | +$1,630 | +0.22% | |
| First Heartland Consultants, Inc. | 0.05% | 16,764 | $671,566 | $673,075 | +$1,509 | +0.22% | |
| Kuhn & Co Investment Counsel | 0.42% | 16,416 | $657,625 | $659,102 | +$1,477 | +0.22% | |
| Herold Advisors, Inc. | 0.14% | 16,358 | $655,335 | $656,774 | +$1,439 | +0.22% | |
| Rothschild Wealth Llc | 0.06% | 15,400 | $616,924 | $618,310 | +$1,386 | +0.22% | |
| Raymond James Financial Inc | 0.00% | 14,551 | $582,912 | $584,223 | +$1,311 | +0.22% | |
| Quad-Cities Investment Group, Llc | 0.23% | 14,190 | $568,443 | $569,729 | +$1,286 | +0.23% | |
| Transcend Capital Advisors, Llc | 0.04% | 12,546 | $502,589 | $503,722 | +$1,133 | +0.23% | |
| Stratos Wealth Advisors, Llc | 0.03% | 12,000 | $480,755 | $481,800 | +$1,045 | +0.22% | |
| Rossmore Private Capital | 0.04% | 11,150 | $446,669 | $447,673 | +$1,004 | +0.22% | |
| Oakmont Advisory Group, Llc | 0.44% | 10,857 | $434,921 | $435,909 | +$988 | +0.23% | |
| Wealthplan Investment Management, Llc | 0.02% | 10,667 | $427,320 | $428,280 | +$960 | +0.22% | |
| Acorn Wealth Advisors, Llc | 0.12% | 10,488 | $420,156 | $421,093 | +$937 | +0.22% | |
| Regal Investment Advisors Llc | 0.02% | 10,480 | $419,811 | $420,772 | +$961 | +0.23% | |
| Stifel Financial Corp | 0.00% | 9,013 | $361,062 | $361,872 | +$810 | +0.22% | |
| Blackrock, Inc. | 0.00% | 9,007 | $360,820 | $361,631 | +$811 | +0.22% |
Frequently asked questions about HYGV
Who owns the most HYGV stock?
The largest holders of HYGV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FLEXSHARES HIGH YIELD VALUE (HYGV).
Is HYGV widely held by superinvestors?
Many widely followed stocks like HYGV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYGV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.