HYGV Institutional Ownership & Shareholders
FLEXSHARES HIGH YIELD VALUE (HYGV) is currently held by 101 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $889.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northern Trust Corp is currently the largest disclosed institutional shareholder of HYGV tracked by InsiderSet, reporting ownership valued at approximately $671.08M in its June 30, 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 $638.25M, representing an estimated loss of -4.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
101
Total Reported Value
$889.58M
Largest Holder
Northern Trust Corp
Largest Position
$671.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.08% | 16,668,771 | $671,084,720 | $638,247,242 | -$32,837,478 | -4.89% | |
| Envestnet Asset Management Inc | 0.01% | 691,820 | $27,852,673 | $26,489,788 | -$1,362,885 | -4.89% | |
| Morgan Stanley | 0.00% | 628,188 | $25,290,851 | $24,053,319 | -$1,237,532 | -4.89% | |
| Bank Of America Corp | 0.00% | 480,989 | $19,364,615 | $18,417,069 | -$947,546 | -4.89% | |
| Jefferies Financial Group Inc. | 0.13% | 350,000 | $14,091,000 | $13,401,500 | -$689,500 | -4.89% | |
| Envestnet Portfolio Solutions, Inc. | 0.07% | 349,826 | $14,083,992 | $13,394,838 | -$689,154 | -4.89% | |
| Mml Investors Services, Llc | 0.02% | 268,295 | $10,801,544 | $10,273,016 | -$528,528 | -4.89% | |
| United Bank | 3.06% | 250,116 | $10,069,670 | $9,576,942 | -$492,728 | -4.89% | |
| Olde Wealth Management, Llc | 2.29% | 200,799 | $8,084,000 | $7,688,594 | -$395,406 | -4.89% | |
| Spartan Wealth Advisory Services Llc | 0.63% | 191,495 | $7,709,600 | $7,332,344 | -$377,256 | -4.89% | |
| Pinnacle Financial Partners, Inc. | 0.05% | 184,892 | $7,443,754 | $7,079,515 | -$364,239 | -4.89% | |
| Boltwood Capital Management | 1.39% | 158,159 | $6,144,477 | $6,055,908 | -$88,569 | -1.44% | |
| Lpl Financial Llc | 0.00% | 127,803 | $5,145,349 | $4,893,577 | -$251,772 | -4.89% | |
| Horizon Bancorp Inc | 2.41% | 127,621 | $5,138,000 | $4,886,608 | -$251,392 | -4.89% | |
| Thrive Capital Management, Llc | 0.77% | 110,390 | $4,288,633 | $4,226,833 | -$61,800 | -1.44% | |
| First United Bank & Trust | 1.23% | 109,834 | $4,267,051 | $4,205,544 | -$61,507 | -1.44% | |
| Park National Corp | 0.08% | 79,747 | $3,098,171 | $3,053,513 | -$44,658 | -1.44% | |
| Trb Wealth Management, Llc | 0.41% | 76,590 | $3,083,503 | $2,932,631 | -$150,872 | -4.89% | |
| Impact Partnership Wealth, Llc | 0.29% | 73,594 | $2,962,875 | $2,817,914 | -$144,961 | -4.89% | |
| Jane Street Group, Llc | 0.00% | 58,170 | $2,341,924 | $2,227,329 | -$114,595 | -4.89% | |
| Mount Lucas Management Lp | 0.79% | 54,798 | $2,206,167 | $2,098,215 | -$107,952 | -4.89% | |
| Granite Harbor Advisors, Inc. | 0.86% | 54,004 | $2,174,201 | $2,067,813 | -$106,388 | -4.89% | |
| Ejmk Ventures Llc | 0.89% | 54,077 | $2,100,891 | $2,070,608 | -$30,283 | -1.44% | |
| Vestgen Investment Management | 1.06% | 49,746 | $2,002,774 | $1,904,774 | -$98,000 | -4.89% | |
| Dogwood Wealth Management Llc | 0.72% | 45,174 | $1,818,705 | $1,729,712 | -$88,993 | -4.89% | |
| Citadel Advisors Llc | 0.00% | 40,680 | $1,637,777 | $1,557,637 | -$80,140 | -4.89% | |
| Osaic Holdings, Inc. | 0.00% | 32,144 | $1,294,524 | $1,230,794 | -$63,730 | -4.92% | |
| Baird Financial Group, Inc. | 0.00% | 29,970 | $1,206,592 | $1,147,551 | -$59,041 | -4.89% | |
| Creativeone Wealth, Llc | 0.03% | 29,609 | $1,192,053 | $1,133,729 | -$58,324 | -4.89% | |
| Etesian Wealth Advisors, Inc. | 0.33% | 29,099 | $1,130,496 | $1,114,201 | -$16,295 | -1.44% | |
| Cetera Investment Advisers | 0.00% | 27,833 | $1,120,551 | $1,065,726 | -$54,825 | -4.89% | |
| Blair William & Co/Il | 0.00% | 24,653 | $992,530 | $943,963 | -$48,567 | -4.89% | |
| Raymond James Financial Inc | 0.00% | 24,239 | $975,869 | $928,111 | -$47,758 | -4.89% | |
| Redw Wealth Llc | 0.32% | 22,229 | $863,597 | $851,148 | -$12,449 | -1.44% | |
| Principal Securities, Inc. | 0.01% | 18,943 | $762,645 | $725,327 | -$37,318 | -4.89% | |
| Atria Investments, Inc | 0.01% | 18,268 | $709,712 | $699,482 | -$10,230 | -1.44% | |
| First Heartland Consultants, Inc. | 0.04% | 16,918 | $657,264 | $647,790 | -$9,474 | -1.44% | |
| Rothschild Wealth Llc | 0.05% | 15,400 | $620,004 | $589,666 | -$30,338 | -4.89% | |
| Quad-Cities Investment Group, Llc | 0.22% | 15,766 | $612,528 | $603,680 | -$8,848 | -1.44% | |
| Wealthplan Investment Management, Llc | 0.03% | 14,719 | $571,833 | $563,591 | -$8,242 | -1.44% | |
| L & S Advisors Inc | 0.06% | 13,386 | $538,909 | $512,550 | -$26,359 | -4.89% | |
| Transcend Capital Advisors, Llc | 0.03% | 12,546 | $505,098 | $480,386 | -$24,712 | -4.89% | |
| Stratos Wealth Advisors, Llc | 0.03% | 12,464 | $501,836 | $477,247 | -$24,589 | -4.90% | |
| Oakmont Advisory Group, Llc | 0.38% | 11,246 | $452,753 | $430,609 | -$22,144 | -4.89% | |
| Regal Investment Advisors Llc | 0.02% | 10,830 | $436,000 | $414,681 | -$21,319 | -4.89% | |
| Herold Advisors, Inc. | 0.08% | 10,926 | $424,507 | $418,357 | -$6,150 | -1.45% | |
| Tactive Advisors, Llc | 0.10% | 10,804 | $419,722 | $413,685 | -$6,037 | -1.44% | |
| Kuhn & Co Investment Counsel | 0.22% | 10,470 | $406,760 | $400,896 | -$5,864 | -1.44% | |
| Acorn Wealth Advisors, Llc | 0.10% | 10,463 | $406,469 | $400,628 | -$5,841 | -1.44% | |
| Axxcess Wealth Management, Llc | 0.02% | 10,290 | $399,783 | $394,004 | -$5,779 | -1.45% |
Frequently asked questions about HYGV
Who are the largest institutional holders of HYGV?
The largest institutional holders of HYGV reported in the latest SEC Form 13F filings include Northern Trust Corp, Envestnet Asset Management Inc, Morgan Stanley, Bank Of America Corp, and Jefferies Financial Group Inc.. InsiderSet ranks institutional holders by their latest reported HYGV position.
What is HYGV institutional ownership?
This page tracks HYGV positions reported by institutional investment managers through SEC Form 13F. FLEXSHARES HIGH YIELD VALUE (HYGV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HYGV?
InsiderSet currently tracks 101 institutional managers reporting HYGV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HYGV shareholders.
How much HYGV stock do institutions own?
Institutional investment managers disclosed approximately $889.58M in HYGV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HYGV institutional ownership last updated?
The latest HYGV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HYGV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HYGV position after the reporting date.
Are institutions buying or selling HYGV?
Institutional buying and selling can be analyzed by comparing HYGV positions across consecutive 13F reporting periods. InsiderSet's HYGV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HYGV ownership changes.
How has HYGV institutional ownership changed over time?
InsiderSet tracks HYGV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.