MBSD Institutional Ownership & Shareholders
FLEXSHARES DISCIPLINED DURAT (MBSD) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $74.65M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Northern Trust Corp is currently the largest disclosed institutional shareholder of MBSD tracked by InsiderSet, reporting ownership valued at approximately $21.19M 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 $20.79M, representing an estimated loss of -1.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed MBSD value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Cottonwood Capital Advisors, Llc, Wealth Enhancement Advisory Services, Llc, and several other long-term asset managers with concentrated positions in FLEXSHARES DISCIPLINED DURAT (MBSD).
This page ranks the largest institutional MBSD 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
29
Total Reported Value
$74.65M
Largest Holder
Northern Trust Corp
Largest Position
$21.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.00% | 1,027,630 | $21,190,964 | $20,785,153 | -$405,811 | -1.92% | |
| Cottonwood Capital Advisors, Llc | 4.82% | 403,104 | $8,011,849 | $8,153,302 | +$141,453 | +1.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 393,971 | $7,826,124 | $7,968,576 | +$142,452 | +1.82% | |
| Morgan Stanley | 0.00% | 347,876 | $7,173,625 | $7,036,244 | -$137,381 | -1.92% | |
| Mgo One Seven Llc | 0.11% | 351,221 | $6,980,655 | $7,103,901 | +$123,246 | +1.77% | |
| Cornerstone National Bank & Trust Co | 2.01% | 313,323 | $6,218,020 | $6,337,365 | +$119,345 | +1.92% | |
| Boltwood Capital Management | 1.01% | 226,215 | $4,496,114 | $4,575,492 | +$79,378 | +1.77% | |
| Titleist Asset Management, Llc | 0.28% | 220,743 | $4,387,353 | $4,464,814 | +$77,461 | +1.77% | |
| Sanctuary Advisors, Llc | 0.01% | 69,886 | $1,441,139 | $1,413,535 | -$27,604 | -1.92% | |
| Bank Of America Corp | 0.00% | 68,405 | $1,410,580 | $1,383,580 | -$27,000 | -1.91% | |
| Raymond James Financial Inc | 0.00% | 59,807 | $1,233,293 | $1,209,674 | -$23,619 | -1.92% | |
| Atria Investments, Inc | 0.01% | 37,005 | $735,495 | $748,474 | +$12,979 | +1.76% | |
| Jones Financial Companies Lllp | 0.00% | 34,010 | $703,701 | $687,896 | -$15,805 | -2.25% | |
| Lpl Financial Llc | 0.00% | 28,995 | $597,910 | $586,462 | -$11,448 | -1.91% | |
| Creativeone Wealth, Llc | 0.01% | 22,507 | $464,121 | $455,233 | -$8,888 | -1.91% | |
| Corecap Advisors, Llc | 0.01% | 17,534 | $348,495 | $354,648 | +$6,153 | +1.77% | |
| Jane Street Group, Llc | 0.00% | 15,085 | $311,071 | $305,114 | -$5,957 | -1.92% | |
| Leuthold Group, Llc | 0.03% | 13,487 | $278,118 | $272,792 | -$5,326 | -1.91% | |
| Bam Wealth Management, Llc | 0.15% | 13,988 | $278,018 | $282,925 | +$4,907 | +1.77% | |
| Osaic Holdings, Inc. | 0.00% | 11,170 | $230,335 | $225,928 | -$4,407 | -1.91% | |
| Investors Research Corp | 0.03% | 9,833 | $195,435 | $198,885 | +$3,450 | +1.77% | |
| Ancora Advisors Llc | 0.00% | 4,230 | $87,228 | $85,557 | -$1,671 | -1.92% | |
| Rockefeller Capital Management L.P. | 0.00% | 837 | $17,278 | $16,929 | -$349 | -2.02% | |
| Creative Financial Designs Inc | 0.00% | 700 | $14,425 | $14,158 | -$267 | -1.85% | |
| Royal Bank Of Canada | 0.00% | 528 | $11,000 | $10,679 | -$321 | -2.91% | |
| Mosley Wealth Management | 0.00% | 438 | $8,784 | $8,859 | +$75 | +0.86% | |
| Cwm, Llc | 0.00% | 108 | $2,236 | $2,184 | -$52 | -2.31% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,636 | $470 | $478,069 | +$477,599 | +101616.77% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $16 | $20 | +$4 | +26.41% |
Frequently asked questions about MBSD
Who are the largest institutional holders of MBSD?
The largest institutional holders of MBSD reported in the latest SEC Form 13F filings include Northern Trust Corp, Cottonwood Capital Advisors, Llc, Wealth Enhancement Advisory Services, Llc, Morgan Stanley, and Mgo One Seven Llc. InsiderSet ranks institutional holders by their latest reported MBSD position.
What is MBSD institutional ownership?
This page tracks MBSD positions reported by institutional investment managers through SEC Form 13F. FLEXSHARES DISCIPLINED DURAT (MBSD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MBSD?
InsiderSet currently tracks 29 institutional managers reporting MBSD 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 MBSD shareholders.
How much MBSD stock do institutions own?
Institutional investment managers disclosed approximately $74.65M in MBSD holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MBSD institutional ownership last updated?
The latest MBSD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 MBSD 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 MBSD position after the reporting date.
Are institutions buying or selling MBSD?
Institutional buying and selling can be analyzed by comparing MBSD positions across consecutive 13F reporting periods. InsiderSet's MBSD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MBSD ownership changes.
How has MBSD institutional ownership changed over time?
InsiderSet tracks MBSD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.