FLEXSHARES DISCIPLINED DURAT (MBSD) Institutional Ownership Changes & 13F Activity
FLEXSHARES DISCIPLINED DURAT (MBSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creativeone Wealth, Llc, Northern Trust Corp, Wealth Enhancement Advisory Services, Llc, Cornerstone National Bank & Trust Co, and Boltwood Capital Management.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Buy | +3,235 | +5.8% | 58,651 | $1.21M | Q1 2026 | May 18, 2026 |
| Creativeone Wealth, Llc | Buy | +280,393 | +1998.4% | 294,424 | $6.10M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -23,723 | -50.3% | 23,451 | $485.56K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +16,435 | +5.5% | 313,047 | $6.48M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Sell | -910 | -2.7% | 32,276 | $663.60K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -871 | -10.2% | 7,635 | $158.12K | Q1 2026 | May 15, 2026 |
| Northern Trust Corp | Buy | +112,019 | +12.6% | 1,001,822 | $20.74M | Q1 2026 | May 14, 2026 |
| Mgo One Seven Llc | Buy | +10,636 | +3.4% | 319,831 | $6.62M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +4,437 | +8.8% | 54,611 | $1.13M | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -479 | -82.7% | 100 | $3.70K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +5 | +0.6% | 830 | $17.20K | Q1 2026 | May 14, 2026 |
| Lpl Financial Llc | Buy | +160 | +0.5% | 30,657 | $634.76K | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, Llc | Buy | +5,351 | +8.4% | 68,976 | $1.43M | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | Buy | +496 | +1.5% | 33,699 | $697.76K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -118 | -38.8% | 186 | $3.85K | Q1 2026 | May 05, 2026 |
| Titleist Asset Management, Llc | Buy | +8,545 | +4.3% | 208,874 | $4.32M | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +5,646 | +27.9% | 25,909 | $536.00K | Q1 2026 | Apr 30, 2026 |
| Mosley Wealth Management | Buy | +2,828 | — | 2,828 | $59.00K | Q1 2026 | Apr 27, 2026 |
| Cottonwood Capital Advisors, Llc | Buy | +18,087 | +5.0% | 378,279 | $7.83M | Q1 2026 | Apr 17, 2026 |
| Cornerstone National Bank & Trust Co | Sell | -65,447 | -9.7% | 608,915 | $12.57M | Q1 2026 | Apr 14, 2026 |
| Creative Financial Designs Inc | Sell | -356 | -33.9% | 694 | $14.36K | Q1 2026 | Apr 13, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -90,484 | -31.9% | 193,032 | $3.99M | Q1 2026 | Apr 08, 2026 |
| Boltwood Capital Management | Sell | -26,305 | -8.4% | 285,683 | $5.92M | Q1 2026 | Apr 08, 2026 |
| Corecap Advisors, Llc | Sell | -1,457 | -6.9% | 19,803 | $410.03K | Q1 2026 | Apr 07, 2026 |
| Investors Research Corp | Buy | +276 | +3.2% | 9,035 | $187.07K | Q1 2026 | Apr 03, 2026 |
| Jane Street Group, Llc | Sell | -19,953 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 12, 2026 |
| Ae Wealth Management Llc | Sell | -1,396 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 26, 2026 |
Frequently asked questions about MBSD activity
Which institutional owners are buying MBSD?
Institutional owners buying MBSD 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 MBSD activity?
"Buy" means an investor increased their reported position in MBSD compared to the prior reporting period. This reflects growing exposure to FLEXSHARES DISCIPLINED DURAT (MBSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MBSD increasing?
Institutional interest in MBSD 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.