FLEXSHARES ULTRA-SHORT INCOM (RAVI) Institutional Shareholders
FLEXSHARES ULTRA-SHORT INCOM (RAVI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.28B in RAVI holdings during the latest filing period.
Northern Trust Corp is currently the largest disclosed institutional shareholder of RAVI tracked by InsiderSet, reporting ownership valued at approximately $1.18B 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 $1.18B, representing an estimated loss of -0.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed RAVI value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Morgan Stanley, Tactive Advisors, Llc, and several other long-term asset managers with concentrated positions in FLEXSHARES ULTRA-SHORT INCOM (RAVI).
This page ranks the largest institutional RAVI 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
73
Total Reported Value
$1.28B
Largest Holder
Northern Trust Corp
Largest Position
$1.18B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.16% | 15,703,681 | $1,184,175,324 | $1,179,974,590 | -$4,200,734 | -0.35% | |
| Morgan Stanley | 0.00% | 169,656 | $12,793,400 | $12,747,952 | -$45,448 | -0.36% | |
| Tactive Advisors, Llc | 2.84% | 152,755 | $11,520,494 | $11,478,011 | -$42,483 | -0.37% | |
| Interactive Financial Advisors, Inc. | 6.09% | 132,435 | $9,988,080 | $9,951,166 | -$36,914 | -0.37% | |
| Lpl Financial Llc | 0.00% | 119,793 | $9,033,291 | $9,001,246 | -$32,045 | -0.35% | |
| Susquehanna International Group, Llp | 0.01% | 115,236 | $8,689,659 | $8,658,833 | -$30,826 | -0.35% | |
| Envestnet Asset Management Inc | 0.00% | 106,670 | $8,044,866 | $8,015,184 | -$29,682 | -0.37% | |
| Cim, Llc | 0.86% | 78,818 | $5,943,468 | $5,922,385 | -$21,083 | -0.35% | |
| Mml Investors Services, Llc | 0.01% | 63,455 | $4,784,960 | $4,768,009 | -$16,951 | -0.35% | |
| Citadel Advisors Llc | 0.00% | 53,300 | $4,019,220 | $4,004,962 | -$14,258 | -0.35% | |
| Baird Financial Group, Inc. | 0.00% | 28,228 | $2,128,603 | $2,121,052 | -$7,551 | -0.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,103 | $1,440,680 | $1,435,399 | -$5,281 | -0.37% | |
| Boltwood Capital Management | 0.33% | 18,973 | $1,430,910 | $1,425,631 | -$5,279 | -0.37% | |
| Cetera Investment Advisers | 0.00% | 17,903 | $1,350,034 | $1,345,231 | -$4,803 | -0.36% | |
| Osaic Holdings, Inc. | 0.00% | 16,025 | $1,208,864 | $1,204,119 | -$4,746 | -0.39% | |
| Auour Investments Llc | 0.34% | 15,563 | $1,173,751 | $1,169,404 | -$4,347 | -0.37% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,368 | $1,156,657 | $1,154,752 | -$1,905 | -0.16% | |
| Kestra Advisory Services, Llc | 0.00% | 13,823 | $1,042,503 | $1,038,660 | -$3,843 | -0.37% | |
| Keynote Financial Services Llc | 0.48% | 13,692 | $1,032,626 | $1,028,817 | -$3,809 | -0.37% | |
| Beacon Financial Advisory Llc | 0.21% | 12,162 | $917,115 | $913,853 | -$3,262 | -0.36% | |
| Jane Street Group, Llc | 0.00% | 11,055 | $833,630 | $830,673 | -$2,957 | -0.35% | |
| Emerald Investment Advisers, Llc | 0.07% | 10,116 | $762,746 | $760,116 | -$2,630 | -0.34% | |
| J.W. Cole Advisors, Inc. | 0.01% | 9,879 | $745,057 | $742,308 | -$2,749 | -0.37% | |
| Raab & Moskowitz Asset Management Llc | 0.12% | 8,050 | $607,117 | $604,877 | -$2,240 | -0.37% | |
| Horizon Investments, Llc | 0.01% | 7,060 | $528,653 | $530,488 | +$1,835 | +0.35% | |
| Silver Oak Securities, Incorporated | 0.04% | 6,987 | $526,853 | $525,003 | -$1,850 | -0.35% | |
| Pinnacle Associates Ltd | 0.01% | 6,807 | $513,370 | $511,478 | -$1,892 | -0.37% | |
| Legacy Wealth Managment, Llc/Id | 0.22% | 5,888 | $444,000 | $442,424 | -$1,576 | -0.35% | |
| Calton & Associates, Inc. | 0.06% | 5,807 | $437,891 | $436,338 | -$1,553 | -0.35% | |
| Rpg Family Wealth Advisory, Llc | 0.09% | 5,647 | $425,826 | $424,316 | -$1,510 | -0.35% | |
| Allworth Financial Lp | 0.00% | 4,662 | $351,555 | $350,303 | -$1,252 | -0.36% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,539 | $342,275 | $341,060 | -$1,215 | -0.35% | |
| 1776 Wealth Llc | 0.13% | 4,413 | $332,773 | $331,593 | -$1,180 | -0.35% | |
| Royal Bank Of Canada | 0.00% | 4,404 | $332,000 | $330,917 | -$1,083 | -0.33% | |
| Hightower Advisors, Llc | 0.00% | 4,318 | $325,610 | $324,455 | -$1,155 | -0.35% | |
| Gateway Wealth Partners, Llc | 0.01% | 4,218 | $318,068 | $316,941 | -$1,127 | -0.35% | |
| Independent Financial Group, Llc | 0.01% | 4,073 | $307,178 | $306,045 | -$1,133 | -0.37% | |
| Walkner Condon Financial Advisors Llc | 0.03% | 3,900 | $294,131 | $293,046 | -$1,085 | -0.37% | |
| Stifel Financial Corp | 0.00% | 3,882 | $292,733 | $291,693 | -$1,040 | -0.36% | |
| Founders Financial Securities Llc | 0.01% | 3,697 | $278,821 | $277,793 | -$1,028 | -0.37% | |
| Vestgen Advisors, Llc | 0.01% | 3,649 | $274,770 | $274,186 | -$584 | -0.21% | |
| Creative Planning | 0.00% | 3,610 | $272,221 | $271,255 | -$966 | -0.35% | |
| Cambient Family Office, Llc | 0.04% | 3,423 | $258,120 | $257,204 | -$916 | -0.35% | |
| Nicholas Hoffman & Company, Llc. | 0.01% | 3,405 | $256,763 | $255,852 | -$911 | -0.35% | |
| Sloy Dahl & Holst, Llc | 0.03% | 3,285 | $247,714 | $246,835 | -$879 | -0.35% | |
| Vestgen Investment Management | 0.13% | 3,245 | $244,732 | $243,829 | -$903 | -0.37% | |
| Simon Quick Advisors, Llc | 0.01% | 3,066 | $231,232 | $230,379 | -$853 | -0.37% | |
| Ubs Group Ag | 0.00% | 2,284 | $172,230 | $171,620 | -$610 | -0.35% | |
| Corecap Advisors, Llc | 0.00% | 1,972 | $148,725 | $148,176 | -$549 | -0.37% | |
| Fifth Third Bancorp | 0.00% | 1,502 | $113,262 | $112,860 | -$402 | -0.35% |
Frequently asked questions about RAVI
Who owns the most RAVI stock?
The largest holders of RAVI 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 ULTRA-SHORT INCOM (RAVI).
Is RAVI widely held by superinvestors?
Many widely followed stocks like RAVI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RAVI 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.