RAVI Institutional Ownership & Shareholders
FLEXSHARES ULTRA-SHORT INCOM (RAVI) is currently held by 72 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.32B 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 RAVI tracked by InsiderSet, reporting ownership valued at approximately $1.22B 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 $1.21B, representing an estimated loss of -0.47% 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, Tactive Advisors, Llc, Morgan Stanley, 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
72
Total Reported Value
$1.32B
Largest Holder
Northern Trust Corp
Largest Position
$1.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Trust Corp | 0.14% | 16,172,557 | $1,219,705,139 | $1,213,912,128 | -$5,793,011 | -0.47% | |
| Tactive Advisors, Llc | 4.28% | 236,403 | $17,786,962 | $17,744,409 | -$42,553 | -0.24% | |
| Morgan Stanley | 0.00% | 209,083 | $15,768,695 | $15,693,770 | -$74,925 | -0.48% | |
| Interactive Financial Advisors, Inc. | 6.09% | 132,435 | $9,988,080 | $9,940,571 | -$47,509 | -0.48% | |
| Lpl Financial Llc | 0.00% | 119,958 | $9,047,008 | $9,004,047 | -$42,961 | -0.47% | |
| Envestnet Asset Management Inc | 0.00% | 106,670 | $8,044,866 | $8,006,650 | -$38,216 | -0.48% | |
| Mml Investors Services, Llc | 0.02% | 104,908 | $7,912,006 | $7,874,394 | -$37,612 | -0.48% | |
| Cim, Llc | 0.77% | 79,026 | $5,959,992 | $5,931,692 | -$28,300 | -0.47% | |
| Baird Financial Group, Inc. | 0.00% | 29,048 | $2,190,748 | $2,180,343 | -$10,405 | -0.47% | |
| Citadel Advisors Llc | 0.00% | 21,142 | $1,594,492 | $1,586,919 | -$7,573 | -0.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 19,103 | $1,440,680 | $1,433,871 | -$6,809 | -0.47% | |
| Boltwood Capital Management | 0.31% | 18,358 | $1,381,256 | $1,377,951 | -$3,305 | -0.24% | |
| Cetera Investment Advisers | 0.00% | 17,814 | $1,343,491 | $1,337,119 | -$6,372 | -0.47% | |
| Auour Investments Llc | 0.34% | 15,563 | $1,173,751 | $1,168,159 | -$5,592 | -0.48% | |
| Osaic Holdings, Inc. | 0.00% | 15,413 | $1,162,804 | $1,156,900 | -$5,904 | -0.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,368 | $1,156,657 | $1,153,522 | -$3,135 | -0.27% | |
| Hrt Financial Lp | 0.00% | 14,155 | $1,067,000 | $1,062,474 | -$4,526 | -0.42% | |
| Beacon Financial Advisory Llc | 0.21% | 13,892 | $1,047,732 | $1,042,734 | -$4,998 | -0.48% | |
| Kestra Advisory Services, Llc | 0.00% | 13,823 | $1,042,503 | $1,037,554 | -$4,949 | -0.47% | |
| Keynote Financial Services Llc | 0.48% | 13,692 | $1,032,626 | $1,027,722 | -$4,904 | -0.47% | |
| Susquehanna International Group, Llp | 0.00% | 13,058 | $984,811 | $980,133 | -$4,678 | -0.47% | |
| Emerald Investment Advisers, Llc | 0.06% | 11,216 | $845,686 | $841,873 | -$3,813 | -0.45% | |
| Jpmorgan Chase & Co | 0.00% | 10,738 | $809,898 | $805,994 | -$3,904 | -0.48% | |
| J.W. Cole Advisors, Inc. | 0.01% | 9,879 | $745,057 | $741,518 | -$3,539 | -0.48% | |
| Ubs Group Ag | 0.00% | 9,735 | $734,194 | $730,709 | -$3,485 | -0.47% | |
| Goldman Sachs Group Inc | 0.00% | 9,078 | $684,646 | $681,395 | -$3,251 | -0.47% | |
| Raab & Moskowitz Asset Management Llc | 0.12% | 8,050 | $607,117 | $604,233 | -$2,884 | -0.48% | |
| Legacy Wealth Managment, Llc/Id | 0.23% | 7,511 | $566,466 | $563,776 | -$2,690 | -0.47% | |
| Pinnacle Associates Ltd | 0.01% | 6,807 | $513,370 | $510,933 | -$2,437 | -0.47% | |
| Calton & Associates, Inc. | 0.06% | 5,797 | $437,199 | $435,123 | -$2,076 | -0.47% | |
| Silver Oak Securities, Incorporated | 0.03% | 5,589 | $421,495 | $419,510 | -$1,985 | -0.47% | |
| Beacon Pointe Advisors, Llc | 0.00% | 4,539 | $342,324 | $340,697 | -$1,627 | -0.48% | |
| Allworth Financial Lp | 0.00% | 4,419 | $333,293 | $331,690 | -$1,603 | -0.48% | |
| 1776 Wealth Llc | 0.12% | 4,413 | $332,821 | $331,240 | -$1,581 | -0.48% | |
| Royal Bank Of Canada | 0.00% | 4,314 | $325,000 | $323,809 | -$1,191 | -0.37% | |
| Independent Financial Group, Llc | 0.01% | 4,073 | $307,178 | $305,719 | -$1,459 | -0.47% | |
| Modern Wealth Management, Llc | 0.00% | 4,040 | $304,690 | $303,242 | -$1,448 | -0.48% | |
| Walkner Condon Financial Advisors Llc | 0.03% | 3,900 | $294,131 | $292,734 | -$1,397 | -0.47% | |
| Stifel Financial Corp | 0.00% | 3,844 | $289,908 | $288,531 | -$1,377 | -0.48% | |
| Founders Financial Securities Llc | 0.01% | 3,697 | $278,821 | $277,497 | -$1,324 | -0.47% | |
| Cambient Family Office, Llc | 0.03% | 3,590 | $270,751 | $269,465 | -$1,286 | -0.47% | |
| Horizon Investments, Llc | 0.00% | 3,530 | $264,432 | $264,962 | +$530 | +0.20% | |
| Vestgen Advisors, Llc | 0.01% | 3,469 | $261,626 | $260,383 | -$1,243 | -0.48% | |
| Nicholas Hoffman & Company, Llc. | 0.01% | 3,405 | $256,799 | $255,579 | -$1,220 | -0.47% | |
| Sloy Dahl & Holst, Llc | 0.03% | 3,285 | $247,749 | $246,572 | -$1,177 | -0.48% | |
| Vestgen Investment Management | 0.13% | 3,245 | $244,732 | $243,570 | -$1,162 | -0.47% | |
| Simon Quick Advisors, Llc | 0.01% | 3,066 | $231,232 | $230,134 | -$1,098 | -0.47% | |
| Farther Finance Advisors, Llc | 0.00% | 2,961 | $222,778 | $222,253 | -$525 | -0.24% | |
| Callan Family Office, Llc | 0.00% | 2,933 | $221,202 | $220,151 | -$1,051 | -0.48% | |
| Corecap Advisors, Llc | 0.00% | 2,196 | $165,227 | $164,832 | -$395 | -0.24% |
Frequently asked questions about RAVI
Who are the largest institutional holders of RAVI?
The largest institutional holders of RAVI reported in the latest SEC Form 13F filings include Northern Trust Corp, Tactive Advisors, Llc, Morgan Stanley, Interactive Financial Advisors, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported RAVI position.
What is RAVI institutional ownership?
This page tracks RAVI positions reported by institutional investment managers through SEC Form 13F. FLEXSHARES ULTRA-SHORT INCOM (RAVI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RAVI?
InsiderSet currently tracks 72 institutional managers reporting RAVI 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 RAVI shareholders.
How much RAVI stock do institutions own?
Institutional investment managers disclosed approximately $1.32B in RAVI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RAVI institutional ownership last updated?
The latest RAVI 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 RAVI 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 RAVI position after the reporting date.
Are institutions buying or selling RAVI?
Institutional buying and selling can be analyzed by comparing RAVI positions across consecutive 13F reporting periods. InsiderSet's RAVI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RAVI ownership changes.
How has RAVI institutional ownership changed over time?
InsiderSet tracks RAVI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.