FLEXSHARES ULTRA-SHORT INCOM (RAVI) Top 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 March 31, 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 -0.17% 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

71

Total Reported Value

$1.28B

Largest Holder

Northern Trust Corp

Largest Position

$1.18B

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

85

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Northern Trust Corp0.16%15,703,681$1,184,175,324$1,182,174,676-$2,000,648-0.17%
Morgan Stanley0.00%169,656$12,793,400$12,771,721-$21,679-0.17%
Tactive Advisors, Llc3.22%151,270$11,406,894$11,387,621-$19,273-0.17%
Interactive Financial Advisors, Inc.6.24%126,541$9,542,159$9,526,019-$16,140-0.17%
Lpl Financial Llc0.00%119,793$9,033,291$9,018,029-$15,262-0.17%
Susquehanna International Group, Llp0.01%115,236$8,689,659$8,674,978-$14,681-0.17%
Envestnet Asset Management Inc0.00%102,680$7,742,873$7,729,761-$13,112-0.17%
Cim, Llc0.86%78,818$5,943,468$5,933,427-$10,041-0.17%
Mml Investors Services, Llc0.01%63,455$4,784,960$4,776,899-$8,061-0.17%
Citadel Advisors Llc0.00%53,300$4,019,220$4,012,429-$6,791-0.17%
Baird Financial Group, Inc.0.00%28,228$2,128,603$2,125,007-$3,596-0.17%
Wealth Enhancement Advisory Services, Llc0.00%20,338$1,528,807$1,531,047+$2,240+0.15%
Boltwood Capital Management0.39%20,073$1,513,655$1,511,097-$2,558-0.17%
Cetera Investment Advisers0.00%17,903$1,350,034$1,347,740-$2,294-0.17%
Osaic Holdings, Inc.0.00%16,025$1,208,864$1,206,364-$2,500-0.21%
Auour Investments Llc0.37%15,479$1,167,225$1,165,261-$1,964-0.17%
Kestra Advisory Services, Llc0.00%14,199$1,070,679$1,068,902-$1,777-0.17%
Keynote Financial Services Llc0.55%13,714$1,034,138$1,032,391-$1,747-0.17%
Beacon Financial Advisory Llc0.21%12,162$917,115$915,557-$1,558-0.17%
Jane Street Group, Llc0.00%11,055$833,630$832,222-$1,408-0.17%
Emerald Investment Advisers, Llc0.07%10,116$762,746$761,533-$1,213-0.16%
Pinnacle Associates Ltd0.01%7,814$589,238$588,239-$999-0.17%
Horizon Investments, Llc0.01%7,060$528,653$531,478+$2,825+0.53%
Silver Oak Securities, Incorporated0.04%6,987$526,853$525,982-$871-0.17%
Legacy Wealth Managment, Llc/Id0.22%5,888$444,000$443,249-$751-0.17%
Calton & Associates, Inc.0.06%5,807$437,891$437,152-$739-0.17%
Rpg Family Wealth Advisory, Llc0.09%5,647$425,826$425,107-$719-0.17%
Allworth Financial Lp0.00%4,662$351,555$350,956-$599-0.17%
Beacon Pointe Advisors, Llc0.00%4,539$342,275$341,696-$579-0.17%
1776 Wealth Llc0.13%4,413$332,773$332,211-$562-0.17%
Royal Bank Of Canada0.00%4,404$332,000$331,534-$466-0.14%
Hightower Advisors, Llc0.00%4,318$325,610$325,059-$551-0.17%
Gateway Wealth Partners, Llc0.01%4,218$318,068$317,531-$537-0.17%
Flaharty Asset Management, Llc0.04%4,040$304,646$304,132-$514-0.17%
Stifel Financial Corp0.00%3,882$292,733$292,237-$496-0.17%
Founders Financial Securities Llc0.02%3,697$278,236$278,311+$75+0.03%
Vestgen Advisors, Llc0.01%3,649$274,770$274,697-$73-0.03%
Creative Planning0.00%3,610$272,221$271,761-$460-0.17%
Vestgen Investment Management0.14%3,469$261,589$261,147-$442-0.17%
Cambient Family Office, Llc0.04%3,423$258,120$257,684-$436-0.17%
Walkner Condon Financial Advisors Llc0.03%3,415$257,517$257,082-$435-0.17%
Nicholas Hoffman & Company, Llc.0.01%3,405$256,763$256,329-$434-0.17%
Sloy Dahl & Holst, Llc0.03%3,285$247,714$247,295-$419-0.17%
Simon Quick Advisors, Llc0.01%3,066$231,199$230,809-$390-0.17%
Flynn Zito Capital Management, Llc0.07%2,943$221,924$221,549-$375-0.17%
Private Trust Co Na0.02%2,943$221,924$221,549-$375-0.17%
Ubs Group Ag0.00%2,284$172,230$171,940-$290-0.17%
Corecap Advisors, Llc0.01%1,990$150,061$149,807-$254-0.17%
Fifth Third Bancorp0.00%1,502$113,262$113,071-$191-0.17%
Eversource Wealth Advisors, Llc0.00%563$100,141$42,383-$57,758-57.68%

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.