FLEXSHARES MORNINGSTAR DEVEL (TLTD) Top Institutional Shareholders
FLEXSHARES MORNINGSTAR DEVEL (TLTD) 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 $546.45M in TLTD holdings during the latest filing period.
Northern Trust Corp is currently the largest disclosed institutional shareholder of TLTD tracked by InsiderSet, reporting ownership valued at approximately $361.70M 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 $388.14M, representing an estimated gain of +7.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed TLTD value among the investors covered in this analysis. Major shareholders include Northern Trust Corp, Capstone Financial Advisors, Inc., Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FLEXSHARES MORNINGSTAR DEVEL (TLTD).
This page ranks the largest institutional TLTD 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
81
Total Reported Value
$546.45M
Largest Holder
Northern Trust Corp
Largest Position
$361.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 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 | 0.05% | 3,848,366 | $361,699,069 | $388,138,883 | +$26,439,814 | +7.31% | |
| Capstone Financial Advisors, Inc. | 2.32% | 458,202 | $43,065,392 | $46,213,383 | +$3,147,991 | +7.31% | |
| Envestnet Asset Management Inc | 0.01% | 371,235 | $34,891,570 | $37,442,057 | +$2,550,487 | +7.31% | |
| Harbour Trust & Investment Management Co | 1.51% | 151,536 | $14,242,521 | $15,283,633 | +$1,041,112 | +7.31% | |
| Commonwealth Equity Services, Llc | 0.02% | 128,452 | $12,072,910 | $12,955,425 | +$882,515 | +7.31% | |
| Mml Investors Services, Llc | 0.03% | 108,507 | $10,198,366 | $10,943,810 | +$745,444 | +7.31% | |
| Cornerstone National Bank & Trust Co | 3.63% | 103,035 | $9,860,450 | $10,391,914 | +$531,464 | +5.39% | |
| Creative Planning | 0.00% | 64,745 | $6,085,216 | $6,530,058 | +$444,842 | +7.31% | |
| Lpl Financial Llc | 0.00% | 63,326 | $5,951,824 | $6,386,940 | +$435,116 | +7.31% | |
| Morgan Stanley | 0.00% | 50,292 | $4,726,949 | $5,072,356 | +$345,407 | +7.31% | |
| Jane Street Group, Llc | 0.00% | 43,825 | $4,119,011 | $4,420,106 | +$301,095 | +7.31% | |
| Cetera Investment Advisers | 0.00% | 36,080 | $3,391,089 | $3,638,960 | +$247,871 | +7.31% | |
| Lri Investments, Llc | 0.22% | 26,436 | $2,484,659 | $2,666,285 | +$181,626 | +7.31% | |
| Discipline Wealth Solutions, Llc | 0.22% | 22,521 | $2,116,724 | $2,271,425 | +$154,701 | +7.31% | |
| Bridges Investment Management Inc | 0.03% | 22,352 | $2,100,813 | $2,254,380 | +$153,567 | +7.31% | |
| Efficient Advisors, Llc | 0.14% | 20,503 | $1,927,051 | $2,067,894 | +$140,843 | +7.31% | |
| Baird Financial Group, Inc. | 0.00% | 19,586 | $1,840,843 | $1,975,407 | +$134,564 | +7.31% | |
| Arlington Trust Co Llc | 0.14% | 17,206 | $1,617,158 | $1,735,364 | +$118,206 | +7.31% | |
| Goldman Sachs Group Inc | 0.00% | 15,638 | $1,469,780 | $1,577,219 | +$107,439 | +7.31% | |
| Trace Wealth Advisors, Llc | 0.95% | 13,432 | $1,262,443 | $1,354,726 | +$92,283 | +7.31% | |
| Wealthplan Investment Management, Llc | 0.05% | 10,374 | $975,028 | $1,046,302 | +$71,274 | +7.31% | |
| Integrated Wealth Concepts Llc | 0.01% | 8,755 | $822,882 | $883,013 | +$60,131 | +7.31% | |
| Baer Investment Advisory Llc | 0.10% | 8,717 | $819,291 | $879,180 | +$59,889 | +7.31% | |
| Victory Financial Group, Llc | 0.10% | 8,717 | $819,291 | $879,180 | +$59,889 | +7.31% | |
| Vestgen Advisors, Llc | 0.02% | 8,110 | $815,796 | $817,959 | +$2,163 | +0.27% | |
| Cyndeo Wealth Partners, Llc | 0.04% | 8,334 | $783,293 | $840,551 | +$57,258 | +7.31% | |
| Citadel Advisors Llc | 0.00% | 8,252 | $775,587 | $832,281 | +$56,694 | +7.31% | |
| Raymond James Financial Inc | 0.00% | 8,207 | $771,357 | $827,742 | +$56,385 | +7.31% | |
| Corient Private Wealth Llc | 0.00% | 8,170 | $767,880 | $824,011 | +$56,131 | +7.31% | |
| Bank Of Montreal | 0.00% | 8,094 | $760,736 | $816,345 | +$55,609 | +7.31% | |
| Stifel Financial Corp | 0.00% | 7,324 | $688,366 | $738,685 | +$50,319 | +7.31% | |
| Ejmk Ventures Llc | 0.38% | 7,207 | $677,369 | $726,884 | +$49,515 | +7.31% | |
| Vise Technologies, Inc. | 0.01% | 7,252 | $672,478 | $731,423 | +$58,945 | +8.77% | |
| Vestgen Investment Management | 0.36% | 6,881 | $646,729 | $694,005 | +$47,276 | +7.31% | |
| Herold Advisors, Inc. | 0.13% | 6,403 | $601,778 | $645,794 | +$44,016 | +7.31% | |
| Park National Corp | 0.02% | 6,186 | $581,408 | $623,908 | +$42,500 | +7.31% | |
| Blair William & Co/Il | 0.00% | 5,776 | $542,873 | $582,556 | +$39,683 | +7.31% | |
| Osaic Holdings, Inc. | 0.00% | 5,355 | $503,354 | $540,095 | +$36,741 | +7.30% | |
| Bokf, Na | 0.01% | 5,337 | $501,612 | $538,280 | +$36,668 | +7.31% | |
| Wealth Architects, Llc | 0.04% | 5,212 | $489,881 | $525,672 | +$35,791 | +7.31% | |
| Seacrest Wealth Management, Llc | 0.04% | 4,359 | $409,692 | $439,640 | +$29,948 | +7.31% | |
| Retirement Planning Group, Llc | 0.01% | 4,246 | $399,072 | $428,243 | +$29,171 | +7.31% | |
| Forum Financial Management, Lp | 0.01% | 4,079 | $383,376 | $411,400 | +$28,024 | +7.31% | |
| Hudson Portfolio Management Llc | 0.32% | 4,067 | $382,248 | $410,190 | +$27,942 | +7.31% | |
| Alphacore Capital Llc | 0.01% | 4,062 | $381,824 | $409,686 | +$27,862 | +7.30% | |
| Patriot Financial Group Insurance Agency, Llc | 0.02% | 3,950 | $371,204 | $398,389 | +$27,185 | +7.32% | |
| Patton Albertson Miller Group, Llc | 0.04% | 3,947 | $370,969 | $398,087 | +$27,118 | +7.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,897 | $370,095 | $393,044 | +$22,949 | +6.20% | |
| Zions Bancorporation, National Association | 0.02% | 3,676 | $345,499 | $370,754 | +$25,255 | +7.31% | |
| Sagespring Wealth Partners, Llc | 0.01% | 3,483 | $327,359 | $351,289 | +$23,930 | +7.31% |
Frequently asked questions about TLTD
Who owns the most TLTD stock?
The largest holders of TLTD 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 MORNINGSTAR DEVEL (TLTD).
Is TLTD widely held by superinvestors?
Many widely followed stocks like TLTD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TLTD 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.