TLTD Institutional Ownership & Shareholders
FLEXSHARES MORNINGSTAR DEVEL (TLTD) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $595.70M 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 TLTD tracked by InsiderSet, reporting ownership valued at approximately $396.64M 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 $404.84M, representing an estimated gain of +2.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
87
Total Reported Value
$595.70M
Largest Holder
Northern Trust Corp
Largest Position
$396.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
102
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% | 4,044,228 | $396,642,514 | $404,839,760 | +$8,197,246 | +2.07% | |
| Capstone Financial Advisors, Inc. | 2.18% | 457,172 | $44,837,678 | $45,764,334 | +$926,656 | +2.07% | |
| Envestnet Asset Management Inc | 0.01% | 379,758 | $37,245,230 | $38,014,953 | +$769,723 | +2.07% | |
| Harbour Trust & Investment Management Co | 1.49% | 153,701 | $15,528,212 | $15,385,947 | -$142,265 | -0.92% | |
| Mml Investors Services, Llc | 0.03% | 135,541 | $13,293,357 | $13,568,074 | +$274,717 | +2.07% | |
| Cornerstone National Bank & Trust Co | 2.87% | 88,835 | $8,860,154 | $8,892,659 | +$32,505 | +0.37% | |
| Lpl Financial Llc | 0.00% | 82,847 | $8,125,317 | $8,293,242 | +$167,925 | +2.07% | |
| Commonwealth Equity Services, Llc | 0.01% | 77,387 | $7,818,340 | $7,746,679 | -$71,661 | -0.92% | |
| Creative Planning | 0.00% | 64,338 | $6,499,961 | $6,440,433 | -$59,528 | -0.92% | |
| Morgan Stanley | 0.00% | 49,368 | $4,841,851 | $4,941,890 | +$100,039 | +2.07% | |
| Jane Street Group, Llc | 0.00% | 44,112 | $4,326,337 | $4,415,748 | +$89,411 | +2.07% | |
| Cetera Investment Advisers | 0.00% | 36,071 | $3,537,631 | $3,610,819 | +$73,188 | +2.07% | |
| Lri Investments, Llc | 0.21% | 26,436 | $2,592,742 | $2,646,326 | +$53,584 | +2.07% | |
| Bridges Investment Management Inc | 0.03% | 23,632 | $2,317,737 | $2,365,636 | +$47,899 | +2.07% | |
| Discipline Wealth Solutions, Llc | 0.18% | 19,966 | $2,017,101 | $1,998,658 | -$18,443 | -0.91% | |
| Citadel Advisors Llc | 0.00% | 20,108 | $1,972,116 | $2,012,873 | +$40,757 | +2.07% | |
| Baird Financial Group, Inc. | 0.00% | 19,927 | $1,954,364 | $1,994,754 | +$40,390 | +2.07% | |
| Efficient Advisors, Llc | 0.14% | 20,503 | $1,927,051 | $2,052,414 | +$125,363 | +6.51% | |
| Assetmark, Inc | 0.00% | 18,948 | $1,914,304 | $1,896,754 | -$17,550 | -0.92% | |
| Victory Financial Group, Llc | 0.17% | 18,511 | $1,870,142 | $1,853,008 | -$17,134 | -0.92% | |
| Bank Of America Corp | 0.00% | 15,727 | $1,542,441 | $1,574,321 | +$31,880 | +2.07% | |
| Arlington Trust Co Llc | 0.11% | 15,056 | $1,521,093 | $1,507,152 | -$13,941 | -0.92% | |
| Vise Technologies, Inc. | 0.01% | 14,168 | $1,431,375 | $1,418,261 | -$13,114 | -0.92% | |
| Jpmorgan Chase & Co | 0.00% | 13,916 | $1,364,673 | $1,393,035 | +$28,362 | +2.08% | |
| Goldman Sachs Group Inc | 0.00% | 13,745 | $1,348,057 | $1,375,917 | +$27,860 | +2.07% | |
| Indivisible Partners | 0.05% | 11,508 | $1,162,638 | $1,151,986 | -$10,652 | -0.92% | |
| Wealthplan Investment Management, Llc | 0.04% | 8,806 | $889,659 | $881,508 | -$8,151 | -0.92% | |
| Integrated Wealth Concepts Llc | 0.01% | 8,827 | $865,707 | $883,610 | +$17,903 | +2.07% | |
| Cyndeo Wealth Partners, Llc | 0.04% | 8,314 | $839,953 | $832,257 | -$7,696 | -0.92% | |
| Raymond James Financial Inc | 0.00% | 8,207 | $804,912 | $821,546 | +$16,634 | +2.07% | |
| Corient Private Wealth Llc | 0.00% | 8,170 | $801,283 | $817,842 | +$16,559 | +2.07% | |
| Bank Of Montreal | 0.00% | 8,094 | $793,829 | $810,234 | +$16,405 | +2.07% | |
| First Heartland Consultants, Inc. | 0.05% | 8,174 | $732,201 | $818,243 | +$86,042 | +11.75% | |
| Stifel Financial Corp | 0.00% | 7,324 | $718,310 | $733,155 | +$14,845 | +2.07% | |
| Osaic Holdings, Inc. | 0.00% | 6,848 | $671,641 | $685,506 | +$13,865 | +2.06% | |
| Vestgen Investment Management | 0.33% | 6,400 | $627,688 | $640,660 | +$12,972 | +2.07% | |
| Park National Corp | 0.02% | 6,181 | $624,458 | $618,737 | -$5,721 | -0.92% | |
| Seacrest Wealth Management, Llc | 0.07% | 6,179 | $624,256 | $618,537 | -$5,719 | -0.92% | |
| Blair William & Co/Il | 0.00% | 5,756 | $564,527 | $576,193 | +$11,666 | +2.07% | |
| Ejmk Ventures Llc | 0.21% | 4,965 | $501,608 | $497,012 | -$4,596 | -0.92% | |
| Wealth Architects, Llc | 0.04% | 4,753 | $480,229 | $475,790 | -$4,439 | -0.92% | |
| Mai Capital Management | 0.00% | 4,712 | $462,135 | $471,686 | +$9,551 | +2.07% | |
| Angeles Wealth Management, Llc | 0.02% | 4,442 | $448,769 | $444,658 | -$4,111 | -0.92% | |
| Atria Investments, Inc | 0.00% | 4,431 | $447,658 | $443,557 | -$4,101 | -0.92% | |
| Retirement Planning Group, Llc | 0.01% | 4,246 | $428,968 | $425,038 | -$3,930 | -0.92% | |
| Hudson Portfolio Management Llc | 0.32% | 4,267 | $418,491 | $427,140 | +$8,649 | +2.07% | |
| Herold Advisors, Inc. | 0.08% | 4,098 | $414,036 | $410,223 | -$3,813 | -0.92% | |
| Forum Financial Management, Lp | 0.01% | 4,079 | $412,097 | $408,321 | -$3,776 | -0.92% | |
| Patton Albertson Miller Group, Llc | 0.04% | 3,947 | $398,760 | $395,107 | -$3,653 | -0.92% | |
| Alphacore Capital Llc | 0.01% | 4,062 | $398,434 | $406,619 | +$8,185 | +2.05% |
Frequently asked questions about TLTD
Who are the largest institutional holders of TLTD?
The largest institutional holders of TLTD reported in the latest SEC Form 13F filings include Northern Trust Corp, Capstone Financial Advisors, Inc., Envestnet Asset Management Inc, Harbour Trust & Investment Management Co, and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported TLTD position.
What is TLTD institutional ownership?
This page tracks TLTD positions reported by institutional investment managers through SEC Form 13F. FLEXSHARES MORNINGSTAR DEVEL (TLTD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TLTD?
InsiderSet currently tracks 87 institutional managers reporting TLTD 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 TLTD shareholders.
How much TLTD stock do institutions own?
Institutional investment managers disclosed approximately $595.70M in TLTD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TLTD institutional ownership last updated?
The latest TLTD 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 TLTD 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 TLTD position after the reporting date.
Are institutions buying or selling TLTD?
Institutional buying and selling can be analyzed by comparing TLTD positions across consecutive 13F reporting periods. InsiderSet's TLTD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TLTD ownership changes.
How has TLTD institutional ownership changed over time?
InsiderSet tracks TLTD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.