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FlexShares Disciplined Duration MBS Index Fund (MBSD) Institutional Ownership

$20.26 -0.05 (-0.25%)
As of 02:02 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares Disciplined Duration MBS Index Fund (NYSEARCA:MBSD)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$16.57M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$5.01M
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MBSD Institutional Buying and Selling by Quarter

FlexShares Disciplined Duration MBS Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Cottonwood Capital Advisors LLC297,711$6.02M4.3%+4.3%7.537%
1/15/2025 Trivant Custom Portfolio Group LLC263,814$5.34M3.1%-7.3%6.679%
1/6/2025 Boltwood Capital Management411,523$8.33M2.5%-1.3%10.418%
11/25/2024Sanctuary Advisors LLC70,290$1.44M0.0%+11.3%1.779%
11/15/2024Jane Street Group LLC36,367$763K0.0%+180.2%0.921%
11/14/2024CreativeOne Wealth LLC296,195$6.21M0.2%+314.6%7.499%
11/4/2024Cottonwood Capital Advisors LLC285,472$5.99M4.4%+27.4%7.227%
11/1/2024Atria Investments Inc49,706$1.04M0.0%+7.1%1.258%
10/28/2024Creative Financial Designs Inc. ADV1,486$31K0.0%N/A0.038%
10/24/2024 Wealth Enhancement Advisory Services LLC45,502$955K0.0%N/A1.152%
10/23/2024 PSI Advisors LLC1,673$35K0.0%+95.0%0.042%
10/10/2024Simplicity Wealth LLC17,345$364K0.0%N/A0.439%
10/5/2024 Trivant Custom Portfolio Group LLC284,740$5.97M3.4%-0.9%7.209%
10/2/2024 Boltwood Capital Management417,069$8.75M2.6%-4.5%10.559%
9/5/2024Sanctuary Advisors LLC63,135$1.26M0.0%N/A1.598%
8/14/2024EverSource Wealth Advisors LLC3,321$69K0.0%N/A0.084%
8/8/2024CoreCap Advisors LLC19,535$396K0.0%N/A0.495%
7/17/2024 Trivant Custom Portfolio Group LLC287,338$5.83M3.6%+10.9%7.274%
7/17/2024Cottonwood Capital Advisors LLC224,075$4.56M3.6%+8.5%5.673%
7/8/2024 Boltwood Capital Management436,685$8.86M2.8%-1.1%11.055%
5/14/2024CreativeOne Wealth LLC65,619$1.34M0.1%+22.2%1.661%
4/26/2024Cottonwood Capital Advisors LLC206,590$4.12M3.2%N/A5.230%
4/17/2024 Trivant Custom Portfolio Group LLC259,121$5.28M3.4%+10.4%6.560%
4/4/2024 Boltwood Capital Management441,413$8.99M2.8%-0.8%12.261%
2/9/2024CreativeOne Wealth LLC53,690$1.10M0.1%+128.5%1.491%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC16,813$346K0.0%-42.8%0.467%
1/25/2024 Trivant Custom Portfolio Group LLC234,758$4.83M3.2%-42.6%6.521%
1/16/2024Raymond James & Associates18,141$373K0.0%+66.1%0.504%
1/16/2024CoreCap Advisors LLC14,715$303K0.0%+24.0%0.409%
1/5/2024 Boltwood Capital Management444,918$9.15M3.0%+18.7%12.359%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC29,417$580K0.0%+10.2%0.817%
11/2/2023 Trivant Custom Portfolio Group LLC408,837$8.07M5.9%+4.4%11.357%
11/1/2023Investors Research Corp9,991$197K0.1%+8.1%0.278%
10/26/2023NBT Bank N A NY16,790$331K0.0%+5.6%0.466%
10/17/2023CreativeOne Wealth LLC23,494$464K0.0%N/A0.653%
10/10/2023 Boltwood Capital Management374,708$7.39M2.7%-7.7%10.409%
8/14/2023Investors Research Corp9,241$188K0.0%+8.6%0.257%
8/10/2023US Bancorp DE4,100$84K0.0%-46.1%0.114%
7/31/2023LPL Financial LLC48,558$990K0.0%+28.2%1.349%
7/26/2023 Trivant Custom Portfolio Group LLC391,440$7.98M5.6%+4.6%10.579%
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7/25/2023Raymond James & Associates10,431$213K0.0%-31.1%0.282%
7/24/2023NBT Bank N A NY15,905$324K0.0%-62.2%0.430%
7/6/2023 Boltwood Capital Management406,065$8.28M3.0%-12.2%10.975%
5/19/2023 Trivant Custom Portfolio Group LLC374,331$7.73M5.5%N/A8.508%
5/11/2023Investors Research Corp8,508$176K0.0%+12.9%0.193%
5/10/2023Atria Investments Inc80,560$1.66M0.0%N/A1.831%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC26,624$550K0.0%N/A0.605%
4/14/2023Raymond James & Associates15,136$313K0.0%-7.6%0.344%
4/4/2023 Boltwood Capital Management462,441$9.55M3.6%-12.5%9.839%
3/6/2023OLD Mission Capital LLC1,471$30K0.0%N/A0.031%
2/10/2023CoreCap Advisors LLC8,594$175K0.0%N/A0.183%
2/7/2023LPL Financial LLC37,933$773K0.0%+80.0%0.807%
2/6/2023Investors Research Corp7,538$154K0.0%+12.6%0.160%
1/13/20233EDGE Asset Management LP37,958$773K0.1%-27.5%0.808%
1/6/2023 Boltwood Capital Management528,345$10.76M4.4%+10.5%11.007%
11/15/2022Flow Traders U.S. LLC14,987$303K0.0%N/A0.309%
11/10/2022RPg Family Wealth Advisory LLC116,585$2.45M1.3%+1.2%2.404%
10/25/2022 Pinnacle Bancorp Inc.3,311$67K0.0%-25.9%0.068%
10/25/2022Raymond James & Associates15,301$309K0.0%+11.8%0.315%
10/17/20223EDGE Asset Management LP52,349$1.06M0.1%+18.9%1.058%
10/4/2022 Boltwood Capital Management478,333$9.67M4.4%+17.1%9.379%
8/12/2022RPg Family Wealth Advisory LLC115,190$2.45M1.5%+2.2%2.259%
8/11/2022CoreCap Advisors LLC8,925$190K0.0%N/A0.175%
7/28/2022CWM LLC1,227$26K0.0%N/A0.024%
7/28/20223EDGE Asset Management LP44,034$935K0.1%-21.2%0.863%
7/21/2022Investors Research Corp5,541$118K0.0%+14.6%0.108%
7/7/2022 Boltwood Capital Management408,645$8.68M3.8%+20.7%8.092%
5/9/2022RPg Family Wealth Advisory LLC112,685$2.48M1.1%+9.1%2.231%
5/6/20223EDGE Asset Management LP55,892$1.23M0.1%-8.8%1.107%
5/6/2022Aviance Capital Partners LLC241,911$5.33M1.0%-18.9%4.790%
5/4/2022Advisor Group Holdings Inc.78,278$3.65M0.0%-6.6%1.550%
4/20/2022 Boltwood Capital Management338,503$7.45M2.9%+3.5%6.510%
4/13/2022Investors Research Corp4,833$106K0.0%+24.9%0.094%
2/14/2022RPg Family Wealth Advisory LLC103,297$2.39M0.9%+5.4%1.949%
2/10/2022B. Riley Wealth Management Inc.24,244$562K0.0%-22.1%0.462%
2/8/2022Raymond James & Associates84,923$1.97M0.0%+32.9%1.618%
2/7/2022Aviance Capital Partners LLC298,387$6.91M1.2%-4.1%5.684%
2/3/2022Cambridge Investment Research Advisors Inc.28,636$663K0.0%N/A0.545%
2/3/2022Advisor Group Holdings Inc.83,784$1.94M0.0%-4.4%1.596%
2/1/20223EDGE Asset Management LP61,311$1.42M0.1%+7.1%1.168%
1/27/2022Investors Research Corp3,869$90K0.0%+38.0%0.074%
1/10/2022 Boltwood Capital Management327,151$7.58M2.8%+10.1%6.352%
11/15/2021Flow Traders U.S. LLC9,821$231K0.0%N/A0.207%
11/10/2021Avidian Wealth Solutions LLC12,634$297K0.0%-4.7%0.266%
11/5/2021Advisor Group Holdings Inc.87,669$2.06M0.0%-3.0%1.846%
11/2/2021Raymond James & Associates63,895$1.50M0.0%N/A1.345%
10/8/2021 Boltwood Capital Management297,199$6.98M2.8%+12.6%6.323%
8/16/2021Bank of America Corp DE111,003$2.62M0.0%-1.8%2.387%
8/16/2021Morgan Stanley309,721$7.31M0.0%+3.1%6.661%
8/16/2021RPg Family Wealth Advisory LLC89,293$2.11M0.9%N/A1.920%
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8/13/2021Northern Trust Corp783,284$13.76M0.0%-3.9%16.845%
8/12/2021B. Riley Wealth Management Inc.31,040$732K0.1%+2.5%0.668%
8/9/2021Avidian Wealth Solutions LLC13,264$313K0.0%N/A0.285%
8/6/2021Aviance Capital Partners LLC236,098$5.57M1.0%+17.0%5.077%
8/4/2021Envestnet Asset Management Inc.16,889$398K0.0%+27.6%0.363%
8/2/2021Advisor Group Holdings Inc.90,408$2.13M0.0%+2.8%1.944%
7/31/2021Investors Research Corp2,653$63K0.0%+43.0%0.056%
5/18/2021Morgan Stanley300,391$7.17M0.0%+6.6%6.530%
5/18/2021Jane Street Group LLC38,582$921K0.0%+120.3%0.839%
5/12/2021Northern Trust Corp815,145$14.69M0.0%-4.2%17.721%
(Data available from 1/1/2016 forward)

MBSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBSD shares?

During the previous two years, 20 institutional investors and hedge funds held shares of FlexShares Disciplined Duration MBS Index Fund. The most heavily invested institutionals were Boltwood Capital Management ($8.33M), CreativeOne Wealth LLC ($6.21M), Cottonwood Capital Advisors LLC ($6.02M), Trivant Custom Portfolio Group LLC ($5.34M), Sanctuary Advisors LLC ($1.44M), Atria Investments Inc ($1.04M), and LPL Financial LLC ($990K).Learn more on MBSD's institutional investors.

Which institutional investors have been buying FlexShares Disciplined Duration MBS Index Fund stock?

Of the 19 institutional investors that purchased FlexShares Disciplined Duration MBS Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trivant Custom Portfolio Group LLC ($461.42K), Cottonwood Capital Advisors LLC ($297.71K), CreativeOne Wealth LLC ($290.37K), Atria Investments Inc ($83.86K), Sanctuary Advisors LLC ($70.29K), Boltwood Capital Management ($70.21K), and Wealth Enhancement Advisory Services LLC ($45.50K).

How much institutional buying is happening at FlexShares Disciplined Duration MBS Index Fund?

Institutional investors have bought a total of 1,466,449 shares in the last 24 months. This purchase volume represents approximately $30.22M in transactions.

Which FlexShares Disciplined Duration MBS Index Fund major shareholders have been selling company stock?

The following institutional investors have sold FlexShares Disciplined Duration MBS Index Fund stock in the last 24 months: Trivant Custom Portfolio Group LLC ($197.60K), Boltwood Capital Management ($187.03K), NBT Bank N A NY ($26.16K), Wilbanks Smith & Thomas Asset Management LLC ($12.60K), Raymond James & Associates ($5.95K), and US Bancorp DE ($3.50K).

How much institutional selling is happening at FlexShares Disciplined Duration MBS Index Fund?

Institutional investors have sold a total of 432,845 shares in the last 24 months. This volume of shares sold represents approximately $8.86M in transactions.


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This page (NYSEARCA:MBSD) was last updated on 1/22/2025 by MarketBeat.com Staff
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