Trivant Custom Portfolio Group, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is MBSD and the CUSIP is 33939L779. A total of 19 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Trivant Custom Portfolio Group, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$8,066,354
+1.1%
408,837
+4.4%
5.93%
+5.4%
Q2 2023$7,979,505
+3.2%
391,440
+4.6%
5.63%
+1.9%
Q1 2023$7,730,272374,3315.52%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Boltwood Capital Management 408,645$8,678,0003.76%
RPg Family Wealth Advisory, LLC 115,190$2,446,0001.46%
PACIFIC CAPITAL WEALTH ADVISORS, INC 12,400$263,0000.07%
3EDGE Asset Management, LP 44,034$935,0000.07%
Pinnacle Bancorp, Inc. 4,466$95,0000.04%
Investors Research Corp 5,541$118,0000.04%
CoreCap Advisors, LLC 8,925$190,0000.02%
OSAIC HOLDINGS, INC. 57,426$1,220,0000.00%
American Portfolios Advisors 670$14,2270.00%
JANE STREET GROUP, LLC 75,164$1,596,0000.00%
View complete list of FLEXSHARES TR shareholders