Filing Research | FLEXSHARES TR Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Cornerstone National Bank & Trust Co	Shares	399.8KSH	$8.2M
2	COTTONWOOD CAPITAL ADVISORS, LLC	Shares	385.8KSH	$8.0M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	310.2KSH	$6.4M
4	Boltwood Capital Management	Shares	258.2KSH	$5.3M
5	TITLEIST ASSET MANAGEMENT, LLC	Shares	214.1KSH	$4.4M
6	CoreCap Advisors, LLC	Shares	18.7KSH	$386.2K
7	Investors Research Corp	Shares	9.5KSH	$195.0K
8	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	718SH	$14.8K
9	EverSource Wealth Advisors, LLC	Shares	579SH	$11.9K
10	Mosley Wealth Management	Shares	433SH	$8.9K

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+117.2K	+$2.4M	$6.4M
2	COTTONWOOD CAPITAL ADVISORS, LLC added	Shares	+7.5K	+$123.0K	$8.0M
3	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+5.2K	+$89.2K	$4.4M
4	Investors Research Corp added	Shares	+419	+$7.9K	$195.0K
5	EverSource Wealth Advisors, LLC unchanged	Shares	0	-$48	$11.9K
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$63	$14.8K
7	CoreCap Advisors, LLC trimmed	Shares	-1.1K	-$23.8K	$386.2K
8	Mosley Wealth Management trimmed	Shares	-2.4K	-$50.1K	$8.9K
9	Boltwood Capital Management trimmed	Shares	-27.5K	-$590.5K	$5.3M
10	Cornerstone National Bank & Trust Co trimmed	Shares	-209.1K	-$4.4M	$8.2M

Filing Research | FLEXSHARES TR Institutional Holdings