13F Insight
DOSSIER · 13F Holders · Q2 2026
ESG

FLEXSHARES TR

62 institutions still hold FLEXSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33939L696·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
62
filers reporting
Concentration
23.70%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported ESG in Q2 2026. LPL Financial LLC leads at 23.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$10M55K0.00%Q2 202602
Olde Wealth Management, LLC
CIK 0001840760
$5M33K1.59%Q1 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M23K0.00%Q2 202604
FIRST UNITED BANK & TRUST
CIK 0001214183
$3M17K0.87%Q2 202605
RVW Wealth, LLC
CIK 0001756543
$3M16K0.19%Q2 202606
MORGAN STANLEY
CIK 0000895421
$2M14K0.00%Q2 202607
Roof Eidam Maycock Peralta, LLC
CIK 0001028874
$2M9K0.31%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$1M8K0.00%Q2 202609
SGL Investment Advisors, Inc.
CIK 0002043186
$1M7K0.43%Q2 202610
Horizon Investments, LLC
CIK 0001560717
$1M6K0.01%Q2 202611
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$1M6K0.06%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$989K6K0.00%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$918K6K0.00%Q1 202614
Well Done, LLC
CIK 0001667132
$908K5K0.12%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$820K5K0.00%Q2 202616
Curry Webb Wealth Management LLC
CIK 0002060114
$787K4K0.33%Q2 202617
Parallel Advisors, LLC
CIK 0001690010
$787K4K0.01%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$774K4K0.00%Q2 202619
Gilbert Capital Group, Inc.
CIK 0002035854
$755K4K0.53%Q2 202620
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$703K4K0.01%Q2 2026
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