DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

TILT

FLEXSHARES MORNINGSTAR US IDX

114 institutions still hold FLEXSHARES MORNINGSTAR US IDX as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33939l100·114 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 1.0%

vs prior quarter

13F value held

$1.6B

69.0% inst. owned

of float

Holders

114

+58 QoQ

filers reporting

Activity

+92 / −45

+939 added · −693 reduced

this quarter

Concentration

83.85%

NORTHERN TRUST CORP #1

top holder share

AI Holders Summary · Q1 2026

114 institutions reported TILT in Q1 2026. NORTHERN TRUST CORP leads at 83.9% of the visible book. +58 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

NORTHERN TRUST CORP

CIK 0000073124· Index

$1.4B5.7M0.18%Q1 2026 02

$44M181K0.00%Q1 2026 03

Capstone Financial Advisors, Inc.

$39M164K2.13%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

$33M136K0.01%Q1 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

$26M106K0.04%Q1 2026 06

RVW Wealth, LLC

$16M68K1.28%Q1 2026 07

SageView Advisory Group, LLC

$16M65K0.55%Q4 2025 08

Sageworth Trust Co

$16M67K0.69%Q1 2026 09

Creative Planning

$16M65K0.01%Q1 2026 10

MML INVESTORS SERVICES, LLC

$9M36K0.02%Q1 2026 11

LPL Financial LLC

$7M29K0.00%Q1 2026 12

Cetera Investment Advisers

$7M29K0.01%Q1 2026 13

Trace Wealth Advisors, LLC

$6M25K4.43%Q1 2026 14

Greenspring Advisors, LLC

$6M24K0.35%Q1 2026 15

Wealthstream Advisors, Inc.

$6M23K0.86%Q3 2025 16

WELLS FARGO & COMPANY/MN

$4M19K0.00%Q1 2026 17

Corient Private Wealth LLC

$4M17K0.01%Q1 2026 18

Efficient Advisors, LLC

$4M15K0.26%Q1 2026 19

$4M15K0.00%Q1 2026 20

Goldstein Advisors, LLC

$3M14K0.37%Q1 2026

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