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FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) Institutional Ownership

FlexShares Morningstar US Market Factor Tilt Index Fund logo
$283.92 +1.59 (+0.56%)
As of 08/21/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares Morningstar US Market Factor Tilt Index Fund (BATS:TILT)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.19M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.33M
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TILT Institutional Buying and Selling by Quarter

FlexShares Morningstar US Market Factor Tilt Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 RVW Wealth LLC68,346$18.87M1.2%+0.1%0.899%
5/7/2026 Sentinel Trust Co. LBA25,614$6.18M0.6%-1.6%0.337%
5/5/2026 Bank of New York Mellon Corp2,275$549K0.0%-12.4%0.030%
4/30/2026 Sageworth Trust Co66,532$16.06M0.7%-5.7%0.875%
4/23/2026 Orca Investment Management LLC1,243$300K0.3%-7.4%0.016%
4/16/2026 Park National Corp OH2,613$631K0.0%-2.1%0.034%
2/13/2026 Integrated Wealth Concepts LLC6,891$1.71M0.0%+2.5%0.091%
2/10/2026 Portland Global Advisors LLC2,021$503K0.1%N/A0.027%
2/9/2026 Wealth Advisors of Tampa Bay LLC916$228K0.1%N/A0.012%
2/4/2026 Valeo Financial Advisors LLC1,051$261K0.0%N/A0.014%
1/29/2026 Sentinel Trust Co. LBA26,040$6.48M0.6%-3.0%0.343%
1/12/2026 RVW Wealth LLC70,079$17.43M1.3%-3.1%0.922%
1/5/2026 Park National Corp OH2,668$663K0.0%-9.4%0.035%
11/17/2025 Integrated Wealth Concepts LLC6,725$1.63M0.0%+3.5%0.088%
11/17/2025 Flow Traders U.S. LLC2,488$603K0.0%+11.6%0.033%
11/17/2025 Ameriprise Financial Inc.926$224K0.0%-9.7%0.012%
11/4/2025 Bridges Investment Management Inc.10,117$2.45M0.0%-1.8%0.133%
11/4/2025 Sentinel Trust Co. LBA26,833$6.50M0.7%-2.6%0.353%
10/30/2025 Orca Investment Management LLC1,363$330K0.3%-12.7%0.018%
10/22/2025 CoreCap Advisors LLC689$167K0.0%+13.7%0.009%
10/21/2025 RVW Wealth LLC72,319$17.52M1.4%-0.2%0.952%
8/15/2025 Captrust Financial Advisors2,486$557K0.0%-28.2%0.033%
8/15/2025 Ameriprise Financial Inc.1,026$230K0.0%N/A0.014%
8/13/2025 Flow Traders U.S. LLC2,229$499K0.0%-28.4%0.029%
8/13/2025 M&T Bank Corp1,198$268K0.0%-7.2%0.016%
8/13/2025 Russell Investments Group Ltd.170$38K0.0%N/A0.002%
7/31/2025 Curio Wealth LLC335$75K0.0%+33,400.0%0.004%
7/28/2025 Bridges Investment Management Inc.10,299$2.31M0.0%-2.1%0.136%
7/25/2025 Orca Investment Management LLC1,561$350K0.3%-10.0%0.021%
7/21/2025 Sageworth Trust Co70,542$15.80M0.9%+2,708.2%0.928%
7/15/2025 RVW Wealth LLC72,460$16.23M1.4%-0.5%0.941%
7/1/2025 Park National Corp OH2,944$659K0.0%-10.0%0.038%
5/14/2025Flow Traders U.S. LLC3,115$641K0.0%N/A0.040%
5/9/2025L & S Advisors Inc1,059$218K0.0%-5.9%0.013%
5/8/2025RVW Wealth LLC72,841$14.99M1.4%-4.1%0.928%
5/7/2025Orca Investment Management LLC1,735$357K0.4%-9.4%0.022%
5/1/2025Sentinel Trust Co. LBA27,549$5.67M0.7%-2.3%0.351%
4/30/2025Cornerstone Planning Group LLC152$30K0.0%+406.7%0.002%
4/29/2025Bank of New York Mellon Corp2,597$534K0.0%-6.5%0.033%
4/29/2025Strategic Blueprint LLC20,318$4.18M0.2%-1.0%0.259%
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4/24/2025Golden State Wealth Management LLC225$46K0.0%N/A0.003%
4/23/2025Golden State Wealth Management LLC450$93K0.0%N/A0.006%
4/2/2025Park National Corp OH3,271$673K0.0%-8.3%0.042%
2/17/2025Captrust Financial Advisors4,769$1.03M0.0%-6.9%0.059%
2/14/2025Integrated Wealth Concepts LLC6,320$1.37M0.0%+17.1%0.078%
2/12/2025L & S Advisors Inc1,125$243K0.0%-12.7%0.014%
2/12/2025JPMorgan Chase & Co.1,600$346K0.0%-11.3%0.020%
2/10/2025Curio Wealth LLC394$85K0.0%N/A0.005%
2/5/2025Sentinel Trust Co. LBA28,203$6.09M0.7%-4.4%0.346%
2/4/2025Wealthspire Advisors LLC6,592$1.42M0.0%-50.0%0.081%
1/23/2025RVW Wealth LLC75,973$16.41M1.5%-4.9%0.932%
1/23/2025Strategic Blueprint LLC20,516$4.43M0.3%-3.3%0.252%
1/14/2025Essex Savings Bank2,045$442K0.1%N/A0.025%
1/8/2025Park National Corp OH3,569$771K0.0%-16.5%0.044%
12/26/2024JPMorgan Chase & Co.1,804$384K0.0%+198.7%0.022%
11/14/2024Flow Traders U.S. LLC7,327$1.56M0.1%+588.0%0.090%
11/14/2024Captrust Financial Advisors5,121$1.09M0.0%+20.1%0.063%
10/25/2024Strategic Blueprint LLC21,221$4.52M0.3%-1.7%0.260%
7/27/2024Strategic Blueprint LLC21,587$4.31M0.3%+0.9%0.265%
7/17/2024West Paces Advisors Inc.243$49K0.0%-50.0%0.003%
7/8/2024RVW Wealth LLC81,722$16.33M1.6%-5.1%1.003%
5/17/2024Comerica Bank7,080$1.41M0.0%-71.8%0.087%
5/16/2024Captrust Financial Advisors186,511$37.00M0.1%-3.0%2.288%
4/23/2024Strategic Blueprint LLC21,390$4.24M0.3%+2.8%0.262%
4/17/2024Private Ocean LLC6,592$1.31M0.1%-7.4%0.081%
4/8/2024RVW Wealth LLC86,095$17.08M1.8%-2.6%0.984%
2/14/2024Sentinel Trust Co. LBA31,157$5.69M0.7%-0.2%0.356%
1/23/2024Private Ocean LLC7,120$1.30M0.1%-5.6%0.081%
1/8/2024RVW Wealth LLC88,352$16.12M1.8%-0.2%1.010%
10/27/2023TIAA Trust National Association4,243$691K0.0%N/A0.048%
10/24/2023Cambridge Investment Research Advisors Inc.20,445$3.33M0.0%-1.6%0.234%
10/18/2023Strategic Blueprint LLC20,805$3.39M0.3%-1.8%0.238%
10/12/2023RVW Wealth LLC88,557$14.43M1.7%-2.8%1.012%
10/2/2023Park National Corp OH4,305$701K0.0%-6.8%0.049%
8/9/2023Flow Traders U.S. LLC6,917$1.17M0.1%N/A0.079%
8/3/2023Sentinel Trust Co. LBA31,222$5.26M0.7%-0.8%0.357%
8/3/2023Bank of New York Mellon Corp48,785$8.22M0.0%-11.7%0.558%
7/12/2023Country Trust Bank1,222$203K0.0%N/A0.014%
7/7/2023RVW Wealth LLC91,072$15.35M1.8%-8.8%1.012%
7/3/2023Park National Corp OH4,617$778K0.0%-7.5%0.051%
5/10/2023L & S Advisors Inc4,141$649K0.1%N/A0.046%
5/5/2023Sentinel Trust Co. LBA31,463$4.94M0.7%-0.3%0.346%
5/3/2023Integrated Wealth Concepts LLC6,752$1.06M0.0%-1.5%0.074%
4/28/2023Strategic Blueprint LLC20,800$3.26M0.3%-5.2%0.229%
4/28/2023Bridges Investment Management Inc.10,496$1.65M0.1%-7.2%0.115%
4/21/2023Private Ocean LLC7,545$1.18M0.2%-6.2%0.083%
4/11/2023RVW Wealth LLC99,810$15.65M1.9%-14.7%1.085%
4/10/2023Versant Capital Management Inc600$94K0.0%N/A0.007%
4/3/2023Park National Corp OH4,993$783K0.0%-11.8%0.054%
2/13/2023Integrated Wealth Concepts LLC6,853$1.02M0.0%+5.3%0.000%
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Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

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2/13/2023Bridges Investment Management Inc.11,315$1.68M0.1%-0.7%0.000%
2/10/2023CoreCap Advisors LLC616$92K0.0%N/A0.000%
2/7/2023Sentinel Trust Co. LBA31,570$4.69M0.7%-10.6%0.000%
2/6/2023Park National Corp OH5,661$841K0.0%-7.5%0.000%
2/1/2023Orca Investment Management LLC1,944$289K0.4%-4.8%0.000%
1/26/2023Strategic Blueprint LLC21,931$3.26M0.4%+1.4%0.000%
1/13/2023RVW Wealth LLC116,966$17.38M2.2%-21.9%0.000%


TILT Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of FlexShares Morningstar US Market Factor Tilt Index Fund. The most heavily invested institutionals were RVW Wealth LLC ($18.87M), Sageworth Trust Co ($16.06M), Sentinel Trust Co. LBA ($6.18M), Strategic Blueprint LLC ($4.18M), Bridges Investment Management Inc. ($2.45M), Integrated Wealth Concepts LLC ($1.71M), and Wealthspire Advisors LLC ($1.42M).Learn more on FlexShares Morningstar US Market Factor Tilt Index Fund's institutional investors.

Of the 16 institutional investors that purchased FlexShares Morningstar US Market Factor Tilt Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sageworth Trust Co ($68.03K), Flow Traders U.S. LLC ($9.64K), Essex Savings Bank ($2.05K), Portland Global Advisors LLC ($2.02K), Integrated Wealth Concepts LLC ($1.32K), JPMorgan Chase & Co. ($1.20K), and Valeo Financial Advisors LLC ($1.05K).

Institutional investors have bought a total of 4,775 shares in the last 24 months. This purchase volume represents approximately $1.19M in transactions.

The following institutional investors have sold FlexShares Morningstar US Market Factor Tilt Index Fund stock in the last 24 months: Sageworth Trust Co ($4.01K), RVW Wealth LLC ($2.38K), Sentinel Trust Co. LBA ($1.92K), Park National Corp OH ($331.00), Bank of New York Mellon Corp ($322.00), Orca Investment Management LLC ($297.00), and Bridges Investment Management Inc. ($182.00).

Institutional investors have sold a total of 9,545 shares in the last 24 months. This volume of shares sold represents approximately $2.33M in transactions.


Related Companies

Institutional ownership data for BATS:TILT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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