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FlexShares Disciplined Duration MBS Index Fund (MBSD) Institutional Ownership

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Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares Disciplined Duration MBS Index Fund (NYSEARCA:MBSD)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$42.71M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$8.34M
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MBSD Institutional Buying and Selling by Quarter

FlexShares Disciplined Duration MBS Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE47,453$982K0.0%+31.5%1.172%
8/14/2025 Jane Street Group LLC93,333$1.93M0.0%+306.8%2.305%
8/12/2025 CreativeOne Wealth LLC298,885$6.19M0.2%-0.9%7.380%
8/4/2025 Atria Investments Inc29,810$617K0.0%+11.7%0.736%
7/29/2025 Cottonwood Capital Advisors LLC349,116$7.23M4.9%+5.6%8.620%
7/25/2025 MGO One Seven LLC233,106$4.83M0.2%+53.3%5.756%
7/22/2025 Simplicity Wealth LLC36,008$745K0.0%+103.0%0.889%
7/8/2025 Boltwood Capital Management358,160$7.41M2.1%-8.0%8.736%
5/19/2025 Jane Street Group LLC22,944$474K0.0%-77.3%0.567%
5/16/2025 Jones Financial Companies Lllp5,436$112K0.0%-80.0%0.134%
5/16/2025 Ancora Advisors LLC1,230$25K0.0%N/A0.030%
5/15/2025 Titleist Asset Management LLC74,971$1.55M0.2%+8.6%1.851%
5/14/2025 CreativeOne Wealth LLC301,567$6.23M0.2%+3.4%7.446%
5/13/2025 Northern Trust Corp806,385$16.65M0.0%-18.2%19.911%
5/8/2025 MGO One Seven LLC152,034$3.14M0.1%N/A3.754%
4/23/2025 Cottonwood Capital Advisors LLC330,720$6.83M5.0%+11.1%7.603%
4/21/2025 Trivant Custom Portfolio Group LLC309,313$6.39M3.7%+17.2%7.111%
4/21/2025 PSI Advisors LLC1,232$25K0.0%-31.6%0.028%
4/17/2025 NBT Bank N A NY5,055$104K0.0%-68.4%0.116%
4/16/2025 Wealth Enhancement Advisory Services LLC93,012$1.92M0.0%+11.4%2.138%
4/15/2025 Simplicity Wealth LLC17,734$366K0.0%N/A0.408%
4/10/2025 Boltwood Capital Management389,178$8.04M2.4%-5.4%9.157%
3/17/2025 Wealth Enhancement Advisory Services LLC83,479$1.69M0.0%+83.5%1.964%
2/17/2025 CoreCap Advisors LLC25,235$511K0.0%+20.2%0.639%
2/17/2025 Citadel Advisors LLC38,019$769K0.0%-9.7%0.963%
2/17/2025 Bank of America Corp DE19,539$395K0.0%+16.5%0.495%
2/14/2025 Jane Street Group LLC101,221$2.05M0.0%+178.3%2.563%
2/14/2025 Northern Trust Corp985,620$19.94M0.0%N/A24.952%
2/13/2025 CreativeOne Wealth LLC291,549$5.90M0.2%-1.6%7.381%
2/13/2025 Raymond James Financial Inc.14,417$292K0.0%N/A0.365%
2/13/2025 Titleist Asset Management LLC69,057$1.40M0.2%+8.1%1.748%
2/6/2025 Raymond James Financial Inc.14,417$292K0.0%N/A0.365%
2/6/2025 Atria Investments Inc50,465$1.02M0.0%+1.5%1.278%
2/6/2025 Jones Financial Companies Lllp27,140$549K0.0%+138.1%0.687%
1/31/2025Sanctuary Advisors LLC71,923$1.47M0.0%+2.3%1.821%
1/21/2025 Cottonwood Capital Advisors LLC297,711$6.02M4.3%+4.3%7.537%
1/15/2025 Trivant Custom Portfolio Group LLC263,814$5.34M3.1%-7.3%6.679%
1/6/2025 Boltwood Capital Management411,523$8.33M2.5%-1.3%10.418%
11/25/2024Sanctuary Advisors LLC70,290$1.44M0.0%+11.3%1.779%
11/15/2024 Jane Street Group LLC36,367$763K0.0%+180.2%0.921%
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11/14/2024 CreativeOne Wealth LLC296,195$6.21M0.2%+314.6%7.499%
11/4/2024 Cottonwood Capital Advisors LLC285,472$5.99M4.4%+27.4%7.227%
11/1/2024 Atria Investments Inc49,706$1.04M0.0%+7.1%1.258%
10/28/2024 Creative Financial Designs Inc. ADV1,486$31K0.0%N/A0.038%
10/24/2024 Wealth Enhancement Advisory Services LLC45,502$955K0.0%N/A1.152%
10/23/2024 PSI Advisors LLC1,673$35K0.0%+95.0%0.042%
10/10/2024 Simplicity Wealth LLC17,345$364K0.0%N/A0.439%
10/5/2024 Trivant Custom Portfolio Group LLC284,740$5.97M3.4%-0.9%7.209%
10/2/2024 Boltwood Capital Management417,069$8.75M2.6%-4.5%10.559%
9/5/2024Sanctuary Advisors LLC63,135$1.26M0.0%N/A1.598%
8/14/2024 EverSource Wealth Advisors LLC3,321$69K0.0%N/A0.084%
8/8/2024 CoreCap Advisors LLC19,535$396K0.0%N/A0.495%
7/17/2024 Trivant Custom Portfolio Group LLC287,338$5.83M3.6%+10.9%7.274%
7/17/2024 Cottonwood Capital Advisors LLC224,075$4.56M3.6%+8.5%5.673%
7/8/2024 Boltwood Capital Management436,685$8.86M2.8%-1.1%11.055%
5/14/2024 CreativeOne Wealth LLC65,619$1.34M0.1%+22.2%1.661%
4/26/2024 Cottonwood Capital Advisors LLC206,590$4.12M3.2%N/A5.230%
4/17/2024 Trivant Custom Portfolio Group LLC259,121$5.28M3.4%+10.4%6.560%
4/4/2024 Boltwood Capital Management441,413$8.99M2.8%-0.8%12.261%
2/9/2024 CreativeOne Wealth LLC53,690$1.10M0.1%+128.5%1.491%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC16,813$346K0.0%-42.8%0.467%
1/25/2024 Trivant Custom Portfolio Group LLC234,758$4.83M3.2%-42.6%6.521%
1/16/2024Raymond James & Associates18,141$373K0.0%+66.1%0.504%
1/16/2024 CoreCap Advisors LLC14,715$303K0.0%+24.0%0.409%
1/5/2024 Boltwood Capital Management444,918$9.15M3.0%+18.7%12.359%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC29,417$580K0.0%+10.2%0.817%
11/2/2023 Trivant Custom Portfolio Group LLC408,837$8.07M5.9%+4.4%11.357%
11/1/2023 Investors Research Corp9,991$197K0.1%+8.1%0.278%
10/26/2023 NBT Bank N A NY16,790$331K0.0%+5.6%0.466%
10/17/2023 CreativeOne Wealth LLC23,494$464K0.0%N/A0.653%
10/10/2023 Boltwood Capital Management374,708$7.39M2.7%-7.7%10.409%
8/14/2023 Investors Research Corp9,241$188K0.0%+8.6%0.257%
8/10/2023 US Bancorp DE4,100$84K0.0%-46.1%0.114%
7/31/2023 LPL Financial LLC48,558$990K0.0%+28.2%1.349%
7/26/2023 Trivant Custom Portfolio Group LLC391,440$7.98M5.6%+4.6%10.579%
7/25/2023Raymond James & Associates10,431$213K0.0%-31.1%0.282%
7/24/2023 NBT Bank N A NY15,905$324K0.0%-62.2%0.430%
7/6/2023 Boltwood Capital Management406,065$8.28M3.0%-12.2%10.975%
5/19/2023 Trivant Custom Portfolio Group LLC374,331$7.73M5.5%N/A8.508%
5/11/2023 Investors Research Corp8,508$176K0.0%+12.9%0.193%
5/10/2023 Atria Investments Inc80,560$1.66M0.0%N/A1.831%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC26,624$550K0.0%N/A0.605%
4/14/2023Raymond James & Associates15,136$313K0.0%-7.6%0.344%
4/4/2023 Boltwood Capital Management462,441$9.55M3.6%-12.5%9.839%
3/6/2023 OLD Mission Capital LLC1,471$30K0.0%N/A0.031%
2/10/2023 CoreCap Advisors LLC8,594$175K0.0%N/A0.183%
2/7/2023 LPL Financial LLC37,933$773K0.0%+80.0%0.807%
2/6/2023 Investors Research Corp7,538$154K0.0%+12.6%0.160%
1/13/2023 3EDGE Asset Management LP37,958$773K0.1%-27.5%0.808%
1/6/2023 Boltwood Capital Management528,345$10.76M4.4%+10.5%11.007%
An $8 trillion-dollar discovery 17,000 ft underwater (Ad)

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See the name and ticker behind America’s $16 trillion resource push.
11/15/2022 Flow Traders U.S. LLC14,987$303K0.0%N/A0.309%
11/10/2022 RPg Family Wealth Advisory LLC116,585$2.45M1.3%+1.2%2.404%
10/25/2022 Pinnacle Bancorp Inc.3,311$67K0.0%-25.9%0.068%
10/25/2022Raymond James & Associates15,301$309K0.0%+11.8%0.315%
10/17/2022 3EDGE Asset Management LP52,349$1.06M0.1%+18.9%1.058%
10/4/2022 Boltwood Capital Management478,333$9.67M4.4%+17.1%9.379%
8/12/2022 RPg Family Wealth Advisory LLC115,190$2.45M1.5%+2.2%2.259%
8/11/2022 CoreCap Advisors LLC8,925$190K0.0%N/A0.175%
7/28/2022 CWM LLC1,227$26K0.0%N/A0.024%
7/28/2022 3EDGE Asset Management LP44,034$935K0.1%-21.2%0.863%
(Data available from 1/1/2016 forward)

MBSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MBSD shares?

During the previous two years, 25 institutional investors and hedge funds held shares of FlexShares Disciplined Duration MBS Index Fund. The most heavily invested institutionals were Northern Trust Corp ($16.65M), Boltwood Capital Management ($7.41M), Cottonwood Capital Advisors LLC ($7.23M), Trivant Custom Portfolio Group LLC ($6.39M), CreativeOne Wealth LLC ($6.19M), MGO One Seven LLC ($4.83M), and Jane Street Group LLC ($1.93M).Learn more on FlexShares Disciplined Duration MBS Index Fund's institutional investors.

Which institutional investors have been buying FlexShares Disciplined Duration MBS Index Fund's stock?

Of the 24 institutional investors that purchased FlexShares Disciplined Duration MBS Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northern Trust Corp ($985.62K), Cottonwood Capital Advisors LLC ($349.12K), CreativeOne Wealth LLC ($300.39K), MGO One Seven LLC ($233.11K), Jane Street Group LLC ($158.63K), Trivant Custom Portfolio Group LLC ($115.48K), and Wealth Enhancement Advisory Services LLC ($93.01K).

How much institutional buying is happening at FlexShares Disciplined Duration MBS Index Fund?

Institutional investors have bought a total of 2,085,717 shares in the last 24 months. This purchase volume represents approximately $42.71M in transactions.

Which of FlexShares Disciplined Duration MBS Index Fund's major shareholders have been selling company stock?

Of the 9 institutional investors that sold FlexShares Disciplined Duration MBS Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northern Trust Corp ($179.24K), Boltwood Capital Management ($78.53K), Jane Street Group LLC ($78.28K), Trivant Custom Portfolio Group LLC ($23.52K), Jones Financial Companies Lllp ($21.70K), NBT Bank N A NY ($10.93K), and CreativeOne Wealth LLC ($7.33K).

How much institutional selling is happening at FlexShares Disciplined Duration MBS Index Fund?

Institutional investors have sold a total of 404,180 shares in the last 24 months. This volume of shares sold represents approximately $8.34M in transactions.


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This page (NYSEARCA:MBSD) was last updated on 8/28/2025 by MarketBeat.com Staff
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