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FlexShares Disciplined Duration MBS Index Fund (MBSD) Institutional Ownership

$20.85 +0.01 (+0.05%)
Closing price 10/8/2025 04:10 PM Eastern
Extended Trading
$20.86 +0.01 (+0.05%)
As of 10/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
$41.43M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$8.41M
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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
10/6/2025 Boltwood Capital Management335,253$6.99M1.9%-6.4%8.078%
9/4/2025Osaic Holdings Inc.8,380$173K0.0%-25.8%0.207%
8/15/2025Bank of America Corp DE47,453$982K0.0%+31.5%1.172%
8/14/2025Jane Street Group LLC93,333$1.93M0.0%+306.8%2.305%
8/12/2025CreativeOne Wealth LLC298,885$6.19M0.2%-0.9%7.380%
8/4/2025Atria Investments Inc29,810$617K0.0%+11.7%0.736%
7/29/2025Cottonwood Capital Advisors LLC349,116$7.23M4.9%+5.6%8.620%
7/25/2025MGO One Seven LLC233,106$4.83M0.2%+53.3%5.756%
7/22/2025Simplicity Wealth LLC36,008$745K0.0%+103.0%0.889%
7/8/2025 Boltwood Capital Management358,160$7.41M2.1%-8.0%8.736%
5/19/2025Jane Street Group LLC22,944$474K0.0%-77.3%0.567%
5/16/2025Jones Financial Companies Lllp5,436$112K0.0%-80.0%0.134%
5/16/2025Ancora Advisors LLC1,230$25K0.0%N/A0.030%
5/15/2025Titleist Asset Management LLC74,971$1.55M0.2%+8.6%1.851%
5/14/2025CreativeOne Wealth LLC301,567$6.23M0.2%+3.4%7.446%
5/13/2025Northern Trust Corp806,385$16.65M0.0%-18.2%19.911%
5/8/2025MGO One Seven LLC152,034$3.14M0.1%N/A3.754%
4/23/2025Cottonwood Capital Advisors LLC330,720$6.83M5.0%+11.1%7.603%
4/21/2025Trivant Custom Portfolio Group LLC309,313$6.39M3.7%+17.2%7.111%
4/21/2025PSI Advisors LLC1,232$25K0.0%-31.6%0.028%
4/17/2025NBT Bank N A NY5,055$104K0.0%-68.4%0.116%
4/16/2025Wealth Enhancement Advisory Services LLC93,012$1.92M0.0%+11.4%2.138%
4/15/2025Simplicity Wealth LLC17,734$366K0.0%N/A0.408%
4/10/2025Boltwood Capital Management389,178$8.04M2.4%-5.4%9.157%
3/17/2025Wealth Enhancement Advisory Services LLC83,479$1.69M0.0%+83.5%1.964%
2/17/2025CoreCap Advisors LLC25,235$511K0.0%+20.2%0.639%
2/17/2025Citadel Advisors LLC38,019$769K0.0%-9.7%0.963%
2/17/2025Bank of America Corp DE19,539$395K0.0%+16.5%0.495%
2/14/2025Jane Street Group LLC101,221$2.05M0.0%+178.3%2.563%
2/14/2025Northern Trust Corp985,620$19.94M0.0%N/A24.952%
2/13/2025CreativeOne Wealth LLC291,549$5.90M0.2%-1.6%7.381%
2/13/2025Raymond James Financial Inc.14,417$292K0.0%N/A0.365%
2/13/2025Titleist Asset Management LLC69,057$1.40M0.2%+8.1%1.748%
2/6/2025Raymond James Financial Inc.14,417$292K0.0%N/A0.365%
2/6/2025Atria Investments Inc50,465$1.02M0.0%+1.5%1.278%
2/6/2025Jones Financial Companies Lllp27,140$549K0.0%+138.1%0.687%
1/31/2025Sanctuary Advisors LLC71,923$1.47M0.0%+2.3%1.821%
1/21/2025Cottonwood Capital Advisors LLC297,711$6.02M4.3%+4.3%7.537%
1/15/2025Trivant Custom Portfolio Group LLC263,814$5.34M3.1%-7.3%6.679%
1/6/2025Boltwood Capital Management411,523$8.33M2.5%-1.3%10.418%
11/25/2024Sanctuary Advisors LLC70,290$1.44M0.0%+11.3%1.779%
11/15/2024Jane Street Group LLC36,367$763K0.0%+180.2%0.921%
11/14/2024CreativeOne Wealth LLC296,195$6.21M0.2%+314.6%7.499%
11/4/2024Cottonwood Capital Advisors LLC285,472$5.99M4.4%+27.4%7.227%
11/1/2024Atria Investments Inc49,706$1.04M0.0%+7.1%1.258%
10/28/2024Creative Financial Designs Inc. ADV1,486$31K0.0%N/A0.038%
10/24/2024Wealth Enhancement Advisory Services LLC45,502$955K0.0%N/A1.152%
10/23/2024PSI Advisors LLC1,673$35K0.0%+95.0%0.042%
10/10/2024Simplicity Wealth LLC17,345$364K0.0%N/A0.439%
10/5/2024Trivant Custom Portfolio Group LLC284,740$5.97M3.4%-0.9%7.209%
10/2/2024Boltwood Capital Management417,069$8.75M2.6%-4.5%10.559%
9/5/2024Sanctuary Advisors LLC63,135$1.26M0.0%N/A1.598%
8/14/2024EverSource Wealth Advisors LLC3,321$69K0.0%N/A0.084%
8/8/2024CoreCap Advisors LLC19,535$396K0.0%N/A0.495%
7/17/2024Trivant Custom Portfolio Group LLC287,338$5.83M3.6%+10.9%7.274%
7/17/2024Cottonwood Capital Advisors LLC224,075$4.56M3.6%+8.5%5.673%
7/8/2024Boltwood Capital Management436,685$8.86M2.8%-1.1%11.055%
5/14/2024CreativeOne Wealth LLC65,619$1.34M0.1%+22.2%1.661%
4/26/2024Cottonwood Capital Advisors LLC206,590$4.12M3.2%N/A5.230%
4/17/2024Trivant Custom Portfolio Group LLC259,121$5.28M3.4%+10.4%6.560%
4/4/2024Boltwood Capital Management441,413$8.99M2.8%-0.8%12.261%
2/9/2024CreativeOne 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%
1/25/2024Trivant Custom Portfolio Group LLC234,758$4.83M3.2%-42.6%6.521%
1/16/2024Raymond James & Associates18,141$373K0.0%+66.1%0.504%
1/16/2024CoreCap Advisors LLC14,715$303K0.0%+24.0%0.409%
1/5/2024Boltwood 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%
11/2/2023Trivant Custom Portfolio Group LLC408,837$8.07M5.9%+4.4%11.357%
11/1/2023Investors Research Corp9,991$197K0.1%+8.1%0.278%
10/26/2023NBT Bank N A NY16,790$331K0.0%+5.6%0.466%
10/17/2023CreativeOne Wealth LLC23,494$464K0.0%N/A0.653%
10/10/2023Boltwood Capital Management374,708$7.39M2.7%-7.7%10.409%
8/14/2023Investors Research Corp9,241$188K0.0%+8.6%0.257%
8/10/2023US Bancorp DE4,100$84K0.0%-46.1%0.114%
7/31/2023LPL Financial LLC48,558$990K0.0%+28.2%1.349%
7/26/2023Trivant Custom Portfolio Group LLC391,440$7.98M5.6%+4.6%10.579%
7/25/2023Raymond James & Associates10,431$213K0.0%-31.1%0.282%
7/24/2023NBT Bank N A NY15,905$324K0.0%-62.2%0.430%
7/6/2023Boltwood Capital Management406,065$8.28M3.0%-12.2%10.975%
5/19/2023Trivant Custom Portfolio Group LLC374,331$7.73M5.5%N/A8.508%
5/11/2023Investors Research Corp8,508$176K0.0%+12.9%0.193%
5/10/2023Atria 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%
4/4/2023Boltwood Capital Management462,441$9.55M3.6%-12.5%9.839%
3/6/2023OLD Mission Capital LLC1,471$30K0.0%N/A0.031%
2/10/2023CoreCap Advisors LLC8,594$175K0.0%N/A0.183%
2/7/2023LPL Financial LLC37,933$773K0.0%+80.0%0.807%
2/6/2023Investors Research Corp7,538$154K0.0%+12.6%0.160%
1/13/20233EDGE Asset Management LP37,958$773K0.1%-27.5%0.808%
1/6/2023Boltwood Capital Management528,345$10.76M4.4%+10.5%11.007%
11/15/2022Flow Traders U.S. LLC14,987$303K0.0%N/A0.309%
11/10/2022RPg Family Wealth Advisory LLC116,585$2.45M1.3%+1.2%2.404%
10/25/2022Pinnacle Bancorp Inc.3,311$67K0.0%-25.9%0.068%
10/25/2022Raymond James & Associates15,301$309K0.0%+11.8%0.315%
10/17/20223EDGE Asset Management LP52,349$1.06M0.1%+18.9%1.058%
10/4/2022Boltwood Capital Management478,333$9.67M4.4%+17.1%9.379%
8/12/2022RPg Family Wealth Advisory LLC115,190$2.45M1.5%+2.2%2.259%
8/11/2022CoreCap Advisors LLC8,925$190K0.0%N/A0.175%
(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, 26 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), Cottonwood Capital Advisors LLC ($7.23M), Boltwood Capital Management ($6.99M), 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 2,022,582 shares in the last 24 months. This purchase volume represents approximately $41.43M in transactions.

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

Of the 10 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 ($81.82K), Jane Street Group LLC ($78.28K), Jones Financial Companies Lllp ($21.70K), Trivant Custom Portfolio Group LLC ($20.93K), 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 407,782 shares in the last 24 months. This volume of shares sold represents approximately $8.41M in transactions.


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This page (NYSEARCA:MBSD) was last updated on 10/9/2025 by MarketBeat.com Staff
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