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FlexShares Disciplined Duration MBS Index Fund (MBSD) Institutional Ownership

$20.47 +0.01 (+0.05%)
As of 09:31 AM 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)
12
Total
Institutional Inflows
(last 12 months)
$12.55M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$8.06M
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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
7/7/2026 CoreCap Advisors LLC18,728$386K0.0%-5.4%0.431%
7/6/2026 Boltwood Capital Management258,214$5.33M1.2%-9.6%5.936%
5/19/2026Bank of America Corp DE58,651$1.21M0.0%+5.8%1.289%
5/5/2026Sanctuary Advisors LLC68,976$1.43M0.0%+8.4%1.516%
4/17/2026 Cottonwood Capital Advisors LLC378,279$7.83M5.5%+5.0%8.406%
2/13/2026CreativeOne Wealth LLC14,031$291K0.0%-95.2%0.319%
2/12/2026Jane Street Group LLC19,953$415K0.0%-37.9%0.453%
2/12/2026 Titleist Asset Management LLC200,329$4.16M0.3%+166.3%4.553%
2/11/2026 LPL Financial LLC30,497$634K0.0%+30.4%0.693%
2/5/2026 Leuthold Group LLC13,302$276K0.0%N/A0.302%
2/3/2026 MGO One Seven LLC309,195$6.42M0.1%+7.6%7.027%
1/29/2026 Cornerstone National Bank & Trust Co674,362$14.01M5.6%+4.9%15.326%
1/29/2026Sanctuary Advisors LLC63,625$1.32M0.0%+7.6%1.446%
1/14/2026 Cottonwood Capital Advisors LLC360,192$7.48M5.3%+2.3%8.186%
1/13/2026 CoreCap Advisors LLC21,260$442K0.0%-9.6%0.483%
1/8/2026 Wealth Enhancement Advisory Services LLC283,516$5.89M0.0%N/A6.444%
1/2/2026 Boltwood Capital Management311,988$6.48M1.7%-6.9%7.341%
11/17/2025Citadel Advisors LLC13,398$279K0.0%-41.0%0.315%
11/17/2025Bank of America Corp DE49,332$1.03M0.0%+4.0%1.161%
11/14/2025Raymond James Financial Inc.39,717$828K0.0%+22.4%0.935%
11/13/2025CreativeOne Wealth LLC294,461$6.14M0.1%-1.5%6.928%
11/4/2025Jones Financial Companies Lllp33,012$689K0.0%+15.4%0.786%
10/24/2025 MGO One Seven LLC287,484$6.00M0.1%+23.3%6.927%
10/22/2025 CoreCap Advisors LLC23,513$490K0.0%-8.2%0.567%
10/22/2025 Cottonwood Capital Advisors LLC352,031$7.34M5.3%+0.8%8.483%
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%
8/4/2025 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%
5/19/2025Jane 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%
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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%
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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%


MBSD Institutional Ownership - Frequently Asked Questions

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), Cornerstone National Bank & Trust Co ($14.01M), Cottonwood Capital Advisors LLC ($7.83M), MGO One Seven LLC ($6.42M), Trivant Custom Portfolio Group LLC ($6.39M), Wealth Enhancement Advisory Services LLC ($5.89M), and Boltwood Capital Management ($5.33M).Learn more on FlexShares Disciplined Duration MBS Index Fund's institutional investors.

Of the 22 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), Wealth Enhancement Advisory Services LLC ($376.53K), MGO One Seven LLC ($309.20K), CreativeOne Wealth LLC ($234.77K), Jane Street Group LLC ($158.63K), Cottonwood Capital Advisors LLC ($154.20K), and Titleist Asset Management LLC ($136.21K).

Institutional investors have bought a total of 603,821 shares in the last 24 months. This purchase volume represents approximately $12.55M in transactions.

The following institutional investors have sold FlexShares Disciplined Duration MBS Index Fund stock in the last 24 months: CreativeOne Wealth LLC ($284.85K), Boltwood Capital Management ($73.64K), Jane Street Group LLC ($12.16K), Citadel Advisors LLC ($9.32K), CoreCap Advisors LLC ($5.43K), and Osaic Holdings Inc. ($2.91K).

Institutional investors have sold a total of 388,308 shares in the last 24 months. This volume of shares sold represents approximately $8.06M in transactions.


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