Free Trial
→ Buffett’s $325 Billion Cash Problem — Solved by Gold? (From Golden Portfolio) (Ad) Free MBSD Stock Alerts

FlexShares Disciplined Duration MBS Index Fund (MBSD) Institutional Ownership

$20.49 -0.07 (-0.34%)
As of 07/11/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FlexShares Disciplined Duration MBS Index Fund (NYSEARCA:MBSD)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$39.91M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$8.29M
Get MBSD Insider Trade Alerts

Want to know when executives and insiders are buying or selling FlexShares Disciplined Duration MBS Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MBSD Institutional Buying and Selling by Quarter

FlexShares Disciplined Duration MBS Index Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/16/2025 Wealth Enhancement Advisory Services LLC93,012$1.92M0.0%+11.4%2.138%
4/15/2025Simplicity Wealth LLC17,734$366K0.0%N/A0.408%
4/10/2025 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%
2/17/2025CoreCap 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%
1/6/2025 Boltwood Capital Management411,523$8.33M2.5%-1.3%10.418%
11/25/2024Sanctuary Advisors LLC70,290$1.44M0.0%+11.3%1.779%
11/15/2024Jane 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%
10/24/2024 Wealth 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%
Buffett’s $325 Billion Cash Problem — Solved by Gold? (Ad)

A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most investors are still asleep… but not for long. Garrett Goggin’s latest research reveals how you can “front-run” the greatest investor alive by positioning in four small miners sitting on up to 100X potential upside. When this hits the news — it’ll be too late.

Discover how you could front-run Buffett’s gold move with Garrett’s Top Four picks.
10/5/2024Trivant 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%
8/14/2024EverSource 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%
7/8/2024 Boltwood 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%
4/4/2024 Boltwood 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%
1/5/2024 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%
11/2/2023Trivant 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%
10/26/2023NBT Bank N A NY16,790$331K0.0%+5.6%0.466%
10/17/2023CreativeOne Wealth LLC23,494$464K0.0%N/A0.653%
10/10/2023 Boltwood Capital Management374,708$7.39M2.7%-7.7%10.409%
8/14/2023 Investors Research Corp9,241$188K0.0%+8.6%0.257%
8/10/2023US 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%
7/6/2023 Boltwood Capital Management406,065$8.28M3.0%-12.2%10.975%
5/19/2023Trivant Custom Portfolio Group LLC374,331$7.73M5.5%N/A8.508%
5/11/2023 Investors 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%
4/4/2023 Boltwood 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%
2/6/2023 Investors Research Corp7,538$154K0.0%+12.6%0.160%
1/13/20233EDGE Asset Management LP37,958$773K0.1%-27.5%0.808%
1/6/2023 Boltwood 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%
10/4/2022 Boltwood 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%
Buffett’s $325 Billion Cash Problem — Solved by Gold? (Ad)

A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most investors are still asleep… but not for long. Garrett Goggin’s latest research reveals how you can “front-run” the greatest investor alive by positioning in four small miners sitting on up to 100X potential upside. When this hits the news — it’ll be too late.

Discover how you could front-run Buffett’s gold move with Garrett’s Top Four picks.
8/11/2022CoreCap Advisors LLC8,925$190K0.0%N/A0.175%
7/28/2022CWM LLC1,227$26K0.0%N/A0.024%
7/28/20223EDGE Asset Management LP44,034$935K0.1%-21.2%0.863%
7/21/2022 Investors Research Corp5,541$118K0.0%+14.6%0.108%
7/7/2022 Boltwood Capital Management408,645$8.68M3.8%+20.7%8.092%
5/9/2022RPg Family Wealth Advisory LLC112,685$2.48M1.1%+9.1%2.231%
5/6/20223EDGE Asset Management LP55,892$1.23M0.1%-8.8%1.107%
5/6/2022Aviance Capital Partners LLC241,911$5.33M1.0%-18.9%4.790%
5/4/2022Advisor Group Holdings Inc.78,278$3.65M0.0%-6.6%1.550%
4/20/2022 Boltwood Capital Management338,503$7.45M2.9%+3.5%6.510%
(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, 27 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 ($6.83M), Trivant Custom Portfolio Group LLC ($6.39M), CreativeOne Wealth LLC ($6.23M), MGO One Seven LLC ($3.14M), and Wealth Enhancement Advisory Services LLC ($1.92M).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 25 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 ($330.72K), CreativeOne Wealth LLC ($300.39K), MGO One Seven LLC ($152.03K), Trivant Custom Portfolio Group LLC ($132.59K), Wealth Enhancement Advisory Services LLC ($93.01K), and Jane Street Group LLC ($88.24K).

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

Institutional investors have bought a total of 1,951,661 shares in the last 24 months. This purchase volume represents approximately $39.91M 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 ($4.65K).

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

Institutional investors have sold a total of 401,498 shares in the last 24 months. This volume of shares sold represents approximately $8.29M in transactions.


Related Companies

This page (NYSEARCA:MBSD) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored