Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free RAVI Stock Alerts

FlexShares Ultra-Short Income Fund (RAVI) Institutional Ownership

$75.21 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$75.22 +0.02 (+0.02%)
As of 07/2/2026 07:19 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for FlexShares Ultra-Short Income Fund (NYSEARCA:RAVI)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$127.11M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$41.33M
Get RAVI Insider Trade Alerts

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

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RAVI Institutional Buying and Selling by Quarter

FlexShares Ultra-Short Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026Raab & Moskowitz Asset Management LLC8,050$607K0.1%+2.4%0.043%
5/19/2026Cim LLC78,818$5.94M0.9%+1.4%0.424%
5/18/2026Royal Bank of Canada4,404$332K0.0%+6.8%0.024%
5/15/2026Gateway Wealth Partners LLC4,218$318K0.0%N/A0.023%
5/14/2026Keynote Financial Services LLC13,714$1.03M0.5%-8.4%0.074%
5/13/2026Cetera Investment Advisers17,903$1.35M0.0%-10.3%0.096%
5/7/2026Legacy Wealth Managment LLC ID5,888$444K0.2%-64.1%0.032%
5/6/2026Independent Financial Group LLC19,252$1.45M0.0%N/A0.104%
5/6/2026Birchwood Financial Partners Inc.375$28K0.0%-50.0%0.002%
5/5/2026Flynn Zito Capital Management LLC2,943$222K0.1%N/A0.016%
5/1/2026Fifth Third Bancorp1,502$113K0.0%N/A0.008%
4/30/2026Kestra Advisory Services LLC14,199$1.07M0.0%+12.8%0.076%
4/29/2026Nicholas Hoffman & Company LLC.3,405$257K0.0%-8.9%0.018%
4/29/2026Interactive Financial Advisors Inc.126,541$9.54M6.1%+2.6%0.679%
4/28/2026Walkner Condon Financial Advisors LLC3,415$258K0.0%N/A0.018%
4/28/2026Beacon Financial Advisory LLC12,162$917K0.2%+40.2%0.065%
4/20/2026Auour Investments LLC15,479$1.17M0.4%+2.7%0.082%
4/16/2026Tactive Advisors LLC151,270$11.41M3.2%+7.9%0.805%
4/16/2026Founders Financial Securities LLC3,697$278K0.0%-32.2%0.020%
2/20/2026Cambient Family Office LLC3,423$258K0.0%N/A0.019%
2/19/2026Birchwood Financial Partners Inc.750$57K0.1%N/A0.004%
2/18/2026Cim LLC77,760$5.86M0.8%+4.4%0.421%
2/18/2026VestGen Investment Management4,237$319K0.2%-7.0%0.023%
2/17/2026Cetera Investment Advisers19,969$1.51M0.0%+1.8%0.108%
2/17/2026Northern Trust Corp15,456,034$1.16B0.1%-2.6%83.637%
2/17/2026Osaic Holdings Inc.17,421$1.31M0.0%-21.5%0.094%
2/17/2026Royal Bank of Canada4,125$311K0.0%-42.5%0.022%
2/17/2026Beacon Financial Advisory LLC8,673$654K0.2%+37.9%0.047%
2/16/2026MML Investors Services LLC109,835$8.28M0.0%+1.0%0.594%
2/16/2026Arax Advisory Partners699$53K0.0%N/A0.004%
2/13/2026Kestra Advisory Services LLC12,588$949K0.0%+13.5%0.068%
2/13/2026Stifel Financial Corp5,420$409K0.0%+4.2%0.029%
2/13/2026Wells Fargo & Company MN3,153$238K0.0%+28.5%0.017%
2/13/2026Keynote Financial Services LLC14,966$1.13M0.6%-8.4%0.081%
2/12/2026Bank of Montreal Can1,336$101K0.0%+159.4%0.007%
2/11/2026LPL Financial LLC122,258$9.22M0.0%+4.6%0.662%
2/11/2026J.W. Cole Advisors Inc.10,179$767K0.0%+2.2%0.055%
2/10/2026Calton & Associates Inc.5,078$383K0.1%+82.6%0.027%
2/10/2026Founders Financial Securities LLC5,456$411K0.0%N/A0.030%
2/9/2026Interactive Financial Advisors Inc.123,302$9.29M6.0%-4.1%0.667%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/3/2026Legacy Wealth Managment LLC ID16,398$1.24M0.6%+75.3%0.089%
2/3/2026F m Investments LLC11,552$870K0.0%+34.9%0.063%
2/2/2026Horizon Investments LLC5,289$399K0.0%N/A0.029%
1/21/2026Flagship Harbor Advisors LLC500$38K0.0%N/A0.003%
1/15/2026Silver Oak Securities Incorporated7,040$530K0.0%-29.9%0.038%
1/13/2026CoreCap Advisors LLC1,997$151K0.0%+29.4%0.011%
1/9/2026Tactive Advisors LLC140,156$10.56M3.1%-6.9%0.764%
1/8/2026Wealth Enhancement Advisory Services LLC35,274$2.66M0.0%-23.8%0.192%
1/2/2026Boltwood Capital Management20,073$1.51M0.4%-2.0%0.111%
11/17/2025Susquehanna International Group LLP3,446$261K0.0%N/A0.019%
11/17/2025Northern Trust Corp15,864,720$1.20B0.2%+7.0%87.554%
11/17/2025Citadel Advisors LLC7,903$598K0.0%-70.9%0.044%
11/17/2025Alliancebernstein L.P.16,886$1.28M0.0%N/A0.093%
11/14/2025Creative Planning7,587$574K0.0%+54.7%0.042%
11/14/2025Cim LLC74,502$5.64M0.7%+1.4%0.411%
11/14/2025Tower Research Capital LLC TRC 9,552$722K0.0%+955,100.0%0.053%
11/14/2025F m Investments LLC8,566$648K0.0%+184.9%0.047%
11/13/2025Pinnacle Associates Ltd.5,728$433K0.0%+25.5%0.032%
11/12/2025Insigneo Advisory Services LLC4,662$353K0.0%N/A0.026%
11/10/2025MAI Capital Management585$44K0.0%-43.3%0.003%
11/7/2025Fifth Third Bancorp664$50K0.0%N/A0.004%
11/6/20251776 Wealth LLC4,413$334K0.1%-36.4%0.024%
11/5/2025Smartleaf Asset Management LLC3,716$281K0.0%N/A0.021%
11/5/2025J.W. Cole Advisors Inc.9,964$754K0.0%-1.3%0.055%
11/5/2025Envestnet Asset Management Inc.145,281$10.99M0.0%+1.5%0.802%
10/31/2025Keynote Financial Services LLC16,345$1.24M0.7%-18.1%0.090%
10/29/2025Wealth Enhancement Advisory Services LLC46,313$3.49M0.0%-22.6%0.256%
10/29/2025Interactive Financial Advisors Inc.128,538$9.72M5.3%+2.5%0.709%
10/29/2025Beacon Financial Advisory LLC6,288$476K0.1%N/A0.035%
10/22/2025CoreCap Advisors LLC1,543$117K0.0%+43.8%0.009%
10/21/2025Simon Quick Advisors LLC3,066$232K0.0%N/A0.017%
10/21/2025Silver Oak Securities Incorporated10,038$759K0.1%-3.1%0.055%
10/14/2025Tactive Advisors LLC150,567$11.39M3.2%-9.8%0.829%
10/6/2025Boltwood Capital Management20,473$1.55M0.4%-1.2%0.112%
9/4/2025Osaic Holdings Inc.22,152$1.67M0.0%+100.1%0.125%
8/19/2025Cim LLC73,496$5.55M0.7%+2.1%0.414%
8/18/2025Tactive Advisors LLC166,901$12.60M4.1%N/A0.940%
8/15/2025MML Investors Services LLC103,839$7.84M0.0%+42.3%0.585%
8/14/2025Jane Street Group LLC52,930$4.00M0.0%+623.3%0.298%
8/14/2025Raymond James Financial Inc.1,334$101K0.0%N/A0.008%
8/13/2025Flow Traders U.S. LLC15,556$1.18M0.0%N/A0.088%
8/13/2025Baird Financial Group Inc.33,390$2.52M0.0%-0.6%0.188%
8/13/2025EverSource Wealth Advisors LLC1,121$85K0.0%N/A0.006%
8/13/2025F m Investments LLC3,007$227K0.0%N/A0.017%
8/12/2025J.W. Cole Advisors Inc.10,098$763K0.0%-7.0%0.057%
8/8/2025Cetera Investment Advisers19,890$1.50M0.0%+31.5%0.112%
8/8/2025Creative Planning4,905$370K0.0%N/A0.028%
8/7/2025Keynote Financial Services LLC19,955$1.51M1.0%-3.1%0.112%
8/6/2025Legacy Wealth Managment LLC ID1,343$101K0.1%N/A0.008%
8/5/2025Bank of Montreal Can1,004$76K0.0%+97.6%0.006%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
8/1/2025Envestnet Asset Management Inc.143,200$10.81M0.0%+123.7%0.804%
7/31/2025VestGen Investment Management4,223$319K0.2%N/A0.024%
7/29/2025Interactive Financial Advisors Inc.125,406$9.47M4.6%+903.3%0.704%
7/28/2025Mutual Advisors LLC2,965$224K0.0%N/A0.017%
7/17/2025Greenleaf Trust8,159$616K0.0%-12.0%0.047%
7/11/2025Silver Oak Securities Incorporated10,354$782K0.1%-5.6%0.060%
7/10/2025Wealth Enhancement Advisory Services LLC59,802$4.50M0.0%-25.7%0.347%
7/8/2025Boltwood Capital Management20,723$1.57M0.4%-13.5%0.120%
6/5/2025Cim LLC72,002$5.44M0.8%+2.0%0.429%
5/19/2025Jane Street Group LLC7,318$553K0.0%N/A0.045%


RAVI Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 institutional investors and hedge funds held shares of FlexShares Ultra-Short Income Fund. The most heavily invested institutionals were Northern Trust Corp ($1.16B), Tactive Advisors LLC ($11.41M), Envestnet Asset Management Inc. ($10.99M), Interactive Financial Advisors Inc. ($9.54M), LPL Financial LLC ($9.22M), MML Investors Services LLC ($8.28M), and Cim LLC ($5.94M).Learn more on FlexShares Ultra-Short Income Fund's institutional investors.

Of the 68 institutional investors that purchased FlexShares Ultra-Short Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northern Trust Corp ($3.14M), Tactive Advisors LLC ($178.02K), Interactive Financial Advisors Inc. ($129.91K), Envestnet Asset Management Inc. ($86.95K), Jane Street Group LLC ($52.93K), MML Investors Services LLC ($43.15K), and Flow Traders U.S. LLC ($28.80K).

Institutional investors have bought a total of 1,681,702 shares in the last 24 months. This purchase volume represents approximately $127.11M in transactions.

Of the 21 institutional investors that sold FlexShares Ultra-Short Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northern Trust Corp ($408.69K), Wealth Enhancement Advisory Services LLC ($45.20K), Tactive Advisors LLC ($26.75K), Citadel Advisors LLC ($19.25K), Legacy Wealth Managment LLC ID ($10.51K), Keynote Financial Services LLC ($6.88K), and Interactive Financial Advisors Inc. ($5.24K).

Institutional investors have sold a total of 548,147 shares in the last 24 months. This volume of shares sold represents approximately $41.33M in transactions.


Related Companies

This page (NYSEARCA:RAVI) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel