Stock ownership · SEC 13F · Q3 2025

FLEXSHARES TR

Institutional ownership of FLEXSHARES TR (CUSIP 33939L688) - who holds it, how concentrated it is, and what moved last quarter.

$4.9M
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, FLEXSHARES TR ranks #572 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $4.9M as of Q3 2025, with ownership heavily concentrated in a handful of holders.

5
institutions hold it
$4.9M
reported 13F value
100%
held by top 5
#572
of 775 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, FLEXSHARES TR ranks #572 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 33939L688 · Q3 2025 $5M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID

  • VALUE-LIGHT #572/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH AIR LEASE
  • ACTIVITY-MID 4 new
  • BOOK-MID 4Q history

Photo-finish peer on reported value: AIR LEASE CORP

Read with: Ownership concentration guide - FLEXSHARES TR's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · FLEXSHARES TR

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

VANGUARD FINANCIALS… · near$5MSCHWAB EMERGING MARK… · near$5MSYNCHRONY FINANCIAL · near$5MAIR LEASE · near$5MFLEXSHARES TR · this stock$5M
Aggregate reported institutional value ($)
Largest institutional holders of FLEXSHARES TR
  1. 1
    Forefront Analytics, LLC $4.8M
  2. 2
    JPMORGAN CHASE & CO $42K
  3. 3
    CIBC Private Wealth Group LLC $13K
  4. 4
    Asset Dedication, LLC $6K
  5. 5
    CENTAURUS FINANCIAL, INC. $982

Top 5 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a FLEXSHARES TR position has risen from 1 to 5 over the last 4 quarters of 13F filings.

0123456 Q1'24Q4'24Q2'25Q3'25 5
Distinct 13F filers holding FLEXSHARES TR, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Forefront Analytics, LLC 24,370 $4.8M 98.7%
2 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 214 $42K 0.9%
3 CIBC Private Wealth Group LLC 65 $13K 0.3%
4 Asset Dedication, LLC 28 $6K 0.1%
5 CENTAURUS FINANCIAL, INC. 4,975 $982 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FLEXSHARES TR's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
99.1%
Shared-other discretion (OTR)
0.9%

Latest Quarter Activity · Q3 2025

New positions (4)

Forefront Analytics, LLC $4.8M
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $42K
CIBC Private Wealth Group LLC $13K
Asset Dedication, LLC $6K

Complete exits (1)

THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold FLEXSHARES TR?▼
FLEXSHARES TR is held by 5 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
Where does FLEXSHARES TR sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, FLEXSHARES TR ranks #572 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of FLEXSHARES TR?▼
Institutions report $4.9M of FLEXSHARES TR as of Q3 2025.
How concentrated is ownership of FLEXSHARES TR?▼
The top five institutional holders account for 100% of the reported institutional value in FLEXSHARES TR, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of FLEXSHARES TR?▼
Forefront Analytics, LLC is the largest reported holder of FLEXSHARES TR with $4.8M across 24,370 shares as of Q3 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for FLEXSHARES TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($4.9M here).

AIR LEASE CORP $4.9M SYNCHRONY FINANCIAL $4.9M SCHWAB EMERGING MARKETS $4.9M VANGUARD FINANCIALS ETF $4.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 ALBEMARLE CORP 5

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.