13FBOX
FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND · 13F 机构持仓分析
期权收益计算器 机构排行
F

FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND

TILT
持有机构数
126
机构合计市值 (Q2 2026)
$20.37亿
机构合计股数 (Q2 2026)
738.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+39.5万股
47 · 26 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.6万股
35 · 7 清仓 · ≈
⚖️ 净额
+34.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$20.37亿
持有机构数
126
新买入
26
加仓
21
减仓
28
清仓
7
持股不变
51
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
北方信托NORTHERN TRUST CORP
0.19%0.18%#19$16.37亿592.8万股$13.79亿571.2万股+21.6万股+3.79%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#85$4,951.5万17.9万股$4,389.5万18.1万股-1,809股-1.00%减仓
Capstone Financial Advisors, Inc.
2.13%2.13%#2$4,369.8万15.8万股$3,947.2万16.4万股-5,246股-3.21%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#66$3,802.9万13.8万股$3,290.8万13.6万股+1,412股+1.04%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#40$2,845.1万10.3万股$2,567.0万10.6万股-3,299股-3.10%减仓
RVW Wealth, LLC
1.24%1.28%#3$1,886.8万6.8万股$1,648.4万6.8万股+53股+0.08%加仓
Creative Planning财富管理Creative Planning
0.01%0.01%#63$1,766.1万6.4万股$1,565.3万6.5万股-879股-1.36%减仓
Sageworth 信托Sageworth Trust Co
0.68%0.87%#6$1,724.2万6.2万股$1,605.9万6.7万股-4,076股-6.13%减仓
SageView Advisory 集团SageView Advisory Group, LLC
0.56%#9$1,714.9万6.2万股$00股+6.2万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#47$1,215.8万4.4万股$862.9万3.6万股+8,289股+23.18%加仓
MAI资本管理MAI Capital Management
0.04%#38$985.1万3.6万股$00股+3.6万股新买入
Clear Point Advisors Inc.
0.72%0.23%#5$918.1万3.3万股$191.8万3.3万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#90$855.6万3.1万股$710.9万2.9万股+1,539股+5.23%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#67$795.9万2.9万股$696.0万2.9万股-7股-0.02%减仓
SENTINEL TRUST CO LBA
0.63%0.65%#7$707.1万2.6万股$618.2万2.6万股00.00%持仓不变
Trace Wealth Advisors, LLC
4.43%4.43%#1$676.6万2.5万股$591.5万2.5万股00.00%持仓不变
Greenspring Advisors, LLC
0.37%0.35%#13$667.6万2.4万股$572.4万2.4万股+470股+1.98%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#57$576.8万2.1万股$504.3万2.1万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#102$541.7万2.0万股$355.8万1.5万股+4,878股+33.09%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#79$477.4万1.7万股$417.9万1.7万股-18股-0.10%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#99$477.0万1.7万股$449.6万1.9万股-1,349股-7.24%减仓
AssetMarkASSETMARK, INC
0.01%<0.01%#68$384.6万1.4万股$1.5万61股+1.4万股+22,736.07%加仓
Goldstein Advisors, LLC
0.35%0.37%#14$379.6万1.4万股$334.0万1.4万股-89股-0.64%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.01%#53$372.9万1.4万股$163.6万6,779股+6,730股+99.28%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#109$334.6万1.2万股$293.2万1.2万股-27股-0.22%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#93$330.2万1.2万股$175.4万7,268股+4,691股+64.54%加仓
Ballentine Capital Advisors, Inc
1.21%1.22%#4$321.4万1.2万股$294.3万1.2万股-552股-4.53%减仓
Discipline Wealth Solutions, LLC
0.26%0.28%#16$292.9万1.1万股$262.1万1.1万股-248股-2.28%减仓
AMG国民信托银行AMG National Trust Bank
0.06%0.06%#33$285.4万1.0万股$258.2万1.1万股-361股-3.37%减仓
桥梁投资管理BRIDGES INVESTMENT MANAGEMENT INC
0.03%0.03%#41$279.3万1.0万股$244.2万1.0万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#104$215.1万7,790股$192.9万7,992股-202股-2.53%减仓
Indivisible Partners
0.11%#25$188.1万6,812股$00股+6,812股新买入
BESSEMER GROUP INC
<0.01%<0.01%#86$184.4万6,681股$165.6万6,861股-180股-2.62%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.01%0.01%#65$182.0万6,592股$159.1万6,592股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#116$154.1万5,583股$116.9万4,844股+739股+15.26%加仓
Greenfield Savings Bank
0.57%0.57%#8$150.7万5,460股$132.8万5,500股-40股-0.73%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#92$148.8万5,390股$106.0万4,393股+997股+22.70%加仓
VICTORY FINANCIAL GROUP, LLC
0.14%0.11%#22$128.8万4,667股$88.9万3,685股+982股+26.65%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#89$125.0万4,500股$109.6万4,500股00.00%持仓不变
WealthPlan Investment Management, LLC
0.06%0.06%#32$124.4万4,506股$109.6万4,539股-33股-0.73%减仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
<0.01%<0.01%#77$117.1万4,243股$102.4万4,243股00.00%持仓不变
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#84$106.0万3,839股$92.7万3,839股00.00%持仓不变
Rothschild Wealth LLC
0.08%0.08%#28$104.1万3,770股$91.0万3,770股00.00%持仓不变
Vise科技Vise Technologies, Inc.
0.01%0.01%#58$99.6万3,606股$68.4万2,750股+856股+31.13%加仓
Plante Moran Financial Advisors, LLC
0.05%0.06%#36$97.7万3,538股$85.4万3,538股00.00%持仓不变
FIDUCIENT ADVISORS LLC
0.14%#21$96.6万3,500股$00股+3,500股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#110$91.4万3,311股$79.9万3,311股00.00%持仓不变
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
<0.01%<0.01%#83$90.8万3,288股$79.4万3,288股00.00%持仓不变
UMB银行UMB Bank, n.a.
0.01%0.01%#64$81.1万2,936股$70.9万2,936股00.00%持仓不变
Zacks投资管理ZACKS INVESTMENT MANAGEMENT
0.01%0.01%#73$80.1万2,900股$70.0万2,900股00.00%持仓不变

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