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Regatta Research & Money Management’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Regatta Research & Money Management’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.5K Buy
+125
New +$33.3K 0.03% 323

Other funds holding TILT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
TWA
Trace Wealth Advisors Los Angeles, California $153M AUM 27.88% 1-Year Est. Return

Regatta Research & Money Management's TILT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) in Q2 2026: 125 shares worth $34.5K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings.

90 funds tracked by Wall St. Rank hold TILT as of Q2 2026.

  • Regatta Research & Money Management held 125 shares of FlexShares Morningstar US Market Factors Tilt Index Fund worth $34.5K as of Q2 2026.
  • FlexShares Morningstar US Market Factors Tilt Index Fund was a new Regatta Research & Money Management position in Q2 2026.
  • FlexShares Morningstar US Market Factors Tilt Index Fund made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #323 holding.
  • 90 funds tracked by Wall St. Rank held FlexShares Morningstar US Market Factors Tilt Index Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.