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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD

83 hedge funds and large institutions have $550M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

1% more funds holding

Funds holding: 82 → 83 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

0% less capital invested

Capital invested by funds: $552M → $550M (-$2.09M)

1.64% less ownership

Funds ownership: 93.1% → 91.46% (-1.6%)

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
24
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$6.28M
2
Jane Street
Jane Street
New York
+$4.25M
3
Goldman Sachs
Goldman Sachs
New York
+$1.52M
4
HTIM
Harbour Trust & Investment Management
Indiana
+$1.33M
5
WIM
WealthPlan Investment Management
Nebraska
+$1.01M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.28M
2
Northern Trust
Northern Trust
Illinois
-$4.5M
3
ST
Sageworth Trust
Pennsylvania
-$3.88M
4
MML Investors Services
MML Investors Services
Massachusetts
-$3.6M
5
CNBT
Cornerstone National Bank & Trust
Illinois
-$914K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
76
Curio Wealth
Maryland
$36.3K – – –
PA
77
Parallel Advisors
California
$33.8K – – –
CPG
78
Cornerstone Planning Group
New Jersey
$33.3K +$97 +1 +0.3%
CFD
79
Creative Financial Designs
Indiana
$27.3K +$22.2K +229 +375%
PTC
80
Private Trust Company
Ohio
$24.2K – – –
LFG
81
Larson Financial Group
Missouri
$20.5K – – –
UBS AM
82
UBS AM
Illinois
$13.7K +$14.2K +146 New
WSFS
83
Wilmington Savings Fund Society
Delaware
$8.27K – – –
ST
84
Sageworth Trust
Pennsylvania
– -$3.88M -41,847 Closed
TA
85
TFB Advisors
Kansas
– -$463K -4,989 Closed
FTUS
86
Flow Traders U.S.
New York
– -$312K -3,365 Closed
Bank of America
87
Bank of America
North Carolina
– -$229K -2,472 Closed
MA
88
Marquette Associates
Illinois
– -$34.8K -375 Closed
WWA
89
Wealth Watch Advisors
Colorado
– -$12.4K -134 Closed
SPIA
90
Steward Partners Investment Advisory
New York
– -$7.42K -80 Closed
FHA
91
Flagship Harbor Advisors
Massachusetts
– -$4.51K -48 Closed
1 2 3
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TLTD Hedge Fund Activity: Q1 2026 in Review

83 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q1 2026, worth a combined $550M — down 0.38% from $552M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TLTD positions and 8 closed out — a net gain of 5 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $6.28M. The largest seller was Envestnet Asset Management, cutting an estimated $6.28M.

  • 83 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q1 2026, up from 82 in Q4 2025.
  • Funds reported $550M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q1 2026, down 0.38% quarter-over-quarter.
  • 13 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q1 2026 and 8 closed out, a net change of +5 holders.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund buyer in Q1 2026 was Creative Planning, an estimated $6.28M added.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q1 2026 was Envestnet Asset Management, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2026.