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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
Northern Trust
1
Northern Trust
Illinois
$362M -$4.5M -46,430 -1%
CFA
2
Capstone Financial Advisors
Illinois
$43.1M -$154K -1,587 -0.3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.9M -$6.28M -64,696 -15%
HTIM
4
Harbour Trust & Investment Management
Indiana
$14.2M +$1.33M +13,755 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.1M +$600K +6,182 +5%
MML Investors Services
6
MML Investors Services
Massachusetts
$10.2M -$3.6M -37,059 -25%
CNBT
7
Cornerstone National Bank & Trust
Illinois
$9.86M -$914K -9,425 -8%
Creative Planning
8
Creative Planning
Kansas
$6.09M +$6.28M +64,745 New
LPL Financial
9
LPL Financial
California
$5.95M -$195K -2,013 -3%
Morgan Stanley
10
Morgan Stanley
New York
$4.73M +$74.1K +764 +2%
Jane Street
11
Jane Street
New York
$4.12M +$4.25M +43,825 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.39M -$76.4K -788 -2%
LI
13
LRI Investments
Florida
$2.48M – – –
FPB
14
First PREMIER Bank
South Dakota
$2.33M – – –
DWS
15
Discipline Wealth Solutions
South Carolina
$2.12M +$104K +1,074 +5%
BIM
16
Bridges Investment Management
Nebraska
$2.1M +$512K +5,280 +31%
EA
17
Efficient Advisors
Ohio
$1.93M -$548K -5,646 -22%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.84M +$32.1K +331 +2%
AT
19
Arlington Trust
Alabama
$1.62M – – –
Goldman Sachs
20
Goldman Sachs
New York
$1.47M +$1.52M +15,638 New
TWA
21
Trace Wealth Advisors
California
$1.26M – – –
JP Morgan Chase
22
JP Morgan Chase
New York
$1.23M +$11K +113 +0.8%
WIM
23
WealthPlan Investment Management
Nebraska
$975K +$1.01M +10,374 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$823K +$24.4K +252 +3%
VFG
25
Victory Financial Group
Texas
$819K +$55K +567 +7%
1
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TLTD Hedge Fund Activity: Q1 2026 in Review

83 of the 8,126 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.