Who owns FlexShares High Yield Value-Scored Bond Index Fund?
Institutional ownership of HYGV from SEC Form 13F filings across 75 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
75
13F holders
$823.4M
value, 2026 filers
74.2%
of shares outstanding (20.5M sh)
10
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HYGV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 16.7M | $671.1M | 0.1% | 60.4% | -2.5% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 691,820 | $27.9M | 0.0% | 2.5% | +2.0% |
| 3 | MORGAN STANLEY | 628,188 | $25.3M | 0.0% | 2.3% | +2.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 480,989 | $19.4M | 0.0% | 1.7% | -6.6% |
| 5 | Envestnet Portfolio Solutions, Inc. | 349,826 | $14.1M | 0.1% | 1.3% | +1.0% |
| 6 | MML INVESTORS SERVICES, LLC | 268,295 | $10.8M | 0.0% | 1% | +26.5% |
| 7 | Spartan Wealth Advisory Services LLC | 191,495 | $7.7M | 0.6% | 0.7% | +2.1% |
| 8 | Pinnacle Financial Partners, Inc. | 184,892 | $7.4M | 0.1% | 0.7% | +10.0% |
| 9 | LPL Financial LLC | 127,803 | $5.1M | 0.0% | 0.5% | -13.6% |
| 10 | FIRST UNITED BANK & TRUST | 111,774 | $4.5M | 1.3% | 0.4% | +4.4% |
| 11 | Impact Partnership Wealth, LLC | 73,594 | $3.0M | 0.3% | 0.3% | +32.3% |
| 12 | JANE STREET GROUP, LLC | 58,170 | $2.3M | 0.0% | 0.2% | +152.2% |
| 13 | Granite Harbor Advisors, Inc. | 54,004 | $2.2M | 0.9% | 0.2% | -0.8% |
| 14 | VestGen Advisors, LLC | 52,113 | $2.1M | 0.1% | 0.2% | -3.3% |
| 15 | Dogwood Wealth Management LLC | 45,174 | $1.8M | 0.7% | 0.2% | +4.3% |
| 16 | CITADEL ADVISORS LLCNEW | 40,680 | $1.6M | 0.0% | 0.1% | new |
| 17 | OSAIC HOLDINGS, INC. | 32,144 | $1.3M | 0.0% | 0.1% | +3.6% |
| 18 | Baird Financial Group, Inc. | 29,970 | $1.2M | 0.0% | 0.1% | +3.9% |
| 19 | Cetera Investment Advisers | 27,833 | $1.1M | 0.0% | 0.1% | +11.2% |
| 20 | BLAIR WILLIAM & CO/IL | 24,653 | $992,530 | 0.0% | 0.1% | +1181.3% |
| 21 | RAYMOND JAMES FINANCIAL INC | 24,239 | $975,869 | 0.0% | 0.1% | +66.6% |
| 22 | PRINCIPAL SECURITIES, INC. | 18,943 | $762,645 | 0.0% | 0.1% | +3.2% |
| 23 | Atria Investments, Inc | 18,205 | $732,933 | 0.0% | 0.1% | +0.5% |
| 24 | First Heartland Consultants, Inc. | 16,855 | $678,582 | 0.0% | 0.1% | +0.5% |
| 25 | Cambridge Investment Research Advisors, Inc. | 16,032 | $646 | 0.0% | 0.1% | +24.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.