Who owns FlexShares Morningstar U.S. Market Factor Tilt Index Fund?
Institutional ownership of TILT from SEC Form 13F filings across 80 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.
80
13F holders
$1.97B
value, 2026 filers
90%
of shares outstanding (7.2M sh)
12
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 TILT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 5.9M | $1.64B | 0.2% | 74.3% | +3.8% |
| 2 | MORGAN STANLEY | 179,359 | $49.5M | 0.0% | 2.2% | -1.1% |
| 3 | Capstone Financial Advisors, Inc. | 158,287 | $43.7M | 2.1% | 2% | -3.2% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 137,753 | $38.0M | 0.0% | 1.7% | +1.0% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 103,056 | $28.5M | 0.0% | 1.3% | -3.1% |
| 6 | RVW Wealth, LLC | 68,346 | $18.9M | 1.2% | 0.9% | +0.1% |
| 7 | Creative Planning | 63,972 | $17.7M | 0.0% | 0.8% | -1.4% |
| 8 | Sageworth Trust Co | 62,456 | $17.2M | 0.7% | 0.8% | -6.1% |
| 9 | SageView Advisory Group, LLCNEW | 62,120 | $17.1M | 0.6% | 0.8% | new |
| 10 | MML INVESTORS SERVICES, LLC | 44,041 | $12.2M | 0.0% | 0.6% | +23.2% |
| 11 | Cambridge Investment Research Advisors, Inc. | 41,790 | $11,538 | 0.0% | 0.5% | +100.0% |
| 12 | MAI Capital ManagementNEW | 35,684 | $9.9M | 0.0% | 0.4% | new |
| 13 | LPL Financial LLC | 30,991 | $8.6M | 0.0% | 0.4% | +5.2% |
| 14 | Cetera Investment Advisers | 28,830 | $8.0M | 0.0% | 0.4% | 0.0% |
| 15 | UBS Group AG | 19,621 | $5.4M | 0.0% | 0.2% | +33.1% |
| 16 | Corient Private Wealth LP | 17,294 | $4.8M | 0.0% | 0.2% | -0.1% |
| 17 | WELLS FARGO & COMPANY/MN | 17,277 | $4.8M | 0.0% | 0.2% | -7.2% |
| 18 | ASSETMARK, INC | 13,930 | $3.8M | 0.0% | 0.2% | +22736.1% |
| 19 | Goldstein Advisors, LLC | 13,748 | $3.8M | 0.3% | 0.2% | -0.6% |
| 20 | Integrated Wealth Concepts LLC | 13,509 | $3.7M | 0.0% | 0.2% | +99.3% |
| 21 | ROYAL BANK OF CANADA | 12,122 | $3.3M | 0.0% | 0.2% | -0.2% |
| 22 | BANK OF MONTREAL /CAN/ | 11,959 | $3.3M | 0.0% | 0.1% | +64.5% |
| 23 | RAYMOND JAMES FINANCIAL INC | 7,790 | $2.2M | 0.0% | 0.1% | -2.5% |
| 24 | BESSEMER GROUP INC | 6,681 | $1,844 | 0.0% | 0.1% | -2.6% |
| 25 | Wealthspire Advisors, LLC | 6,592 | $1.8M | 0.0% | 0.1% | 0.0% |
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.