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Who owns ESG?

Institutional ownership of FlexShares Trust from Form 13F, Q2 2026

57 institutional managers reported holding FlexShares Trust (ESG) in Form 13F filings for Q2 2026, with 297,112 shares worth $51.0M. The largest reported holder was LPL Financial LLC. Managers that filed both quarters cut a net 17,230 shares (-5.6%). 7 opened new positions and 3 sold out.

Funds holding
57
Value held
$51.0M
New / sold out
7 / 3
Net shares, same filers
-5.6%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of ESG

FundValueShare of 13F holdingsSharesMove
LPL Financial LLC$9.7M18.5%54,996Unchanged
Olde Wealth Management, LLC$5.7M11.0%32,604Trimmed
Susquehanna International Group, LLP$4.0M7.6%22,641Added
First United Bank & Trust$3.0M5.8%17,299Trimmed
RVW Wealth, LLC$2.8M5.4%16,058Unchanged
Morgan Stanley$2.4M4.6%13,766Trimmed
Cambridge Investment Research Advisors, Inc.$2.1M4.1%12,104Added
Roof Eidam Maycock Peralta, LLC$1.6M3.0%9,034Unchanged
Royal Bank of Canada$1.4M2.6%7,858Trimmed
SGL Investment Advisors, Inc.$1.2M2.3%6,827Trimmed
Horizon Investments, LLC$1.1M2.1%6,155Trimmed
Founders Financial Securities LLC$1.1M2.1%6,155Added
Commonwealth Equity Services, LLC$989K1.9%5,627Trimmed
Well Done, LLC$908K1.7%5,164Unchanged
Bank of America Corp$820K1.6%4,665Trimmed
Curry Webb Wealth Management LLC$787K1.5%4,480First report
Parallel Advisors, LLC$787K1.5%4,477Unchanged
Raymond James Financial Inc$774K1.5%4,403Trimmed
Gilbert Capital Group, Inc.$755K1.4%4,295Trimmed
Great Valley Advisor Group, Inc.$703K1.3%4,000Unchanged
Envestnet Asset Management Inc$638K1.2%3,627Trimmed
Cetera Investment Advisers$624K1.2%3,551Unchanged
FMR LLC$621K1.2%3,531Added
Osaic Holdings, Inc.$608K1.2%3,458Added
EP Wealth Advisors, LLC$538K1.0%3,060Unchanged

Share of 13F holdings is each fund's shares as a share of the 297,112 ESG shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Cambridge Investment Research Advisors, Inc. Added+$1.1M
  2. Susquehanna International Group, LLP Added+$638K
  3. Private Advisor Group, LLC New+$407K
  4. NovaPoint Capital, LLC New+$364K
  5. Monument Group Wealth Advisors, LLC Added+$327K
  6. FMR LLC Added+$298K
  7. Values Added Financial LLC New+$223K
  8. Integrated Wealth Concepts LLC New+$212K
  9. Advisory Services Network, LLC Added+$53K
  10. Osaic Holdings, Inc. Added+$31K

Biggest sellers in Q2 2026

  1. Citadel Advisors LLC Trimmed-$1.9M
  2. Northern Trust Corp Sold out-$1.6M
  3. Horizon Investments, LLC Trimmed-$1.1M
  4. Royal Bank of Canada Trimmed-$1.0M
  5. Independent Advisor Alliance Sold out-$458K
  6. Stonebridge Capital Advisors LLC Sold out-$346K
  7. First United Bank & Trust Trimmed-$287K
  8. Interactive Financial Advisors, Inc. Trimmed-$110K
  9. Olde Wealth Management, LLC Trimmed-$102K
  10. Commonwealth Equity Services, LLC Trimmed-$80K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $3.6M and sold $7.2M; 9 added and 17 trimmed.

Questions about ESG ownership

Who owns ESG stock?
57 institutional investment managers reported ESG positions in their Form 13F filings for Q2 2026, holding 297,112 shares worth $51.0M in total. LPL Financial LLC reported the largest position.
Are funds buying or selling ESG?
In Q2 2026, 7 managers opened new ESG positions, 9 added, 17 trimmed and 3 sold out. Managers that filed in both quarters sold a net 17,230 shares.
How current is this ESG institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to ESG by CUSIP. Options are left out. ESG news and filings · ESG insider trades · Top funds