FlexShares Quality Dividend Defensive Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 08/13/2026 | 3.43 M | $298.80 M | 0.52% | 56.97% |
| LPL FINANCIAL LLC | 08/07/2026 | 188.28 K | $16.38 M | 4.11% | 3.12% |
| MORGAN STANLEY | 08/13/2026 | 101.60 K | $8.84 M | 47.35% | 1.69% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 89.02 K | $7.75 M | -2.61% | 1.48% |
| RVW WEALTH, LLC | 07/08/2026 | 88.07 K | $7.66 M | 9.18% | 1.46% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 80.48 K | $7.00 M | -11.52% | 1.34% |
| SLOY DAHL & HOLST, LLC | 08/13/2026 | 72.67 K | $6.32 M | 0.68% | 1.21% |
| VAQUERO PRIVATE WEALTH, LTD | 07/17/2026 | 66.64 K | $5.80 M | 100.00% | 1.11% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 40.95 K | $3.56 M | 112.64% | 0.68% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/07/2026 | 31.41 K | $2.73 M | -7.77% | 0.52% |
| JPMORGAN CHASE & CO | 08/12/2026 | 30.54 K | $2.64 M | 81.56% | 0.51% |
| CREATIVE PLANNING | 08/13/2026 | 30.00 K | $2.61 M | 0.00% | 0.50% |
| WT WEALTH MANAGEMENT | 07/23/2026 | 27.59 K | $2.40 M | 39.81% | 0.46% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 25.21 K | $2.19 M | 7.03% | 0.42% |
| L & S ADVISORS INC | 08/12/2026 | 24.20 K | $2.11 M | -1.30% | 0.40% |
| ROYAL BANK OF CANADA | 08/14/2026 | 23.49 K | $2.04 M | -0.74% | 0.39% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 08/06/2026 | 21.34 K | $1.86 M | -15.31% | 0.35% |
| ANSON CAPITAL, INC. | 07/29/2026 | 20.13 K | $1.75 M | 11.52% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 19.58 K | $1.70 M | -1.46% | 0.32% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 19.24 K | $1.67 M | 0.62% | 0.32% |
| RIK SAYLOR FINANCIAL, INC. | 08/05/2026 | 19.03 K | $1.66 M | -0.90% | 0.32% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 18.22 K | $1.59 M | 0.31% | 0.30% |
| SCS CAPITAL MANAGEMENT LLC | 08/06/2026 | 16.07 K | $1.40 M | 0.00% | 0.27% |
| REDW WEALTH LLC | 07/31/2026 | 16.03 K | $1.40 M | 0.09% | 0.27% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 15.86 K | $1.38 M | -2.35% | 0.26% |
| GREENLEAF TRUST | 07/21/2026 | 15.28 K | $1.33 M | 0.00% | 0.25% |
| CLEAR POINT ADVISORS INC. | 07/29/2026 | 14.88 K | $1.29 M | 100.00% | 0.25% |
| CAMBIENT FAMILY OFFICE, LLC | 08/13/2026 | 14.49 K | $1.26 M | 24.78% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 13.45 K | $1.17 M | -1.59% | 0.22% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 13.42 K | $1.17 M | -0.55% | 0.22% |
| COURIER CAPITAL LLC | 07/16/2026 | 12.71 K | $1.11 M | -2.73% | 0.21% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 12.64 K | $1.10 M | 2.97% | 0.21% |
| CITIGROUP INC | 08/03/2026 | 12.57 K | $1.09 M | -8.29% | 0.21% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 12.44 K | $1.08 M | 217.37% | 0.21% |
| KAYDAN WEALTH MANAGEMENT, INC. | 07/24/2026 | 11.83 K | $1.03 M | 2.59% | 0.20% |
| BEAM WEALTH ADVISORS, INC. | 07/29/2026 | 11.47 K | $997.70 K | -1.19% | 0.19% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 11.43 K | $978.03 K | 26.15% | 0.19% |
| PACIFIC SUN FINANCIAL CORP | 08/10/2026 | 11.41 K | $993.19 K | -9.66% | 0.19% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 11.34 K | $986.91 K | 0.06% | 0.19% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 10.26 K | $892.65 K | 73.36% | 0.17% |
| CEDAR WEALTH MANAGEMENT, LLC | 08/12/2026 | 9.58 K | $833.34 K | 0.00% | 0.16% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 8.77 K | $763.44 K | 0.00% | 0.15% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 8.40 K | $730.82 K | 0.74% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 7.63 K | $664.15 K | -4.66% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 7.53 K | $654.95 K | 2.83% | 0.12% |
| FMR LLC | 08/13/2026 | 7.44 K | $647.55 K | -22.98% | 0.12% |
| SIMON QUICK ADVISORS, LLC | 07/28/2026 | 7.37 K | $641.44 K | -25.33% | 0.12% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 7.34 K | $638.30 K | -4.88% | 0.12% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 7.29 K | $634.60 K | -16.71% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 7.01 K | $609.93 K | -0.06% | 0.12% |
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FlexShares Quality Dividend Defensive Index Fund institutional Ownership - FAQ's
During the previous two years, 130 institutional investors and hedge funds held shares of FlexShares Quality Dividend Defensive Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 3.43 M
LPL Financial LLC: 188,275
MORGAN STANLEY: 101,603
BANK OF AMERICA CORP /DE/: 89,024
RVW Wealth, LLC: 88,065
RAYMOND JAMES FINANCIAL INC: 80,475
81.71% of FlexShares Quality Dividend Defensive Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.14 M shares in the last 24 months. This purchase volume represents approximately $508.44 M in transactions.