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 | 05/14/2026 | 3.42 M | $272.64 M | 1.63% | 57.26% |
| LPL FINANCIAL LLC | 05/06/2026 | 180.84 K | $14.43 M | 2.98% | 3.03% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 91.41 K | $7.30 M | 9.62% | 1.53% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 90.95 K | $7.26 M | 28.31% | 1.52% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 82.08 K | $6.55 M | 22.49% | 1.38% |
| RVW WEALTH, LLC | 04/08/2026 | 80.66 K | $6.44 M | -8.66% | 1.35% |
| SLOY DAHL & HOLST, LLC | 05/14/2026 | 72.18 K | $5.76 M | 2.20% | 1.21% |
| MORGAN STANLEY | 05/15/2026 | 68.95 K | $5.50 M | -0.93% | 1.16% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/11/2026 | 34.06 K | $2.72 M | -3.91% | 0.57% |
| CREATIVE PLANNING | 05/12/2026 | 30.00 K | $2.39 M | 0.00% | 0.50% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 05/05/2026 | 25.19 K | $2.01 M | -19.62% | 0.42% |
| L & S ADVISORS INC | 05/11/2026 | 24.51 K | $1.96 M | 0.16% | 0.41% |
| ROYAL BANK OF CANADA | 05/15/2026 | 23.66 K | $1.89 M | 1.50% | 0.40% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 23.55 K | $1.88 M | -48.89% | 0.39% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 19.87 K | $1.59 M | 27.68% | 0.33% |
| WT WEALTH MANAGEMENT | 04/21/2026 | 19.73 K | $1.58 M | -2.48% | 0.33% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 19.26 K | $1.54 M | -52.47% | 0.32% |
| RIK SAYLOR FINANCIAL, INC. | 05/08/2026 | 19.20 K | $1.53 M | -0.26% | 0.32% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 19.12 K | $1.53 M | 0.89% | 0.32% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 18.17 K | $1.45 M | -1.24% | 0.30% |
| ANSON CAPITAL, INC. | 05/14/2026 | 18.05 K | $1.44 M | 7.49% | 0.30% |
| JPMORGAN CHASE & CO | 05/13/2026 | 16.82 K | $1.32 M | 0.05% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 16.25 K | $1.30 M | -23.48% | 0.27% |
| SCS CAPITAL MANAGEMENT LLC | 05/11/2026 | 16.07 K | $1.28 M | 8.57% | 0.27% |
| REDW WEALTH LLC | 05/08/2026 | 16.02 K | $1.28 M | 0.23% | 0.27% |
| GREENLEAF TRUST | 04/27/2026 | 15.28 K | $1.22 M | 0.00% | 0.26% |
| CITIGROUP INC | 05/11/2026 | 13.71 K | $1.09 M | 417.55% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 13.67 K | $1.09 M | 28.69% | 0.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 13.50 K | $1.08 M | 0.55% | 0.23% |
| COURIER CAPITAL LLC | 04/23/2026 | 13.07 K | $1.04 M | -2.54% | 0.22% |
| PACIFIC SUN FINANCIAL CORP | 05/08/2026 | 12.63 K | $1.01 M | 0.88% | 0.21% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 12.27 K | $979.67 K | -4.27% | 0.21% |
| 04/21/2026 | 11.61 K | $926.85 K | 46.34% | 0.19% | |
| BEAM WEALTH ADVISORS, INC. | 04/30/2026 | 11.60 K | $926.15 K | 0.79% | 0.19% |
| KAYDAN WEALTH MANAGEMENT, INC. | 04/29/2026 | 11.53 K | $920.17 K | 0.42% | 0.19% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 11.33 K | $904.67 K | -0.39% | 0.19% |
| SIMON QUICK ADVISORS, LLC | 05/06/2026 | 9.87 K | $787.90 K | 0.00% | 0.17% |
| FMR LLC | 05/15/2026 | 9.66 K | $771.34 K | -9.29% | 0.16% |
| CEDAR WEALTH MANAGEMENT, LLC | 05/14/2026 | 9.58 K | $764.37 K | 0.00% | 0.16% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 9.06 K | $708.64 K | 56.77% | 0.15% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 8.77 K | $700.26 K | 0.00% | 0.15% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 8.76 K | $707.11 K | -5.20% | 0.15% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 8.34 K | $665.40 K | -14.27% | 0.14% |
| UBS GROUP AG | 05/05/2026 | 8.01 K | $638.96 K | -0.78% | 0.13% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 7.71 K | $615.49 K | -6.87% | 0.13% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 7.37 K | $588.58 K | -21.34% | 0.12% |
| GROVE BANK & TRUST | 04/08/2026 | 7.37 K | $588.11 K | 0.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 7.32 K | $584.23 K | 15.61% | 0.12% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 7.01 K | $559.84 K | 11.19% | 0.12% |
| MONECO ADVISORS, LLC | 05/08/2026 | 7.00 K | $558.66 K | 0.00% | 0.12% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
FlexShares Quality Dividend Defensive Index Fund institutional Ownership - FAQ's
During the previous two years, 125 institutional investors and hedge funds held shares of FlexShares Quality Dividend Defensive Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 3.42 M
LPL Financial LLC: 180,843
BANK OF AMERICA CORP /DE/: 91,409
RAYMOND JAMES FINANCIAL INC: 90,953
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 82,082
RVW Wealth, LLC: 80,662
80.67% of FlexShares Quality Dividend Defensive Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.02 M shares in the last 24 months. This purchase volume represents approximately $498.08 M in transactions.