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 | 02/17/2026 | 3.36 M | $272.11 M | 0.41% | 56.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 175.61 K | $14.22 M | 4.37% | 2.93% |
| RVW WEALTH, LLC | 01/12/2026 | 88.31 K | $7.15 M | 0.01% | 1.48% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 83.39 K | $6.75 M | 18.72% | 1.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 70.89 K | $5.74 M | 29.49% | 1.18% |
| SLOY DAHL & HOLST, LLC | 02/04/2026 | 70.63 K | $5.72 M | 2.92% | 1.18% |
| MORGAN STANLEY | 02/13/2026 | 69.60 K | $5.64 M | -0.82% | 1.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 67.01 K | $5.43 M | 20.37% | 1.12% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 46.08 K | $3.73 M | 434.82% | 0.77% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 40.51 K | $3.28 M | 2.75% | 0.68% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/09/2026 | 35.45 K | $2.87 M | -6.49% | 0.59% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 02/09/2026 | 31.34 K | $2.54 M | -20.78% | 0.52% |
| CREATIVE PLANNING | 02/17/2026 | 30.00 K | $2.43 M | 0.00% | 0.50% |
| L & S ADVISORS INC | 02/05/2026 | 24.47 K | $1.98 M | -1.47% | 0.41% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 01/28/2026 | 23.28 K | $1.88 M | -9.87% | 0.39% |
| ROYAL BANK OF CANADA | 02/17/2026 | 23.31 K | $1.89 M | -3.29% | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 21.23 K | $1.72 M | 6.84% | 0.35% |
| WT WEALTH MANAGEMENT | 02/02/2026 | 20.24 K | $1.64 M | 8.80% | 0.34% |
| RIK SAYLOR FINANCIAL, INC. | 02/12/2026 | 19.25 K | $1.56 M | -0.53% | 0.32% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 18.95 K | $1.53 M | -35.96% | 0.31% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 18.40 K | $1.49 M | 1.97% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 17.77 K | $1.44 M | 198.24% | 0.29% |
| JPMORGAN CHASE & CO | 02/11/2026 | 16.81 K | $1.36 M | -1.07% | 0.28% |
| ANSON CAPITAL, INC. | 02/04/2026 | 16.79 K | $1.36 M | 40.20% | 0.28% |
| REDW WEALTH LLC | 01/28/2026 | 15.98 K | $1.29 M | -6.85% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 15.56 K | $1.26 M | 72.03% | 0.26% |
| GREENLEAF TRUST | 01/21/2026 | 15.28 K | $1.24 M | 0.00% | 0.26% |
| SCS CAPITAL MANAGEMENT LLC | 02/10/2026 | 14.80 K | $1.20 M | 0.00% | 0.25% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 13.42 K | $1.09 M | -3.06% | 0.23% |
| COURIER CAPITAL LLC | 01/29/2026 | 13.41 K | $1.09 M | -2.80% | 0.22% |
| CLEAR POINT ADVISORS INC. | 02/10/2026 | 13.29 K | $1.08 M | 18.56% | 0.22% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 12.82 K | $1.02 M | -0.05% | 0.21% |
| PACIFIC SUN FINANCIAL CORP | 02/05/2026 | 12.52 K | $1.01 M | -5.01% | 0.21% |
| BEAM WEALTH ADVISORS, INC. | 02/04/2026 | 11.51 K | $932.01 K | -2.91% | 0.19% |
| KAYDAN WEALTH MANAGEMENT, INC. | 01/12/2026 | 11.48 K | $929.42 K | 0.91% | 0.19% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 11.38 K | $921.19 K | 0.10% | 0.19% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 10.92 K | $890.55 K | 0.00% | 0.18% |
| FMR LLC | 02/17/2026 | 10.65 K | $862.49 K | 211.31% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 10.62 K | $859.92 K | 112.57% | 0.17% |
| SIMON QUICK ADVISORS, LLC | 01/29/2026 | 9.87 K | $799.16 K | 0.00% | 0.17% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 9.72 K | $787.27 K | 5.16% | 0.16% |
| CEDAR WEALTH MANAGEMENT, LLC | 02/06/2026 | 9.58 K | $775.29 K | 0.00% | 0.16% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 9.37 K | $758.89 K | -5.10% | 0.15% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 9.24 K | $747.67 K | 2.90% | 0.15% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 8.77 K | $710.26 K | 0.00% | 0.14% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 8.28 K | $670.35 K | -4.14% | 0.14% |
| 02/20/2026 | 7.94 K | $642.44 K | 100.00% | 0.13% | |
| UBS GROUP AG | 01/29/2026 | 8.07 K | $653.19 K | 15.17% | 0.13% |
| GROVE BANK & TRUST | 01/08/2026 | 7.37 K | $596.51 K | 0.00% | 0.12% |
| MONECO ADVISORS, LLC | 02/04/2026 | 7.00 K | $566.64 K | 0.00% | 0.12% |
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FlexShares Quality Dividend Defensive Index Fund institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of FlexShares Quality Dividend Defensive Index Fund. The most heavily invested institutionals were:
RVW Wealth, LLC: 80,662
FLPUTNAM INVESTMENT MANAGEMENT CO: 25,194
Cambridge Investment Research Advisors, Inc.: 19,865
WT Wealth Management: 19,734
MML INVESTORS SERVICES, LLC: 19,256
COMMONWEALTH EQUITY SERVICES, LLC: 16,245
80.66% of FlexShares Quality Dividend Defensive Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.98 M shares in the last 24 months. This purchase volume represents approximately $494.95 M in transactions.