FlexShares Quality Dividend 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 | 11.13 M | $880.35 M | -1.08% | 46.34% |
| 05/12/2026 | 2.30 M | $177.68 M | 100.00% | 9.58% | |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 05/12/2026 | 1.60 M | $126.51 M | 100.00% | 6.66% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 555.00 K | $43.89 M | 100.00% | 2.31% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 547.45 K | $43.30 M | 1.40% | 2.28% |
| VERABANK, N.A. | 05/12/2026 | 463.29 K | $36.64 M | 0.59% | 1.93% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 426.19 K | $33.71 M | 17.62% | 1.77% |
| LPL FINANCIAL LLC | 05/06/2026 | 320.13 K | $25.32 M | -10.71% | 1.33% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 317.94 K | $25.15 M | 5.19% | 1.32% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 302.36 K | $23.91 M | 20.41% | 1.26% |
| MORGAN STANLEY | 05/15/2026 | 243.22 K | $19.24 M | -3.22% | 1.01% |
| UBS GROUP AG | 05/05/2026 | 238.63 K | $18.87 M | 10.77% | 0.99% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 195.32 K | $15.45 M | 10.62% | 0.81% |
| LEDYARD NATIONAL BANK | 04/24/2026 | 151.31 K | $11.97 M | -16.37% | 0.63% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 148.00 K | $11.71 M | 0.06% | 0.62% |
| BRIDGES INVESTMENT MANAGEMENT INC | 05/04/2026 | 121.75 K | $9.63 M | -0.62% | 0.51% |
| COLONY GROUP, LLC | 05/15/2026 | 113.62 K | $8.99 M | -44.24% | 0.47% |
| BRINKER CAPITAL INVESTMENTS, LLC | 05/13/2026 | 96.52 K | $7.63 M | -6.73% | 0.40% |
| JPMORGAN CHASE & CO | 05/13/2026 | 80.93 K | $6.25 M | 12.58% | 0.34% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 77.34 K | $6.12 M | 0.67% | 0.32% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 76.41 K | $6.04 M | -12.81% | 0.32% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 04/29/2026 | 73.59 K | $6.26 M | -7.83% | 0.31% |
| MAGNUS FINANCIAL GROUP LLC | 04/10/2026 | 66.48 K | $5.26 M | 0.23% | 0.28% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 64.96 K | $5.14 M | 29.92% | 0.27% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 63.66 K | $5.03 M | -6.99% | 0.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 52.06 K | $4.14 M | -51.85% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 49.52 K | $3.92 M | -12.29% | 0.21% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 45.85 K | $3.63 M | 7.88% | 0.19% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 45.72 K | $3.98 M | 100.00% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 44.21 K | $3.50 M | -7.37% | 0.18% |
| CVA FAMILY OFFICE, LLC | 04/29/2026 | 41.89 K | $3.31 M | -1.27% | 0.17% |
| TIAA TRUST, NATIONAL ASSOCIATION | 05/12/2026 | 34.93 K | $2.76 M | -99.14% | 0.15% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 34.92 K | $2.76 M | -2.56% | 0.15% |
| HORIZON BANCORP INC /IN/ | 04/22/2026 | 34.80 K | $2.75 M | -0.91% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 34.52 K | $2.73 M | 26.07% | 0.14% |
| ROYAL BANK OF CANADA | 05/15/2026 | 32.28 K | $2.55 M | 2.56% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 30.88 K | $2.44 M | 2.39% | 0.13% |
| FIRST FOUNDATION ADVISORS | 05/04/2026 | 30.62 K | $2.42 M | -0.78% | 0.13% |
| SAGEWORTH TRUST CO | 04/29/2026 | 29.66 K | $2.35 M | 0.00% | 0.12% |
| HM PAYSON & CO | 04/13/2026 | 22.22 K | $1.76 M | 0.00% | 0.09% |
| MATHER GROUP, LLC. | 04/13/2026 | 21.01 K | $1.66 M | -0.81% | 0.09% |
| ANSON CAPITAL, INC. | 05/14/2026 | 20.59 K | $1.63 M | 20.12% | 0.09% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 05/04/2026 | 19.85 K | $1.57 M | 0.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 18.96 K | $1.50 M | 29.19% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 18.31 K | $1.45 M | 100.00% | 0.08% |
| COMMERCE BANK | 05/11/2026 | 17.56 K | $1.39 M | 0.00% | 0.07% |
| CLAYTON FINANCIAL GROUP LLC | 04/13/2026 | 17.00 K | $1.34 M | 0.00% | 0.07% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 16.73 K | $1.32 M | 145.09% | 0.07% |
| 04/09/2026 | 16.52 K | $1.31 M | 0.00% | 0.07% | |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 16.26 K | $1.29 M | 0.00% | 0.07% |
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FlexShares Quality Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of FlexShares Quality Dividend Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 11.13 M
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 1.6 M
AQR CAPITAL MANAGEMENT LLC: 555,000
KEYBANK NATIONAL ASSOCIATION/OH: 547,452
VeraBank, N.A.: 463,289
Bank of New York Mellon Corp: 426,191
87.93% of FlexShares Quality Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 30.61 M shares in the last 24 months. This purchase volume represents approximately $2.52 B in transactions.