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 | 08/13/2026 | 10.94 M | $983.81 M | -1.71% | 45.02% |
| TIAA WEALTH INVESTMENT MANAGEMENT LLC | 08/10/2026 | 2.19 M | $195.79 M | -4.89% | 9.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 08/10/2026 | 1.46 M | $131.48 M | -8.59% | 6.02% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 555.00 K | $49.91 M | 0.00% | 2.28% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 539.79 K | $48.54 M | -1.40% | 2.22% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 485.63 K | $43.67 M | 13.95% | 2.00% |
| VERABANK, N.A. | 08/06/2026 | 475.25 K | $42.73 M | 2.58% | 1.96% |
| LPL FINANCIAL LLC | 08/07/2026 | 327.35 K | $29.44 M | 2.26% | 1.35% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 326.26 K | $29.34 M | 2.62% | 1.34% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 315.89 K | $28.41 M | 4.48% | 1.30% |
| MORGAN STANLEY | 08/13/2026 | 239.14 K | $21.50 M | -1.68% | 0.98% |
| UBS GROUP AG | 08/13/2026 | 213.36 K | $19.18 M | -10.59% | 0.88% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 209.58 K | $18.85 M | 7.30% | 0.86% |
| LEDYARD NATIONAL BANK | 07/16/2026 | 148.48 K | $13.35 M | -1.87% | 0.61% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 147.24 K | $13.24 M | -0.51% | 0.61% |
| BRIDGES INVESTMENT MANAGEMENT INC | 08/07/2026 | 121.35 K | $10.91 M | -0.33% | 0.50% |
| COLONY GROUP, LLC | 08/12/2026 | 113.46 K | $10.20 M | -0.14% | 0.47% |
| BRINKER CAPITAL INVESTMENTS, LLC | 08/14/2026 | 93.49 K | $8.41 M | -3.14% | 0.38% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 91.11 K | $8.19 M | 43.11% | 0.37% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 79.81 K | $7.18 M | 22.86% | 0.33% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 76.55 K | $6.88 M | -1.02% | 0.32% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 70.59 K | $6.35 M | -7.62% | 0.29% |
| MAGNUS FINANCIAL GROUP LLC | 07/09/2026 | 66.73 K | $6.00 M | 0.37% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 54.32 K | $4.88 M | 9.69% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 49.64 K | $4.50 M | -4.65% | 0.20% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 44.29 K | $3.98 M | -3.13% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 44.07 K | $3.96 M | -0.33% | 0.18% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 42.56 K | $3.83 M | -7.17% | 0.18% |
| CVA FAMILY OFFICE, LLC | 08/07/2026 | 41.00 K | $3.69 M | -2.11% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 35.20 K | $3.17 M | 1.99% | 0.14% |
| HORIZON BANCORP INC /IN/ | 08/04/2026 | 34.05 K | $3.06 M | -2.15% | 0.14% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 33.92 K | $3.05 M | -2.87% | 0.14% |
| TIAA TRUST, NATIONAL ASSOCIATION | 08/10/2026 | 33.90 K | $3.05 M | -2.95% | 0.14% |
| JPMORGAN CHASE & CO | 08/12/2026 | 33.33 K | $2.98 M | -58.82% | 0.14% |
| ROYAL BANK OF CANADA | 08/14/2026 | 33.16 K | $2.98 M | 2.72% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 30.86 K | $2.78 M | -0.05% | 0.13% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 30.62 K | $2.75 M | 0.00% | 0.13% |
| BIENVILLE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 30.22 K | $2.72 M | 100.00% | 0.12% |
| TRUST CO OF VERMONT | 08/07/2026 | 30.13 K | $2.71 M | 100.00% | 0.12% |
| SAGEWORTH TRUST CO | 07/28/2026 | 29.66 K | $2.67 M | 0.00% | 0.12% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 07/16/2026 | 24.14 K | $2.16 M | -67.20% | 0.10% |
| GTS SECURITIES LLC | 08/14/2026 | 22.50 K | $2.02 M | 59.10% | 0.09% |
| HM PAYSON & CO | 07/17/2026 | 22.22 K | $2.00 M | 0.00% | 0.09% |
| MATHER GROUP, LLC. | 07/27/2026 | 19.98 K | $1.80 M | -4.92% | 0.08% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 08/03/2026 | 19.85 K | $1.78 M | 0.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 19.85 K | $1.78 M | 4.69% | 0.08% |
| BESSEMER GROUP INC | 08/12/2026 | 17.71 K | $1.59 M | 22.25% | 0.07% |
| COMMERCE BANK | 08/12/2026 | 17.56 K | $1.58 M | 0.00% | 0.07% |
| ANSON CAPITAL, INC. | 07/29/2026 | 17.28 K | $1.55 M | -16.06% | 0.07% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 16.79 K | $1.51 M | 0.35% | 0.07% |
FlexShares Quality Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 249 institutional investors and hedge funds held shares of FlexShares Quality Dividend Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 10.94 M
TIAA Wealth Investment Management LLC: 2.19 M
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC: 1.46 M
AQR CAPITAL MANAGEMENT LLC: 555,000
KEYBANK NATIONAL ASSOCIATION/OH: 539,792
Bank of New York Mellon Corp: 485,629
85.47% of FlexShares Quality Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 32.57 M shares in the last 24 months. This purchase volume represents approximately $2.68 B in transactions.