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 | 02/17/2026 | 11.25 M | $909.31 M | -0.82% | 44.98% |
| TIAA TRUST, NATIONAL ASSOCIATION | 02/11/2026 | 4.08 M | $330.90 M | 4.01% | 16.57% |
| KEYBANK NATIONAL ASSOCIATION/OH | 01/30/2026 | 539.92 K | $43.63 M | -0.79% | 2.21% |
| VERABANK, N.A. | 02/11/2026 | 460.56 K | $37.22 M | 0.44% | 1.87% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 362.36 K | $29.28 M | 15.57% | 1.47% |
| LPL FINANCIAL LLC | 02/11/2026 | 358.51 K | $28.97 M | -1.89% | 1.46% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 302.26 K | $24.43 M | -1.86% | 1.21% |
| MORGAN STANLEY | 02/13/2026 | 251.32 K | $20.31 M | 0.34% | 1.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 251.11 K | $20.29 M | 0.75% | 1.01% |
| UBS GROUP AG | 01/29/2026 | 215.43 K | $17.41 M | -1.15% | 0.86% |
| COLONY GROUP, LLC | 02/13/2026 | 203.77 K | $16.47 M | 135.01% | 0.83% |
| LEDYARD NATIONAL BANK | 01/21/2026 | 180.93 K | $14.62 M | 10.18% | 0.74% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 176.58 K | $14.27 M | 1.52% | 0.72% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 147.91 K | $11.95 M | 0.11% | 0.60% |
| BRIDGES INVESTMENT MANAGEMENT INC | 02/10/2026 | 122.51 K | $9.90 M | -0.47% | 0.50% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 108.12 K | $8.86 M | -8.08% | 0.44% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 103.48 K | $8.36 M | -6.11% | 0.41% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 87.64 K | $7.08 M | 1.63% | 0.35% |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 02/10/2026 | 79.84 K | $6.45 M | -29.66% | 0.32% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 76.82 K | $6.21 M | -0.67% | 0.31% |
| JPMORGAN CHASE & CO | 02/11/2026 | 71.89 K | $5.81 M | -18.97% | 0.29% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 68.45 K | $5.53 M | 13.54% | 0.28% |
| MAGNUS FINANCIAL GROUP LLC | 01/07/2026 | 66.33 K | $5.36 M | 0.54% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 56.46 K | $4.56 M | -0.41% | 0.23% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 50.00 K | $4.04 M | -2.21% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 47.73 K | $3.86 M | -0.35% | 0.19% |
| CVA FAMILY OFFICE, LLC | 01/12/2026 | 42.43 K | $3.43 M | -0.02% | 0.17% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 42.50 K | $3.43 M | -1.59% | 0.17% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 35.84 K | $2.90 M | -4.56% | 0.15% |
| HORIZON BANCORP INC /IN/ | 02/11/2026 | 35.12 K | $2.84 M | -2.81% | 0.14% |
| FIRST FOUNDATION ADVISORS | 02/04/2026 | 30.86 K | $2.49 M | 0.00% | 0.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 31.47 K | $2.54 M | -6.27% | 0.13% |
| TRUST CO OF VERMONT | 01/16/2026 | 30.13 K | $2.43 M | 0.00% | 0.12% |
| SAGEWORTH TRUST CO | 02/03/2026 | 29.66 K | $2.40 M | 0.00% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 30.16 K | $2.44 M | -4.68% | 0.12% |
| FIRST FINANCIAL CORP /IN/ | 01/13/2026 | 26.77 K | $2.16 M | 0.00% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 27.38 K | $2.21 M | 6.73% | 0.11% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 24.69 K | $2.00 M | 355.13% | 0.10% |
| HM PAYSON & CO | 02/12/2026 | 22.22 K | $1.80 M | 0.00% | 0.09% |
| MATHER GROUP, LLC. | 01/13/2026 | 21.18 K | $1.71 M | 0.36% | 0.08% |
| BRYN MAWR CAPITAL MANAGEMENT, LLC | 02/04/2026 | 19.85 K | $1.60 M | -1.52% | 0.08% |
| COMMERCE BANK | 02/13/2026 | 17.56 K | $1.42 M | 0.00% | 0.07% |
| ANSON CAPITAL, INC. | 02/04/2026 | 17.14 K | $1.39 M | -29.54% | 0.07% |
| CLAYTON FINANCIAL GROUP LLC | 01/21/2026 | 17.00 K | $1.37 M | 100.00% | 0.07% |
| 02/13/2026 | 16.52 K | $1.34 M | 100.00% | 0.07% | |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 16.26 K | $1.31 M | 4.02% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 15.41 K | $1.24 M | 70.37% | 0.06% |
| VALUED RETIREMENTS, INC. | 02/09/2026 | 15.03 K | $1.21 M | 0.00% | 0.06% |
| SAGEWORTH TRUST CO OF SOUTH DAKOTA | 01/30/2026 | 14.60 K | $1.18 M | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.67 K | $1.19 M | 100.00% | 0.06% |
FlexShares Quality Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 219 institutional investors and hedge funds held shares of FlexShares Quality Dividend Index Fund. The most heavily invested institutionals were:
KEYBANK NATIONAL ASSOCIATION/OH: 547,452
Bank of New York Mellon Corp: 426,191
ENVESTNET ASSET MANAGEMENT INC: 317,937
UBS Group AG: 238,625
Ledyard National Bank: 151,308
Wealthspire Advisors, LLC: 147,998
85.02% of FlexShares Quality Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 33.10 M shares in the last 24 months. This purchase volume represents approximately $2.72 B in transactions.