FlexShares US Quality Low Volatility 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 | 571.96 K | $43.18 M | -36.21% | 28.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 169.14 K | $12.77 M | -15.11% | 8.32% |
| LPL FINANCIAL LLC | 08/07/2026 | 147.70 K | $11.15 M | -0.10% | 7.26% |
| MORGAN STANLEY | 08/13/2026 | 55.65 K | $4.20 M | 3.50% | 2.74% |
| UNITED BANK | 08/10/2026 | 47.39 K | $3.58 M | 5.63% | 2.33% |
| PEOPLES FINANCIAL SERVICES CORP. | 07/22/2026 | 33.74 K | $2.55 M | -0.67% | 1.66% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 27.23 K | $2.06 M | -2.20% | 1.34% |
| CURRY WEBB WEALTH MANAGEMENT LLC | 08/13/2026 | 25.66 K | $1.94 M | -16.49% | 1.26% |
| ROSSBY FINANCIAL, LCC | 08/04/2026 | 19.63 K | $1.48 M | -24.22% | 0.97% |
| CRESTWOOD ADVISORS GROUP LLC | 08/03/2026 | 16.36 K | $1.23 M | -5.33% | 0.80% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 15.83 K | $1.20 M | 3.14% | 0.78% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 15.06 K | $1.14 M | 11.12% | 0.74% |
| CITADEL ADVISORS LLC | 09/02/2026 | 13.29 K | $1.00 M | 100.00% | 0.65% |
| BEAM WEALTH ADVISORS, INC. | 07/29/2026 | 11.71 K | $883.92 K | -1.41% | 0.58% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 11.71 K | $883.84 K | 7.13% | 0.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 10.51 K | $793.24 K | 2.78% | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 8.81 K | $664.85 K | 5.57% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 8.20 K | $619.03 K | -64.30% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 6.42 K | $484.98 K | 9.05% | 0.32% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 6.36 K | $479.81 K | 23.54% | 0.31% |
| HEROLD ADVISORS, INC. | 07/22/2026 | 5.83 K | $441.00 K | -44.97% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 4.99 K | $376.42 K | -3.09% | 0.25% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 4.90 K | $369.91 K | -2.12% | 0.24% |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | 07/24/2026 | 4.83 K | $364.88 K | -20.85% | 0.24% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 3.90 K | $294.64 K | -24.55% | 0.19% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 3.47 K | $262.00 K | -1.89% | 0.17% |
| ALPHA CAPITAL ADVISORS INC /ADV | 08/06/2026 | 3.40 K | $256.52 K | 0.00% | 0.17% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 3.17 K | $238.93 K | 100.00% | 0.16% |
| PORTFOLIO STRATEGIES, INC. | 08/10/2026 | 3.01 K | $227.50 K | 100.00% | 0.15% |
| BELLEVUE ASSET MANAGEMENT, LLC | 08/04/2026 | 2.85 K | $215.00 K | 0.00% | 0.14% |
| UBS GROUP AG | 08/13/2026 | 1.36 K | $102.52 K | 100.00% | 0.07% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 1.35 K | $101.91 K | 100.00% | 0.07% |
| IFP ADVISORS, INC | 07/20/2026 | 1.00 K | $75.79 K | 0.00% | 0.05% |
| ROSSMORE PRIVATE CAPITAL | 07/31/2026 | 1.00 K | $75.49 K | 0.00% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 970 | $73.21 K | 0.52% | 0.05% |
| JPMORGAN CHASE & CO | 08/12/2026 | 954 | $71.74 K | -13.43% | 0.05% |
| NOVA WEALTH MANAGEMENT, INC. | 07/13/2026 | 31 | $2.34 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $68 | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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FlexShares US Quality Low Volatility Index Fund institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of FlexShares US Quality Low Volatility Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 571,961
BANK OF AMERICA CORP /DE/: 169,144
LPL Financial LLC: 147,704
MORGAN STANLEY: 55,650
United Bank: 47,387
PEOPLES FINANCIAL SERVICES CORP.: 33,737
62.42% of FlexShares US Quality Low Volatility Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.28 M shares in the last 24 months. This purchase volume represents approximately $95.07 M in transactions.