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 | 02/17/2026 | 395.25 K | $28.48 M | 25.59% | 20.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 207.25 K | $14.93 M | -45.50% | 10.58% |
| LPL FINANCIAL LLC | 02/11/2026 | 149.16 K | $10.75 M | -3.04% | 7.66% |
| MORGAN STANLEY | 02/13/2026 | 61.28 K | $4.41 M | -4.21% | 3.13% |
| UNITED BANK | 02/05/2026 | 42.66 K | $3.07 M | -5.43% | 2.18% |
| PEOPLES FINANCIAL SERVICES CORP. | 01/26/2026 | 34.15 K | $2.46 M | 0.00% | 1.79% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 20.50 K | $1.48 M | 100.00% | 1.05% |
| CITADEL ADVISORS LLC | 02/17/2026 | 19.84 K | $1.43 M | 105.64% | 1.01% |
| CRESTWOOD ADVISORS GROUP LLC | 02/03/2026 | 17.69 K | $1.27 M | -1.74% | 0.93% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 17.70 K | $1.28 M | 20.54% | 0.90% |
| ROSSBY FINANCIAL, LCC | 02/12/2026 | 16.11 K | $1.16 M | 100.00% | 0.83% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 13.35 K | $961.65 K | 52.45% | 0.68% |
| BEAM WEALTH ADVISORS, INC. | 02/04/2026 | 12.72 K | $916.19 K | -5.28% | 0.67% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 12.15 K | $875.21 K | -1.91% | 0.62% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 11.93 K | $865.19 K | -9.75% | 0.61% |
| HEROLD ADVISORS, INC. | 02/17/2026 | 11.80 K | $849.96 K | -3.82% | 0.60% |
| OLD MISSION CAPITAL LLC | 02/17/2026 | 9.72 K | $700.47 K | -26.80% | 0.50% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 8.38 K | $603.00 K | 0.32% | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.34 K | $600.69 K | -8.13% | 0.43% |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | 02/04/2026 | 8.07 K | $581.42 K | -13.17% | 0.42% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 8.07 K | $581.42 K | -11.87% | 0.42% |
| WEALTHCARE ADVISORY PARTNERS LLC | 01/14/2026 | 5.14 K | $370.12 K | 6.03% | 0.27% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 5.25 K | $378.05 K | -5.80% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 5.19 K | $373.95 K | -5.55% | 0.27% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 5.14 K | $370.55 K | 4.34% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 4.13 K | $297.86 K | 100.00% | 0.21% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 3.54 K | $255.00 K | 0.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 3.47 K | $249.73 K | 100.00% | 0.18% |
| 02/18/2026 | 3.40 K | $246.50 K | 100.00% | 0.17% | |
| BELLEVUE ASSET MANAGEMENT, LLC | 01/23/2026 | 2.85 K | $205.14 K | -21.26% | 0.15% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 1.24 K | $89.60 K | 100.00% | 0.06% |
| IFP ADVISORS, INC | 02/06/2026 | 1.00 K | $72.34 K | 0.40% | 0.05% |
| ROSSMORE PRIVATE CAPITAL | 02/05/2026 | 1.00 K | $72.05 K | 0.00% | 0.05% |
| JPMORGAN CHASE & CO | 02/11/2026 | 840 | $60.52 K | 19.66% | 0.04% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 400 | $28.82 K | 0.00% | 0.02% |
| NOVA WEALTH MANAGEMENT, INC. | 01/14/2026 | 31 | $2.23 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $67 | 0.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
FlexShares US Quality Low Volatility Index Fund institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of FlexShares US Quality Low Volatility Index Fund. The most heavily invested institutionals were:
United Bank: 44,862
PEOPLES FINANCIAL SERVICES CORP.: 33,963
Private Advisor Group, LLC: 18,119
Crestwood Advisors Group LLC: 17,276
BEAM WEALTH ADVISORS, INC.: 11,877
MML INVESTORS SERVICES, LLC: 10,929
59.22% of FlexShares US Quality Low Volatility Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.15 M shares in the last 24 months. This purchase volume represents approximately $85.44 M in transactions.