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 | 05/14/2026 | 896.57 K | $64.45 M | 126.84% | 37.29% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 199.24 K | $14.32 M | -3.86% | 8.29% |
| LPL FINANCIAL LLC | 05/06/2026 | 147.86 K | $10.63 M | -0.88% | 6.15% |
| MORGAN STANLEY | 05/15/2026 | 53.77 K | $3.87 M | -12.26% | 2.24% |
| UNITED BANK | 05/01/2026 | 44.86 K | $3.23 M | 5.16% | 1.87% |
| PEOPLES FINANCIAL SERVICES CORP. | 04/20/2026 | 33.96 K | $2.44 M | -0.54% | 1.41% |
| 06/10/2026 | 30.73 K | $2.21 M | -27.52% | 1.28% | |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 27.85 K | $2.00 M | 100.00% | 1.16% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 25.90 K | $1.87 M | 60.78% | 1.08% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 22.97 K | $1.65 M | 455.54% | 0.96% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 18.12 K | $1.30 M | 2.37% | 0.75% |
| CRESTWOOD ADVISORS GROUP LLC | 05/05/2026 | 17.28 K | $1.24 M | -2.36% | 0.72% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 15.35 K | $1.11 M | 15.01% | 0.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.55 K | $973.97 K | 290.88% | 0.56% |
| BEAM WEALTH ADVISORS, INC. | 04/30/2026 | 11.88 K | $853.84 K | -6.60% | 0.49% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 10.93 K | $785.69 K | -10.03% | 0.45% |
| HEROLD ADVISORS, INC. | 05/15/2026 | 10.60 K | $762.20 K | -10.13% | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 10.22 K | $734.97 K | 100.00% | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8.34 K | $599.75 K | 0.06% | 0.35% |
| COLONIAL RIVER WEALTH MANAGEMENT, LLC | 04/27/2026 | 6.11 K | $438.98 K | -24.34% | 0.25% |
| JANE STREET GROUP, LLC | 05/12/2026 | 6.04 K | $434.07 K | 100.00% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 5.89 K | $423.53 K | 100.00% | 0.25% |
| WEALTHCARE ADVISORY PARTNERS LLC | 04/14/2026 | 5.17 K | $371.89 K | 0.70% | 0.22% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 5.15 K | $369.90 K | 0.04% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 5.15 K | $369.89 K | -0.87% | 0.21% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 5.01 K | $359.88 K | -4.59% | 0.21% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 3.54 K | $254.00 K | 0.00% | 0.15% |
| 05/27/2026 | 3.40 K | $244.28 K | 0.00% | 0.14% | |
| BELLEVUE ASSET MANAGEMENT, LLC | 04/24/2026 | 2.85 K | $204.74 K | 0.00% | 0.12% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.10 K | $78.03 K | 31.19% | 0.05% |
| IFP ADVISORS, INC | 04/13/2026 | 1.00 K | $72.18 K | 0.00% | 0.04% |
| ROSSMORE PRIVATE CAPITAL | 05/01/2026 | 1.00 K | $71.89 K | 0.00% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 965 | $69.42 K | 100.00% | 0.04% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 400 | $28.76 K | 0.00% | 0.02% |
| CWM, LLC | 05/14/2026 | 190 | $13.66 K | 100.00% | 0.01% |
| NOVA WEALTH MANAGEMENT, INC. | 04/14/2026 | 31 | $2.23 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $66 | 0.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| AXXCESS WEALTH MANAGEMENT, LLC | 04/29/2026 | 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: 896,574
BANK OF AMERICA CORP /DE/: 199,241
LPL Financial LLC: 147,856
MORGAN STANLEY: 53,766
United Bank: 44,862
PEOPLES FINANCIAL SERVICES CORP.: 33,963
68.75% of FlexShares US Quality Low Volatility Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.63 M shares in the last 24 months. This purchase volume represents approximately $120.92 M in transactions.