Institutional Ownership Flexshares Quality Div Defensi (QDEF)
This table provides information about the institutional ownership of Flexshares Quality Div Defensi (QDEF). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 4.63 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,878
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
15,468
shares
|
$1.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
15,365
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
15,257
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
14,798
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
13,845
shares
|
$995,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,643
shares
|
$980,522
0.05% of portfolio
|
Q2 2022
Reduced 13.3%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
13,313
shares
|
$956,805
0.56% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,229
shares
|
$950,768
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,910
shares
|
$927,841
0.03% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
12,058
shares
|
$866,608
0.87% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
11,738
shares
|
$843,610
0.26% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
11,351
shares
|
$815,796
0.02% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
11,200
shares
|
$804,944
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,128
shares
|
$799,769
0.0% of portfolio
|
Q1 2025
Added 47.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,842
shares
|
$779,214
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
10,829
shares
|
$778,280
0.17% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,618
shares
|
$763,115
0.0% of portfolio
|
Q3 2023
Reduced 1.59%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,600
shares
|
$761,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
9,759
shares
|
$701,379
0.61% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
9,576
shares
|
$688,227
0.24% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
8,773
shares
|
$630,515
0.0% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,419
shares
|
$605,073
0.0% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,416
shares
|
$604,857
0.0% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,403
shares
|
$603,923
0.0% of portfolio
|
Q1 2025
Added 14.05%
|