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 100 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
15,284
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.44%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,821
shares
|
$1.18 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,798
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
14,113
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
13,845
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,643
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2022
Reduced 13.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,351
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 50.89%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
13,213
shares
|
$1.05 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,142
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
12,226
shares
|
$972,456
0.88% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
11,376
shares
|
$904,847
0.26% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,359
shares
|
$903,494
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
10,830
shares
|
$861,418
0.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,655
shares
|
$847,498
0.0% of portfolio
|
Q2 2025
Reduced 48.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,618
shares
|
$844,555
0.0% of portfolio
|
Q3 2023
Reduced 1.59%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
10,153
shares
|
$807,569
0.63% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
9,871
shares
|
$785,139
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
9,576
shares
|
$761,675
0.24% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,223
shares
|
$733,597
0.0% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
9,144
shares
|
$727,313
0.03% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
8,773
shares
|
$697,804
0.0% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,278
shares
|
$658,432
0.0% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
8,189
shares
|
$651,353
0.0% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,038
shares
|
$639,342
0.0% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
7,686
shares
|
$611,344
0.0% of portfolio
|
Q2 2025
Reduced 8.53%
|