Institutional Ownership Flexshares Quality Dividend In (QDF)
This table provides information about the institutional ownership of Flexshares Quality Dividend In (QDF). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 25.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
4,677
shares
|
$332,675
0.2% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,435
shares
|
$315,461
0.0% of portfolio
|
Q1 2025
Reduced 40.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,157
shares
|
$295,687
0.02% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
4,090
shares
|
$290,921
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,012
shares
|
$285,373
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
3,885
shares
|
$276,340
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,873
shares
|
$275,486
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,683
shares
|
$261,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
3,637
shares
|
$258,699
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,600
shares
|
$256,067
0.03% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,576
shares
|
$254,360
0.0% of portfolio
|
Q1 2025
Reduced 69.87%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
3,501
shares
|
$249,026
0.05% of portfolio
|
Q2 2021
Added 84.94%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
3,452
shares
|
$245,540
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,444
shares
|
$244,971
0.0% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
3,305
shares
|
$235,084
0.18% of portfolio
|
Q1 2024
Reduced 24.58%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
3,290
shares
|
$234,017
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,239
shares
|
$230,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,237
shares
|
$230,247
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,225
shares
|
$229,394
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,200
shares
|
$227,616
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
3,200
shares
|
$227,616
0.12% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
3,163
shares
|
$224,984
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,120
shares
|
$221,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,116
shares
|
$221,641
0.07% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,100
shares
|
$220,503
0.02% of portfolio
|
Q1 2025
New holding
|