Institutional Ownership Flexshares Tr Us Quality Large (QLC)
This table provides information about the institutional ownership of Flexshares Tr Us Quality Large (QLC). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $535 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,366
shares
|
$261,706
0.04% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,259
shares
|
$253,387
0.0% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
2,835
shares
|
$220,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,835
shares
|
$220,421
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
2,600
shares
|
$202,150
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,577
shares
|
$200,361
0.02% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,231
shares
|
$173,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,069
shares
|
$160,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,634
shares
|
$127,043
0.0% of portfolio
|
Q2 2025
Added 3885.37%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,229
shares
|
$95,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
919
shares
|
$71,452
0.0% of portfolio
|
Q2 2025
Added 130.9%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
873
shares
|
$67,875
0.06% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
649
shares
|
$50,459
0.0% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
550
shares
|
$42,762
0.02% of portfolio
|
Q1 2022
Reduced 45.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
531
shares
|
$41,285
0.0% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
491
shares
|
$38,175
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
180
shares
|
$13,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
169
shares
|
$13,139
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
119
shares
|
$9,252
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|