Institutional Ownership Flexshares Us Quality Low Vola (QLV)
This table provides information about the institutional ownership of Flexshares Us Quality Low Vola (QLV). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $71.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
325,695
shares
|
$21.8 Million
0.0% of portfolio
|
Q1 2025
Added 28.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
280,589
shares
|
$18.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
145,460
shares
|
$9.76 Million
0.0% of portfolio
|
Q1 2025
Added 34.06%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
60,569
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
46,574
shares
|
$3.12 Million
1.29% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
20,374
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
15,267
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,171
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 149.2%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,819
shares
|
$994,058
0.45% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
14,500
shares
|
$972,660
0.0% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
14,316
shares
|
$960,317
0.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
13,409
shares
|
$899,475
0.0% of portfolio
|
Q1 2025
Reduced 19.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
11,652
shares
|
$781,616
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,284
shares
|
$756,930
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
10,535
shares
|
$706,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
10,235
shares
|
$686,563
0.39% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,408
shares
|
$631,088
0.02% of portfolio
|
Q1 2025
Reduced 66.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,303
shares
|
$556,965
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,612
shares
|
$510,612
0.0% of portfolio
|
Q4 2024
Added 42.8%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
6,068
shares
|
$407,041
0.0% of portfolio
|
Q1 2025
Reduced 79.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,173
shares
|
$347,004
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,880
shares
|
$327,350
0.01% of portfolio
|
Q1 2025
Reduced 23.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,309
shares
|
$289,047
0.0% of portfolio
|
Q1 2025
Added 6739.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,100
shares
|
$275,028
0.02% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
3,590
shares
|
$240,817
0.13% of portfolio
|
Q1 2025
Reduced 0.17%
|