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 1.02 Million shares, which have been reported (via 13F filing form) to have a value of $68.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
285,936
shares
|
$19.2 Million
0.0% of portfolio
|
Q4 2024
Added 42.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
254,138
shares
|
$17.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
108,503
shares
|
$7.3 Million
0.0% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
53,342
shares
|
$3.59 Million
0.0% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
44,260
shares
|
$2.98 Million
1.23% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,306
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 58.18%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
28,660
shares
|
$1.93 Million
0.91% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
27,895
shares
|
$1.88 Million
0.05% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
25,264
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,523
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,646
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.76%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
15,267
shares
|
$1.03 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,819
shares
|
$996,725
0.45% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
14,316
shares
|
$962,894
0.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,500
shares
|
$908,010
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
11,295
shares
|
$759,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,651
shares
|
$716,386
0.0% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,228
shares
|
$553,415
0.0% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
6,420
shares
|
$431,809
0.01% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,088
shares
|
$409,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,693
shares
|
$315,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,150
shares
|
$279,129
0.02% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
3,596
shares
|
$241,866
0.12% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
3,540
shares
|
$238,100
0.01% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,786
shares
|
$187,386
0.0% of portfolio
|
Q1 2023
New holding
|