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 32 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $84.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
391,583
shares
|
$27.2 Million
0.0% of portfolio
|
Q2 2025
Added 39.56%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
324,045
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
151,820
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
60,521
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
46,419
shares
|
$3.22 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
33,185
shares
|
$2.3 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
18,223
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
15,210
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 194.03%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,996
shares
|
$1.04 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,819
shares
|
$1.03 Million
0.45% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
14,317
shares
|
$993,886
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,140
shares
|
$981,598
0.01% of portfolio
|
Q2 2025
Added 25.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,882
shares
|
$894,268
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,800
shares
|
$888,576
0.0% of portfolio
|
Q2 2025
Reduced 11.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
10,870
shares
|
$754,595
0.0% of portfolio
|
Q2 2025
Added 42.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
10,462
shares
|
$726,272
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
10,056
shares
|
$698,087
0.02% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
10,053
shares
|
$697,879
0.32% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,326
shares
|
$577,990
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,614
shares
|
$459,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,785
shares
|
$401,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,684
shares
|
$394,583
0.0% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
5,027
shares
|
$348,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,838
shares
|
$335,853
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
3,617
shares
|
$251,092
0.13% of portfolio
|
Q2 2025
Added 0.75%
|