Institutional Ownership Flexshares Quality Div Defensi (QDEF)
This table provides information about the institutional ownership of Flexshares Quality Div Defensi (QDEF). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 4.64 Million shares, which have been reported (via 13F filing form) to have a value of $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,175
shares
|
$233,648
0.01% of portfolio
|
Q1 2020
Reduced 4.35%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3,076
shares
|
$226,362
0.05% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,065
shares
|
$225,553
0.01% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,857
shares
|
$210,246
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,788
shares
|
$205,168
0.0% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,779
shares
|
$204,506
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,320
shares
|
$170,728
0.02% of portfolio
|
Q1 2025
Added 63.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,116
shares
|
$82,126
0.02% of portfolio
|
Q3 2024
Reduced 33.65%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,077
shares
|
$79,256
0.01% of portfolio
|
Q4 2024
Reduced 21.79%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$73,590
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
972
shares
|
$71,529
0.0% of portfolio
|
Q1 2025
Reduced 67.05%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
776
shares
|
$57,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
735
shares
|
$54,088
0.0% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
605
shares
|
$44,521
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
527
shares
|
$38,781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
461
shares
|
$33,924
0.03% of portfolio
|
Q2 2025
Added 106.73%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
329
shares
|
$24,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
119
shares
|
$8,757
0.01% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
105
shares
|
$7,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
4
shares
|
$294
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q4 2024
Reduced 99.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|