Institutional Ownership Flexshares Quality Dividend In (QDF)
This table provides information about the institutional ownership of Flexshares Quality Dividend In (QDF). We have compiled data on the 155 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,683
shares
|
$266,059
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
3,637
shares
|
$262,736
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,600
shares
|
$260,063
0.03% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,501
shares
|
$252,912
0.06% of portfolio
|
Q2 2021
Added 84.94%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,481
shares
|
$251,467
0.0% of portfolio
|
Q2 2024
Reduced 17.71%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,472
shares
|
$250,817
0.0% of portfolio
|
Q4 2024
Added 113.66%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,313
shares
|
$239,331
0.0% of portfolio
|
Q4 2024
Reduced 15.94%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
3,305
shares
|
$238,753
0.18% of portfolio
|
Q1 2024
Reduced 24.58%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
3,290
shares
|
$237,669
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,250
shares
|
$234,779
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,237
shares
|
$233,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,225
shares
|
$232,973
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
3,200
shares
|
$231,167
0.13% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,200
shares
|
$231,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,185
shares
|
$230,084
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,163
shares
|
$228,495
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
3,065
shares
|
$221,415
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,061
shares
|
$221,126
0.07% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$216,719
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$216,719
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$216,719
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,875
shares
|
$207,689
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,871
shares
|
$207,401
0.05% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
2,844
shares
|
$205,450
0.0% of portfolio
|
Q3 2024
Reduced 33.41%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,741
shares
|
$198,009
0.02% of portfolio
|
Q1 2024
Added 12.94%
|