Institutional Ownership Flexshares Tr Us Quality Large (QLC)
This table provides information about the institutional ownership of Flexshares Tr Us Quality Large (QLC). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 5.25 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,259
shares
|
$239,438
0.0% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
2,835
shares
|
$208,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,577
shares
|
$189,332
0.02% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,400
shares
|
$102,858
0.0% of portfolio
|
Q3 2024
Added 775.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,229
shares
|
$90,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
1,095
shares
|
$80,449
0.07% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
649
shares
|
$47,682
0.0% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
550
shares
|
$40,408
0.02% of portfolio
|
Q1 2022
Reduced 45.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
531
shares
|
$39,012
0.0% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
491
shares
|
$36,073
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
399
shares
|
$29,314
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
180
shares
|
$13,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
168
shares
|
$12,342
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
119
shares
|
$8,742
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
41
shares
|
$3,012
0.0% of portfolio
|
Q1 2025
Reduced 93.61%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$2,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$73
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|