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 88 institutions that hold shares in the stock, with a total of 4.46 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
13,643
shares
|
$945,050
0.05% of portfolio
|
Q2 2022
Reduced 13.3%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
13,443
shares
|
$931,196
0.55% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
13,102
shares
|
$907,575
0.04% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
12,068
shares
|
$835,950
0.0% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
12,021
shares
|
$832,694
0.77% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
11,703
shares
|
$810,666
0.27% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
11,504
shares
|
$796,882
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,199
shares
|
$775,754
0.03% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
10,618
shares
|
$735,508
0.0% of portfolio
|
Q3 2023
Reduced 1.59%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,144
shares
|
$702,674
0.16% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
9,576
shares
|
$663,329
0.24% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
9,372
shares
|
$649,198
0.56% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,773
shares
|
$607,705
0.0% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
8,733
shares
|
$604,934
0.0% of portfolio
|
Q4 2024
Reduced 56.71%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
8,702
shares
|
$602,787
0.27% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,670
shares
|
$600,570
0.0% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,434
shares
|
$584,223
0.0% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,251
shares
|
$571,546
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,019
shares
|
$555,476
0.0% of portfolio
|
Q4 2024
Reduced 21.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,566
shares
|
$524,096
0.0% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,368
shares
|
$510,381
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
6,999
shares
|
$484,820
0.05% of portfolio
|
Q3 2022
Reduced 15.66%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,926
shares
|
$479,764
0.03% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
6,874
shares
|
$476,161
0.0% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
6,682
shares
|
$462,862
0.01% of portfolio
|
Q4 2024
Added 0.01%
|