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 105 institutions that hold shares in the stock, with a total of 4.82 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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,175
shares
|
$253,904
0.01% of portfolio
|
Q1 2020
Reduced 4.35%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
3,165
shares
|
$253,105
0.05% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
2,970
shares
|
$237,510
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,942
shares
|
$235,271
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,913
shares
|
$232,952
0.0% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,857
shares
|
$228,474
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,854
shares
|
$228,234
0.01% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,779
shares
|
$222,236
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,709
shares
|
$216,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
2,664
shares
|
$213,040
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
2,585
shares
|
$206,722
0.0% of portfolio
|
Q3 2025
Added 251.7%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,093
shares
|
$167,377
0.02% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,750
shares
|
$139,947
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,116
shares
|
$89,246
0.02% of portfolio
|
Q3 2024
Reduced 33.65%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$79,970
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
826
shares
|
$66,055
0.0% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
794
shares
|
$63,496
0.04% of portfolio
|
Q3 2025
Added 72.23%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
650
shares
|
$51,980
0.0% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
605
shares
|
$48,381
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
586
shares
|
$46,862
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
561
shares
|
$44,863
0.0% of portfolio
|
Q2 2025
Reduced 42.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
527
shares
|
$42,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
329
shares
|
$26,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
119
shares
|
$9,516
0.01% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
105
shares
|
$8,396
0.0% of portfolio
|
Q2 2025
New holding
|
|