Who Owns FLEXSHARES TR (QDEF)? -- Institutional Holders (2026-06-30)
101 institutions reported holding $428.4M of FLEXSHARES TR (QDEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHERN TRUST CORP ($298.8M), LPL Financial LLC ($16.4M), MORGAN STANLEY ($8.8M), BANK OF AMERICA CORP /DE/ ($7.7M), RVW Wealth, LLC ($7.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NORTHERN TRUST CORP | $298.8M | 3.4M | Added |
| 2 | LPL Financial LLC | $16.4M | 188,275 | Added |
| 3 | MORGAN STANLEY | $8.8M | 101,603 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $7.7M | 89,024 | Trimmed |
| 5 | RVW Wealth, LLC | $7.7M | 88,065 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $7.0M | 80,475 | Trimmed |
| 7 | Sloy Dahl & Holst, LLC | $6.3M | 72,666 | Added |
| 8 | VAQUERO PRIVATE WEALTH, LTD | $5.8M | 66,639 | New |
| 9 | MML INVESTORS SERVICES, LLC | $3.6M | 40,945 | Added |
| 10 | Texas Capital Bank Wealth Management Services Inc | $2.7M | 31,413 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $2.6M | 30,536 | Added |
| 12 | Creative Planning | $2.6M | 30,000 | Hold |
| 13 | WT Wealth Management | $2.4M | 27,590 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $2.2M | 25,207 | Added |
| 15 | L & S Advisors Inc | $2.1M | 24,195 | Trimmed |
| 16 | Royal Bank of Canada | $2.0M | 23,489 | Trimmed |
| 17 | FLPUTNAM INVESTMENT MANAGEMENT CO | $1.9M | 21,338 | Trimmed |
| 18 | Anson Capital, Inc. | $1.8M | 20,126 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.7M | 19,575 | Trimmed |
| 20 | Cetera Investment Advisers | $1.7M | 19,237 | Added |
| 21 | RIK SAYLOR FINANCIAL, INC. | $1.7M | 19,026 | Trimmed |
| 22 | BLAIR WILLIAM & CO/IL | $1.6M | 18,224 | Added |
| 23 | SCS Capital Management LLC | $1.4M | 16,066 | Hold |
| 24 | REDW Wealth LLC | $1.4M | 16,033 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 15,864 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30