Free Trial

FlexShares US Quality Large Cap Index Fund (QLC) Institutional Ownership

$91.69 -0.61 (-0.66%)
As of 10:43 AM Eastern

Institutional Ownership Changes (13F Filings) for FlexShares US Quality Large Cap Index Fund (BATS:QLC)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$122.13M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.82M
Get QLC Insider Trade Alerts

Want to know when executives and insiders are buying or selling FlexShares US Quality Large Cap Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

QLC Institutional Buying and Selling by Quarter

FlexShares US Quality Large Cap Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026First Heartland Consultants Inc.7,994$727K0.0%N/A0.108%
10/5/2026Park National Corp OH13,802$1.26M0.0%-84.1%0.187%
9/23/2026Envestnet Asset Management Inc.878,979$78.99M0.0%+4.2%11.878%
9/9/2026Integrated Wealth Concepts LLC776$70K0.0%N/A0.010%
9/9/2026IFP Advisors Inc22,161$1.99M0.0%N/A0.299%
9/2/2026Citadel Advisors LLC12,115$1.09M0.0%N/A0.164%
8/20/2026First PREMIER Bank3,666$329K0.0%N/A0.050%
7/8/2026First Heartland Consultants Inc.7,429$668K0.0%+123.3%0.100%
5/19/2026Bank of America Corp DE9,307$727K0.0%-1.2%0.126%
5/19/2026Centaurus Financial Inc.7,563$591K0.0%N/A0.102%
5/18/2026Royal Bank of Canada1,887$147K0.0%-60.5%0.026%
5/13/2026Cetera Investment Advisers109,561$8.56M0.0%+67.4%1.481%
5/6/2026Independent Financial Group LLC10,609$829K0.0%N/A0.143%
5/6/2026Advantage Trust Co37,953$2.97M1.3%N/A0.513%
5/4/2026Uptick Partners LLC7,393$578K0.1%N/A0.100%
5/2/2026International Assets Investment Management LLC2,270$179K0.0%+33.5%0.031%
4/27/2026Baer Investment Advisory LLC12,521$979K0.1%N/A0.169%
4/27/2026World Investment Advisors14,722$1.15M0.0%N/A0.199%
4/22/2026Patriot Financial Group Insurance Agency LLC7,966$623K0.0%+136.4%0.108%
4/17/2026Capital Advisors Ltd. LLC4,749$371K0.0%+143.7%0.064%
4/16/2026Park National Corp OH14,959$1.17M0.0%-2.4%0.202%
3/3/2026EJMK Ventures LLC11,056$895K0.5%N/A0.149%
2/18/2026VestGen Investment Management12,251$992K0.5%-18.1%0.166%
2/17/2026Cetera Investment Advisers65,442$5.30M0.0%+11.5%0.884%
2/17/2026Hilltop Holdings Inc.17,242$1.40M0.1%N/A0.233%
2/17/2026Equitable Holdings Inc.18,691$1.51M0.0%N/A0.253%
2/17/2026Northern Trust Corp6,350,610$514.34M0.1%+5.2%85.819%
2/17/2026GeoWealth Management LLC1,371$111K0.0%-12.3%0.019%
2/17/2026Osaic Holdings Inc.4,035$327K0.0%+279.6%0.055%
2/17/2026Royal Bank of Canada4,778$387K0.0%+23.5%0.065%
2/16/2026MML Investors Services LLC190,953$15.47M0.0%+7.0%2.580%
2/13/2026Wells Fargo & Company MN1,617$131K0.0%+161,600.0%0.022%
2/13/2026Summit Financial LLC31,900$2.58M0.0%+34.7%0.431%
2/12/2026Jane Street Group LLC5,968$483K0.0%N/A0.081%
2/12/2026Commonwealth Equity Services LLC206,937$16.76M0.0%-0.4%2.796%
2/12/2026Absolute Capital Management LLC2,594$210K0.1%N/A0.035%
2/11/2026LPL Financial LLC166,669$13.50M0.0%+67.6%2.252%
2/11/2026Vise Technologies Inc.10,151$822K0.0%N/A0.137%
2/10/2026Goldman Sachs Group Inc.5,148$417K0.0%-80.7%0.070%
2/10/2026Calton & Associates Inc.3,838$311K0.0%N/A0.052%
How one AI fund pays investors every Thursday (Ad)

One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday. That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves. Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.tc pixel

Watch the free presentation to see how the payouts work
2/10/2026Northwestern Mutual Wealth Management Co.111,818$9.06M0.0%+74.3%1.511%
2/6/2026Freedom Investment Management Inc.3,359$272K0.1%N/A0.045%
2/6/2026Empirical Asset Management LLC6,447$522K0.1%-62.5%0.087%
2/3/2026International Assets Investment Management LLC1,700$138K0.0%N/A0.023%
1/26/2026Private Trust Co. NA2,793$226K0.0%+8.4%0.038%
1/21/2026Capital Advisors Ltd. LLC1,949$158K0.0%N/A0.026%
1/20/2026Stratos Investment Management LLC83,134$6.73M0.3%-0.9%1.123%
1/15/2026Victory Financial Group LLC11,318$917K0.1%+14.5%0.153%
1/14/2026Redhawk Wealth Advisors Inc.7,452$604K0.1%N/A0.101%
1/13/2026CoreCap Advisors LLC3,860$313K0.0%-4.0%0.052%
1/5/2026Park National Corp OH15,324$1.24M0.0%-9.8%0.207%
11/17/2025Victory Financial Group LLC9,882$770K0.1%N/A0.134%
11/17/2025Northwestern Mutual Wealth Management Co.64,170$5.00M0.0%+6.1%0.867%
11/17/2025Northern Trust Corp6,039,096$470.84M0.1%+13.2%81.609%
11/17/2025Bank of America Corp DE6,334$494K0.0%-11.4%0.086%
11/13/2025GeoWealth Management LLC1,563$122K0.0%N/A0.021%
11/12/2025Advisory Alpha LLC3,412$267K0.0%N/A0.046%
11/12/2025Empirical Asset Management LLC17,187$1.34M0.2%-52.3%0.232%
11/10/2025First Heartland Consultants Inc.3,305$258K0.0%+16.6%0.045%
11/7/2025Axxcess Wealth Management LLC3,424$267K0.0%-16.1%0.046%
11/6/2025Stratos Investment Management LLC83,867$6.54M0.3%-3.1%1.133%
11/5/2025Envestnet Asset Management Inc.590,111$46.01M0.0%+5.6%7.974%
10/30/2025Rossmore Private Capital1,500$117K0.0%N/A0.020%
10/24/2025Cross Staff Investments Inc2,600$203K0.1%N/A0.035%
10/22/2025CoreCap Advisors LLC4,019$313K0.0%+8.0%0.054%
10/22/2025Commonwealth Equity Services LLC207,765$16.20M0.0%+0.2%2.808%
10/8/2025Patriot Financial Group Insurance Agency LLC3,366$262K0.0%-4.9%0.045%
10/1/2025Park National Corp OH16,997$1.33M0.0%-17.1%0.230%
9/4/2025Osaic Holdings Inc.919$66K0.0%+130.3%0.012%
8/28/2025Stark Wealth Management LLC76,508$5.00M6.9%N/A1.034%
8/15/2025MML Investors Services LLC160,756$11.45M0.0%-2.9%2.172%
8/15/2025Bank of America Corp DE7,151$509K0.0%-53.6%0.097%
8/14/2025Raymond James Financial Inc.2,231$159K0.0%N/A0.030%
8/14/2025Cerity Partners LLC5,407$385K0.0%N/A0.073%
8/13/2025Northwestern Mutual Wealth Management Co.60,461$4.31M0.0%+52.1%0.817%
8/4/2025Atria Investments Inc2,835$202K0.0%N/A0.038%
8/1/2025Envestnet Asset Management Inc.558,810$39.80M0.0%-7.8%7.551%
7/31/2025VestGen Investment Management15,369$1.10M0.8%-20.7%0.208%
7/30/2025Freedom Investment Management Inc.23,673$1.69M0.1%-1.5%0.320%
7/29/2025Stratos Investment Management LLC86,511$6.16M0.3%+15.7%1.169%
7/29/2025Empirical Asset Management LLC36,066$2.57M0.8%+1.4%0.487%
7/28/2025Axxcess Wealth Management LLC4,081$291K0.0%-12.8%0.055%
7/22/2025Wealthcare Advisory Partners LLC3,899$278K0.0%-11.4%0.053%
7/21/2025Patriot Financial Group Insurance Agency LLC3,539$252K0.0%N/A0.048%
5/16/2025Goldman Sachs Group Inc.27,373$1.75M0.0%-24.8%0.376%
5/15/2025MAI Capital Management1,229$78K0.0%N/A0.019%
5/14/2025Freedom Investment Management Inc.24,038$1.53M0.1%+11.4%0.379%
5/14/2025Northwestern Mutual Wealth Management Co.39,738$2.54M0.0%N/A0.626%
5/13/2025Northern Trust Corp3,813,829$243.32M0.0%+16.3%60.060%
5/7/2025LPL Financial LLC57,414$3.66M0.0%+15.1%0.929%
The AI Infrastructure Play Kevin O'Leary Is Backing (Ad)

Kevin O'Leary became a strategic investor in a NASDAQ-listed AI infrastructure company, calling it essentially a power company. The firm expects up to 190 MW of Nordic data center capacity approaching ready-for-service status by 2027-2028, as similar capacity has recently been valued at roughly $1.7 million to $2 million per MW annually. Google plans to invest $15 billion in Finland's AI infrastructure, with Cerebras also building a 165 MW facility nearby.tc pixel

See why Kevin O'Leary backed this AI infrastructure strategy
5/6/2025Cetera Investment Advisers55,174$3.52M0.0%+13.9%0.893%
4/30/2025Axxcess Wealth Management LLC4,680$299K0.0%-9.1%0.076%
4/30/2025Cornerstone Planning Group LLC490$30K0.0%+67.2%0.008%
4/30/2025Stratos Investment Management LLC74,749$4.77M0.3%+1,889.6%1.210%
4/29/2025Envestnet Asset Management Inc.606,224$38.68M0.0%+6.0%9.809%
4/28/2025Private Trust Co. NA2,577$164K0.0%-9.0%0.042%
4/25/2025Colonial River Investments LLC4,680$299K0.2%-9.1%0.076%
4/21/2025L.M. Kohn & Company36,081$2.30M0.6%+0.6%0.584%
4/21/2025Aspiriant LLC3,756$240K0.0%-8.9%0.061%
4/2/2025Park National Corp OH20,582$1.31M0.0%+1.5%0.359%


QLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of FlexShares US Quality Large Cap Index Fund. The most heavily invested institutionals were Northern Trust Corp ($514.34M), Envestnet Asset Management Inc. ($78.99M), Commonwealth Equity Services LLC ($16.76M), MML Investors Services LLC ($15.47M), LPL Financial LLC ($13.50M), Northwestern Mutual Wealth Management Co. ($9.06M), and Cetera Investment Advisers ($8.56M).Learn more on FlexShares US Quality Large Cap Index Fund's institutional investors.

Of the 56 institutional investors that purchased FlexShares US Quality Large Cap Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northern Trust Corp ($1.55M), Envestnet Asset Management Inc. ($128.71K), Northwestern Mutual Wealth Management Co. ($111.82K), Stratos Investment Management LLC ($86.51K), Stark Wealth Management LLC ($76.51K), LPL Financial LLC ($74.74K), and Cetera Investment Advisers ($61.79K).

Institutional investors have bought a total of 1,532,493 shares in the last 24 months. This purchase volume represents approximately $122.13M in transactions.

Of the 11 institutional investors that sold FlexShares US Quality Large Cap Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Park National Corp OH ($74.97K), Empirical Asset Management LLC ($29.62K), Goldman Sachs Group Inc. ($21.57K), Stratos Investment Management LLC ($3.38K), Royal Bank of Canada ($2.89K), VestGen Investment Management ($2.71K), and Bank of America Corp DE ($934.00).

Institutional investors have sold a total of 137,904 shares in the last 24 months. This volume of shares sold represents approximately $11.82M in transactions.



Institutional ownership data for BATS:QLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners