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FlexShares US Quality Low Volatility Index Fund (QLV) Institutional Ownership

FlexShares US Quality Low Volatility Index Fund logo
$74.36 +0.19 (+0.26%)
Closing price 03:59 PM Eastern
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$74.36 +0.00 (+0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares US Quality Low Volatility Index Fund (NYSEARCA:QLV)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$22.82M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.12M
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Skip Chart & View Institutional Buying and Selling Data

QLV Institutional Buying and Selling by Quarter

FlexShares US Quality Low Volatility Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp5,891$424K0.0%N/A0.258%
5/2/2026 United Bank44,862$3.23M1.1%+5.2%1.968%
4/30/2026 Beam Wealth Advisors Inc.11,877$854K0.2%-6.6%0.510%
4/27/2026 Private Advisor Group LLC18,119$1.30M0.0%+2.4%0.734%
2/19/2026 Axxcess Wealth Management LLC8,070$581K0.0%-11.9%0.408%
2/18/2026Alpha Capital Advisors Inc. ADV3,398$247K0.2%N/A0.172%
2/18/2026OLD Mission Capital LLC9,722$700K0.0%-26.8%0.491%
2/17/2026AQR Capital Management LLC5,247$378K0.0%-5.8%0.265%
2/17/2026Cetera Investment Advisers5,143$371K0.0%+4.3%0.260%
2/17/2026Equitable Holdings Inc.13,347$962K0.0%+52.5%0.674%
2/17/2026Osaic Holdings Inc.8,337$601K0.0%-8.1%0.421%
2/16/2026MML Investors Services LLC12,147$875K0.0%-1.9%0.613%
2/13/2026 Kestra Advisory Services LLC1,244$90K0.0%N/A0.063%
2/12/2026Rossby Financial LCC16,108$1.16M0.4%N/A0.814%
2/11/2026LPL Financial LLC149,162$10.75M0.0%-3.0%7.533%
2/6/2026 Axxcess Wealth Management LLC8,070$581K0.0%-11.9%0.408%
2/5/2026 United Bank42,661$3.07M0.4%-5.4%2.155%
2/4/2026 Colonial River Investments LLC8,070$581K0.2%-13.2%0.408%
2/4/2026 Beam Wealth Advisors Inc.12,716$916K0.3%-5.3%0.642%
2/3/2026Crestwood Advisors Group LLC17,693$1.28M0.0%-1.7%0.894%
1/23/2026 Bellevue Asset Management LLC2,848$205K0.1%-21.3%0.144%
1/14/2026 Wealthcare Advisory Partners LLC5,137$370K0.0%+6.0%0.263%
1/1/2026JPMorgan Chase & Co.702$51K0.0%+25.8%0.035%
11/17/2025Citadel Advisors LLC9,649$694K0.0%+45.9%0.482%
11/17/2025Bank of America Corp DE380,262$27.36M0.0%-2.9%19.013%
11/14/2025Equitable Holdings Inc.8,755$630K0.0%-42.4%0.438%
11/13/2025 Private Advisor Group LLC14,684$1.06M0.0%+3.8%0.734%
11/12/2025 United Bank45,112$3.25M1.1%-2.8%2.256%
11/7/2025 Axxcess Wealth Management LLC9,157$659K0.0%-8.9%0.458%
11/7/2025Crestwood Advisors Group LLC18,007$1.30M0.0%-1.2%0.900%
11/7/2025JPMorgan Chase & Co.702$51K0.0%+25.8%0.035%
11/5/2025 Beam Wealth Advisors Inc.13,425$966K0.3%-10.5%0.671%
11/5/2025Envestnet Asset Management Inc.5,495$395K0.0%-3.3%0.275%
10/30/2025 Rossmore Private Capital1,000$72K0.0%N/A0.050%
10/28/2025 Peoples Financial Services CORP.34,149$2.46M1.1%+2.9%1.707%
9/4/2025Osaic Holdings Inc.8,780$598K0.0%+15.3%0.422%
8/20/2025Coppell Advisory Solutions LLC12,689$858K0.1%+8.9%0.610%
8/15/2025MML Investors Services LLC12,882$877K0.0%-3.9%0.619%
8/15/2025Bank of America Corp DE391,583$26.67M0.0%+39.6%18.826%
8/14/2025Raymond James Financial Inc.889$61K0.0%N/A0.043%
8/12/2025JPMorgan Chase & Co.558$38K0.0%N/A0.027%
8/8/2025Cetera Investment Advisers5,027$342K0.0%N/A0.242%
8/5/2025Crestwood Advisors Group LLC18,223$1.24M0.0%-10.6%0.878%
8/5/2025 Beam Wealth Advisors Inc.14,996$1.02M0.3%-1.8%0.723%
8/1/2025Envestnet Asset Management Inc.5,684$387K0.0%-6.3%0.274%
7/29/2025 United Bank46,419$3.16M0.4%-0.3%2.321%
7/28/2025 Axxcess Wealth Management LLC10,056$685K0.0%+6.9%0.485%
7/17/2025 Peoples Financial Services CORP.33,185$2.26M1.1%N/A1.580%
7/8/2025Parallel Advisors LLC3,000$204K0.0%+7.7%0.143%
6/27/2025Goldman Sachs Group Inc.10,535$694K0.0%N/A0.514%
5/16/2025Coppell Advisory Solutions LLC11,652$753K0.1%N/A0.574%
5/16/2025Goldman Sachs Group Inc.10,535$694K0.0%N/A0.519%
5/13/2025Northern Trust Corp325,695$21.47M0.0%+28.2%16.044%
5/7/2025LPL Financial LLC145,460$9.59M0.0%+34.1%7.459%
5/6/2025United Bank46,574$3.07M0.4%+5.2%2.245%
5/5/2025Crestwood Advisors Group LLC20,374$1.34M0.0%-19.4%1.045%
4/30/2025Axxcess Wealth Management LLC9,408$620K0.0%-66.3%0.482%
4/29/2025Envestnet Asset Management Inc.6,068$400K0.0%-79.3%0.311%
4/25/2025Colonial River Investments LLC10,235$675K0.4%-64.3%0.525%
4/15/2025Wealthcare Advisory Partners LLC4,880$322K0.0%-24.0%0.257%
2/17/2025Two Sigma Investments LP13,500$881K0.0%N/A0.544%
2/17/2025Citadel Advisors LLC23,523$1.54M0.0%N/A0.949%
2/17/2025Bank of America Corp DE285,936$18.66M0.0%+42.1%11.530%
2/14/2025Northern Trust Corp254,138$16.58M0.0%-3.2%10.248%
2/13/2025Envestnet Asset Management Inc.29,306$1.91M0.0%-58.2%1.182%
2/12/2025United Bank44,260$2.89M1.2%+5.5%1.785%
2/11/2025LPL Financial LLC108,503$7.08M0.0%+13.8%4.375%
2/10/2025Axxcess Wealth Management LLC27,895$1.82M0.0%+4.0%1.125%
2/6/2025Bellevue Asset Management LLC3,596$234K0.1%-8.5%0.145%
2/4/2025Crestwood Advisors Group LLC25,264$1.65M0.0%-12.2%1.019%
2/4/2025Colonial River Investments LLC28,660$1.87M0.9%+6.4%1.156%
2/3/2025Private Advisor Group LLC11,295$737K0.0%N/A0.455%
1/23/2025Strategic Blueprint LLC4,150$271K0.0%-7.8%0.167%
1/15/2025Wealthcare Advisory Partners LLC6,420$419K0.0%+4.9%0.259%
11/15/2024MML Investors Services LLC27,180$1.81M0.0%-0.8%1.096%
11/4/2024Beam Wealth Advisors Inc.15,304$1.02M0.3%+1.6%0.617%
11/4/2024Colonial River Investments LLC26,924$1.79M0.9%+1.0%1.086%
11/4/2024Axxcess Wealth Management LLC26,813$1.78M0.0%+0.8%1.081%
11/1/2024United Bank41,953$2.79M0.3%-3.6%1.692%
10/30/2024Crestwood Advisors Group LLC28,765$1.91M0.0%-34.3%1.160%
8/10/2024Axxcess Wealth Management LLC26,610$1.66M0.0%N/A1.073%
8/8/2024Envestnet Asset Management Inc.67,664$4.22M0.0%+8.1%2.728%
8/7/2024Beam Wealth Advisors Inc.15,064$939K0.3%N/A0.607%
8/1/2024Crestwood Advisors Group LLC43,791$2.73M0.1%-90.9%1.766%
7/31/2024Bellevue Asset Management LLC3,783$236K0.1%+5.4%0.153%
7/27/2024Strategic Blueprint LLC4,500$280K0.0%-10.0%0.181%
7/24/2024Herold Advisors Inc.14,985$934K0.2%+6.5%0.604%
7/23/2024United Bank43,522$2.71M1.4%-1.9%1.755%
5/7/2024Benedetti & Gucer Inc.14,819$903K0.4%-6.9%0.563%
4/26/2024Bellevue Asset Management LLC3,589$219K0.1%-65.3%0.135%
4/23/2024Strategic Blueprint LLC5,000$305K0.0%+28.2%0.189%
4/15/2024Wealthcare Advisory Partners LLC6,130$374K0.0%-38.4%0.231%
2/8/2024Vanguard Personalized Indexing Management LLC3,735$210K0.0%N/A0.102%
2/6/2024Bellevue Asset Management LLC10,332$581K0.4%-87.5%0.282%
2/2/2024Herold Advisors Inc.17,812$1.00M0.3%+4.9%0.485%
1/29/2024Crestwood Advisors Group LLC502,468$28.24M0.7%-2.4%13.691%
1/25/2024Strategic Blueprint LLC3,900$219K0.0%N/A0.106%
1/23/2024Colonial River Wealth Management LLC48,410$2.72M1.6%+6.8%1.319%
1/16/2024Raymond James Financial Services Advisors Inc.12,242$688K0.0%N/A0.334%
11/15/2023Crestwood Advisors Group LLC514,766$26.52M0.7%+1.1%14.026%


QLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QLV shares?

During the previous two years, 34 institutional investors and hedge funds held shares of FlexShares US Quality Low Volatility Index Fund. The most heavily invested institutionals were Bank of America Corp DE ($27.36M), Northern Trust Corp ($21.47M), LPL Financial LLC ($10.75M), United Bank ($3.23M), Peoples Financial Services CORP. ($2.46M), Private Advisor Group LLC ($1.30M), and Crestwood Advisors Group LLC ($1.28M).Learn more on FlexShares US Quality Low Volatility Index Fund's institutional investors.

Which institutional investors have been buying FlexShares US Quality Low Volatility Index Fund's stock?

Of the 28 institutional investors that purchased FlexShares US Quality Low Volatility Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($195.77K), Northern Trust Corp ($71.56K), LPL Financial LLC ($50.11K), Peoples Financial Services CORP. ($34.15K), Axxcess Wealth Management LLC ($28.54K), Citadel Advisors LLC ($26.56K), and Goldman Sachs Group Inc. ($21.07K).

How much institutional buying is happening at FlexShares US Quality Low Volatility Index Fund?

Institutional investors have bought a total of 337,460 shares in the last 24 months. This purchase volume represents approximately $22.82M in transactions.

Which of FlexShares US Quality Low Volatility Index Fund's major shareholders have been selling company stock?

Of the 14 institutional investors that sold FlexShares US Quality Low Volatility Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($11.32K), Equitable Holdings Inc. ($6.46K), LPL Financial LLC ($4.68K), United Bank ($3.91K), OLD Mission Capital LLC ($3.56K), Beam Wealth Advisors Inc. ($3.39K), and Axxcess Wealth Management LLC ($3.07K).

How much institutional selling is happening at FlexShares US Quality Low Volatility Index Fund?

Institutional investors have sold a total of 43,465 shares in the last 24 months. This volume of shares sold represents approximately $3.12M in transactions.


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This page (NYSEARCA:QLV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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