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

FlexShares US Quality Low Volatility Index Fund logo
$80.56 +0.64 (+0.80%)
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)
15
Total
Institutional Inflows
(last 12 months)
$6.19M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.55M
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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
9/2/2026 Citadel Advisors LLC13,285$1.00M0.0%N/A0.633%
7/10/2026 Wealthcare Advisory Partners LLC3,903$295K0.0%-24.6%0.186%
6/10/2026 Curry Webb Wealth Management LLC30,727$2.21M1.0%N/A1.348%
5/19/2026 Bank of America Corp DE199,241$14.32M0.0%-3.9%8.739%
5/5/2026 Bank of New York Mellon Corp5,891$424K0.0%N/A0.258%
5/2/2026 United Bank44,862$3.23M0.4%+5.2%2.136%
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%
2/18/2026 Alpha Capital Advisors Inc. ADV3,398$247K0.2%N/A0.172%
2/18/2026 OLD Mission Capital LLC9,722$700K0.0%-26.8%0.491%
2/17/2026 AQR Capital Management LLC5,247$378K0.0%-5.8%0.265%
2/17/2026 Cetera Investment Advisers5,143$371K0.0%+4.3%0.260%
2/17/2026 Equitable Holdings Inc.13,347$962K0.0%+52.5%0.674%
2/17/2026 Osaic Holdings Inc.8,337$601K0.0%-8.1%0.421%
2/16/2026 MML Investors Services LLC12,147$875K0.0%-1.9%0.613%
2/13/2026 Kestra Advisory Services LLC1,244$90K0.0%N/A0.063%
2/12/2026 Rossby Financial LCC16,108$1.16M0.4%N/A0.814%
2/11/2026 LPL 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%
2/3/2026 Crestwood 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%
1/1/2026 JPMorgan Chase & Co.702$51K0.0%+25.8%0.035%
11/17/2025 Citadel Advisors LLC9,649$694K0.0%+45.9%0.482%
11/17/2025 Bank of America Corp DE380,262$27.36M0.0%-2.9%19.013%
11/14/2025 Equitable 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%
11/7/2025 Crestwood Advisors Group LLC18,007$1.30M0.0%-1.2%0.900%
11/7/2025 JPMorgan Chase & Co.702$51K0.0%+25.8%0.035%
11/5/2025 Beam Wealth Advisors Inc.13,425$966K0.3%-10.5%0.671%
11/5/2025 Envestnet 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%
9/4/2025 Osaic Holdings Inc.8,780$598K0.0%+15.3%0.422%
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8/20/2025 Coppell Advisory Solutions LLC12,689$858K0.1%+8.9%0.610%
8/15/2025 MML Investors Services LLC12,882$877K0.0%-3.9%0.619%
8/15/2025 Bank of America Corp DE391,583$26.67M0.0%+39.6%18.826%
8/14/2025 Raymond James Financial Inc.889$61K0.0%N/A0.043%
8/12/2025 JPMorgan Chase & Co.558$38K0.0%N/A0.027%
8/8/2025 Cetera Investment Advisers5,027$342K0.0%N/A0.242%
8/5/2025 Crestwood 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%
8/1/2025 Envestnet 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%
7/8/2025 Parallel Advisors LLC3,000$204K0.0%+7.7%0.143%
6/27/2025 Goldman 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%
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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%


QLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 institutional investors and hedge funds held shares of FlexShares US Quality Low Volatility Index Fund. The most heavily invested institutionals were Northern Trust Corp ($21.47M), Bank of America Corp DE ($14.32M), LPL Financial LLC ($10.75M), United Bank ($3.23M), Peoples Financial Services CORP. ($2.46M), Curry Webb Wealth Management LLC ($2.21M), and Private Advisor Group LLC ($1.30M).Learn more on FlexShares US Quality Low Volatility Index Fund's institutional investors.

Of the 26 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), Citadel Advisors LLC ($39.84K), Peoples Financial Services CORP. ($34.15K), Curry Webb Wealth Management LLC ($30.73K), and Goldman Sachs Group Inc. ($21.07K).

Institutional investors have bought a total of 85,370 shares in the last 24 months. This purchase volume represents approximately $6.19M in transactions.

Of the 15 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 ($19.33K), Equitable Holdings Inc. ($6.46K), LPL Financial LLC ($4.68K), United Bank ($3.76K), OLD Mission Capital LLC ($3.56K), Beam Wealth Advisors Inc. ($3.12K), and Axxcess Wealth Management LLC ($3.07K).

Institutional investors have sold a total of 49,254 shares in the last 24 months. This volume of shares sold represents approximately $3.55M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:QLV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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