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

FlexShares US Quality Low Volatility Index Fund logo
$70.83 +0.56 (+0.80%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for FlexShares US Quality Low Volatility Index Fund (NYSEARCA:QLV)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$29.80M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$9.23M
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QLV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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$3.16M1.2%-0.3%2.237%
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%
5/16/2025 Coppell Advisory Solutions LLC11,652$753K0.1%N/A0.574%
5/16/2025 Goldman Sachs Group Inc.10,535$694K0.0%N/A0.519%
5/13/2025 Northern Trust Corp325,695$21.47M0.0%+28.2%16.044%
5/7/2025 LPL Financial LLC145,460$9.59M0.0%+34.1%7.459%
5/6/2025 United Bank46,574$3.07M0.4%+5.2%2.245%
5/5/2025 Crestwood Advisors Group LLC20,374$1.34M0.0%-19.4%1.045%
4/30/2025 Axxcess Wealth Management LLC9,408$620K0.0%-66.3%0.482%
4/29/2025 Envestnet Asset Management Inc.6,068$400K0.0%-79.3%0.311%
4/25/2025 Colonial River Investments LLC10,235$675K0.4%-64.3%0.525%
4/15/2025 Wealthcare Advisory Partners LLC4,880$322K0.0%-24.0%0.257%
2/17/2025 Two Sigma Investments LP13,500$881K0.0%N/A0.544%
2/17/2025 Citadel Advisors LLC23,523$1.54M0.0%N/A0.949%
2/17/2025 Bank of America Corp DE285,936$18.66M0.0%+42.1%11.530%
2/14/2025 Northern Trust Corp254,138$16.58M0.0%-3.2%10.248%
2/13/2025 Envestnet Asset Management Inc.29,306$1.91M0.0%-58.2%1.182%
2/12/2025 United Bank44,260$2.89M1.2%+5.5%1.785%
2/11/2025 LPL Financial LLC108,503$7.08M0.0%+13.8%4.375%
2/10/2025 Axxcess Wealth Management LLC27,895$1.82M0.0%+4.0%1.125%
2/6/2025 Bellevue Asset Management LLC3,596$234K0.1%-8.5%0.145%
2/4/2025 Crestwood Advisors Group LLC25,264$1.65M0.0%-12.2%1.019%
2/4/2025 Colonial River Investments LLC28,660$1.87M0.9%+6.4%1.156%
2/3/2025 Private Advisor Group LLC11,295$737K0.0%N/A0.455%
1/23/2025 Strategic Blueprint LLC4,150$271K0.0%-7.8%0.167%
1/15/2025 Wealthcare Advisory Partners LLC6,420$419K0.0%+4.9%0.259%
11/15/2024 MML Investors Services LLC27,180$1.81M0.0%-0.8%1.096%
11/4/2024 Beam Wealth Advisors Inc.15,304$1.02M0.3%+1.6%0.617%
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11/4/2024 Colonial River Investments LLC26,924$1.79M0.9%+1.0%1.086%
11/4/2024 Axxcess Wealth Management LLC26,813$1.78M0.0%+0.8%1.081%
11/1/2024 United Bank41,953$2.79M0.3%-3.6%1.692%
10/30/2024 Crestwood Advisors Group LLC28,765$1.91M0.0%-34.3%1.160%
8/10/2024 Axxcess Wealth Management LLC26,610$1.66M0.0%N/A1.073%
8/8/2024 Envestnet Asset Management Inc.67,664$4.22M0.0%+8.1%2.728%
8/7/2024 Beam Wealth Advisors Inc.15,064$939K0.3%N/A0.607%
8/1/2024 Crestwood Advisors Group LLC43,791$2.73M0.1%-90.9%1.766%
7/31/2024 Bellevue Asset Management LLC3,783$236K0.1%+5.4%0.153%
7/27/2024 Strategic Blueprint LLC4,500$280K0.0%-10.0%0.181%
7/24/2024 Herold Advisors Inc.14,985$934K0.2%+6.5%0.604%
7/23/2024 United Bank43,522$2.71M1.4%-1.9%1.755%
5/7/2024Benedetti & Gucer Inc.14,819$903K0.4%-6.9%0.563%
4/26/2024 Bellevue Asset Management LLC3,589$219K0.1%-65.3%0.135%
4/23/2024 Strategic Blueprint LLC5,000$305K0.0%+28.2%0.189%
4/15/2024 Wealthcare Advisory Partners LLC6,130$374K0.0%-38.4%0.231%
2/8/2024 Vanguard Personalized Indexing Management LLC3,735$210K0.0%N/A0.102%
2/6/2024 Bellevue Asset Management LLC10,332$581K0.4%-87.5%0.282%
2/2/2024 Herold Advisors Inc.17,812$1.00M0.3%+4.9%0.485%
1/29/2024 Crestwood Advisors Group LLC502,468$28.24M0.7%-2.4%13.691%
1/25/2024 Strategic Blueprint LLC3,900$219K0.0%N/A0.106%
1/23/2024 Colonial 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%
11/15/2023 Crestwood Advisors Group LLC514,766$26.52M0.7%+1.1%14.026%
11/13/2023 Northern Trust Corp959,639$49.44M0.0%-2.5%26.148%
11/13/2023 Envestnet Asset Management Inc.62,237$3.21M0.0%+5.0%1.696%
11/8/2023 Herold Advisors Inc.16,981$875K0.3%-7.0%0.463%
11/3/2023 Colonial River Wealth Management LLC45,331$2.34M1.5%-4.8%1.235%
11/2/2023Benedetti & Gucer Inc.16,417$846K0.5%+2.0%0.447%
10/25/2023 Bellevue Asset Management LLC82,439$4.25M2.9%-2.3%2.246%
10/12/2023 Wealthcare Advisory Partners LLC9,851$508K0.0%-6.9%0.268%
8/11/2023 Northern Trust Corp984,280$52.58M0.0%-7.1%26.820%
8/8/2023 Colonial River Wealth Management LLC47,628$2.54M1.7%-19.0%1.298%
8/7/2023 United Bank55,060$2.94M1.7%-4.9%1.500%
8/4/2023 Envestnet Asset Management Inc.59,257$3.17M0.0%+11.7%1.615%
7/31/2023 LPL Financial LLC24,500$1.31M0.0%-2.2%0.668%
7/31/2023 Bellevue Asset Management LLC84,357$4.51M2.8%+1.2%2.299%
7/25/2023 UMB Bank n.a.1,227$66K0.0%N/A0.038%
7/20/2023Benedetti & Gucer Inc.16,102$860K0.4%+31.4%0.503%
7/17/2023 Wealthcare Advisory Partners LLC10,580$565K0.0%-3.1%0.331%
7/17/2023 Herold Advisors Inc.18,264$976K0.3%+209.1%0.571%
5/9/2023 Wedbush Securities Inc.4,058$208K0.0%N/A0.123%
5/9/2023 Bellevue Asset Management LLC83,339$4.28M2.9%+2.5%2.525%
5/9/2023 Hanlon Investment Management Inc.13,646$701K0.2%+2.4%0.414%
5/5/2023 Colonial River Wealth Management LLC58,835$3.02M1.8%-26.2%1.783%
5/4/2023 Wealthcare Advisory Partners LLC10,914$561K0.0%+26.3%0.331%
4/27/2023Benedetti & Gucer Inc.12,252$629K0.4%N/A0.371%
4/25/2023 Parallel Advisors LLC2,786$143K0.0%N/A0.084%
4/19/2023 Herold Advisors Inc.5,908$304K0.1%+5.6%0.179%
4/12/2023 Private Trust Co. NA702$36K0.0%+210.6%0.020%
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2/13/2023 Wealthcare Advisory Partners LLC8,644$435K0.0%N/A0.254%
2/10/2023 Colonial River Wealth Management LLC79,741$4.01M2.6%+10.5%2.345%
2/8/2023 Interactive Financial Advisors18,418$926K0.6%-41.0%0.542%
2/8/2023 Cambridge Investment Research Advisors Inc.11,956$601K0.0%N/A0.352%
2/7/2023 LPL Financial LLC25,039$1.26M0.0%-8.6%0.736%
2/7/2023 Envestnet Asset Management Inc.46,247$2.33M0.0%+71.9%1.360%
1/31/2023 AE Wealth Management LLC39,264$1.97M0.0%-27.6%1.155%
1/30/2023 Concourse Financial Group Securities Inc.564$28K0.0%N/A0.017%
1/25/2023 Hanlon Investment Management Inc.13,321$670K0.2%+47.8%0.392%
1/23/2023 Bellevue Asset Management LLC81,318$4.06M3.1%+1.1%2.464%
(Data available from 1/1/2016 forward)

QLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QLV shares?

During the previous two years, 28 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 ($26.67M), Northern Trust Corp ($21.47M), LPL Financial LLC ($9.59M), United Bank ($3.16M), Colonial River Wealth Management LLC ($2.72M), Peoples Financial Services CORP. ($2.26M), and Citadel Advisors LLC ($1.54M).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 27 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. ($33.19K), Axxcess Wealth Management LLC ($28.54K), Citadel Advisors LLC ($23.52K), 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 448,480 shares in the last 24 months. This purchase volume represents approximately $29.80M in transactions.

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

Of the 11 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: Envestnet Asset Management Inc. ($64.39K), Crestwood Advisors Group LLC ($25.57K), Axxcess Wealth Management LLC ($18.49K), Colonial River Investments LLC ($18.43K), Northern Trust Corp ($8.48K), United Bank ($1.72K), and Wealthcare Advisory Partners LLC ($1.54K).

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

Institutional investors have sold a total of 140,326 shares in the last 24 months. This volume of shares sold represents approximately $9.23M in transactions.



This page (NYSEARCA:QLV) was last updated on 8/22/2025 by MarketBeat.com Staff
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