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Flexshares US Quality LG Cap (QLC)

CUSIP: 33939L746 | NYSE | 135 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC113,002
0.0% of portfolio›$10.3M
Advantage Trust Co110,207
3.5% of portfolio›$10.0M
Vise Technologies, Inc.107,319
0.1% of portfolio›$9.8M
Herold Advisors, Inc.64,105
1.1% of portfolio›$5.8M
IFP Advisors, Inc52,027
0.1% of portfolio›$4.7M
Victory Financial Group, LLC27,493
0.2% of portfolio›$2.5M
Rose Capital Advisors LLC26,957
0.6% of portfolio›$2.5M
Independent Financial Group, LLC21,039
0.0% of portfolio›$1.9M
Schorn Wealth LLC19,331
0.5% of portfolio›$1.8M
Park National Corp13,802
0.0% of portfolio›$1.3M
WealthPlan Investment Management, LLC12,469
0.1% of portfolio›$1.1M
SeaCrest Wealth Management, LLC8,526
0.1% of portfolio›$775.6K
Uptick Partners, LLC8,310
0.1% of portfolio›$756.0K
Ejmk Ventures LLC8,281
0.3% of portfolio›$753.3K
Atria Investments, Inc7,994
0.0% of portfolio›$727.2K
First Heartland Consultants, Inc.7,994
0.0% of portfolio›$727.2K
Meridian Wealth Management, LLC7,543
0.0% of portfolio›$686.2K
Patriot Financial Group Insurance Agency, LLC6,770
0.1% of portfolio›$615.8K
Creative Planning6,348
0.0% of portfolio›$577.5K
Capital Advisors, Ltd. LLC6,344
0.3% of portfolio›$577.0K
Turtle Creek Wealth Advisors, LLC6,202
0.0% of portfolio›$564.2K
CoreCap Advisors, LLC4,164
0.0% of portfolio›$378.8K
Wealthcare Advisory Partners LLC3,839
0.0% of portfolio›$349.2K
Cambridge Investment Research Advisors, Inc.3,601
0.0% of portfolio›$328.0K
Colonial River Investments, LLC3,143
0.1% of portfolio›$285.9K
Aspiriant, LLC3,082
0.0% of portfolio›$280.4K
BXM Wealth LLC2,770
0.1% of portfolio›$252.0K
Private Trust Co NA2,751
0.0% of portfolio›$250.3K
Absolute Capital Management, LLC2,736
0.1% of portfolio›$248.9K
International Assets Investment Management, LLC2,721
0.0% of portfolio›$248.2K
Cross Staff Investments Inc2,600
0.1% of portfolio›$236.5K
Lantern Wealth Advisors, LLC2,462
0.1% of portfolio›$223.9K
Delta Financial Advisors LLC2,453
0.1% of portfolio›$223.1K
Bank of New York Mellon Corp2,390
0.0% of portfolio›$217.4K
Rossmore Private Capital1,500
0.0% of portfolio›$136.5K
Creative Financial Designs Inc543
0.0% of portfolio›$49.4K
Golden State Wealth Management, LLC120
0.0% of portfolio›$10.9K
TD Waterhouse Canada Inc.100
0.0% of portfolio›$9.1K
Ascentis Independent Advisors93
0.0% of portfolio›$8.5K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
113,002$10.3M0.0%ETFLowWaltham, MA2026-11-02
Advantage Trust Co
110,207$10.0M3.5%ETFVery LowSalina, KS2026-10-19
Vise Technologies, Inc.
107,319$9.8M0.1%IndexLowNew York, NY2026-10-29
Herold Advisors, Inc.
64,105$5.8M1.1%CoreLowNew York, NY2026-10-19
IFP Advisors, Inc
52,027$4.7M0.1%GrowthLowTampa, FL2026-10-16
Victory Financial Group, LLC
27,493$2.5M0.2%ETFLowAustin, TX2026-10-27
Rose Capital Advisors LLC
26,957$2.5M0.6%ETFN/AMiami Beach, FL2026-11-04
Independent Financial Group, LLC
21,039$1.9M0.0%GrowthLowSan Diego, CA2026-10-13
Schorn Wealth LLC
19,331$1.8M0.5%ETFLowEnglewood, FL2026-10-14
Park National Corp
13,802$1.3M0.0%CoreLowNewark, OH2026-10-05
WealthPlan Investment Management, LLC
12,469$1.1M0.1%GrowthMediumOmaha, NE2026-10-15
SeaCrest Wealth Management, LLC
8,526$775.6K0.1%GrowthLowPurchase, NY2026-10-21
Uptick Partners, LLC
8,310$756.0K0.1%ETFLowNacogdoches, TX2026-11-04
Ejmk Ventures LLC
8,281$753.3K0.3%GrowthMediumItasca, IL2026-10-21
Atria Investments, Inc
7,994$727.2K0.0%CoreMediumCharlotte, NC2026-10-15
First Heartland Consultants, Inc.
7,994$727.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Meridian Wealth Management, LLC
7,543$686.2K0.0%GrowthLowLexington, KY2026-11-05
Patriot Financial Group Insurance Agency, LLC
6,770$615.8K0.1%GrowthLowWalpole, MA2026-10-14
Creative Planning
6,348$577.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Capital Advisors, Ltd. LLC
6,344$577.0K0.3%ETFLowShaker Heights, OH2026-10-27
Turtle Creek Wealth Advisors, LLC
6,202$564.2K0.0%GrowthLowDallas, TX2026-10-15
CoreCap Advisors, LLC
4,164$378.8K0.0%ETFMediumSouthfield, MI2026-10-08
Wealthcare Advisory Partners LLC
3,839$349.2K0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
3,601$328.0K0.0%ETFLowFairfield, IA2026-11-02
Colonial River Investments, LLC
3,143$285.9K0.1%GrowthMediumMidlothian, VA2026-10-19
Aspiriant, LLC
3,082$280.4K0.0%ETFVery LowLos Angeles, CA2026-10-16
BXM Wealth LLC
2,770$252.0K0.1%GrowthLowEnglewood, CO2026-11-03
Private Trust Co NA
2,751$250.3K0.0%CoreLowCleveland, OH2026-10-20
Absolute Capital Management, LLC
2,736$248.9K0.1%ETFMediumPittsburgh, PA2026-10-16
International Assets Investment Management, LLC
2,721$248.2K0.0%CoreVery HighOrlando, FL2026-11-02
Cross Staff Investments Inc
2,600$236.5K0.1%CoreVery LowPittsford, NY2026-10-22
Lantern Wealth Advisors, LLC
2,462$223.9K0.1%GrowthLowMelville, NY2026-10-22
Delta Financial Advisors LLC
2,453$223.1K0.1%CoreVery LowMetairie, LA2026-10-27
Bank of New York Mellon Corp
2,390$217.4K0.0%CoreLowNew York, NY2026-11-05
Rossmore Private Capital
1,500$136.5K0.0%CoreLowGlastonbury, CT2026-10-27
Creative Financial Designs Inc
543$49.4K0.0%ETFMediumKokomo, IN2026-11-04
Golden State Wealth Management, LLC
120$10.9K0.0%ETFMediumSanta Ana, CA2026-11-02
TD Waterhouse Canada Inc.
100$9.1K0.0%CoreLowToronto, Australia2026-10-16
Ascentis Independent Advisors
93$8.5K0.0%ETFLowDallas, TX2026-11-03