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Flexshares INT Qual DVD DYN (IQDY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares142,754 from 132,518
Change+10,236 (+8%)
Value$6.0M (+$337.6K)
Filed 2026-11-06
Herold Advisors, Inc.
DECREASED
Shares128,168 from 128,882
Change-714 (-1%)
Value$5.4M (-$114.3K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares66,670 from 67,168
Change-498 (-1%)
Value$2.8M (-$67.9K)
Filed 2026-11-03
Asset Allocation Strategies LLC
DECREASED
Shares47,613 from 50,638
Change-3,025 (-6%)
Value$2.0M (-$162.5K)
Filed 2026-10-20
Fifth Third Securities, Inc.
DECREASED
Shares40,724 from 41,796
Change-1,072 (-3%)
Value$1.7M (-$74.2K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares11,358 from 11,358
Change0 (0%)
Value$470.1K (-$15.5K)
Filed 2026-10-13
Kestra Advisory Services, LLC
DECREASED
Shares8,994 from 9,620
Change-626 (-7%)
Value$378.0K (-$33.0K)
Filed 2026-11-02
Southland Equity Partners LLC
DECREASED
Shares8,952 from 9,319
Change-367 (-4%)
Value$376.2K (-$21.9K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED
Shares8,798 from 8,798
Change0 (0%)
Value$370.0K (+$369.6K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares6,499 from 6,569
Change-70 (-1%)
Value$273.1K (-$7.5K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares5,519 from 5,595
Change-76 (-1%)
Value$232.0K (-$7.0K)
Filed 2026-11-02
Private Trust Co NA
UNCHANGED
Shares4,658 from 4,658
Change0 (0%)
Value$195.8K (-$3.3K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares1,040
Change+1,040
Value$43.7K
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares132 from 131
Change+1 (+1%)
Value$5.6K (-$32)
Filed 2026-10-08
Buck Wealth Strategies, LLC
INCREASED
Shares131 from 130
Change+1 (+1%)
Value$5.5K (-$31)
Filed 2026-10-28
Synergy Asset Management, LLC
CLOSED
Shares0 from 70,048
Change-70,048 (-100%)
Value$0 (-$3.0M)
Filed 2026-11-05
Bison Wealth, LLC
CLOSED
Shares0 from 4,762
Change-4,762 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-13
Northern Trust Corp
N/A
Shares— from 247,655
Change-247,655 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 235,846
Change-235,846 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 140,491
Change-140,491 (-100%)
Value—
UBS Group AG
N/A
Shares— from 120,829
Change-120,829 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 67,935
Change-67,935 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 66,132
Change-66,132 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 36,882
Change-36,882 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,528
Change-26,528 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 19,476
Change-19,476 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 14,414
Change-14,414 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,310
Change-11,310 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,382
Change-5,382 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,007
Change-5,007 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 688
Change-688 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED142,754132,518+10,236+8%$5.7M$6.0M+$337.6K2026-11-06
Herold Advisors, Inc.
DECREASED128,168128,882-714-1%$5.5M$5.4M-$114.3K2026-10-19
RFG Advisory, LLC
DECREASED66,67067,168-498-1%$2.9M$2.8M-$67.9K2026-11-03
Asset Allocation Strategies LLC
DECREASED47,61350,638-3,025-6%$2.2M$2.0M-$162.5K2026-10-20
Fifth Third Securities, Inc.
DECREASED40,72441,796-1,072-3%$1.8M$1.7M-$74.2K2026-10-21
Wealth Enhancement Advisory Services, LLC
UNCHANGED11,35811,35800%$485.5K$470.1K-$15.5K2026-10-13
Kestra Advisory Services, LLC
DECREASED8,9949,620-626-7%$411.0K$378.0K-$33.0K2026-11-02
Southland Equity Partners LLC
DECREASED8,9529,319-367-4%$398.2K$376.2K-$21.9K2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED8,7988,79800%$376$370.0K+$369.6K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED6,4996,569-70-1%$280.7K$273.1K-$7.5K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED5,5195,595-76-1%$239.0K$232.0K-$7.0K2026-11-02
Private Trust Co NA
UNCHANGED4,6584,65800%$199.0K$195.8K-$3.3K2026-10-20
Root Financial Partners, LLC
NEW1,040—+1,040——$43.7K—2026-10-21
Farther Finance Advisors, LLC
INCREASED132131+1+1%$5.6K$5.6K-$322026-10-08
Buck Wealth Strategies, LLC
INCREASED131130+1+1%$5.5K$5.5K-$312026-10-28
Synergy Asset Management, LLC
CLOSED070,048-70,048-100%$3.0M$0-$3.0M2026-11-05
Bison Wealth, LLC
CLOSED04,762-4,762-100%$204.2K$0-$204.2K2026-10-13
Northern Trust Corp
N/A—247,655-247,655-100%$10.6M———
Bank of America Corp
N/A—235,846-235,846-100%$10.1M———
Cetera Investment Advisers
N/A—140,491-140,491-100%$6.0M———
UBS Group AG
N/A—120,829-120,829-100%$5.2M———
Flow Traders U.S. LLC
N/A—67,935-67,935-100%$2.9M———
Centaurus Financial, Inc.
N/A—66,132-66,132-100%$2.8M———
Stifel Financial Corp
N/A—36,882-36,882-100%$1.6M———
Jane Street Group, LLC
N/A—26,528-26,528-100%$1.1M———
Navis Wealth Advisors, LLC
N/A—19,476-19,476-100%$832.2K———
Osaic Holdings, Inc.
N/A—14,414-14,414-100%$615.9K———
Raymond James Financial Inc
N/A—11,310-11,310-100%$483.2K———
Reliant Wealth Planning
N/A—6,165-6,165-100%$263.4K———
MML Investors Services, LLC
N/A—5,731-5,731-100%$244.9K———
Susquehanna International Group, LLP
N/A—5,382-5,382-100%$230.0K———
Envestnet Asset Management Inc
N/A—5,007-5,007-100%$213.9K———
Brookwood Investment Group LLC
N/A—4,851-4,851-100%$207.3K———
Morgan Stanley
N/A—4,572-4,572-100%$195.4K———
IMA Advisory Services, Inc.
N/A—4,479-4,479-100%$191.4K———
Global Retirement Partners, LLC
N/A—1,944-1,944-100%$83.1K———
Leo H. Evart, Inc.
N/A—688-688-100%$29.4K———
Bartlett & Co. Wealth Management LLC
N/A—500-500-100%$21.4K———
Medallion Wealth Advisors, LLC
N/A—78-78-100%$3.4K———
Wells Fargo & Company
N/A—00—$17———
Showing 40 of 40 institutions