FLEXSHARES QUALITY DIVIDEND QDEF
$87.40
+0.7% 52w: $70.54 – $87.94
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data70.5479.2487.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
90
-6 QoQ
13F value
$384.1M
-1.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $56K puts
Institutional value by quarter
Number of holders
Who owns QDEF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 3.4M | $272.6M | 0.0% | +1.6% |
| LPL Financial LLC | Bank broker | 180.8K | $14.4M | 0.0% | +3.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 91.4K | $7.3M | 0.0% | +9.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 91.0K | $7.3M | 0.0% | +28.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 82.1K | $6.6M | 0.0% | +22.5% |
| RVW Wealth, LLC | Wealth advisor | 80.7K | $6.4M | 0.5% | -8.7% |
| Sloy Dahl & Holst, LLC ★2 | Fundamental diversified | 72.2K | $5.8M | 0.8% | +2.2% |
| MORGAN STANLEY | Bank broker | 69.0K | $5.5M | 0.0% | -0.9% |
| Texas Capital Bank Wealth Management Services Inc | Wealth advisor | 34.1K | $2.7M | 0.2% | -3.9% |
| Creative Planning | Wealth advisor | 30.0K | $2.4M | 0.0% | Held |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 25.2K | $2.0M | 0.0% | -19.6% |
| L & S Advisors Inc | Other | 24.5K | $2.0M | 0.2% | +0.2% |
| ROYAL BANK OF CANADA | Bank broker | 23.7K | $1.9M | 0.0% | +1.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 23.6K | $1.9M | 0.0% | -48.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 19.9K | $1.6M | 0.0% | +27.7% |
| WT Wealth Management | Wealth advisor | 19.7K | $1.6M | 0.5% | -2.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 19.3K | $1.5M | 0.0% | -52.5% |
| RIK SAYLOR FINANCIAL, INC. | Wealth advisor | 19.2K | $1.5M | 1.2% | -0.3% |
| Cetera Investment Advisers | Wealth advisor | 19.1K | $1.5M | 0.0% | +0.9% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 18.2K | $1.5M | 0.0% | -1.2% |
| Anson Capital, Inc. | Wealth advisor | 18.0K | $1.4M | 1.0% | +7.5% |
| JPMORGAN CHASE & CO | Bank broker | 16.8K | $1.3M | 0.0% | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 16.2K | $1.3M | 0.0% | -23.5% |
| SCS Capital Management LLC | Wealth advisor | 16.1K | $1.3M | 0.0% | +8.6% |
| REDW Wealth LLC | Wealth advisor | 16.0K | $1.3M | 0.5% | +0.2% |
| GREENLEAF TRUST | Other | 15.3K | $1.2M | 0.0% | Held |
| CITIGROUP INC | Bank broker | 13.7K | $1.1M | 0.0% | +417.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 13.7K | $1.1M | 0.0% | +28.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 13.5K | $1.1M | 0.0% | +0.6% |
| COURIER CAPITAL LLC | Wealth advisor | 13.1K | $1.0M | 0.1% | -2.5% |
| Pacific Sun Financial Corp | Wealth advisor | 12.6K | $1.0M | 0.5% | +0.9% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 12.3K | $980K | 0.0% | -4.3% |
| CAMBIENT FAMILY OFFICE, LLC | Other | 11.6K | $927K | 0.1% | +46.3% |
| BEAM WEALTH ADVISORS, INC. | Wealth advisor | 11.6K | $926K | 0.2% | +0.8% |
| Kaydan Wealth Management, Inc. | Wealth advisor | 11.5K | $920K | 0.3% | +0.4% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 11.3K | $905K | 0.0% | -0.4% |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 9.9K | $788K | 0.0% | Held |
| FMR LLC | Long only active | 9.7K | $771K | 0.0% | -9.3% |
| Cedar Wealth Management, LLC | Wealth advisor | 9.6K | $764K | 0.2% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 9.1K | $709K | 0.0% | +56.8% |
| Equitable Holdings, Inc. | Wealth advisor | 8.8K | $707K | 0.0% | -5.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 8.8K | $700K | 0.0% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 8.3K | $665K | 0.0% | -14.3% |
| UBS Group AG | Bank broker | 8.0K | $639K | 0.0% | -0.8% |
| Quantinno Capital Management LP | Diversified mechanical | 7.7K | $615K | 0.0% | -6.9% |
| Herold Advisors, Inc. | Other | 7.4K | $589K | 0.1% | -21.3% |
| Grove Bank & Trust | Wealth advisor | 7.4K | $588K | 0.1% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.3K | $584K | 0.0% | +15.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 7.0K | $560K | 0.0% | +11.2% |
| MONECO ADVISORS, LLC | Wealth advisor | 7.0K | $559K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.