IQDYFLEXSHARES TR
CUSIP 33939L829 · Yahoo Finance ↗ · Google Finance ↗
Flexshares Tr (IQDY) has 36 institutional holders in Filings Flow’s 13F database, together reporting 1.47M shares worth $56M as of Q1 2026. The largest reported holders are Northern Trust Corp, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
36
Q1 2026
Reported Value
$56M
Ticker
IQDY
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Herold Advisors, Inc.$455M AUM | 0.94% | $4M | 113.4K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.62% | $1M | 31.8K | Q1 2026 |
| Asset Allocation Strategies LLC$563M AUM | 0.36% | $2M | 53.9K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.11% | $2M | 44.1K | Q1 2026 |
| Southland Equity Partners LLC$571M AUM | 0.07% | $363,669 | 9.6K | Q1 2026 |
| Reliant Wealth Planning$331M AUM | 0.07% | $233,739 | 6.2K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.05% | $3M | 66.7K | Q1 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.03% | $444,350 | 11.7K | Q1 2026 |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $229,833 | 5.4K | Q1 2026 |
| Leo H. Evart, Inc.$117M AUM | 0.02% | $25,741 | 679 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.02% | $4M | 121.4K | Q2 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $176,602 | 4.7K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $250,578 | 6.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $5M | 127.8K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.00% | $18,957 | 500 | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $11M | 284.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 132.6K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $348,947 | 9.2K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 37.3K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $70,044 | 1.9K | Q4 2025OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $2,952 | 77 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $53,655 | 1.6K | Q3 2025OLDER |
| Turning Point Benefit Group, Inc.$157M AUM | 0.00% | $1,649 | 45 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $60,207 | 1.6K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $337,755 | 8.9K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 233.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 113.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $478,920 | 13.1K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $232,548 | 6.3K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $366,321 | 9.7K | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $20,218 | 500 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $6,635 | 175 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $435,943 | 11.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $840,701 | 22.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $525,826 | 13.9K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $4,950 | 129 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $157,649 | 4.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,562 | 120 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.