SEC 13F Intelligence

QLVFLEXSHARES TR

CUSIP 33939L654 · Yahoo Finance ↗ · Google Finance ↗

Flexshares Tr (QLV) has 36 institutional holders in Filings Flow’s 13F database, together reporting 808.8K shares worth $58M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Northern Trust Corp.

Institutional Holders
36
Q1 2026
Reported Value
$58M
Ticker
QLV
Quarters Tracked
27

Ownership Trend

Institutional holders
Q3 ’19: 2Q3 ’19Q4 ’19: 5Q1 ’20: 5Q2 ’20: 8Q3 ’20: 9Q3 ’20Q4 ’20: 11Q1 ’21: 14Q2 ’21: 15Q3 ’21: 14Q3 ’21Q4 ’21: 18Q1 ’22: 16Q2 ’22: 23Q3 ’22: 19Q3 ’22Q4 ’22: 23Q1 ’23: 25Q2 ’23: 22Q3 ’23: 21Q3 ’23Q4 ’23: 26Q1 ’24: 21Q2 ’24: 23Q3 ’24: 20Q3 ’24Q4 ’24: 28Q1 ’25: 28Q2 ’25: 34Q3 ’25: 33Q3 ’25Q4 ’25: 37Q1 ’26: 36filingsflow.com
Total reported value
Q3 ’19: $3MQ3 ’19Q4 ’19: $5MQ1 ’20: $15MQ2 ’20: $26MQ3 ’20: $8MQ3 ’20Q4 ’20: $14MQ1 ’21: $37MQ2 ’21: $42MQ3 ’21: $86MQ3 ’21Q4 ’21: $99MQ1 ’22: $44MQ2 ’22: $85MQ3 ’22: $79MQ3 ’22Q4 ’22: $85MQ1 ’23: $80MQ2 ’23: $104MQ3 ’23: $99MQ3 ’23Q4 ’23: $107MQ1 ’24: $66MQ2 ’24: $42MQ3 ’24: $43MQ3 ’24Q4 ’24: $43MQ1 ’25: $46MQ2 ’25: $83MQ3 ’25: $86MQ3 ’25Q4 ’25: $81MQ1 ’26: $58Mfilingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$14M199.2KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$11M147.9KQ1 2026
NORTHERN TRUST CORP$756.6B AUM0.00%$6M83.1KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$4M53.8KQ1 2026
United Bank$301M AUM1.07%$3M44.9KQ1 2026
PEOPLES FINANCIAL SERVICES CORP.$211M AUM1.16%$2M34.0KQ1 2026
Capital Analysts, LLC$3.8B AUM0.05%$2M27.8KQ1 2026
Rossby Financial, LCC$489M AUM0.38%$2M25.9KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$2M23.0KQ1 2026
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M20.5KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M19.8KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.01%$1M18.1KQ1 2026
Crestwood Advisors Group, LLC$5.9B AUM0.02%$1M17.3KQ1 2026
Equitable Holdings, Inc.$15.5B AUM0.01%$1M15.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$973,96613.5KQ1 2026
Coppell Advisory Solutions LLC$170M AUM0.09%$865,19311.9KQ4 2025OLDER
BEAM WEALTH ADVISORS, INC.$402M AUM0.21%$853,83811.9KQ1 2026
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$785,69310.9KQ1 2026
Herold Advisors, Inc.$455M AUM0.17%$762,19510.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$752,66810.5KQ3 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$734,97010.2KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$700,4709.7KQ4 2025OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$603,0008.4KQ4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$599,7498.3KQ1 2026
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$581,4238.1KQ4 2025OLDER
Colonial River Investments, LLC$279M AUM0.16%$438,9766.1KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$434,0726.0KQ1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$423,5325.9KQ1 2026
Wealthcare Advisory Partners LLC$5.3B AUM0.01%$371,8875.2KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$369,9015.1KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$369,8925.1KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$359,8815.0KQ1 2026
WEDBUSH SECURITIES INC$3.4B AUM0.01%$254,0003.5KQ1 2026
ALPHA CAPITAL ADVISORS INC /ADV$105M AUM0.23%$244,2823.4KQ1 2026
Parallel Advisors, LLC$5.6B AUM0.00%$215,8293.0KQ3 2025OLDER
BELLEVUE ASSET MANAGEMENT, LLC$200M AUM0.10%$204,7422.8KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$89,6041.2KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$78,0251.1KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$72,1781.0KQ1 2026
Rossmore Private Capital$1.1B AUM0.01%$71,8901.0KQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$69,421965Q1 2026
MAI Capital Management$17.7B AUM0.00%$28,756400Q1 2026
CWM, LLC$38.1B AUM0.00%$13,659190Q1 2026
Nova Wealth Management, Inc.$154M AUM0.00%$2,22931Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$661Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.