20 institutions reported holding $32.0M of FLEXSHARES TR (GQRE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynamic Advisor Solutions LLC ($10.9M), Boltwood Capital Management ($5.4M), ENVESTNET ASSET MANAGEMENT INC ($4.3M), Cornerstone National Bank & Trust Co ($2.8M), Valeo Financial Advisors, LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $10.9M | 169,600 | Added |
| 2 | Boltwood Capital Management | $5.4M | 84,852 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 67,928 | Added |
| 4 | Cornerstone National Bank & Trust Co | $2.8M | 43,216 | Trimmed |
| 5 | Valeo Financial Advisors, LLC | $1.6M | 24,471 | New |
| 6 | PARK NATIONAL CORP /OH/ | $1.5M | 23,456 | Added |
| 7 | Fermata Advisors, LLC | $1.2M | 19,474 | Trimmed |
| 8 | STUDIO INVESTMENT MANAGEMENT LLC | $1.2M | 19,130 | Trimmed |
| 9 | NBT BANK N A /NY | $948,023 | 14,813 | Trimmed |
| 10 | PFG Advisors | $650,827 | 10,169 | Trimmed |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC | $536,013 | 8,083 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $434,289 | 6,786 | Trimmed |
| 13 | VestGen Investment Management | $286,205 | 4,472 | Added |
| 14 | ASSETMARK, INC | $143,743 | 2,246 | Added |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $42,224 | 660 | Added |
| 16 | Golden State Wealth Management, LLC | $30,785 | 481 | Trimmed |
| 17 | CoreCap Advisors, LLC | $21,440 | 335 | Added |
| 18 | CREATIVE FINANCIAL DESIGNS INC /ADV | $256 | 4 | Hold |
| 19 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 20 | CITIGROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30