17 institutions reported holding $16.4M of FlexShares Intl Qual Div Dynamic ETF (IQDY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Herold Advisors, Inc. ($5.5M), Synergy Asset Management, LLC ($3.0M), RFG Advisory, LLC ($2.9M), Fifth Third Securities, Inc. ($1.8M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($485,539). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Herold Advisors, Inc. | $5.5M | 128,882 | Added |
| 2 | Synergy Asset Management, LLC | $3.0M | 70,048 | New |
| 3 | RFG Advisory, LLC | $2.9M | 67,168 | Added |
| 4 | Fifth Third Securities, Inc. | $1.8M | 41,796 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $485,539 | 11,358 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $478,000 | 11,190 | Added |
| 7 | Kestra Advisory Services, LLC | $411,027 | 9,620 | Added |
| 8 | Southland Equity Partners LLC | $398,178 | 9,319 | Trimmed |
| 9 | Capital Advisors, Ltd. LLC | $376,000 | 8,798 | Hold |
| 10 | Dynamic Advisor Solutions LLC | $280,667 | 6,569 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $213,919 | 5,007 | New |
| 12 | Brookwood Investment Group LLC | $207,257 | 4,851 | New |
| 13 | Bison Wealth, LLC | $204,226 | 4,762 | Trimmed |
| 14 | PRIVATE TRUST CO NA | $199,025 | 4,658 | Hold |
| 15 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $21,364 | 500 | Hold |
| 16 | Farther Finance Advisors, LLC | $5,600 | 131 | Added |
| 17 | Buck Wealth Strategies, LLC | $5,537 | 130 | New |
Source: SEC Form 13F filings · as of 2026-06-30