Who Owns FLEXSHARES TR (QDEF)? -- Institutional Holders (2026-06-30)
41 institutions reported holding $41.0M of FLEXSHARES TR (QDEF) in SEC 13F filings for 2026-06-30. Largest institutional holders: RVW Wealth, LLC ($7.7M), VAQUERO PRIVATE WEALTH, LTD ($5.8M), Cambridge Investment Research Advisors, Inc. ($3.4M), WT Wealth Management ($2.4M), Anson Capital, Inc. ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RVW Wealth, LLC | $7.7M | 88,065 | Added |
| 2 | VAQUERO PRIVATE WEALTH, LTD | $5.8M | 66,639 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.4M | 39,150 | Added |
| 4 | WT Wealth Management | $2.4M | 27,590 | Added |
| 5 | Anson Capital, Inc. | $1.8M | 20,126 | Added |
| 6 | REDW Wealth LLC | $1.4M | 16,033 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 15,864 | Trimmed |
| 8 | GREENLEAF TRUST | $1.3M | 15,284 | Hold |
| 9 | Clear Point Advisors Inc. | $1.3M | 14,881 | New |
| 10 | Kestra Advisory Services, LLC | $1.2M | 13,452 | Trimmed |
| 11 | COURIER CAPITAL LLC | $1.1M | 12,714 | Trimmed |
| 12 | J.W. COLE ADVISORS, INC. | $1.1M | 12,639 | Added |
| 13 | CITIGROUP INC | $1.1M | 12,573 | Trimmed |
| 14 | Kaydan Wealth Management, Inc. | $1.0M | 11,827 | Added |
| 15 | BEAM WEALTH ADVISORS, INC. | $997,696 | 11,465 | Trimmed |
| 16 | Wealthcare Advisory Partners LLC | $986,908 | 11,341 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $654,950 | 7,526 | Added |
| 18 | SIMON QUICK ADVISORS, LLC | $641,435 | 7,371 | Trimmed |
| 19 | Grove Bank & Trust | $535,443 | 6,153 | Trimmed |
| 20 | NAPLES GLOBAL ADVISORS, LLC | $513,775 | 5,904 | Hold |
| 21 | Ledyard National Bank | $478,879 | 5,503 | Hold |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | $458,183 | 5,265 | Added |
| 23 | Herold Advisors, Inc. | $417,000 | 4,799 | Trimmed |
| 24 | SUMMIT WEALTH GROUP LLC / CO | $355,343 | 4,083 | Added |
| 25 | Prospera Financial Services Inc | $349,043 | 4,011 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30