Who Owns FLEXSHARES TR (QDEF)? -- Institutional Holders (2026-03-31)
99 institutions reported holding $383.4M of FLEXSHARES TR (QDEF) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTHERN TRUST CORP ($272.6M), LPL Financial LLC ($14.4M), BANK OF AMERICA CORP /DE/ ($7.3M), RAYMOND JAMES FINANCIAL INC ($7.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($6.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | NORTHERN TRUST CORP | $272.6M | 3.4M | Added |
| 2 | LPL Financial LLC | $14.4M | 180,843 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $7.3M | 91,409 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $7.3M | 90,953 | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 82,082 | Added |
| 6 | RVW Wealth, LLC | $6.4M | 80,662 | Trimmed |
| 7 | Sloy Dahl & Holst, LLC | $5.8M | 72,178 | Added |
| 8 | MORGAN STANLEY | $5.5M | 68,953 | Trimmed |
| 9 | Texas Capital Bank Wealth Management Services Inc | $2.7M | 34,061 | Trimmed |
| 10 | Creative Planning | $2.4M | 30,000 | Hold |
| 11 | FLPUTNAM INVESTMENT MANAGEMENT CO | $2.0M | 25,194 | Trimmed |
| 12 | L & S Advisors Inc | $2.0M | 24,513 | Added |
| 13 | Royal Bank of Canada | $1.9M | 23,663 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $1.9M | 23,552 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.6M | 19,865 | Added |
| 16 | WT Wealth Management | $1.6M | 19,734 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $1.5M | 19,256 | Trimmed |
| 18 | RIK SAYLOR FINANCIAL, INC. | $1.5M | 19,199 | Trimmed |
| 19 | Cetera Investment Advisers | $1.5M | 19,118 | Added |
| 20 | BLAIR WILLIAM & CO/IL | $1.5M | 18,167 | Trimmed |
| 21 | Anson Capital, Inc. | $1.4M | 18,047 | Added |
| 22 | JPMORGAN CHASE & CO | $1.3M | 16,819 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 16,245 | Trimmed |
| 24 | SCS Capital Management LLC | $1.3M | 16,066 | Added |
| 25 | REDW Wealth LLC | $1.3M | 16,018 | Added |
Source: SEC Form 13F filings · as of 2026-03-31