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Security record

QLC

FlexShares US Quality Large Cap Index Fund · Financial Services · Asset Management

92.73 +0.4% mkt cap $1.00B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
21Tracked holders
+3Δ holders
9.44MShares held
$847.99MReported value
+4New positions
−1Exits
Strongly Rising Conviction score 65/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.7% · share flow +7.5% · net new positions +14.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 21 +3 9.44M $847.99M +4 −1
Q1 2026 18 +1 8.77M $685.79M +1
Q4 2025 17 0 7.82M $633.24M
Q3 2025 3 0 37.08K $2.89M
Q2 2025 1 200 $14,244
Q4 2024 2 +1 31.66K $2.10M +1
Q3 2024 1 +1 22.64K $1.47M +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northern Trust Corp 7.37M +8.0% $662.66M 0.1% ▲ Add 3 SEC ↗
2 Northern Trust Corp 7.37M +8.0% $662.66M 0.1% ▲ Add 3 SEC ↗
3 Envestnet Asset Management Inc 878.98K +4.2% $78.99M 0.0% ▲ Add 3 SEC ↗
4 Mml Investors Services, Llc 467.37K +33.8% $42.00M 0.1% ▲ Add 3 SEC ↗
5 Commonwealth Equity Services, Llc 226.62K -1.5% $20.37M 0.0% ▼ Trim 3 SEC ↗
6 Northwestern Mutual Wealth… 120.38K -7.2% $10.82M 0.0% ▼ Trim 3 SEC ↗
7 LPL Financial LLC 113.69K +16.2% $10.22M 0.0% ▲ Add 3 SEC ↗
8 Raymond James Financial Inc 79.55K -19.2% $7.15M 0.0% ▼ Trim 3 SEC ↗
9 Raymond James Financial Inc 79.55K -19.2% $7.15M 0.0% ▼ Trim 3 SEC ↗
10 Cetera Investment Advisers 67.12K -38.7% $6.03M 0.0% ▼ Trim 3 SEC ↗
11 Bank Of America Corp /De/ 39.67K +326.2% $3.57M 0.0% ▲ Add 3 SEC ↗
12 Bank Of America Corp /De/ 39.67K +326.2% $3.57M 0.0% ▲ Add 3 SEC ↗
13 Bank Of America Corp /De/ 39.67K +326.2% $3.57M 0.0% ▲ Add 3 SEC ↗
14 Two Sigma Investments 20.00K New $1.80M 0.0% New 1 SEC ↗
15 Citadel Advisors 12.12K New $1.09M 0.0% New 1 SEC ↗
16 Morgan Stanley 10.39K 0.0% $933,626 0.0% Held 4 SEC ↗
17 Morgan Stanley 10.39K 0.0% $933,626 0.0% Held 4 SEC ↗
18 Osaic Holdings, Inc. 6.67K +51.3% $599,807 0.0% ▲ Add 3 SEC ↗
19 Osaic Holdings, Inc. 6.67K +51.3% $599,807 0.0% ▲ Add 3 SEC ↗
20 Jane Street Group, Llc 6.63K -51.9% $596,018 0.0% ▼ Trim 3 SEC ↗
21 JPMorgan Chase 4.91K New $439,271 0.0% New 1 SEC ↗
22 Cerity Partners LLC 3.40K -37.1% $305,558 0.0% ▼ Trim 3 SEC ↗
23 Creative Planning 2.47K New $221,619 0.0% New 1 SEC ↗
24 Royal Bank Of Canada 1.66K -12.0% $149,000 0.0% ▼ Trim 3 SEC ↗
25 Fidelity (FMR) 517 +24.0% $46,463 0.0% ▲ Add 5 SEC ↗
26 TD Waterhouse Canada Inc. 100 0.0% $8,987 0.0% Held 2 SEC ↗
27 Wells Fargo & Company/Mn 1 -99.9% $68 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $1.80M 0.0%
Citadel Advisors $1.09M 0.0%
JPMorgan Chase $439,271 0.0%
Creative Planning $221,619 0.0%

Exited

Goldman Sachs Group $3.32M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 67 holders, 9.44M shares, $737.09M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API