Institutional Ownership Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR). We have compiled data on the 293 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
577
shares
|
$25,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
527
shares
|
$23,114
0.0% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
523
shares
|
$22,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
503
shares
|
$22,061
0.01% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
493
shares
|
$21,622
0.01% of portfolio
|
Q3 2025
Reduced 26.42%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
492
shares
|
$21,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
402
shares
|
$17,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
360
shares
|
$15,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
350
shares
|
$15,351
0.0% of portfolio
|
Q1 2024
Reduced 41.28%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
338
shares
|
$14,824
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
240
shares
|
$10,526
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
237
shares
|
$10,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
237
shares
|
$10,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
232
shares
|
$10,175
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
184
shares
|
$8,070
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
183
shares
|
$8,026
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
174
shares
|
$7,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
160
shares
|
$7,017
0.0% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
144
shares
|
$6,315
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
137
shares
|
$6,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
135
shares
|
$5,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
128
shares
|
$5,614
0.01% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
121
shares
|
$5,307
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
120
shares
|
$5,263
0.0% of portfolio
|
Q2 2025
Added 224.32%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
117
shares
|
$5,131
0.0% of portfolio
|
Q3 2022
Reduced 81.19%
|