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 287 institutions that hold shares in the stock, with a total of 106 Million shares, which have been reported (via 13F filing form) to have a value of $4.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
360
shares
|
$14,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
350
shares
|
$13,849
0.0% of portfolio
|
Q1 2024
Reduced 41.28%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
348
shares
|
$13,770
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
314
shares
|
$12,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
249
shares
|
$9,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
241
shares
|
$9,536
0.0% of portfolio
|
Q1 2025
Added 51.57%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
240
shares
|
$9,496
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
237
shares
|
$9,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
237
shares
|
$9,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
232
shares
|
$9,180
0.0% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
196
shares
|
$7,755
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
184
shares
|
$7,280
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
181
shares
|
$7,162
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
174
shares
|
$6,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
153
shares
|
$6,054
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
147
shares
|
$5,816
0.01% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
144
shares
|
$5,698
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
143
shares
|
$5,658
0.0% of portfolio
|
Q1 2025
Reduced 87.45%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
137
shares
|
$5,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
135
shares
|
$5,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
121
shares
|
$4,787
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
117
shares
|
$4,629
0.0% of portfolio
|
Q3 2022
Reduced 81.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
105
shares
|
$4,154
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
103
shares
|
$4,075
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
91
shares
|
$3,600
0.0% of portfolio
|
Q1 2025
Added 225.0%
|