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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
302,320
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
270,702
shares
|
$11.9 Million
2.86% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
266,768
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
250,958
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
226,589
shares
|
$9.94 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
214,864
shares
|
$9.42 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
208,311
shares
|
$9.14 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
206,874
shares
|
$9.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
196,973
shares
|
$8.64 Million
1.23% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
184,844
shares
|
$8.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 41.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
179,538
shares
|
$7.87 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
178,401
shares
|
$7.82 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
172,393
shares
|
$7.56 Million
2.67% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
168,488
shares
|
$7.39 Million
1.02% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
161,805
shares
|
$7.1 Million
0.27% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
161,446
shares
|
$7.08 Million
0.05% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
150,707
shares
|
$6.61 Million
1.5% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
150,348
shares
|
$6.59 Million
1.08% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
148,968
shares
|
$6.53 Million
1.19% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
138,853
shares
|
$6.09 Million
3.18% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
134,965
shares
|
$5.92 Million
3.3% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
132,394
shares
|
$5.81 Million
0.78% of portfolio
|
Q2 2025
Added 30.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
130,356
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
127,500
shares
|
$5.59 Million
2.64% of portfolio
|
Q1 2025
Reduced 44.57%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
125,667
shares
|
$5.51 Million
0.01% of portfolio
|
Q2 2025
Added 7.38%
|