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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
316,956
shares
|
$12.5 Million
0.18% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
267,589
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
265,803
shares
|
$10.5 Million
0.43% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
265,330
shares
|
$10.5 Million
2.91% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
244,953
shares
|
$9.69 Million
1.84% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
237,736
shares
|
$9.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
234,721
shares
|
$9.29 Million
0.04% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
227,213
shares
|
$8.99 Million
0.0% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
207,880
shares
|
$8.23 Million
3.35% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
206,257
shares
|
$8.16 Million
1.32% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
204,040
shares
|
$8.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
188,896
shares
|
$7.47 Million
0.21% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
161,446
shares
|
$6.39 Million
0.05% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
159,912
shares
|
$6.33 Million
2.6% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
155,600
shares
|
$6.16 Million
0.28% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
150,707
shares
|
$5.96 Million
1.5% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
143,204
shares
|
$5.67 Million
1.1% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
141,965
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
139,145
shares
|
$5.51 Million
0.22% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
134,965
shares
|
$5.34 Million
3.3% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
131,972
shares
|
$5.22 Million
1.57% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
130,366
shares
|
$5.16 Million
1.06% of portfolio
|
Q1 2025
Reduced 60.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
130,034
shares
|
$5.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.69%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
127,500
shares
|
$5.05 Million
2.64% of portfolio
|
Q1 2025
Reduced 44.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
124,252
shares
|
$4.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.11%
|