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 306 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
159,064
shares
|
$6.16 Million
0.04% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
157,178
shares
|
$6.09 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
155,698
shares
|
$6.03 Million
2.42% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
153,341
shares
|
$5.94 Million
1.85% of portfolio
|
Q4 2024
Reduced 66.93%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
150,707
shares
|
$5.84 Million
1.5% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
148,124
shares
|
$5.74 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
134,965
shares
|
$5.23 Million
3.3% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
132,457
shares
|
$5.13 Million
0.23% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
132,209
shares
|
$5.12 Million
1.05% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
130,455
shares
|
$5.05 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
125,767
shares
|
$4.87 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
125,652
shares
|
$4.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
121,701
shares
|
$4.71 Million
0.21% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
119,332
shares
|
$4.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
117,490
shares
|
$4.55 Million
1.26% of portfolio
|
Q4 2024
Reduced 48.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
117,363
shares
|
$4.54 Million
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
113,666
shares
|
$4.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
111,009
shares
|
$4.3 Million
0.79% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
110,718
shares
|
$4.29 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
105,642
shares
|
$4.09 Million
0.36% of portfolio
|
Q4 2024
Added 34.16%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
102,800
shares
|
$3.98 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jan 22, 2025 Q4 2024 |
94,975
shares
|
$3.68 Million
2.89% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
85,123
shares
|
$3.3 Million
0.45% of portfolio
|
Q4 2024
Added 338.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
83,420
shares
|
$3.23 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
80,775
shares
|
$3.13 Million
1.38% of portfolio
|
Q4 2024
Reduced 16.48%
|