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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
121,852
shares
|
$4.82 Million
0.01% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
121,701
shares
|
$4.82 Million
0.21% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
117,032
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
116,501
shares
|
$4.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.5%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
116,085
shares
|
$4.59 Million
0.03% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
114,882
shares
|
$4.55 Million
0.9% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
113,799
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Apr 18, 2025 Q1 2025 |
113,403
shares
|
$4.49 Million
3.52% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
110,038
shares
|
$4.35 Million
2.82% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
106,474
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 40.67%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
103,862
shares
|
$4.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 87.46%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
101,691
shares
|
$4.02 Million
0.69% of portfolio
|
Q1 2025
Reduced 43.68%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
94,137
shares
|
$3.73 Million
0.35% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
85,452
shares
|
$3.38 Million
0.97% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
78,288
shares
|
$3.1 Million
0.15% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
70,846
shares
|
$2.8 Million
0.97% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
68,288
shares
|
$2.7 Million
1.5% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
64,776
shares
|
$2.56 Million
0.52% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
62,300
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.4%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
59,454
shares
|
$2.35 Million
2.53% of portfolio
|
Q2 2022
Added 21.81%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
55,551
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
54,482
shares
|
$2.16 Million
1.39% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
53,671
shares
|
$2.12 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
52,169
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2023
Added 0.71%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
52,115
shares
|
$2.06 Million
1.53% of portfolio
|
Q4 2024
New holding
|