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 288 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 $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
25,493
shares
|
$1.06 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
25,041
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
24,925
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
24,264
shares
|
$1.01 Million
0.36% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,234
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
23,962
shares
|
$999,694
0.0% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
23,731
shares
|
$990,057
0.48% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
23,534
shares
|
$981,838
0.09% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
23,148
shares
|
$965,734
0.47% of portfolio
|
Q1 2024
Reduced 16.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
22,951
shares
|
$957,515
0.02% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
22,281
shares
|
$929,563
0.11% of portfolio
|
Q1 2024
Reduced 17.85%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
22,177
shares
|
$925,224
0.03% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
22,150
shares
|
$924,098
0.25% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
20,963
shares
|
$874,576
0.28% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,827
shares
|
$827,182
0.0% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,622
shares
|
$818,629
0.02% of portfolio
|
Q4 2022
Reduced 9.17%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,320
shares
|
$806,030
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
19,138
shares
|
$798,437
0.01% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
19,073
shares
|
$795,725
0.36% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
18,591
shares
|
$775,616
0.1% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
18,522
shares
|
$772,737
0.17% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,509
shares
|
$772,195
0.0% of portfolio
|
Q3 2023
Reduced 35.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,379
shares
|
$766,771
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
17,870
shares
|
$745,536
0.23% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
17,694
shares
|
$738,193
0.21% of portfolio
|
Q1 2025
Added 0.77%
|