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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
24,925
shares
|
$986,282
0.0% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
24,234
shares
|
$958,939
0.0% of portfolio
|
Q3 2024
Reduced 19.4%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
24,125
shares
|
$954,626
0.39% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
23,962
shares
|
$948,176
0.0% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
23,534
shares
|
$931,240
0.09% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
23,148
shares
|
$915,966
0.47% of portfolio
|
Q1 2024
Reduced 16.02%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
22,683
shares
|
$897,566
0.03% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
22,281
shares
|
$881,659
0.11% of portfolio
|
Q1 2024
Reduced 17.85%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
21,382
shares
|
$846,085
0.43% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
21,272
shares
|
$841,733
0.25% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
20,963
shares
|
$829,505
0.28% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
20,115
shares
|
$795,950
0.12% of portfolio
|
Q1 2025
Reduced 41.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
19,917
shares
|
$788,115
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,827
shares
|
$784,554
0.0% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
19,622
shares
|
$776,442
0.02% of portfolio
|
Q4 2022
Reduced 9.17%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,320
shares
|
$764,492
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
19,138
shares
|
$757,290
0.01% of portfolio
|
Q1 2025
Reduced 19.65%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
19,073
shares
|
$754,718
0.36% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
18,591
shares
|
$735,645
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
|
$732,915
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
|
$732,401
0.0% of portfolio
|
Q3 2023
Reduced 35.41%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
18,379
shares
|
$727,257
0.02% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
18,318
shares
|
$724,843
0.55% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
17,870
shares
|
$707,115
0.25% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
17,694
shares
|
$700,151
0.21% of portfolio
|
Q1 2025
Added 0.77%
|