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 293 institutions that hold shares in the stock, with a total of 101 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 |
|---|---|---|---|---|---|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
17,870
shares
|
$783,778
0.45% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
17,612
shares
|
$772,462
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
17,510
shares
|
$767,988
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
17,280
shares
|
$757,900
0.0% of portfolio
|
Q1 2025
Reduced 52.71%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
15,991
shares
|
$701,365
0.25% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
15,820
shares
|
$693,865
0.08% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
15,800
shares
|
$692,988
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
15,800
shares
|
$692,988
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
15,169
shares
|
$665,312
0.5% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
15,000
shares
|
$657,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
14,801
shares
|
$649,171
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,636
shares
|
$641,934
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
14,201
shares
|
$622,855
0.0% of portfolio
|
Q2 2025
Reduced 69.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
13,483
shares
|
$591,364
0.01% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
13,354
shares
|
$585,706
0.01% of portfolio
|
Q2 2025
Added 101.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
12,859
shares
|
$563,995
0.0% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,575
shares
|
$551,539
0.17% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
11,700
shares
|
$513,162
0.0% of portfolio
|
Q4 2024
Reduced 56.02%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
11,457
shares
|
$502,504
0.15% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
11,300
shares
|
$495,618
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
11,238
shares
|
$492,898
0.18% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
11,009
shares
|
$482,854
0.15% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
10,867
shares
|
$476,626
0.31% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
10,647
shares
|
$466,977
0.01% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
10,613
shares
|
$465,486
0.02% of portfolio
|
Q4 2024
Added 24.45%
|