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 297 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 $4.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
18,713
shares
|
$698,556
0.21% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
18,683
shares
|
$697,436
0.02% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,612
shares
|
$694,785
0.0% of portfolio
|
Q4 2024
Added 117.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,509
shares
|
$690,940
0.0% of portfolio
|
Q3 2023
Reduced 35.41%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
18,318
shares
|
$683,810
0.55% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
18,182
shares
|
$678,734
0.0% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
17,870
shares
|
$667,087
0.23% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
17,603
shares
|
$657,119
0.31% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
17,579
shares
|
$656,224
0.0% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
17,559
shares
|
$655,477
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
17,510
shares
|
$653,648
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
16,895
shares
|
$630,690
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
16,412
shares
|
$612,659
0.0% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
16,279
shares
|
$607,695
0.0% of portfolio
|
Q4 2024
Reduced 42.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
15,800
shares
|
$589,814
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
15,599
shares
|
$582,310
0.0% of portfolio
|
Q4 2024
Reduced 20.89%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
14,815
shares
|
$553,043
0.01% of portfolio
|
Q4 2024
Reduced 59.26%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
14,801
shares
|
$552,521
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,636
shares
|
$546,361
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
14,383
shares
|
$536,917
0.14% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
14,334
shares
|
$535,088
0.03% of portfolio
|
Q4 2024
Reduced 89.24%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
13,880
shares
|
$518,140
0.02% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
13,873
shares
|
$517,879
0.01% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,488
shares
|
$503,507
0.18% of portfolio
|
Q1 2025
Reduced 21.1%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,732
shares
|
$475,285
0.0% of portfolio
|
Q4 2024
Reduced 18.49%
|