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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
10,867
shares
|
$430,007
0.31% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
10,613
shares
|
$419,956
0.02% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
10,439
shares
|
$413,071
0.0% of portfolio
|
Q1 2025
Reduced 43.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
10,400
shares
|
$411,528
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10,061
shares
|
$398,113
0.01% of portfolio
|
Q1 2025
Reduced 27.48%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,861
shares
|
$390,199
0.0% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
9,650
shares
|
$381,850
0.0% of portfolio
|
Q1 2025
Added 43.32%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
9,512
shares
|
$376,389
0.05% of portfolio
|
Q1 2025
Reduced 47.6%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
9,438
shares
|
$373,461
0.24% of portfolio
|
Q4 2024
Reduced 44.92%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
9,430
shares
|
$373,145
0.07% of portfolio
|
Q2 2020
Reduced 5.0%
|
|
|
M Financial Asset Management, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
9,415
shares
|
$372,551
1.85% of portfolio
|
Q4 2024
Reduced 46.66%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,609
shares
|
$340,658
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,555
shares
|
$338,521
0.05% of portfolio
|
Q4 2023
Added 3.51%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,552
shares
|
$338,402
0.04% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,467
shares
|
$335,039
0.02% of portfolio
|
Q4 2023
Reduced 4.51%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
8,305
shares
|
$328,628
0.03% of portfolio
|
Q3 2024
Reduced 42.34%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
8,260
shares
|
$326,848
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
8,168
shares
|
$323,207
0.41% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,067
shares
|
$319,211
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
7,885
shares
|
$312,009
0.01% of portfolio
|
Q2 2024
Reduced 16.02%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,795
shares
|
$308,448
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7,793
shares
|
$308,369
0.0% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
7,771
shares
|
$307,498
0.01% of portfolio
|
Q1 2025
Reduced 17.9%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
7,646
shares
|
$302,552
0.03% of portfolio
|
Q1 2025
Reduced 22.53%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,544
shares
|
$298,516
0.05% of portfolio
|
Q1 2025
Reduced 27.55%
|