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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
7,218
shares
|
$285,616
0.01% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,095
shares
|
$280,749
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,963
shares
|
$275,525
0.0% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
6,940
shares
|
$274,615
0.08% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
6,883
shares
|
$272,360
0.21% of portfolio
|
Q1 2025
Reduced 52.14%
|
|
|
F
|
May 14, 2025 Q1 2025 |
6,831
shares
|
$270,302
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,742
shares
|
$266,780
0.05% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
6,682
shares
|
$264,406
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
6,628
shares
|
$262,269
0.0% of portfolio
|
Q3 2024
Reduced 42.49%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,558
shares
|
$259,500
0.0% of portfolio
|
Q1 2025
Reduced 48.49%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
6,397
shares
|
$253,129
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,251
shares
|
$247,352
0.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,194
shares
|
$245,096
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
6,124
shares
|
$242,326
0.14% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
6,095
shares
|
$241,179
0.08% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
6,055
shares
|
$239,596
0.0% of portfolio
|
Q1 2025
Reduced 44.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,036
shares
|
$238,844
0.01% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
6,020
shares
|
$238,211
0.06% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,944
shares
|
$235,204
0.0% of portfolio
|
Q4 2024
Added 1212.14%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
5,897
shares
|
$233,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
5,851
shares
|
$231,524
0.05% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,790
shares
|
$229,110
0.01% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,761
shares
|
$227,962
0.1% of portfolio
|
Q2 2022
Reduced 63.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,736
shares
|
$226,973
0.01% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
5,600
shares
|
$221,592
0.0% of portfolio
|
Q4 2024
Added 30.23%
|