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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
7,218
shares
|
$316,581
0.01% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
7,130
shares
|
$312,721
0.01% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
6,995
shares
|
$306,800
0.07% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
6,925
shares
|
$303,730
0.03% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
6,831
shares
|
$299,607
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
6,728
shares
|
$295,090
0.0% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,700
shares
|
$293,862
0.02% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
6,682
shares
|
$293,072
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
6,453
shares
|
$283,028
0.03% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,372
shares
|
$279,475
0.0% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,290
shares
|
$275,879
0.01% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,285
shares
|
$275,660
0.06% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
6,124
shares
|
$268,598
0.14% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,036
shares
|
$264,738
0.01% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
6,011
shares
|
$263,642
0.06% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
5,973
shares
|
$261,975
0.18% of portfolio
|
Q2 2025
Reduced 13.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,900
shares
|
$258,774
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,856
shares
|
$256,844
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
5,851
shares
|
$256,624
0.05% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
5,795
shares
|
$254,168
0.07% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,761
shares
|
$252,677
0.1% of portfolio
|
Q2 2022
Reduced 63.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,676
shares
|
$248,949
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,611
shares
|
$246,098
0.0% of portfolio
|
Q2 2025
Reduced 41.85%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$245,616
0.0% of portfolio
|
Q4 2024
Added 30.23%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
5,578
shares
|
$244,651
0.03% of portfolio
|
Q1 2025
New holding
|