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 |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,525
shares
|
$242,326
0.01% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,422
shares
|
$237,808
0.01% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
5,318
shares
|
$233,247
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
5,273
shares
|
$231,273
0.01% of portfolio
|
Q2 2025
Added 28.7%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
5,251
shares
|
$230,308
0.05% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,184
shares
|
$227,370
0.01% of portfolio
|
Q1 2020
Reduced 94.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,175
shares
|
$226,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
5,161
shares
|
$226,361
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,070
shares
|
$222,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
5,015
shares
|
$219,957
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
4,993
shares
|
$218,992
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
4,970
shares
|
$217,984
0.1% of portfolio
|
Q2 2025
Added 32.22%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
4,932
shares
|
$216,317
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,669
shares
|
$204,782
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,560
shares
|
$200,001
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,926
shares
|
$172,194
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,880
shares
|
$170,176
0.13% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,735
shares
|
$163,817
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,616
shares
|
$158,597
0.0% of portfolio
|
Q2 2025
Added 33.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,358
shares
|
$147,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,883
shares
|
$126,448
0.06% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,644
shares
|
$115,965
0.0% of portfolio
|
Q3 2025
Added 961.85%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,150
shares
|
$94,299
0.04% of portfolio
|
Q1 2025
Reduced 38.31%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
2,053
shares
|
$90,044
0.02% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,995
shares
|
$87,500
0.0% of portfolio
|
Q2 2025
Added 3.69%
|