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 288 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 $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,736
shares
|
$231,906
0.01% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
5,600
shares
|
$226,408
0.0% of portfolio
|
Q4 2024
Added 30.23%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
5,578
shares
|
$225,518
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,558
shares
|
$224,709
0.0% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,525
shares
|
$223,375
0.01% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
5,450
shares
|
$220,343
0.03% of portfolio
|
Q2 2025
Reduced 72.91%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,422
shares
|
$219,211
0.01% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,398
shares
|
$218,241
0.05% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,184
shares
|
$209,589
0.01% of portfolio
|
Q1 2020
Reduced 94.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,175
shares
|
$209,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,056
shares
|
$204,414
0.0% of portfolio
|
Q1 2025
Reduced 82.21%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
4,582
shares
|
$185,250
0.16% of portfolio
|
Q1 2025
Reduced 33.43%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,560
shares
|
$184,360
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,341
shares
|
$175,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
4,324
shares
|
$174,819
0.04% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
4,097
shares
|
$165,641
0.01% of portfolio
|
Q3 2024
Reduced 64.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,926
shares
|
$158,728
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
3,759
shares
|
$151,976
0.07% of portfolio
|
Q2 2023
Added 194.36%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,716
shares
|
$150,237
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
2,811
shares
|
$113,648
0.01% of portfolio
|
Q2 2024
Added 99.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,699
shares
|
$109,120
0.0% of portfolio
|
Q1 2025
Added 26.06%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,189
shares
|
$88,501
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,150
shares
|
$86,924
0.04% of portfolio
|
Q1 2025
Reduced 38.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,924
shares
|
$77,787
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
1,864
shares
|
$75,361
0.05% of portfolio
|
Q2 2025
Added 5.13%
|