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 299 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $4.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
75,282
shares
|
$2.77 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
73,442
shares
|
$2.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
70,846
shares
|
$2.6 Million
0.97% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
65,912
shares
|
$2.42 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
59,454
shares
|
$2.19 Million
2.53% of portfolio
|
Q2 2022
Added 21.81%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
56,975
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
56,338
shares
|
$2.07 Million
0.57% of portfolio
|
Q4 2024
Reduced 89.3%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
55,180
shares
|
$2.03 Million
0.05% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
55,075
shares
|
$2.02 Million
0.05% of portfolio
|
Q4 2024
Reduced 38.52%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
53,671
shares
|
$1.97 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
53,043
shares
|
$1.95 Million
1.36% of portfolio
|
Q4 2024
Added 64.35%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
52,974
shares
|
$1.95 Million
0.85% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
52,169
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2023
Added 0.71%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
52,115
shares
|
$1.92 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
48,714
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Reduced 43.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
46,633
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
41,744
shares
|
$1.53 Million
0.3% of portfolio
|
Q4 2024
Added 100.57%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
41,336
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
40,932
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 41.39%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
40,499
shares
|
$1.49 Million
0.19% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
37,184
shares
|
$1.37 Million
0.29% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
36,543
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 681.17%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
33,788
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
30,363
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
29,238
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.43%
|