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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

314 managers (317 13F filers) reported a position in GUNR shares at 2026-06-30, 113,440,437 shares in all. 40 filers opened a position and 25 filers sold out during the quarter.

Managers
314
13F filers
317
New
40
Added
114
Reduced
92
Sold out
25
Shares held by filers
113,440,437

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TRB Wealth Management, LLC6,345$313K0.04%+413F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC6,337$312K0.02%+45813F-HRTimelineGroup
PINNACLE ASSOCIATES LTD6,334$312K<0.01%-5513F-HRTimeline
World Investment Advisors5,660$311K0.01%013F-HRTimeline
Allworth Financial LP6,293$310K<0.01%+11613F-HRTimeline
Avior Wealth Management, LLC6,201$306K0.01%new13F-HRTimeline
Lewis Asset Management, LLC6,180$305K0.11%+25913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,169$304K<0.01%-2,22613F-HRTimelineGroup
Waterloo Capital, L.P.6,040$298K0.02%new13F-HRTimeline
Atria Investments, Inc6,030$297K<0.01%+24013F-HRTimeline
Western Wealth Management, LLC5,771$284K0.01%new13F-HRTimeline
Nolet Wealth Management, LLC5,650$278K0.15%013F-HRTimeline
Madison Wealth Partners, Inc5,619$277K0.04%-58413F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$276K<0.01%013F-HRTimelineGroup
AWM CAPITAL, LLC5,585$275K0.02%-6413F-HRTimeline
McKinley Carter Wealth Services, Inc.5,498$271K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC5,424$267K<0.01%-17813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,273$260K0.02%013F-HRTimeline
Compound Planning, Inc.5,175$255K0.01%013F-HRTimeline
Altus Wealth Group LLC5,155$254K0.09%new13F-HRTimeline
Carter Financial Group, INC.5,100$251K0.13%+3413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding5,050$249K-3,880Timeline
VERUS WEALTH MANAGEMENT, LLC5,015$247K0.2%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,000$246K0.03%-18513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,920$242K<0.01%-18513F-HRTimelineGroup
First Heartland Consultants, Inc.4,845$239K0.02%+19613F-HRTimeline
Plancorp, LLC4,668$236K0.01%-113F-HRTimeline
Magnus Financial Group LLC4,759$235K0.02%+3413F-HRTimeline
Sowell Financial Services LLC4,659$230K0.01%-67313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,611$227K<0.01%013F-HRTimelineGroup
Savvy Advisors, Inc.4,566$225K<0.01%+2913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …4,486$221K0.03%013F-HRTimeline
WESBANCO BANK INC4,362$215K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,321$213K0.08%-50013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …4,290$211K0.02%new13F-HRTimelineGroup
Betterment LLC4,183$206K<0.01%+37913F-HRTimeline
Bedel Financial Consulting, Inc.4,133$204K0.02%013F-HRTimeline
Xcelsior Advisor Partners LLC4,095$202K0.03%new13F-HRTimeline
Lunt Capital Management, Inc.4,090$202K0.07%-11,08013F-HRTimeline
Align Financial, LLC4,063$200K0.1%013F-HRTimeline
Farther Finance Advisors, LLC3,830$189K<0.01%+52213F-HRTimeline
Clearstead Advisors, LLC2,905$143K<0.01%-8,01013F-HRTimeline
HM PAYSON & CO2,644$130K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.2,631$130K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC2,549$126K<0.01%+1813F-HRTimeline
NewEdge Advisors, LLC2,470$122K<0.01%+45313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,323$114K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,227$110K0.03%013F-HRTimeline
TOWER TRUST & INVESTMENT Co2,178$107K0.07%+16413F-HRTimeline
CNB Bank2,150$106K0.04%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC2,079$102K0.02%+24213F-HRTimeline
Key Financial Inc2,032$100K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,989$98K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,789$88.2K<0.01%-26,16513F-HRTimeline
Community Bank, N.A.1,550$76.4K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,515$74.7K<0.01%new13F-HRTimelineGroup
Corsicana & Co.1,487$73.3K0.04%new13F-HRTimeline
Grove Bank & Trust1,440$71K0.01%-14213F-HRTimeline
TRUST CO OF VERMONT1,323$65.2K<0.01%13F-HRTimeline
Legacy Bridge, LLC1,182$58.2K0.02%013F-HRTimeline
Caldwell Trust Co1,161$57.2K<0.01%+47513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,115$54.9K<0.01%-12013F-HRTimelineGroup
BOCHK Asset Management Ltd1,100$54.2K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,012$49.9K<0.01%-16113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$49.3K0.11%013F-HRTimeline
SJS Investment Consulting Inc.982$48.4K0.01%new13F-HRTimeline
AE Wealth Management LLC964$47.5K<0.01%-47413F-HRTimeline
N.E.W. Advisory Services LLC959$47.3K<0.01%+35213F-HRTimeline
Security National Bank945$46.6K0.01%013F-HRTimeline
Larson Financial Group LLC924$45.6K<0.01%+413F-HRTimeline
AlphaCore Capital LLC924$45.5K<0.01%+43413F-HRTimeline
IFG Advisory, LLC923$45.5K<0.01%new13F-HRTimeline
Independence Bank of Kentucky915$45.1K0.01%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC881$43.4K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC770$38K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST648$31.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC557$27.4K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…538$26.5K<0.01%+18813F-HRTimeline
Kentucky Trust Co493$24.3K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS428$21.1K<0.01%+21413F-HRTimeline
PRIVATE TRUST CO NA418$20.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc344$16.9K<0.01%+28313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…238$11.7K<0.01%+17013F-HRTimeline
Cornerstone Planning Group LLC218$11.5K<0.01%-113F-HRTimeline
Arax Advisory Partners213$10.5K<0.01%+7613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC197$9.71K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC188$9.27K<0.01%new13F-HRTimeline
Activest Wealth Management187$9.24K<0.01%+113F-HRTimeline
Fortis Group Advisors, LLC184$9.07K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.175$8.62K0.01%013F-HRTimeline
Millstone Evans Group, LLC174$8.57K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC148$7.29K<0.01%-22213F-HRTimeline
Avion Wealth144$7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…138$6.84K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…138$6.8K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.135$6.65K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp133$6.55K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.105$5.17K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC89$4.39K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC79$3.89K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors62$3.04K<0.01%+113F-HRTimelineGroup
Principia Wealth Advisory, LLC60$2.96K<0.01%-23013F-HRTimeline
Highland Investment Advisors LLC59$2.91K<0.01%13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC39$1.92K<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC33$1.63K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS31$1.53K<0.01%+2113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB30$1.48K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.25$1.24K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25$1.23K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC22$1.08K<0.01%-1413F-HRTimelineGroup
Fourth Dimension Wealth, LLC13$641<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$79<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1$33<0.01%013F-HRTimeline