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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

288 managers (291 13F filers) reported a position in GUNR shares at 2024-12-31, 114,995,427 shares in all. 38 filers opened a position and 26 filers sold out during the quarter.

Managers
288
13F filers
291
New
38
Added
82
Reduced
99
Sold out
26
Shares held by filers
114,995,427

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Herold Advisors, Inc.5,977$217K0.05%-6,56213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,944$216K<0.01%+5,49113F-HRTimelineGroup
Advance Capital Management, Inc.5,920$215K0.01%-76513F-HRTimeline
Chicago Partners Investment Group LLC5,701$210K0.01%+27913F-HRTimeline
World Investment Advisors5,694$207K0.01%+13713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,690$207K<0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC5,640$205K<0.01%+60313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$204K<0.01%+1,30013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,598$204K<0.01%-5,78813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL5,547$202K<0.01%-56,09313F-HRTimeline
Edge Capital Group, LLC5,525$201K0.01%-1,08813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,931$179K<0.01%+49213F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA4,484$163K0.04%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,097$149K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,759$137K0.07%013F-HRTimeline
Allworth Financial LP3,486$133K<0.01%-83413F-HRTimeline
CNB Bank3,485$127K0.06%-2513F-HRTimeline
Empowered Funds, LLC3,281$119K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC2,905$106K<0.01%-49813F-HRTimeline
VESTOR CAPITAL, LLC2,811$102K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,516$91.5K<0.01%013F-HRTimelineGroup
Key Financial Inc2,194$79.8K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,141$78K<0.01%-64713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,978$72.8K<0.01%-21013F-HRTimelineGroup
NewEdge Advisors, LLC1,924$70K<0.01%+113F-HRTimeline
Headlands Technologies LLC1,807$65.7K0.01%new13F-HRTimeline
Operose Advisors LLC1,577$57.3K0.02%-77113F-HRTimeline
Farther Finance Advisors, LLC1,573$57.2K<0.01%013F-HRTimeline
Avior Wealth Management, LLC1,552$56.4K<0.01%+1,40813F-HRTimeline
FIRST FINANCIAL CORP /IN/1,485$54K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,439$52.3K<0.01%+15413F-HRTimeline
First Horizon Advisors, Inc.1,328$48.3K<0.01%+2113F-HRTimeline
IFP Advisors, Inc1,250$45.4K<0.01%+913F-HRTimeline
Quent Capital, LLC1,243$45.2K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC1,228$44.6K0.03%new13F-HRTimeline
Legacy Bridge, LLC1,182$43K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,139$41.4K<0.01%+12813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1,125$40.9K0.01%new13F-HRTimeline
Northwest Bank & Trust Co979$38.7K0.03%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$36.4K0.18%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC873$36K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC900$32.7K<0.01%+31913F-HRTimeline
MassMutual Private Wealth & Trust, FSB823$29.9K<0.01%013F-HRTimeline
Kentucky Trust Co670$24.4K0.01%13F-HRTimeline
Householder Group Estate & Retirement S…676$24K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST648$23.6K<0.01%-7113F-HRTimeline
Wilmington Savings Fund Society, FSB646$23.5K<0.01%+61613F-HRTimeline
TRUST CO OF VERMONT602$21.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC575$20.9K<0.01%+113F-HRTimeline
AE Wealth Management LLC423$15.4K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.393$14.3K<0.01%013F-HRTimeline
Lindbrook Capital, LLC360$13.1K<0.01%new13F-HRTimeline
Security National Bank350$12.7K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…350$12.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC338$12.3K<0.01%013F-HRTimeline
Denver PWM, LLC268$9.75K<0.01%-12,72413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…240$8.73K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …237$8.62K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC233$8.47K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC200$7.27K<0.01%new13F-HRTimeline
Guardian Wealth Management, Inc.196$7.13K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC192$6.94K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC184$6.69K<0.01%013F-HRTimeline
Activest Wealth Management180$6.54K<0.01%+213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…159$5.79K<0.01%+213F-HRTimeline
MARQUETTE ASSOCIATES, INC.159$5.78K<0.01%-1913F-HRTimeline
Beacon Capital Management, LLC152$5.54K<0.01%+113F-HRTimeline
Avion Wealth144$5K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC132$4.8K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…119$4.33K<0.01%-3613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.105$3.82K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC103$3.75K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS83$3.02K<0.01%-1,01313F-HRTimelineGroup
Caldwell Trust Co82$2.98K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC75$2.87K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.69$2.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$2.47K<0.01%013F-HRTimeline
Wiser Advisor Group LLC64$2.33K<0.01%013F-HRTimeline
ORG Partners LLC63$2.29K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC40$1.45K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.33$1.2K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC33$1.2K<0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA28$1.02K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc26$930<0.01%+113F-HRTimeline
Fourth Dimension Wealth, LLC13$473<0.01%13F-HRTimeline
Bogart Wealth, LLC10$364<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$25<0.01%-2713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.