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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

260 managers (263 13F filers) reported a position in GUNR shares at 2025-03-31, 104,821,158 shares in all. 24 filers opened a position and 48 filers sold out during the quarter.

Managers
260
13F filers
263
New
24
Added
71
Reduced
106
Sold out
48
Shares held by filers
104,821,158

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,855$111K0.01%new13F-HRTimelineGroup
VESTOR CAPITAL, LLC2,811$109K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,699$105K<0.01%+55813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,425$94.1K<0.01%-9113F-HRTimelineGroup
Key Financial Inc2,189$85K0.02%-513F-HRTimeline
CNB Bank2,150$83.4K0.04%-1,33513F-HRTimeline
NewEdge Advisors, LLC1,924$74.7K<0.01%013F-HRTimeline
Headlands Technologies LLC1,795$69.7K0.01%-1213F-HRTimeline
TOWER TRUST & INVESTMENT Co1,773$67K0.05%13F-HRTimeline
Farther Finance Advisors, LLC1,527$59.5K<0.01%-4613F-HRTimeline
FIRST FINANCIAL CORP /IN/1,485$57.6K0.03%013F-HRTimeline
AE Wealth Management LLC1,451$56.3K<0.01%+1,02813F-HRTimeline
Qube Research & Technologies Ltd1,360$52.8K<0.01%new13F-HRTimeline
Quent Capital, LLC1,243$48.2K0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,234$47.9K<0.01%-9413F-HRTimeline
Legacy Bridge, LLC1,182$45.9K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,334$45K<0.01%-64413F-HRTimelineGroup
IFP Advisors, Inc1,056$41K<0.01%-19413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$38.8K0.13%013F-HRTimeline
Larson Financial Group LLC904$35.1K<0.01%+413F-HRTimeline
Golden State Wealth Management, LLC777$30.2K<0.01%new13F-HR/ATimeline
Kentucky Trust Co670$26K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST648$25.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB646$25.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC607$23.6K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC603$23.4K0.02%new13F-HRTimeline
TRUST CO OF VERMONT602$23.4K<0.01%013F-HRTimeline
Parallel Advisors, LLC529$20.5K<0.01%-4613F-HRTimeline
Lindbrook Capital, LLC360$14K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…350$13.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC348$13.5K<0.01%+1013F-HRTimeline
Frazier Financial Advisors, LLC314$12.2K0.01%new13F-HRTimeline
HM PAYSON & CO249$9.66K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…241$9.36K<0.01%+8213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…240$9.31K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …237$9.2K<0.01%13F-HRTimelineGroup
Guardian Wealth Management, Inc.196$7.61K0.01%013F-HRTimeline
Fortis Group Advisors, LLC184$7.14K<0.01%013F-HRTimeline
Activest Wealth Management181$7.03K<0.01%+113F-HRTimeline
Millstone Evans Group, LLC174$6.75K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC153$5.95K<0.01%+113F-HRTimeline
MARQUETTE ASSOCIATES, INC.147$5.71K0.01%-1213F-HRTimeline
HARBOUR INVESTMENTS, INC.143$5.56K<0.01%-99613F-HRTimeline
Arax Advisory Partners137$5.32K<0.01%new13F-HRTimeline
Avion Wealth144$5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.135$5K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.105$4.08K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC103$4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA91$3.53K<0.01%+6313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$2.64K<0.01%013F-HRTimeline
North Capital, Inc.68$2.64K<0.01%13F-HRTimeline
ORG Partners LLC63$2.45K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…37$1.44K<0.01%-8213F-HRTimelineGroup
Darwin Wealth Management, LLC33$1.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC27$1.03K<0.01%-4813F-HRTimeline
AdvisorNet Financial, Inc26$1K<0.01%013F-HRTimeline
Park Square Financial Group, LLC15$582<0.01%-2513F-HRTimeline
Fourth Dimension Wealth, LLC13$505<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$26<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.