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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

266 managers (269 13F filers) reported a position in GUNR shares at 2025-06-30, 98,905,470 shares in all. 27 filers opened a position and 20 filers sold out during the quarter.

Managers
266
13F filers
269
New
27
Added
90
Reduced
93
Sold out
20
Shares held by filers
98,905,470

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Smartleaf Asset Management LLC3,358$134K0.01%new13F-HRTimeline
HM PAYSON & CO2,644$106K<0.01%+2,39513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,229$89.4K<0.01%-19613F-HRTimelineGroup
CNB Bank2,150$86.2K0.04%013F-HRTimeline
Key Financial Inc2,053$82.3K0.02%-13613F-HRTimeline
NewEdge Advisors, LLC1,995$80K<0.01%+7113F-HRTimeline
TOWER TRUST & INVESTMENT Co1,864$74.8K0.05%+9113F-HRTimeline
Farther Finance Advisors, LLC1,491$59.8K<0.01%-3613F-HRTimeline
FIRST FINANCIAL CORP /IN/1,485$59.6K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,485$59.6K<0.01%new13F-HRTimelineGroup
Headlands Technologies LLC1,422$57K0.01%-37313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,418$56.9K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,196$48K<0.01%13F-HRTimeline
First Horizon Advisors, Inc.1,184$47.5K<0.01%-5013F-HRTimeline
Legacy Bridge, LLC1,182$47.4K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,182$47.4K<0.01%-3,15913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,119$44.9K<0.01%-21513F-HRTimelineGroup
IFP Advisors, Inc1,064$42.7K<0.01%+813F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$40.1K0.12%013F-HRTimeline
AE Wealth Management LLC909$36.5K<0.01%-54213F-HRTimeline
Larson Financial Group LLC909$36.5K<0.01%+513F-HRTimeline
Golden State Wealth Management, LLC784$31.5K<0.01%+713F-HRTimeline
Kentucky Trust Co670$26.9K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST648$26K<0.01%013F-HRTimeline
TRUST CO OF VERMONT636$25.5K<0.01%+3413F-HRTimeline
N.E.W. Advisory Services LLC607$24.3K<0.01%013F-HRTimeline
Hemington Wealth Management577$23K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB527$21.1K<0.01%-11913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.523$21K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group523$21K<0.01%new13F-HR/ATimeline
Kiker Wealth Management, LLC503$20.2K0.01%-10013F-HRTimeline
WEST PACES ADVISORS INC.492$19.7K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC402$16.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…378$15.2K<0.01%+13713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC375$15K<0.01%-2,48013F-HRTimelineGroup
Steward Partners Investment Advisory, L…350$14K<0.01%013F-HRTimeline
Sound Income Strategies, LLC348$14K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…240$9.63K<0.01%013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …237$9.51K<0.01%13F-HRTimelineGroup
Fortis Group Advisors, LLC184$7.38K<0.01%013F-HRTimeline
Activest Wealth Management183$7.33K<0.01%+213F-HRTimeline
Millstone Evans Group, LLC174$6.98K<0.01%013F-HRTimeline
Beacon Capital Management, LLC160$6.42K<0.01%+713F-HRTimeline
Arax Advisory Partners137$5.5K<0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.128$5.13K0.01%-1913F-HRTimeline
Avion Wealth144$5K<0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.135$5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…120$4.81K<0.01%+8313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.105$4.21K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC103$4.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.92$3.69K<0.01%-5113F-HRTimeline
PRIVATE TRUST CO NA84$3.37K<0.01%-713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$2.73K<0.01%013F-HRTimeline
North Capital, Inc.68$2.73K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.69$2.52K<0.01%new13F-HRTimeline
Dunhill Financial, LLC62$2.49K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC40$1.6K<0.01%+2513F-HRTimeline
Darwin Wealth Management, LLC33$1.32K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC28$1.13K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc26$1.04K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS22$882<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC15$602<0.01%-51413F-HRTimeline
Fourth Dimension Wealth, LLC13$521<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$281<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1$27<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.