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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

249 managers (252 13F filers) reported a position in GUNR shares at 2025-09-30, 100,889,194 shares in all. 15 filers opened a position and 27 filers sold out during the quarter.

Managers
249
13F filers
252
New
15
Added
91
Reduced
88
Sold out
27
Shares held by filers
100,889,194

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Principia Wealth Advisory, LLC1,687$73.8K0.05%-2,19313F-HRTimeline
Farther Finance Advisors, LLC1,526$66.8K<0.01%+3513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,433$62.7K<0.01%+31413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,418$62.1K<0.01%+1,17813F-HRTimelineGroup
Wealthspire Advisors, LLC1,378$60.3K<0.01%-3,69213F-HRTimeline
Legacy Bridge, LLC1,182$51.7K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,027$45K<0.01%-16913F-HRTimeline
Independence Bank of Kentucky1,015$44.4K0.01%-4,43513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$43.8K0.12%013F-HRTimeline
IFP Advisors, Inc946$41.4K<0.01%-11813F-HR/ATimeline
Larson Financial Group LLC914$40K<0.01%+513F-HRTimeline
AE Wealth Management LLC772$33.8K<0.01%-13713F-HRTimeline
Golden State Wealth Management, LLC765$33.5K<0.01%-1913F-HRTimeline
Caldwell Trust Co697$30.5K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST648$28.4K<0.01%013F-HRTimeline
TRUST CO OF VERMONT636$27.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC607$26.6K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC605$26.5K<0.01%+23013F-HRTimelineGroup
Kentucky Trust Co493$21.6K0.01%-17713F-HRTimeline
Wilmington Savings Fund Society, FSB392$17.2K<0.01%-13513F-HR/ATimeline
Steward Partners Investment Advisory, L…350$15.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC338$14.7K<0.01%-1013F-HRTimeline
KELLEHER FINANCIAL ADVISORS214$9.37K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.195$9K<0.01%-32813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Activest Wealth Management184$8.06K<0.01%+113F-HRTimeline
Fortis Group Advisors, LLC184$8.06K<0.01%013F-HRTimeline
Millstone Evans Group, LLC174$7.62K<0.01%013F-HRTimeline
Avion Wealth144$6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.135$5.91K<0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.114$4.99K0.01%-1413F-HRTimeline
DHJJ Financial Advisors, Ltd.105$4.6K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC103$4.51K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.92$4.03K<0.01%013F-HRTimeline
Heritage Wealth Advisors80$3.5K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC73$3.17K<0.01%+4513F-HRTimeline
Guerra Advisors Inc70$3.06K<0.01%new13F-HRTimeline
North Capital, Inc.69$3.02K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$2.98K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA68$2.98K<0.01%-1613F-HRTimeline
Strategic Wealth Partners, Ltd.65$2.85K<0.01%new13F-HRTimeline
Dunhill Financial, LLC62$2.71K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc61$2.68K<0.01%+3513F-HRTimeline
Darwin Wealth Management, LLC33$1.44K<0.01%013F-HRTimeline
Parallel Advisors, LLC15$657<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC13$569<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11$482<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC10$438<0.01%-3013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$306<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$30<0.01%013F-HRTimeline