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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

277 managers (281 13F filers) reported a position in GUNR shares at 2025-12-31, 102,072,146 shares in all. 35 filers opened a position and 15 filers sold out during the quarter.

Managers
277
13F filers
281
New
35
Added
95
Reduced
80
Sold out
15
Shares held by filers
102,072,146

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Magnus Financial Group LLC4,708$216K0.02%+3313F-HRTimeline
Plancorp, LLC4,669$214K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,664$214K0.01%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,611$211K<0.01%13F-HRTimelineGroup
Savvy Advisors, Inc.4,578$210K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,518$207K<0.01%new13F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …4,486$206K0.03%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding4,462$205K+3,044Timeline
Align Financial, LLC186,289$186K0.13%13F-HRTimeline
Grove Bank & Trust3,180$146K0.02%new13F-HRTimeline
HM PAYSON & CO2,644$121K<0.01%013F-HRTimeline
CNB Bank2,150$98.6K0.04%013F-HRTimeline
Community Bank, N.A.2,060$94.4K0.01%-42513F-HRTimeline
Key Financial Inc2,032$93.2K0.02%-2113F-HRTimeline
NewEdge Advisors, LLC2,017$92.5K<0.01%+113F-HRTimeline
TOWER TRUST & INVESTMENT Co2,014$92.3K0.06%+13613F-HRTimeline
Farther Finance Advisors, LLC1,613$73.9K<0.01%+8713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,419$65.1K<0.01%-1413F-HRTimelineGroup
Caldwell Trust Co1,383$63.4K0.01%+68613F-HRTimeline
Legacy Bridge, LLC1,182$54.2K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,138$52.2K<0.01%+11113F-HRTimeline
Plante Moran Financial Advisors, LLC1,046$48K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$45.9K0.13%013F-HRTimeline
Security National Bank945$43.3K0.01%new13F-HRTimeline
Larson Financial Group LLC918$42.1K<0.01%+413F-HRTimeline
Independence Bank of Kentucky915$42K0.01%-10013F-HRTimeline
Golden State Wealth Management, LLC770$35.3K<0.01%+513F-HRTimeline
Principia Wealth Advisory, LLC747$34.2K0.02%-94013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST648$29.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT636$29.2K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC607$27.8K<0.01%013F-HRTimeline
AE Wealth Management LLC589$27K<0.01%-18313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC500$22.9K<0.01%-10513F-HRTimelineGroup
Kentucky Trust Co493$22.6K0.01%013F-HRTimeline
AlphaCore Capital LLC490$22.5K<0.01%new13F-HRTimeline
Litman Gregory Wealth Management LLC447$20.5K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC338$16.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…350$16K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.350$16K0.02%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS318$14.6K<0.01%new13F-HRTimelineGroup
UNION SAVINGS BANK255$11.7K0.01%13F-HRTimeline
Triumph Capital Management250$11.5K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS214$9.81K<0.01%013F-HRTimeline
Activest Wealth Management185$8.5K<0.01%+113F-HRTimeline
Fortis Group Advisors, LLC184$8.44K<0.01%013F-HRTimeline
Millstone Evans Group, LLC174$7.98K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…137$6.29K<0.01%new13F-HRTimeline
Arax Advisory Partners137$6.28K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.135$6.19K<0.01%013F-HRTimeline
Avion Wealth144$6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA111$5.09K<0.01%+4313F-HRTimeline
DHJJ Financial Advisors, Ltd.105$4.82K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC103$4.72K<0.01%013F-HRTimeline
MARQUETTE ASSOCIATES, INC.101$4.63K0.01%-1313F-HRTimeline
Cornerstone Planning Group LLC73$3.83K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.82$3.76K<0.01%-1013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC79$3.62K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC68$3.21K<0.01%013F-HRTimeline
Signature Equity Partners, LLC69$3.17K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68$3.12K<0.01%new13F-HRTimeline
Dunhill Financial, LLC62$2.84K<0.01%013F-HRTimeline
Basepoint Wealth LLC62$2.84K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc61$2.81K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors61$2.8K<0.01%new13F-HRTimelineGroup
AFFINITY WEALTH LLC59$2.71K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39$1.79K<0.01%-14,96113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37$1.7K<0.01%+2613F-HRTimelineGroup
Darwin Wealth Management, LLC33$1.51K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.32$1.47K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB30$1.38K<0.01%-36213F-HRTimeline
Quarry LP30$1.38K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC28$1.28K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14$642<0.01%+713F-HRTimeline
Fourth Dimension Wealth, LLC13$596<0.01%013F-HRTimeline
Park Square Financial Group, LLC15$545<0.01%+513F-HRTimeline
SIGNATUREFD, LLC1$31<0.01%013F-HRTimeline
VESTOR CAPITAL, LLC2,612$129-19913F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.