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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

295 managers (299 13F filers) reported a position in GUNR shares at 2026-03-31, 113,485,507 shares in all. 45 filers opened a position and 24 filers sold out during the quarter.

Managers
295
13F filers
299
New
45
Added
101
Reduced
79
Sold out
24
Shares held by filers
113,485,507

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sowell Financial Services LLC5,332$294K0.01%+613F-HRTimeline
UMB Bank, n.a.5,277$291K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT5,273$291K0.01%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,185$286K0.04%new13F-HRTimelineGroup
Compound Planning, Inc.5,175$285K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,105$282K<0.01%+58713F-HRTimelineGroup
Carter Financial Group, INC.5,066$279K0.17%+20313F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC5,015$277K0.26%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,821$266K0.11%-14913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,807$265K<0.01%-6,10313F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC4,729$261K0.04%new13F-HRTimeline
Magnus Financial Group LLC4,725$261K0.02%+1713F-HRTimeline
Plancorp, LLC4,669$260K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,664$257K0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.4,649$256K0.02%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,611$254K<0.01%013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC4,564$252K<0.01%new13F-HRTimelineGroup
Savvy Advisors, Inc.4,537$250K0.01%-4113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …4,486$247K0.04%013F-HRTimeline
WESBANCO BANK INC4,362$241K0.01%new13F-HRTimeline
Herold Advisors, Inc.4,258$235K0.05%new13F-HRTimeline
Bedel Financial Consulting, Inc.4,133$228K0.03%new13F-HRTimeline
Integrated Wealth Concepts LLC4,078$225K<0.01%new13F-HRTimeline
Align Financial, LLC4,063$224K0.13%-182,22613F-HRTimeline
Vavra Capital Management, LLC3,998$221K0.21%-1,00213F-HRTimeline
Betterment LLC3,804$210K<0.01%new13F-HRTimeline
Mason & Associates Inc3,870$210K0.04%new13F-HRTimeline
Fortis Capital Management LLC3,705$204K0.03%new13F-HRTimeline
ASPIRIANT, LLC3,633$200K0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,340$184K0.03%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,308$182K<0.01%+1,69513F-HRTimeline
VESTOR CAPITAL, LLC2,811$155K0.01%+19913F-HRTimeline
HM PAYSON & CO2,644$146K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC2,531$140K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC2,227$123K0.04%new13F-HRTimeline
CNB Bank2,150$119K0.05%013F-HRTimeline
Key Financial Inc2,032$112K0.02%013F-HRTimeline
NewEdge Advisors, LLC2,017$111K<0.01%013F-HR/ATimeline
TOWER TRUST & INVESTMENT Co2,014$111K0.07%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,837$101K0.03%new13F-HRTimeline
Grove Bank & Trust1,582$87.3K0.01%-1,59813F-HRTimeline
Community Bank, N.A.1,550$85.5K0.01%-51013F-HRTimeline
AE Wealth Management LLC1,438$79.3K<0.01%+84913F-HRTimeline
Mosley Wealth Management1,757$76.9K0.03%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,235$68.1K<0.01%+73513F-HRTimelineGroup
Legacy Bridge, LLC1,182$65.2K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,173$64.7K<0.01%+1,09113F-HRTimeline
Essential Partners LLC1,100$60.7K0.02%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.1,000$55.2K0.16%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC979$54K<0.01%+94013F-HRTimelineGroup
Security National Bank945$52.1K0.01%013F-HRTimeline
Larson Financial Group LLC920$50.8K<0.01%+213F-HRTimeline
Independence Bank of Kentucky915$50.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC770$42.5K<0.01%013F-HRTimeline
Caldwell Trust Co686$37.8K<0.01%-69713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST648$35.7K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC607$33.5K<0.01%013F-HRTimeline
GeoWealth Management, LLC561$30.9K<0.01%new13F-HRTimeline
Kentucky Trust Co493$27.2K0.01%013F-HRTimeline
AlphaCore Capital LLC490$27K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA418$23.1K<0.01%+30713F-HRTimeline
SIMPLEX TRADING, LLC370$20.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…350$19.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC338$18.6K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC290$16K0.01%-45713F-HRTimeline
YANKCOM Partnership273$15.1K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC219$12K<0.01%+14613F-HRTimeline
KELLEHER FINANCIAL ADVISORS214$11.8K<0.01%013F-HRTimeline
Activest Wealth Management186$10.3K<0.01%+113F-HRTimeline
Fortis Group Advisors, LLC184$10.1K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.175$9.65K0.01%-17513F-HRTimeline
Millstone Evans Group, LLC174$9.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV142$7.83K<0.01%+12813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…137$7.6K<0.01%013F-HRTimeline
Arax Advisory Partners137$7.56K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.135$7.45K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp133$7.34K<0.01%new13F-HRTimelineGroup
PROTECTIVE LIFE CORP133$7.34K0.02%new13F-HRTimeline
Avion Wealth144$7K<0.01%013F-HRTimeline
City State Bank122$6.73K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC107$5.9K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.105$5.79K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC103$5.68K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC89$4.91K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC79$4.36K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…68$3.75K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc61$3.39K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors61$3.38K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC36$1.99K<0.01%-113F-HRTimelineGroup
Darwin Wealth Management, LLC33$1.82K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB30$1.66K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.25$1.37K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC13$717<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$552<0.01%-30813F-HRTimelineGroup
SIGNATUREFD, LLC1$37<0.01%013F-HRTimeline