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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

288 managers (291 13F filers) reported a position in GUNR shares at 2024-12-31, 114,995,427 shares in all. 38 filers opened a position and 26 filers sold out during the quarter.

Managers
288
13F filers
291
New
38
Added
82
Reduced
99
Sold out
26
Shares held by filers
114,995,427

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP80,934,804$2.94B0.42%-8,057,05313F-HRTimelineGroup
Valmark Advisers, Inc.3,341,155$121M1.88%+176,17313F-HRTimeline
EVOKE WEALTH, LLC3,245,364$118M3.28%-275,56813F-HRTimeline
1832 Asset Management L.P.2,777,805$101M0.18%+129,93113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,010,261$73.1M0.01%-61,58113F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,167,652$42.5M2.96%+24,69913F-HRTimelineGroup
MOLLER WEALTH PARTNERS1,024,519$37.3M9.8%+68,86713F-HRTimeline
CONNABLE OFFICE INC892,150$32.4M3.36%+147,64013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC828,335$30.1M0.05%+779,96713F-HRTimelineGroup
First Interstate Bank706,525$25.7M1.56%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC699,561$25.4M0.01%+67,60513F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co635,389$23.1M1.74%-166,72813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding602,703$21.9M+15,083Timeline
OLD MISSION CAPITAL LLC580,750$21.1M0.49%new13F-HRTimeline
Aaron Wealth Advisors LLC531,218$19.3M2.24%-76,77413F-HRTimeline
Versant Capital Management, Inc531,053$19.3M4.16%+19,33813F-HRTimeline
VPR Management LLC528,203$19.2M10.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.516,685$18.8M0.26%-280,63113F-HRTimelineGroup
Pure Financial Advisors, LLC482,919$17.6M0.4%+36,97113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC469,683$17.1M0.01%13F-HR/ATimelineGroup
Colony Family Offices, LLC419,069$15.2M4.79%+4,64813F-HRTimeline
UBS Group AGin group UBS Group AG396,749$14.4M<0.01%-223,58613F-HRTimelineGroup
CENTRAL TRUST Co375,878$13.7M0.33%-51,90613F-HRTimeline
Navalign, LLC348,338$12.7M3.72%+19,74313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/343,072$12.5M<0.01%-7,35513F-HRTimelineGroup
Pasadena Private Wealth, LLC327,998$11.9M2.45%+56,79213F-HRTimeline
Barry Investment Advisors, LLC316,176$11.5M3.7%-1,42013F-HRTimeline
LPL Financial LLC298,320$10.8M<0.01%-6,34913F-HRTimeline
FLOW TRADERS U.S. LLC277,950$10.1M0.4%-13,74813F-HRTimeline
Farmers National Bank255,459$9.29M2.71%13F-HRTimeline
Latigo Investments, LLC230,000$8.36M4.25%013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.225,079$8.18M1.32%-1,96913F-HRTimeline
GREENLEAF TRUST212,584$7.73M0.07%-1,97113F-HRTimeline
STEPH & CO210,610$7.66M2.58%-98,74513F-HRTimeline
Pathway Financial Advisors LLC208,842$7.59M1.75%+1,19513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA201,646$7.33M<0.01%-109,96113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.197,080$7.17M<0.01%013F-HRTimeline
Cetera Investment Advisers195,802$7.12M0.01%-1,83313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN190,371$6.92M<0.01%+1,44713F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding186,816$6.79M+601Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC185,986$6.76M0.01%+130,52413F-HRTimelineGroup
IAG Wealth Partners, LLC180,546$6.56M1.16%+13,74513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…179,457$6.53M0.01%-67,38613F-HR/ATimeline
Boltwood Capital Management175,902$6.4M1.95%+10,60613F-HRTimeline
SVB WEALTH LLC164,467$5.98M0.11%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd164,087$5.97M0.12%new13F-HRTimelineGroup
GTS SECURITIES LLC160,235$5.83M0.28%new13F-HRTimeline
MAI Capital Management159,064$5.78M0.04%+2,27913F-HRTimeline
Brio Consultants, LLC157,178$5.71M0.89%-6,27913F-HRTimeline
United Bank155,698$5.66M2.39%+5,41113F-HRTimeline
Enterprise Bank & Trust Co153,341$5.58M1.84%-310,37013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding147,386$5.4M+47,827Timeline
Roehl & Yi Investment Advisors, LLC146,915$5.34M2.94%13F-HRTimeline
Austin Wealth Management, LLC132,209$5.05M1.05%+4,11813F-HRTimeline
CoreCap Advisors, LLC132,457$4.82M0.22%+12,67513F-HRTimeline
Avos Capital Management, LLC125,767$4.77M3.87%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV130,455$4.74M0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC125,652$4.57M0.05%-7,71613F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC121,701$4.43M0.2%+413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC119,332$4.34M0.01%-4,88113F-HRTimelineGroup
Cornerstone National Bank & Trust Co119,244$4.34M1.99%-8,43513F-HRTimeline
VeraBank, N.A.117,490$4.27M1.2%-109,03713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP117,363$4.27M0.01%+37413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources113,666$4.13M<0.01%+1,49613F-HRTimelineGroup
Fermata Advisors, LLC111,009$4.04M0.75%+9,07513F-HRTimeline
Clark Capital Management Group, Inc.110,718$4.03M0.03%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC102,800$3.74M0.01%new13F-HRTimeline
S. R. Schill & Associates94,975$3.45M2.89%-8,79613F-HRTimeline
Columbus Macro, LLC85,123$3.1M0.43%+65,72613F-HRTimeline
Kingsview Wealth Management, LLC83,420$3.03M0.06%new13F-HRTimeline
HORIZON BANCORP INC /IN/80,775$2.94M1.38%-15,93613F-HRTimeline
Money Design Co.,Ltd.77,525$2.8M0.14%-13,39713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…76,035$2.76M<0.01%+17,58213F-HRTimelineGroup
Walkner Condon Financial Advisors LLC75,282$2.74M0.56%-4,66113F-HRTimeline
Wealthfront Advisers LLC73,442$2.67M0.01%+14,77313F-HR/ATimeline
Missouri Trust & Investment Co65,991$2.4M0.84%+3,93713F-HRTimeline
FDx Advisors, Inc.65,912$2.4M0.7%-3,51713F-HRTimeline
CVA Family Office, LLC61,149$2.22M0.35%-9,48313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,975$2.07M0.01%-6,72413F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP56,338$2.05M0.56%-470,26613F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.55,180$2.01M0.05%+1,22213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC55,075$2M0.05%-34,50413F-HRTimeline
Smallwood Wealth Investment Management,…53,043$1.93M1.33%+20,76913F-HRTimeline
Etesian Wealth Advisors, Inc.52,974$1.93M0.85%+4,34213F-HRTimeline
Purkiss Capital Advisors LLC52,115$1.89M1.64%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,714$1.77M<0.01%-37,83613F-HRTimeline
MML INVESTORS SERVICES, LLC46,633$1.7M0.01%-3,96213F-HRTimeline
MONECO ADVISORS, LLC41,050$1.49M0.16%new13F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,932$1.49M<0.01%+11,98313F-HRTimelineGroup
Community Bank, N.A.40,499$1.47M0.19%+14513F-HRTimeline
Aspen Grove Capital, LLC37,184$1.35M0.29%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC36,563$1.35M0.29%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,543$1.33M<0.01%+31,86513F-HRTimelineGroup
PARK NATIONAL CORP /OH/35,171$1.28M0.05%-3,32413F-HRTimeline
Independence Bank of Kentucky34,651$1.26M0.19%-7,72913F-HRTimeline
Stelac Advisory Services LLC33,788$1.23M0.48%013F-HRTimeline
BLACK POINT WEALTH MANAGEMENT32,524$1.18M1.37%+1,67613F-HRTimeline
ENTREWEALTH, LLC26,639$1.11M1.03%13F-HRTimeline
Cambridge Investment Research Advisors,…30,363$1.1M<0.01%-1,44713F-HRTimeline
COMERICA BANK29,238$1.06M<0.01%-19,03113F-HR/ATimeline
Redwood Park Advisors LLC27,005$982K0.84%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,360$958K<0.01%+1,78913F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC25,745$936K0.2%-1,30313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC25,552$929K0.1%-4,46213F-HRTimeline
L.M. KOHN & COMPANY25,532$928K0.24%+2,12313F-HRTimeline
Creative Planningin group Creative Planning25,363$922K<0.01%+6,15413F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC25,259$918K0.39%-70,33213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…25,041$910K<0.01%-7313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,546$893K<0.01%-4,57613F-HRTimelineGroup
EP Wealth Advisors, LLC23,818$866K0.01%+4,94813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,128$841K<0.01%+2,27713F-HR/ATimelineGroup
FIDUCIENT ADVISORS LLC22,281$810K0.1%013F-HRTimeline
Cedar Wealth Management, LLC22,017$801K0.29%013F-HRTimeline
Advisory Services Network, LLC21,349$776K0.01%-12,01313F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,963$762K0.24%+1,69013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20,445$743K0.01%+30013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC20,411$742K0.23%-1,11413F-HRTimeline
Pekin Hardy Strauss, Inc.19,945$725K0.09%-1,84013F-HRTimeline
Keeley-Teton Advisors, LLC19,016$691K0.08%-4,50013F-HRTimeline
LRI Investments, LLC18,812$684K0.07%+1513F-HRTimeline
Kendall Capital Management18,713$680K0.2%-21813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,683$679K0.02%+1,19213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,612$677K<0.01%+10,07013F-HRTimelineGroup
Fortis Advisors, LLC18,310$666K0.44%+15913F-HRTimeline
Grove Bank & Trust18,151$660K0.09%+6,78813F-HRTimeline
Custos Family Office, LLC17,870$650K0.23%013F-HRTimeline
GARRISON POINT ADVISORS, LLC17,603$640K0.3%-84513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,579$639K<0.01%+69513F-HRTimelineGroup
Factor Wealth Management LTD17,559$638K0.21%13F-HRTimeline
Busey Bank17,510$637K0.02%013F-HRTimeline
Provident Wealth Management, LLC17,096$622K0.21%-5,45513F-HRTimeline
Trace Wealth Advisors, LLC16,895$614K0.55%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC16,412$597K<0.01%-5,15713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,279$592K<0.01%-12,16113F-HRTimelineGroup
NAPATREE CAPITAL LLC15,800$574K0.34%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,599$567K<0.01%-4,12013F-HRTimelineGroup
FMR LLCin group FMR LLC15,566$566K<0.01%-22113F-HRTimelineGroup
CHOREO, LLC14,815$538K0.01%-21,55013F-HRTimeline
Valued Retirements, Inc.14,801$538K0.73%013F-HRTimeline
OneDigital Investment Advisors LLC14,636$532K0.01%013F-HRTimeline
VestGen Investment Management14,383$523K0.14%-31713F-HRTimeline
EQUITABLE TRUST CO14,334$521K0.03%-118,93713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS13,880$505K0.02%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC13,873$504K0.01%+97113F-HRTimeline
Quad-Cities Investment Group, LLC12,966$471K0.23%-6,52813F-HRTimeline
BLAIR WILLIAM & CO/IL12,732$463K<0.01%-2,88913F-HRTimeline
TOWNSQUARE CAPITAL LLC12,418$452K0.01%new13F-HRTimeline
First PREMIER Bank12,400$451K0.11%013F-HRTimeline
Warren Street Wealth Advisors, LLC11,872$432K0.18%new13F-HRTimeline
RENASANT BANK11,851$431K0.28%013F-HRTimeline
Park Place Capital Corp11,851$431K0.12%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,700$425K<0.01%-14,90013F-HRTimelineGroup
Noble Family Wealth, LLC11,370$411K0.11%-24,68113F-HRTimeline
Forza Wealth Management, LLC11,238$409K0.19%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,028$401K<0.01%new13F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO10,919$397K0.01%-7,60813F-HRTimeline
HighTower Advisors, LLC10,779$392K<0.01%-6,14113F-HRTimeline
Well Done, LLC9,430$389K0.07%013F-HRTimeline
Dorsey & Whitney Trust CO LLC10,613$386K0.02%+2,08513F-HRTimeline
M Financial Asset Management, Inc.9,415$383K1.85%-8,23513F-HRTimeline
TWO SIGMA SECURITIES, LLC10,412$379K0.07%+2,97213F-HRTimeline
MATHER GROUP, LLC.10,400$378K<0.01%013F-HRTimeline
Madison Wealth Partners, Inc10,046$365K0.1%-51713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,870$359K0.04%-67613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,861$359K<0.01%-1,30013F-HRTimelineGroup
UMB Bank, n.a.9,465$344K0.01%-10413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SEVEN MILE ADVISORY9,438$343K0.22%-7,69613F-HRTimeline
Freedom Investment Management, Inc.9,017$328K0.03%-813F-HRTimeline
PINNACLE ASSOCIATES LTD8,814$320K<0.01%-13,20213F-HRTimeline
Integrated Wealth Concepts LLC8,804$320K<0.01%+1,34213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,555$311K0.04%013F-HRTimeline
Fort Point Capital Partners LLC8,543$311K0.03%-3913F-HRTimeline
Resonant Capital Advisors, LLC8,467$308K0.02%013F-HRTimeline
Texas Capital Bank Wealth Management Se…8,305$302K0.03%013F-HRTimeline
Sequoia Financial Advisors, LLC8,225$299K<0.01%-1,19213F-HR/ATimeline
Prospera Financial Services Inc8,203$298K0.01%+86413F-HRTimeline
Sageworth Trust Co of South Dakota8,168$297K0.38%013F-HRTimeline
WASHINGTON TRUST Co7,885$287K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,593$276K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC7,299$265K0.01%013F-HRTimeline
McKinley Carter Wealth Services, Inc.7,235$263K0.02%-1,26213F-HRTimeline
Betterment LLC7,229$263K<0.01%+1,97113F-HRTimeline
Argent Trust Co7,218$262K0.01%-31613F-HRTimeline
FFT WEALTH MANAGEMENT LLC7,170$261K0.02%013F-HRTimeline
Principia Wealth Advisory, LLC6,883$250K0.24%13F-HRTimeline
F/m Investments LLC6,831$248K0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,746$245K0.04%-17413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,733$245K<0.01%+1,12213F-HRTimelineGroup
Comprehensive Money Management Services…6,682$243K0.2%13F-HRTimeline
WHITTIER TRUST CO6,628$241K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC6,512$237K0.14%-15013F-HRTimeline
Verus Financial Partners, Inc.6,353$234K0.03%+5513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.6,371$232K0.06%new13F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC6,369$232K0.07%-72213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,269$228K<0.01%-6,77713F-HRTimelineGroup
Total Wealth Planning, LLC6,245$227K0.04%+2113F-HRTimeline
Plancorp, LLC6,230$227K0.01%new13F-HRTimeline
Bienville Capital Management, LLC6,225$226K0.06%+1,22313F-HRTimeline
Robertson Stephens Wealth Management, L…6,221$226K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,206$226K<0.01%+4,40513F-HRTimelineGroup