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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

260 managers (263 13F filers) reported a position in GUNR shares at 2025-03-31, 104,821,158 shares in all. 24 filers opened a position and 48 filers sold out during the quarter.

Managers
260
13F filers
263
New
24
Added
71
Reduced
106
Sold out
48
Shares held by filers
104,821,158

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP74,428,104$2.89B0.43%-6,506,70013F-HRTimelineGroup
EVOKE WEALTH, LLC3,690,983$143M3.74%+445,61913F-HRTimeline
Valmark Advisers, Inc.3,456,199$134M2.02%+115,04413F-HRTimeline
1832 Asset Management L.P.2,494,281$96.8M0.18%-283,52413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,688,236$65.5M<0.01%-322,02513F-HRTimelineGroup
MOLLER WEALTH PARTNERS1,072,627$41.6M10.29%+48,10813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,006,728$39.1M2.82%-160,92413F-HRTimelineGroup
CONNABLE OFFICE INC962,601$37.4M3.98%+70,45113F-HRTimeline
First Interstate Bank778,114$30.2M1.8%+71,58913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co621,551$24.1M1.7%-13,83813F-HRTimelineGroup
Aaron Wealth Advisors LLC582,103$22.6M2.59%+50,88513F-HRTimeline
Versant Capital Management, Inc565,218$21.9M3.68%+34,16513F-HRTimeline
VPR Management LLC528,203$20.5M9.96%013F-HRTimeline
Pure Financial Advisors, LLC500,937$19.4M0.41%+18,01813F-HRTimeline
OLD MISSION CAPITAL LLC487,673$18.9M0.37%-93,07713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding472,457$18.3M-130,246Timeline
Colony Family Offices, LLC447,940$17.4M5.42%+28,87113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC446,934$17.3M0.01%-22,74913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC404,084$15.6M<0.01%-295,47713F-HRTimelineGroup
CENTRAL TRUST Co364,929$14.2M0.35%-10,94913F-HRTimeline
Navalign, LLC353,149$13.7M3.91%+4,81113F-HRTimeline
Barry Investment Advisors, LLC339,378$13.2M3.5%+23,20213F-HRTimeline
UBS Group AGin group UBS Group AG325,422$12.6M<0.01%-71,32713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/323,060$12.5M<0.01%-20,01213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.316,956$12.3M0.17%-199,72913F-HRTimelineGroup
LPL Financial LLC267,589$10.4M<0.01%-30,73113F-HRTimeline
FLOW TRADERS U.S. LLC265,803$10.3M0.43%-12,14713F-HRTimeline
Farmers National Bank265,330$10.3M2.91%+9,87113F-HRTimeline
Pathway Financial Advisors LLC244,953$9.51M1.71%+36,11113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA227,213$8.82M<0.01%+25,56713F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding210,278$8.16M+23,462Timeline
STEPH & CO207,880$8.07M2.9%-2,73013F-HRTimeline
GREENLEAF TRUST204,040$7.92M0.07%-8,54413F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.206,257$7.29M1.26%-18,82213F-HR/ATimeline
Brio Consultants, LLC165,255$6.41M1.01%+8,07713F-HR/ATimeline
MAI Capital Management161,446$6.27M0.05%+2,38213F-HRTimeline
United Bank159,912$6.21M2.56%+4,21413F-HRTimeline
CoreCap Advisors, LLC155,600$6.04M0.27%+23,14313F-HRTimeline
Roehl & Yi Investment Advisors, LLC143,850$5.58M3.03%-3,06513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV141,965$5.51M0.01%+11,51013F-HRTimeline
Austin Wealth Management, LLC143,204$5.48M1.1%+10,99513F-HRTimeline
Cornerstone National Bank & Trust Co139,762$5.42M2.43%+20,51813F-HRTimeline
SVB WEALTH LLC139,145$5.4M0.22%-25,32213F-HRTimeline
Boltwood Capital Management131,972$5.12M1.56%-43,93013F-HRTimeline
Pasadena Private Wealth, LLC130,366$5.06M0.98%-197,63213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN130,034$5.05M<0.01%-60,33713F-HRTimelineGroup
Latigo Investments, LLC127,500$4.95M2.64%-102,50013F-HRTimeline
Beacon Pointe Advisors, LLC124,252$4.82M0.05%-1,40013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP121,852$4.73M0.01%+4,48913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC117,032$4.54M0.01%-2,30013F-HRTimelineGroup
Cetera Investment Advisers116,501$4.52M0.01%-79,30113F-HRTimeline
Clark Capital Management Group, Inc.116,085$4.51M0.03%+5,36713F-HRTimeline
Fermata Advisors, LLC114,882$4.46M0.81%+3,87313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources113,799$4.42M<0.01%+13313F-HRTimelineGroup
S. R. Schill & Associates113,403$4.4M3.51%+18,42813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding120,563$4.35M-26,823Timeline
Avos Capital Management, LLC110,038$4.27M2.82%-15,72913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…106,474$4.13M0.01%-72,98313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC103,862$4.03M0.01%-724,47313F-HR/ATimelineGroup
IAG Wealth Partners, LLC101,691$3.95M0.61%-78,85513F-HRTimeline
VeraBank, N.A.85,452$3.32M0.93%-32,03813F-HRTimeline
Money Design Co.,Ltd.78,288$3.04M0.15%+76313F-HRTimeline
Missouri Trust & Investment Co70,846$2.75M0.97%+4,85513F-HRTimeline
HORIZON BANCORP INC /IN/68,288$2.65M1.5%-12,48713F-HRTimeline
Walkner Condon Financial Advisors LLC64,776$2.51M0.51%-10,50613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC62,300$2.42M<0.01%-40,50013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.55,551$2.16M0.06%+37113F-HRTimelineGroup
Smallwood Wealth Investment Management,…54,482$2.11M1.33%+1,43913F-HRTimeline
CVA Family Office, LLC53,671$2.08M0.32%-7,47813F-HRTimeline
Purkiss Capital Advisors LLC52,115$2.02M1.53%013F-HRTimeline
Etesian Wealth Advisors, Inc.52,004$2.02M0.87%-97013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,297$1.8M<0.01%-29,73813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,743$1.74M<0.01%-3,97113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,343$1.72M0.01%-12,63213F-HRTimelineGroup
MONECO ADVISORS, LLC43,548$1.69M0.18%+2,49813F-HR/ATimeline
MML INVESTORS SERVICES, LLC42,152$1.64M0.01%-4,48113F-HRTimeline
Community Bank, N.A.40,514$1.57M0.21%+1513F-HRTimeline
Stelac Advisory Services LLC38,083$1.48M0.61%+4,29513F-HRTimeline
Aspen Grove Capital, LLC37,184$1.44M0.28%013F-HRTimeline
ENTREWEALTH, LLC33,905$1.32M1.01%+7,26613F-HRTimeline
Wealthfront Advisers LLC33,263$1.29M<0.01%-40,17913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,792$1.23M<0.01%+8,66413F-HRTimelineGroup
Advisory Services Network, LLC31,653$1.23M0.02%+10,30413F-HRTimeline
Cambridge Investment Research Advisors,…31,153$1.21M<0.01%+79013F-HRTimeline
Redwood Park Advisors LLC30,594$1.19M1%+3,58913F-HRTimeline
HighTower Advisors, LLC30,315$1.18M<0.01%+19,53613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC29,361$1.14M0.24%+3,61613F-HRTimeline
Granite Harbor Advisors, Inc.28,766$1.12M0.59%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC28,473$1.11M0.08%new13F-HRTimeline
LRI Investments, LLC26,672$1.04M0.1%+7,86013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,465$1.03M<0.01%+1,91913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,510$990K<0.01%-15,42213F-HRTimelineGroup
L.M. KOHN & COMPANY25,493$989K0.26%-3913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…25,041$972K<0.01%013F-HRTimelineGroup
COMERICA BANK24,925$967K<0.01%-4,31313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC24,125$936K0.39%-1,13413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23,962$930K<0.01%-2,39813F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC23,534$913K0.09%-2,01813F-HRTimeline
PARK NATIONAL CORP /OH/22,683$880K0.03%-12,48813F-HRTimeline
FIDUCIENT ADVISORS LLC22,281$865K0.11%013F-HRTimeline
Kendall Capital Management21,272$826K0.24%+2,55913F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,963$814K0.27%013F-HRTimeline
Independence Bank of Kentucky20,115$781K0.12%-14,53613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,917$773K0.02%new13F-HRTimelineGroup
Creative Planningin group Creative Planning19,827$770K<0.01%-5,53613F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC19,320$750K0.08%new13F-HRTimeline
EP Wealth Advisors, LLC19,138$743K0.01%-4,68013F-HRTimeline
GARRISON POINT ADVISORS, LLC19,073$740K0.36%+1,47013F-HRTimeline
FMR LLCin group FMR LLC18,931$735K<0.01%+3,36513F-HRTimelineGroup
Keeley-Teton Advisors, LLC18,591$722K0.09%-42513F-HRTimeline
LaSalle St. Investment Advisors, LLC18,522$718K0.17%-1,88913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,379$713K0.02%-30413F-HRTimelineGroup
Fortis Advisors, LLC18,318$711K0.46%+813F-HRTimeline
Custos Family Office, LLC17,870$694K0.25%013F-HRTimeline
Factor Wealth Management LTD17,694$687K0.21%+13513F-HRTimeline
Busey Bank17,510$680K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,280$671K<0.01%-19,26313F-HRTimelineGroup
Cedar Wealth Management, LLC16,513$641K0.23%-5,50413F-HRTimeline
Pekin Hardy Strauss, Inc.16,395$636K0.08%-3,55013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,279$632K<0.01%013F-HRTimelineGroup
Lunt Capital Management, Inc.16,270$631K0.23%new13F-HRTimeline
NAPATREE CAPITAL LLC15,800$613K0.34%013F-HRTimeline
Trace Wealth Advisors, LLC15,169$589K0.52%-1,72613F-HRTimeline
Valued Retirements, Inc.14,801$574K0.76%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,728$572K<0.01%-87113F-HRTimelineGroup
OneDigital Investment Advisors LLC14,636$568K0.01%013F-HRTimeline
EQUITABLE TRUST CO14,334$556K0.03%013F-HRTimeline
Clearstead Advisors, LLC13,640$529K0.01%+10,73513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,580$527K<0.01%-3,99913F-HRTimelineGroup
Provident Wealth Management, LLC13,488$523K0.18%-3,60813F-HRTimeline
CHOREO, LLC13,483$523K0.01%-1,33213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,881$500K<0.01%-173,10513F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC12,336$479K0.01%-8213F-HRTimeline
Warren Street Wealth Advisors, LLC11,877$461K0.18%+513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,700$453K<0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd11,617$451K0.03%new13F-HRTimeline
Freedom Investment Management, Inc.11,336$440K0.04%+2,31913F-HRTimeline
Forza Wealth Management, LLC11,238$436K0.2%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,028$428K<0.01%013F-HRTimelineGroup
Quad-Cities Investment Group, LLC10,909$423K0.21%-2,05713F-HRTimeline
Dorsey & Whitney Trust CO LLC10,613$412K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,439$405K<0.01%-8,17313F-HRTimelineGroup
MATHER GROUP, LLC.10,400$404K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,061$390K0.01%-3,81213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,861$383K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,650$375K<0.01%+2,91713F-HRTimelineGroup
Grove Bank & Trust9,512$369K0.05%-8,63913F-HRTimeline
SEVEN MILE ADVISORY9,438$366K0.24%013F-HRTimeline
Well Done, LLC9,430$343K0.06%013F-HRTimeline
Prospera Financial Services Inc8,609$334K0.01%+40613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,555$332K0.05%013F-HRTimeline
Fort Point Capital Partners LLC8,552$332K0.04%+913F-HRTimeline
Resonant Capital Advisors, LLC8,467$329K0.02%013F-HRTimeline
Texas Capital Bank Wealth Management Se…8,305$322K0.03%013F-HRTimeline
GSA CAPITAL PARTNERS LLP8,260$321K0.03%new13F-HRTimeline
Sageworth Trust Co of South Dakota8,168$317K0.38%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,152$316K<0.01%+1,88313F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,067$313K<0.01%-15813F-HRTimeline
WASHINGTON TRUST Co7,885$306K0.01%013F-HRTimeline
Betterment LLC7,795$303K<0.01%+56613F-HRTimeline
UMB Bank, n.a.7,771$302K<0.01%-1,69413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTHCARE CAPITAL MANAGEMENT LLC7,646$297K0.03%-2,22413F-HRTimeline
TWO SIGMA SECURITIES, LLC7,544$293K0.04%-2,86813F-HRTimeline
Argent Trust Co7,218$280K0.01%013F-HRTimeline
Sigma Planning Corp7,095$275K0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD6,963$270K<0.01%-1,85113F-HRTimeline
Madison Wealth Partners, Inc6,940$269K0.07%-3,10613F-HRTimeline
VestGen Investment Management6,883$267K0.2%-7,50013F-HRTimeline
F/m Investments LLC6,831$265K0.01%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,742$262K0.05%-413F-HRTimeline
Comprehensive Money Management Services…6,682$259K0.21%013F-HRTimeline
WHITTIER TRUST CO6,628$257K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,558$255K<0.01%-6,17413F-HRTimeline
Bienville Capital Management, LLC6,251$243K0.06%+2613F-HRTimeline
Waterloo Capital, L.P.6,194$240K0.02%new13F-HRTimeline
AllSquare Wealth Management LLC6,124$238K0.14%-38813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,095$237K0.08%-27413F-HRTimeline
Verus Financial Partners, Inc.6,397$235K0.03%+4413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,055$235K0.01%-4,86413F-HRTimeline
McKinley Carter Wealth Services, Inc.6,036$234K0.01%-1,19913F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.6,020$234K0.06%-35113F-HRTimelineGroup
SCS Capital Management LLC5,897$229K<0.01%new13F-HR/ATimeline
FFT WEALTH MANAGEMENT LLC5,851$227K0.05%-1,31913F-HRTimeline
World Investment Advisors5,790$225K0.01%+9613F-HRTimeline
Robertson Stephens Wealth Management, L…5,736$223K0.01%-48513F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$217K<0.01%013F-HRTimelineGroup
AWM CAPITAL, LLC5,578$216K0.03%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,944$216K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC5,558$216K<0.01%-64813F-HRTimelineGroup
Herold Advisors, Inc.5,398$209K0.05%-57913F-HRTimeline
Sowell Financial Services LLC5,364$208K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC5,422$206K0.01%-27913F-HRTimeline
Compound Planning, Inc.5,175$201K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,056$196K<0.01%+12513F-HR/ATimelineGroup
BOKF, NAin group BOKF, NA4,341$168K<0.01%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA4,324$168K0.04%-16013F-HRTimeline
Principia Wealth Advisory, LLC4,582$165K0.16%-2,30113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,097$159K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.3,759$146K0.07%013F-HRTimeline
Allworth Financial LP3,716$142K<0.01%+23013F-HRTimeline