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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

266 managers (269 13F filers) reported a position in GUNR shares at 2025-06-30, 98,905,470 shares in all. 27 filers opened a position and 20 filers sold out during the quarter.

Managers
266
13F filers
269
New
27
Added
90
Reduced
93
Sold out
20
Shares held by filers
98,905,470

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP69,688,432$2.8B0.38%-4,739,67213F-HRTimelineGroup
EVOKE WEALTH, LLC3,971,272$159M3.74%+280,28913F-HRTimeline
Valmark Advisers, Inc.3,489,258$140M1.95%+33,05913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,788,019$71.7M<0.01%+99,78313F-HRTimelineGroup
First Interstate Bank1,421,346$57M3.35%+643,23213F-HRTimeline
MOLLER WEALTH PARTNERS1,117,302$44.8M9.9%+44,67513F-HRTimeline
1832 Asset Management L.P.960,003$38.5M0.07%-1,534,27813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.950,745$38.1M2.62%-55,98313F-HRTimelineGroup
CONNABLE OFFICE INC937,063$37.6M3.72%-25,53813F-HRTimeline
Aaron Wealth Advisors LLC599,090$24M2.45%+16,98713F-HRTimeline
Pure Financial Advisors, LLC550,052$22.1M0.39%+49,11513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co542,269$21.8M1.37%-79,28213F-HRTimelineGroup
VPR Management LLC528,203$21.2M9.95%013F-HRTimeline
Versant Capital Management, Inc512,086$20.5M3.12%-53,13213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding477,547$19.2M+5,090Timeline
Colony Family Offices, LLC417,173$16.7M4.33%-30,76713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV413,561$16.6M0.04%+271,59613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC399,182$16M0.01%-47,75213F-HRTimelineGroup
Barry Investment Advisors, LLC395,851$15.9M3.95%+56,47313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC375,879$15.1M<0.01%-28,20513F-HRTimelineGroup
CENTRAL TRUST Co368,063$14.8M0.34%+3,13413F-HRTimeline
Navalign, LLC365,709$14.7M4.05%+12,56013F-HRTimeline
Pathway Financial Advisors LLC327,259$13.1M1.92%+82,30613F-HRTimeline
FLOW TRADERS U.S. LLC305,377$12.2M0.45%+39,57413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/302,320$12.1M<0.01%-20,74013F-HRTimelineGroup
Farmers National Bank270,702$10.9M2.86%+5,37213F-HRTimeline
LPL Financial LLC266,768$10.7M<0.01%-82113F-HRTimeline
STEPH & CO216,296$8.68M2.81%+8,41613F-HRTimeline
UBS Group AGin group UBS Group AG208,311$8.36M<0.01%-117,11113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA206,874$8.3M<0.01%-20,33913F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding203,269$8.15M-7,009Timeline
ARKANSAS FINANCIAL GROUP, INC.197,382$7.92M1.23%-8,87513F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.184,844$7.41M0.09%-132,11213F-HRTimelineGroup
Ledyard National Bank178,401$7.16M0.68%new13F-HRTimeline
United Bank172,393$6.91M2.65%+12,48113F-HRTimeline
Brio Consultants, LLC168,488$6.76M0.99%+3,23313F-HRTimeline
MAI Capital Management164,892$6.61M0.05%+3,44613F-HRTimeline
CoreCap Advisors, LLC161,805$6.49M0.26%+6,20513F-HRTimeline
Austin Wealth Management, LLC150,348$6.07M1.08%+7,14413F-HRTimeline
Pasadena Private Wealth, LLC148,968$5.98M1.02%+18,60213F-HRTimeline
Roehl & Yi Investment Advisors, LLC142,181$5.7M2.92%-1,66913F-HRTimeline
Avos Capital Management, LLC138,853$5.57M3.18%+28,81513F-HRTimeline
IAG Wealth Partners, LLC132,394$5.31M0.7%+30,70313F-HRTimeline
Cetera Investment Advisers130,356$5.23M0.01%+13,85513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC125,667$5.04M0.01%+8,63513F-HRTimelineGroup
Cornerstone National Bank & Trust Co122,637$4.92M2.12%-17,12513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC122,054$4.9M<0.01%+109,17313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC118,797$4.76M0.01%+14,93513F-HRTimelineGroup
Boltwood Capital Management118,683$4.76M1.35%-13,28913F-HRTimeline
Beacon Pointe Advisors, LLC116,842$4.69M0.05%-7,41013F-HRTimeline
S. R. Schill & Associates116,558$4.68M3.44%+3,15513F-HRTimeline
Clark Capital Management Group, Inc.114,204$4.58M0.03%-1,88113F-HRTimeline
Fermata Advisors, LLC113,507$4.55M1.22%-1,37513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,876$3.77M<0.01%-36,15813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources92,848$3.72M<0.01%-20,95113F-HRTimelineGroup
Money Design Co.,Ltd.88,981$3.57M0.17%+10,69313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,627$3.4M0.01%-23,84713F-HRTimeline
GREENLEAF TRUST81,489$3.27M0.03%-122,55113F-HRTimeline
Missouri Trust & Investment Co71,222$2.86M0.93%+37613F-HRTimeline
Walkner Condon Financial Advisors LLC68,524$2.75M0.51%+3,74813F-HRTimeline
VeraBank, N.A.67,853$2.72M0.55%-17,59913F-HRTimeline
SVB WEALTH LLC67,149$2.69M0.14%-71,99613F-HRTimeline
HORIZON BANCORP INC /IN/64,171$2.57M1.3%-4,11713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthfront Advisers LLC61,706$2.48M0.01%+28,44313F-HRTimeline
Sageworth Trust Co61,217$2.46M0.14%new13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding59,816$2.4M-60,747Timeline
Smallwood Wealth Investment Management,…55,780$2.24M1.28%+1,29813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.55,290$2.22M0.06%-26113F-HRTimelineGroup
CVA Family Office, LLC53,592$2.15M0.3%-7913F-HRTimeline
Etesian Wealth Advisors, Inc.52,955$2.12M0.79%+95113F-HRTimeline
Purkiss Capital Advisors LLC52,115$2.09M1.16%013F-HRTimeline
MONECO ADVISORS, LLC45,881$1.84M0.17%+2,33313F-HRTimeline
MML INVESTORS SERVICES, LLC43,494$1.75M0.01%+1,34213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP42,926$1.72M<0.01%-78,92613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC38,599$1.55M<0.01%-6,14413F-HRTimeline
ENTREWEALTH, LLC35,365$1.42M0.98%+1,46013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,856$1.4M0.05%+16,47713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,646$1.37M<0.01%+2,85413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,560$1.35M<0.01%+16,28013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,662$1.31M<0.01%+6,19713F-HR/ATimelineGroup
Redwood Park Advisors LLC32,493$1.3M1%+1,89913F-HRTimeline
Creative Planningin group Creative Planning32,137$1.29M<0.01%+12,31013F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,989$1.28M<0.01%+83613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,794$1.28M<0.01%new13F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC31,540$1.27M0.1%+3,06713F-HRTimeline
Stelac Advisory Services LLC31,038$1.24M0.47%-7,04513F-HRTimeline
Advisory Services Network, LLC30,400$1.23M0.02%-1,25313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC28,370$1.14M0.23%-99113F-HRTimeline
Granite Harbor Advisors, Inc.28,229$1.13M0.53%-53713F-HRTimeline
LRI Investments, LLC26,878$1.08M0.09%+20613F-HRTimeline
COMERICA BANK26,714$1.07M<0.01%+1,78913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC26,490$1.06M0.01%-17,85313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,524$1.02M<0.01%+9,24513F-HRTimelineGroup
L.M. KOHN & COMPANY25,409$1.02M0.27%-8413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…25,041$1M<0.01%013F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC24,264$973K0.36%+13913F-HRTimeline
OLD MISSION CAPITAL LLC23,813$955K0.03%-463,86013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,647$948K<0.01%-1,86313F-HRTimelineGroup
Qube Research & Technologies Ltd23,431$940K<0.01%+22,07113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,951$921K0.02%+3,03413F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC22,351$896K0.05%new13F-HR/ATimeline
FIDUCIENT ADVISORS LLC22,281$894K0.11%013F-HRTimeline
PARK NATIONAL CORP /OH/22,177$890K0.03%-50613F-HRTimeline
Kendall Capital Management22,150$888K0.23%+87813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,785$874K<0.01%-2,17713F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd21,293$854K0.02%+9,67613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,236$852K<0.01%+6,50813F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.21,076$845K0.25%+11313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,225$811K0.07%-3,30913F-HRTimeline
GARRISON POINT ADVISORS, LLC18,990$762K0.35%-8313F-HRTimeline
EP Wealth Advisors, LLC18,706$750K<0.01%-43213F-HRTimeline
VESTOR CAPITAL, LLC2,883$738K0.06%+7213F-HRTimeline
Factor Wealth Management LTD18,019$723K0.2%+32513F-HRTimeline
Custos Family Office, LLC17,870$717K0.23%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)17,612$706K0.01%new13F-HRTimelineGroup
Busey Bank17,510$702K0.02%013F-HRTimeline
Lunt Capital Management, Inc.15,991$641K0.25%-27913F-HRTimeline
Pekin Hardy Strauss, Inc.15,820$635K0.07%-57513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,800$634K0.01%new13F-HRTimeline
Trace Wealth Advisors, LLC15,169$608K0.5%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,000$602K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC14,821$594K<0.01%-4,11013F-HRTimelineGroup
Valued Retirements, Inc.14,801$594K0.67%013F-HRTimeline
OneDigital Investment Advisors LLC14,636$587K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,201$570K<0.01%-32,09613F-HRTimelineGroup
CHOREO, LLC13,483$541K0.01%013F-HRTimeline
WHITTIER TRUST CO13,354$536K0.01%+6,72613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,859$516K<0.01%-72113F-HRTimelineGroup
Provident Wealth Management, LLC12,791$513K0.17%-69713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,700$469K<0.01%013F-HRTimelineGroup
Warren Street Wealth Advisors, LLC11,592$465K0.15%-28513F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.11,300$453K0.13%new13F-HRTimeline
Forza Wealth Management, LLC11,238$451K0.18%013F-HRTimeline
Cedar Wealth Management, LLC11,009$442K0.15%-5,50413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,647$427K0.01%+58613F-HRTimeline
Dorsey & Whitney Trust CO LLC10,613$426K0.02%013F-HRTimeline
Grove Bank & Trust10,443$419K0.05%+93113F-HRTimeline
MATHER GROUP, LLC.10,400$417K<0.01%013F-HRTimeline
HighTower Advisors, LLC10,100$405K<0.01%-20,21513F-HRTimeline
Fortis Advisors, LLC9,904$397K0.25%-8,41413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,861$396K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,814$394K<0.01%-62513F-HRTimelineGroup
Clearstead Advisors, LLC9,715$390K0.01%-3,92513F-HRTimeline
SEVEN MILE ADVISORY9,438$379K0.23%013F-HRTimeline
Well Done, LLC9,430$378K0.07%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,265$372K<0.01%new13F-HRTimelineGroup
UMB Bank, n.a.9,106$365K0.01%+1,33513F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC8,713$352K0.06%new13F-HRTimeline
BLAIR WILLIAM & CO/IL8,696$349K<0.01%+2,13813F-HRTimeline
Community Bank, N.A.8,670$348K0.05%-31,84413F-HRTimeline
LaSalle St. Investment Advisors, LLC8,625$345K0.09%-9,89713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,555$343K0.04%013F-HRTimeline
Resonant Capital Advisors, LLC8,467$340K0.02%013F-HRTimeline
Texas Capital Bank Wealth Management Se…8,305$333K0.03%013F-HRTimeline
Sageworth Trust Co of South Dakota8,168$328K0.36%013F-HRTimeline
Sequoia Financial Advisors, LLC8,088$324K<0.01%+2113F-HRTimeline
Quad-Cities Investment Group, LLC7,906$317K0.14%-3,00313F-HRTimeline
WASHINGTON TRUST Co7,885$316K0.01%013F-HRTimeline
Prospera Financial Services Inc7,729$310K0.01%-88013F-HRTimeline
Freedom Investment Management, Inc.7,562$303K0.02%-3,77413F-HRTimeline
Fort Point Capital Partners LLC7,290$292K0.03%-1,26213F-HRTimeline
Argent Trust Co7,218$290K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,130$286K0.01%+1,18613F-HRTimelineGroup
Madison Wealth Partners, Inc6,995$281K0.06%+5513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC6,925$278K0.03%-72113F-HRTimeline
F/m Investments LLC6,831$274K0.01%013F-HRTimeline
PINNACLE ASSOCIATES LTD6,728$270K<0.01%-23513F-HRTimeline
Waterloo Capital, L.P.6,700$269K0.02%+50613F-HRTimeline
Comprehensive Money Management Services…6,682$268K0.2%013F-HRTimeline
Verus Financial Partners, Inc.6,453$264K0.03%+5613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,459$259K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,426$258K<0.01%+86813F-HRTimelineGroup
Sigma Planning Corp6,290$252K0.01%-80513F-HRTimeline
Bienville Capital Management, LLC6,285$252K0.05%+3413F-HRTimeline
AllSquare Wealth Management LLC6,124$246K0.14%013F-HRTimeline
McKinley Carter Wealth Services, Inc.6,036$242K0.01%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.6,011$241K0.06%-913F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC5,851$240K0.05%013F-HRTimeline
VestGen Investment Management5,973$240K0.17%-91013F-HRTimeline
SCS Capital Management LLC5,900$237K<0.01%+313F-HRTimeline
CALTON & ASSOCIATES, INC.5,856$235K0.04%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,795$232K0.07%-30013F-HRTimeline
World Investment Advisors5,699$229K0.01%-9113F-HRTimeline
Chicago Partners Investment Group LLC5,422$227K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,611$225K<0.01%-4,03913F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$225K<0.01%013F-HRTimelineGroup
AWM CAPITAL, LLC5,578$224K0.02%013F-HRTimeline
Independence Bank of Kentucky5,450$219K0.03%-14,66513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,273$212K0.01%+1,17613F-HRTimeline
Herold Advisors, Inc.5,251$211K0.04%-14713F-HRTimeline
Compound Planning, Inc.5,175$208K0.01%013F-HRTimeline
PFG Advisors5,161$207K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC5,070$203K<0.01%new13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC5,015$201K0.2%new13F-HRTimeline
Carter Financial Group, INC.4,993$200K0.13%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,970$199K0.09%+1,21113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,932$197K<0.01%-12413F-HRTimelineGroup
Principia Wealth Advisory, LLC3,880$156K0.13%-70213F-HRTimeline
Allworth Financial LP3,735$150K<0.01%+1913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,616$145K<0.01%+91713F-HRTimelineGroup