Skip to content
Disclosery

GUNR FLEXSHARES TR

Follow

MORNSTAR UPSTR (fund)

249 managers (252 13F filers) reported a position in GUNR shares at 2025-09-30, 100,889,194 shares in all. 15 filers opened a position and 27 filers sold out during the quarter.

Managers
249
13F filers
252
New
15
Added
91
Reduced
88
Sold out
27
Shares held by filers
100,889,194

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CORP67,065,212$2.94B0.38%-2,623,22013F-HRTimelineGroup
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…4,395,091$192M16.54%new13F-HRTimelineGroup
EVOKE WEALTH, LLC4,205,226$184M3.84%+233,95413F-HRTimeline
Valmark Advisers, Inc.3,536,526$155M2%+47,26813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,829,354$80.1M<0.01%+41,33513F-HR/ATimelineGroup
First Interstate Bank1,459,399$63.9M3.53%+38,05313F-HRTimeline
MOLLER WEALTH PARTNERS1,103,642$48.3M10.08%-13,66013F-HRTimeline
1832 Asset Management L.P.945,990$41.4M0.07%-14,01313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.938,311$41.1M2.75%-12,43413F-HRTimelineGroup
CONNABLE OFFICE INC936,961$41M3.8%-10213F-HRTimeline
Aaron Wealth Advisors LLC894,261$39.2M2.37%+295,17113F-HRTimeline
Versant Capital Management, Inc561,696$24.6M3.35%+49,61013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co547,226$24M1.41%+4,95713F-HRTimelineGroup
Pure Financial Advisors, LLC545,097$23.9M0.38%-4,95513F-HRTimeline
VPR Management LLC497,600$21.8M9.9%-30,60313F-HRTimeline
Barry Investment Advisors, LLC458,382$20.1M4.62%+62,53113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding451,910$19.8M-25,637Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/447,170$19.6M<0.01%+144,85013F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV421,397$18.4M0.03%+7,83613F-HRTimeline
Colony Family Offices, LLC412,129$18M4.67%-5,04413F-HRTimeline
CENTRAL TRUST Co375,055$16.4M0.34%+6,99213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC371,566$16.3M0.01%-27,61613F-HRTimelineGroup
Pathway Financial Advisors LLC369,776$16.2M2.16%+42,51713F-HRTimeline
Navalign, LLC368,310$16.1M4.25%+2,60113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC314,701$13.8M<0.01%-61,17813F-HRTimelineGroup
LPL Financial LLC301,020$13.2M<0.01%+34,25213F-HRTimeline
Farmers National Bank277,533$12.2M2.88%+6,83113F-HRTimeline
UBS Group AGin group UBS Group AG218,461$9.56M<0.01%+10,15013F-HRTimelineGroup
STEPH & CO214,864$9.41M2.87%-1,43213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding210,257$9.21M+6,988Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA195,278$8.55M<0.01%-11,59613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC188,681$8.26M0.01%+63,01413F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.186,406$8.16M1.2%-10,97613F-HR/ATimeline
Ledyard National Bank181,584$7.95M0.71%+3,18313F-HRTimeline
United Bank177,179$7.76M2.7%+4,78613F-HRTimeline
Brio Consultants, LLC173,952$7.62M1.05%+5,46413F-HRTimeline
MAI Capital Management173,137$7.58M0.05%+8,24513F-HRTimeline
Pasadena Private Wealth, LLC169,243$7.41M1.07%+20,27513F-HRTimeline
CoreCap Advisors, LLC164,093$7.18M0.26%+2,28813F-HRTimeline
Avos Capital Management, LLC158,207$6.93M3.23%+19,35413F-HRTimeline
Austin Wealth Management, LLC155,461$6.75M1.06%+5,11313F-HRTimeline
IAG Wealth Partners, LLC149,486$6.54M0.79%+17,09213F-HRTimeline
Roehl & Yi Investment Advisors, LLC138,477$6.06M2.64%-3,70413F-HRTimeline
Cetera Investment Advisers135,172$5.92M0.01%+4,81613F-HRTimeline
Cornerstone National Bank & Trust Co124,588$5.45M2.22%+1,95113F-HRTimeline
Boltwood Capital Management117,197$5.13M1.37%-1,48613F-HRTimeline
S. R. Schill & Associates114,816$5.03M3.53%-1,74213F-HRTimeline
Fermata Advisors, LLC108,254$4.74M1.2%-5,25313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.107,933$4.73M0.05%-76,91113F-HRTimelineGroup
Beacon Pointe Advisors, LLC99,664$4.36M0.04%-17,17813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN96,711$4.23M<0.01%+2,83513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources90,862$3.98M<0.01%-1,98613F-HRTimelineGroup
Clark Capital Management Group, Inc.86,234$3.78M0.02%-27,97013F-HRTimeline
Missouri Trust & Investment Co70,927$3.11M0.92%-29513F-HRTimeline
Walkner Condon Financial Advisors LLC68,121$2.98M0.47%-40313F-HRTimeline
Wealthfront Advisers LLC62,683$2.74M0.01%+97713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,554$2.71M<0.01%-21,07313F-HRTimeline
HORIZON BANCORP INC /IN/61,269$2.68M1.28%-2,90213F-HRTimeline
Sageworth Trust Co61,217$2.68M0.12%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,721$2.66M<0.01%-58,07613F-HRTimelineGroup
VeraBank, N.A.59,922$2.62M0.49%-7,93113F-HRTimeline
Smallwood Wealth Investment Management,…57,896$2.53M1.3%+2,11613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.55,732$2.44M0.06%+44213F-HRTimelineGroup
CVA Family Office, LLC53,432$2.34M0.3%-16013F-HRTimeline
Qube Research & Technologies Ltd53,388$2.34M<0.01%+29,95713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…53,068$2.32M<0.01%+31,28313F-HRTimelineGroup
Purkiss Capital Advisors LLC51,890$2.27M1.09%-22513F-HRTimeline
MML INVESTORS SERVICES, LLC48,641$2.13M0.01%+5,14713F-HRTimeline
MONECO ADVISORS, LLC46,154$2.02M0.17%+27313F-HRTimeline
Etesian Wealth Advisors, Inc.46,003$2.01M0.67%-6,95213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth45,038$1.97M<0.01%+38,57913F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding43,529$1.91M-16,287Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,246$1.85M<0.01%+9,58413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC41,763$1.83M<0.01%+3,16413F-HRTimeline
ENTREWEALTH, LLC38,329$1.68M0.86%+2,96413F-HRTimeline
SIMON QUICK ADVISORS, LLC35,349$1.55M0.07%+12,99813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,282$1.54M<0.01%+1,72213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…35,036$1.53M<0.01%+3,04713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,961$1.53M0.05%+10513F-HRTimelineGroup
Redwood Park Advisors LLC34,329$1.5M1.12%+1,83613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.33,697$1.48M0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,746$1.47M<0.01%-90013F-HRTimelineGroup
PARK NATIONAL CORP /OH/32,990$1.44M0.05%+10,81313F-HRTimeline
Creative Planningin group Creative Planning32,439$1.42M<0.01%+30213F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC31,779$1.39M0.1%+23913F-HRTimeline
GREENLEAF TRUST31,153$1.36M0.01%-50,33613F-HRTimeline
Advisory Services Network, LLC29,540$1.29M0.02%-86013F-HRTimeline
HighTower Advisors, LLC28,441$1.25M<0.01%+18,34113F-HRTimeline
Smartleaf Asset Management LLC28,304$1.24M0.08%+24,94613F-HRTimeline
Granite Harbor Advisors, Inc.28,229$1.24M0.52%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC28,035$1.23M0.23%-33513F-HRTimeline
SVB WEALTH LLC27,606$1.21M0.07%-39,54313F-HRTimeline
LRI Investments, LLC26,853$1.18M0.1%-2513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,171$1.15M<0.01%+2,52413F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/25,965$1.14M0.45%+24,48013F-HRTimeline
Y-Intercept (Hong Kong) Ltd25,814$1.13M0.03%+4,52113F-HRTimeline
COMERICA BANK25,721$1.13M<0.01%-99313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…25,391$1.11M<0.01%+35013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP24,039$1.05M<0.01%-18,88713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,950$1M0.02%-113F-HRTimelineGroup
BOKF, NAin group BOKF, NA22,603$990K0.01%+21,42113F-HRTimelineGroup
FIDUCIENT ADVISORS LLC22,281$975K0.11%013F-HRTimeline
Kendall Capital Management22,126$969K0.22%-2413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,954$961K<0.01%-4,53613F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.21,432$938K0.26%+35613F-HRTimeline
Stelac Advisory Services LLC20,242$886K0.31%-10,79613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,118$881K0.06%-10713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,546$856K<0.01%-1,69013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC19,131$838K0.35%+14113F-HRTimeline
Factor Wealth Management LTD18,627$816K0.2%+60813F-HRTimeline
Custos Family Office, LLC17,870$782K0.44%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)17,612$771K0.01%013F-HRTimelineGroup
Busey Bank17,510$767K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,992$744K<0.01%-8,53213F-HRTimelineGroup
FMR LLCin group FMR LLC16,485$722K<0.01%+1,66413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC16,300$714K<0.01%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,800$692K0.01%013F-HRTimeline
Lunt Capital Management, Inc.15,760$690K0.26%-23113F-HRTimeline
Douglass Winthrop Advisors, LLC15,589$682K0.01%new13F-HRTimeline
Trace Wealth Advisors, LLC15,169$664K0.5%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,000$657K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,853$650K<0.01%-16,94113F-HRTimelineGroup
OneDigital Investment Advisors LLC14,636$641K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.14,120$618K0.06%-1,70013F-HRTimeline
Valued Retirements, Inc.14,801$594K0.67%013F-HRTimeline
CHOREO, LLC13,483$590K0.01%013F-HRTimeline
WHITTIER TRUST CO13,354$586K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.12,765$559K0.08%+6,90913F-HRTimeline
Provident Wealth Management, LLC12,575$551K0.17%-21613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,700$512K<0.01%013F-HRTimelineGroup
Warren Street Wealth Advisors, LLC11,457$502K0.15%-13513F-HRTimeline
Forza Wealth Management, LLC11,238$492K0.19%013F-HRTimeline
Clearstead Advisors, LLC10,915$478K0.01%+1,20013F-HRTimeline
Dorsey & Whitney Trust CO LLC10,613$465K0.02%013F-HRTimeline
MATHER GROUP, LLC.10,400$455K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,007$438K<0.01%+19313F-HRTimelineGroup
Chicago Partners Investment Group LLC9,902$434K0.01%+4,48013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,861$432K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,774$428K<0.01%-3,08513F-HRTimelineGroup
SEVEN MILE ADVISORY9,438$413K0.07%013F-HRTimeline
Well Done, LLC9,430$413K0.07%013F-HRTimeline
Sequoia Financial Advisors, LLC9,407$412K<0.01%+1,31913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,235$404K0.06%+52213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,555$375K0.04%013F-HRTimeline
Fort Point Capital Partners LLC8,553$374K0.05%+1,26313F-HRTimeline
Resonant Capital Advisors, LLC8,467$371K0.02%013F-HRTimeline
Texas Capital Bank Wealth Management Se…8,305$364K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,277$362K0.01%-2,37013F-HRTimeline
Sageworth Trust Co of South Dakota8,168$358K0.34%013F-HRTimeline
Prospera Financial Services Inc7,944$348K0.01%+21513F-HRTimeline
WASHINGTON TRUST Co7,885$345K0.01%013F-HRTimeline
HANCOCK WHITNEY CORP7,782$341K0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC7,766$340K0.14%-14013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,673$336K<0.01%-1,59213F-HRTimelineGroup
Glenmede Investment Management, LP7,411$324K<0.01%new13F-HRTimeline
Argent Trust Co7,218$316K0.01%013F-HRTimeline
VestGen Investment Management7,211$316K0.19%+1,23813F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,106$311K0.03%+18113F-HRTimeline
Allworth Financial LP6,857$300K<0.01%+3,12213F-HRTimeline
Madison Wealth Partners, Inc6,754$296K0.06%-24113F-HRTimeline
PINNACLE ASSOCIATES LTD6,728$295K<0.01%013F-HRTimeline
Comprehensive Money Management Services…6,682$293K0.21%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,575$288K0.01%+2,95913F-HRTimelineGroup
Verus Financial Partners, Inc.6,505$285K0.03%+5213F-HRTimeline
CWM, LLCin group CWM, LLC6,372$279K<0.01%-5413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,372$279K<0.01%-75813F-HRTimelineGroup
Sigma Planning Corp6,329$277K0.01%+3913F-HRTimeline
Bienville Capital Management, LLC6,316$277K0.05%+3113F-HRTimeline
F/m Investments LLC5,879$257K0.01%-95213F-HRTimeline
FFT WEALTH MANAGEMENT LLC5,851$256K0.05%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,826$255K0.06%-18513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,686$249K<0.01%+75413F-HRTimelineGroup
World Investment Advisors5,676$248K0.01%-2313F-HRTimeline
AllSquare Wealth Management LLC5,624$246K0.13%-50013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,611$246K<0.01%013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$245K<0.01%013F-HRTimelineGroup
AWM CAPITAL, LLC5,590$245K0.02%+1213F-HRTimeline
McKinley Carter Wealth Services, Inc.5,585$245K0.01%-45113F-HRTimeline
Cedar Wealth Management, LLC5,505$241K0.07%-5,50413F-HRTimeline
Sowell Financial Services LLC5,318$233K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL5,307$232K<0.01%-3,38913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,273$231K0.01%013F-HRTimeline
Compound Planning, Inc.5,175$227K0.01%013F-HRTimeline
PFG Advisors5,107$224K0.01%-5413F-HRTimeline
Carter Financial Group, INC.5,080$222K0.13%+8713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC5,015$220K0.2%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,983$218K<0.01%-117,07113F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.4,970$218K0.09%013F-HRTimeline
UMB Bank, n.a.4,963$217K<0.01%-4,14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Herold Advisors, Inc.4,873$213K0.05%-37813F-HRTimeline
Magnus Financial Group LLC4,675$205K0.02%new13F-HRTimeline
Plancorp, LLC4,669$204K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,134$137K<0.01%+90513F-HRTimelineGroup
VESTOR CAPITAL, LLC2,811$123K0.01%-7213F-HRTimeline
HM PAYSON & CO2,644$116K<0.01%013F-HRTimeline
Community Bank, N.A.2,485$109K0.01%-6,18513F-HRTimeline
CNB Bank2,150$94.1K0.04%013F-HRTimeline
Key Financial Inc2,053$89.6K0.02%013F-HRTimeline
NewEdge Advisors, LLC2,016$88.3K<0.01%+2113F-HRTimeline
TOWER TRUST & INVESTMENT Co1,878$82.2K0.06%+1413F-HRTimeline