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Disclosery

GUNR FLEXSHARES TR

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MORNSTAR UPSTR (fund)

277 managers (281 13F filers) reported a position in GUNR shares at 2025-12-31, 102,072,146 shares in all. 35 filers opened a position and 15 filers sold out during the quarter.

Managers
277
13F filers
281
New
35
Added
95
Reduced
80
Sold out
15
Shares held by filers
102,072,146

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CORP66,012,371$3.03B0.39%-1,052,84113F-HRTimelineGroup
EVOKE WEALTH, LLC4,546,036$208M4.01%+340,81013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…3,979,018$182M14.82%-416,07313F-HRTimelineGroup
Valmark Advisers, Inc.3,592,669$165M2.03%+56,14313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,946,464$89.2M0.01%+117,11013F-HR/ATimelineGroup
1832 Asset Management L.P.1,650,224$75.7M0.1%+704,23413F-HRTimeline
First Interstate Bank1,486,823$68.2M3.66%+27,42413F-HRTimeline
CONNABLE OFFICE INC1,248,153$57.2M5.25%+311,19213F-HRTimeline
MOLLER WEALTH PARTNERS1,076,286$49.3M10.33%-27,35613F-HRTimeline
Aaron Wealth Advisors LLC941,998$43.2M2.4%+47,73713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.914,168$41.9M2.78%-24,14313F-HRTimelineGroup
Versant Capital Management, Inc764,886$35.1M4.4%+203,19013F-HRTimeline
Barry Investment Advisors, LLC575,792$26.4M5.88%+117,41013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co543,984$24.9M1.45%-3,24213F-HRTimelineGroup
Pure Financial Advisors, LLC534,840$24.5M0.36%-10,25713F-HRTimeline
VPR Management LLC497,600$22.8M10.16%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/460,801$21.1M<0.01%+13,63113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding451,961$20.7M+51Timeline
MERCER GLOBAL ADVISORS INC /ADV422,135$19.4M0.03%+73813F-HRTimeline
Colony Family Offices, LLC417,956$19.2M4.78%+5,82713F-HRTimeline
CENTRAL TRUST Co404,960$18.6M0.36%+29,90513F-HRTimeline
Pathway Financial Advisors LLC377,290$17.8M2.24%+7,51413F-HRTimeline
Navalign, LLC372,219$17.1M4.19%+3,90913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC369,220$16.9M0.01%-2,34613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC320,126$14.7M<0.01%+5,42513F-HRTimelineGroup
LPL Financial LLC312,214$14.3M<0.01%+11,19413F-HRTimeline
Farmers National Bank278,365$12.8M2.85%+83213F-HRTimeline
UBS Group AGgroup of 2 filers holding234,260$10.7M+15,799Timeline
M Holdings Securities, Inc.217,707$9.98M0.71%new13F-HRTimeline
STEPH & CO208,188$9.55M2.75%-6,67613F-HRTimeline
Pasadena Private Wealth, LLC196,997$9.03M1.23%+27,75413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,134$8.86M<0.01%-2,14413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC192,673$8.83M0.01%+3,99213F-HRTimelineGroup
MAI Capital Management184,555$8.46M0.05%+11,41813F-HRTimeline
Brio Consultants, LLC183,981$8.44M1.1%+10,02913F-HRTimeline
Ledyard National Bank182,966$8.39M0.72%+1,38213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.176,300$8.08M1.17%-10,10613F-HRTimeline
United Bank175,309$8.04M2.73%-1,87013F-HRTimeline
CoreCap Advisors, LLC168,502$7.73M0.27%+4,40913F-HRTimeline
Austin Wealth Management, LLC159,736$7.52M1.11%+4,27513F-HRTimeline
Avos Capital Management, LLC158,284$7.26M3.17%+7713F-HRTimeline
IAG Wealth Partners, LLC157,262$7.21M0.83%+7,77613F-HRTimeline
Cetera Investment Advisers146,761$6.73M0.01%+11,58913F-HRTimeline
Roehl & Yi Investment Advisors, LLC138,542$6.35M2.54%+6513F-HRTimeline
Cornerstone National Bank & Trust Co123,053$5.64M2.25%-1,53513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC121,444$5.57M0.79%13F-HRTimeline
Boltwood Capital Management115,703$5.3M1.38%-1,49413F-HRTimeline
Clark Capital Management Group, Inc.114,928$5.27M0.03%+28,69413F-HRTimeline
S. R. Schill & Associates113,254$5.19M3.67%-1,56213F-HRTimeline
Fermata Advisors, LLC111,583$5.12M1.23%+3,32913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN109,254$5.01M<0.01%+12,54313F-HRTimelineGroup
Beacon Pointe Advisors, LLC98,488$4.52M0.03%-1,17613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.90,652$4.16M0.05%-17,28113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources84,920$3.89M<0.01%-5,94213F-HRTimelineGroup
Wealthfront Advisers LLC71,827$3.29M0.01%+9,14413F-HRTimeline
Missouri Trust & Investment Co70,676$3.24M0.95%-25113F-HRTimeline
Walkner Condon Financial Advisors LLC68,648$3.15M0.44%+52713F-HRTimeline
Foundations Investment Advisors, LLC65,485$3M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,220$2.81M<0.01%+19,45713F-HRTimeline
Sageworth Trust Co61,217$2.81M0.12%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60,184$2.76M<0.01%+7,11613F-HR/ATimelineGroup
HORIZON BANCORP INC /IN/59,543$2.73M1.33%-1,72613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…54,832$2.59M<0.01%-6,72213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.56,120$2.57M0.06%+38813F-HRTimelineGroup
VeraBank, N.A.55,327$2.54M0.46%-4,59513F-HRTimeline
Smallwood Wealth Investment Management,…54,332$2.49M1.3%-3,56413F-HRTimeline
CVA Family Office, LLC53,211$2.44M0.28%-22113F-HRTimeline
MML INVESTORS SERVICES, LLC52,179$2.39M0.01%+3,53813F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding50,847$2.33M-159,410Timeline
Purkiss Capital Advisors LLC48,480$2.22M1.04%-3,41013F-HRTimeline
Redwood Park Advisors LLC45,587$2.09M1.42%+11,25813F-HRTimeline
ENTREWEALTH, LLC40,399$2.08M0.94%+2,07013F-HRTimeline
MONECO ADVISORS, LLC45,329$2.08M0.17%-82513F-HRTimeline
Cambridge Investment Research Advisors,…43,404$1.99M0.01%+8,36813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth41,925$1.92M<0.01%-3,11313F-HRTimelineGroup
Etesian Wealth Advisors, Inc.41,676$1.91M0.6%-4,32713F-HRTimeline
Creative Planningin group Creative Planning41,075$1.88M<0.01%+8,63613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,490$1.86M<0.01%+35,50713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…40,260$1.85M0.02%new13F-HRTimelineGroup
EJMK Ventures LLC39,669$1.82M1.12%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding38,954$1.81M-4,575Timeline
Corient Private Wealth LPin group Corient Private Wealth LP38,794$1.78M<0.01%+14,75513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,265$1.75M<0.01%-3,98113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,825$1.73M<0.01%+2,54313F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC37,286$1.71M0.07%+1,93713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management34,891$1.6M0.05%-7013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,663$1.59M0.02%+96613F-HRTimelineGroup
Brookwood Investment Group LLC34,616$1.59M0.19%new13F-HRTimeline
PARK NATIONAL CORP /OH/31,873$1.46M0.05%-1,11713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC31,428$1.44M0.11%-35113F-HRTimeline
GTS SECURITIES LLC31,394$1.44M0.05%new13F-HRTimeline
Stelac Advisory Services LLC30,342$1.39M0.49%+10,10013F-HRTimeline
LRI Investments, LLC28,687$1.32M0.11%+1,83413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,565$1.31M<0.01%+2,39413F-HRTimelineGroup
Granite Harbor Advisors, Inc.28,229$1.29M0.55%013F-HRTimeline
HighTower Advisors, LLC27,476$1.26M<0.01%-96513F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC27,381$1.26M0.23%-65413F-HRTimeline
Smartleaf Asset Management LLC25,981$1.2M0.05%-2,32313F-HRTimeline
FIRST FINANCIAL CORP /IN/25,965$1.19M0.45%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd25,814$1.18M0.03%013F-HRTimeline
SVB WEALTH LLC25,781$1.18M0.07%-1,82513F-HRTimeline
Kendall Capital Management24,054$1.1M0.23%+1,92813F-HRTimeline
BLAIR WILLIAM & CO/IL23,890$1.1M<0.01%+18,58313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,814$1.09M0.01%+86413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,719$1.09M<0.01%-1,67213F-HRTimelineGroup
FIDUCIENT ADVISORS LLC22,281$1.02M0.13%013F-HRTimeline
COMERICA BANK22,149$1.02M<0.01%-3,57213F-HRTimeline
Factor Wealth Management LTD21,887$1M0.22%+3,26013F-HRTimeline
BOKF, NAin group BOKF, NA21,041$965K0.01%-1,56213F-HRTimelineGroup
CHOREO, LLC20,211$933K0.01%+6,72813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,821$909K<0.01%-2,13313F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC19,617$899K0.4%+48613F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,361$888K0.24%-2,07113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,076$875K0.06%-1,04213F-HRTimeline
FMR LLCin group FMR LLC18,991$871K<0.01%+2,50613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.18,134$831K<0.01%+15,00013F-HRTimelineGroup
BEACON ADVISORS HOLDINGS, LLC17,870$819K0.43%13F-HRTimeline
EP Wealth Advisors, LLC17,736$813K<0.01%13F-HRTimeline
Busey Bank17,510$803K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,677$765K<0.01%-31513F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)16,502$757K0.01%-1,11013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,487$756K<0.01%-17,25913F-HRTimelineGroup
Douglass Winthrop Advisors, LLC16,466$755K0.01%+87713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,800$724K0.01%013F-HRTimeline
Lunt Capital Management, Inc.15,655$718K0.27%-10513F-HRTimeline
IFP Advisors, Inc15,254$699K0.02%+14,30813F-HRTimeline
Advisory Services Network, LLC15,138$694K0.01%-14,40213F-HRTimeline
CALTON & ASSOCIATES, INC.14,698$674K0.1%+1,93313F-HRTimeline
OneDigital Investment Advisors LLC14,636$671K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.14,165$649K0.06%+4513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,851$635K<0.01%+3,84413F-HRTimelineGroup
WHITTIER TRUST CO13,354$631K0.01%013F-HRTimeline
Valued Retirements, Inc.13,543$621K0.61%-1,25813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,297$610K<0.01%-6,24913F-HRTimelineGroup
XML Financial, LLC13,107$601K0.05%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…12,901$592K0.01%new13F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…11,700$536K<0.01%013F-HRTimelineGroup
Provident Wealth Management, LLC11,642$534K0.16%-93313F-HRTimeline
Warren Street Wealth Advisors, LLC11,457$525K0.15%013F-HRTimeline
Forza Wealth Management, LLC11,238$515K0.19%013F-HRTimeline
Chicago Partners Investment Group LLC9,902$504K0.01%013F-HRTimeline
Clearstead Advisors, LLC10,915$500K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,910$500K<0.01%new13F-HRTimelineGroup
GREENLEAF TRUST10,909$500K<0.01%-20,24413F-HRTimeline
Trace Wealth Advisors, LLC10,839$497K0.36%-4,33013F-HRTimeline
Dorsey & Whitney Trust CO LLC10,613$487K0.03%013F-HRTimeline
MATHER GROUP, LLC.10,400$477K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,966$457K0.01%+3,39113F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK9,861$452K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC9,826$451K0.14%new13F-HRTimeline
Clayton Financial Group LLC9,795$449K0.23%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,688$444K0.06%+45313F-HRTimeline
Sequoia Financial Advisors, LLC9,618$441K<0.01%+21113F-HRTimeline
SEVEN MILE ADVISORY9,438$433K0.07%013F-HRTimeline
Well Done, LLC9,430$432K0.06%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,277$425K<0.01%+1,60413F-HRTimelineGroup
Fort Point Capital Partners LLC8,553$422K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC8,940$410K<0.01%+2,56813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,824$405K<0.01%-95013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,629$396K0.01%+2,25713F-HRTimelineGroup
Quad-Cities Investment Group, LLC8,487$389K0.16%+72113F-HRTimeline
Resonant Capital Advisors, LLC8,467$388K0.02%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC8,310$381K0.04%-24513F-HRTimeline
Texas Capital Bank Wealth Management Se…8,305$381K0.02%013F-HRTimeline
Sageworth Trust Co of South Dakota8,168$375K0.31%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,920$363K<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc7,892$362K0.01%-5213F-HRTimeline
WASHINGTON TRUST Co7,885$362K0.01%013F-HRTimeline
Verus Financial Partners, Inc.6,550$336K0.03%+4513F-HRTimeline
Basecamp Wealth Advisors LLC7,229$331K0.07%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,195$330K0.01%-1,08213F-HRTimeline
Sigma Planning Corp7,165$329K0.01%+83613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,150$328K<0.01%+1,46413F-HRTimelineGroup
HANCOCK WHITNEY CORP7,128$327K0.01%-65413F-HRTimeline
Argent Trust Co7,103$326K0.01%-11513F-HRTimeline
VestGen Investment Management6,941$318K0.18%-27013F-HRTimeline
Allworth Financial LP6,872$315K<0.01%+1513F-HRTimeline
Comprehensive Money Management Services…6,682$306K0.21%013F-HRTimeline
PINNACLE ASSOCIATES LTD6,418$294K<0.01%-31013F-HRTimeline
Bienville Capital Management, LLC6,343$291K0.05%+2713F-HRTimeline
Madison Wealth Partners, Inc6,182$283K0.05%-57213F-HRTimeline
Cannell & Spears LLC6,053$278K0.01%new13F-HRTimeline
World Investment Advisors5,902$271K<0.01%+22613F-HR/ATimeline
F/m Investments LLC5,879$270K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,873$269K<0.01%+26213F-HRTimelineGroup
FFT WEALTH MANAGEMENT LLC5,851$268K0.05%013F-HRTimeline
Nolet Wealth Management, LLC5,650$259K0.14%13F-HR/ATimeline
AWM CAPITAL, LLC5,628$258K0.02%+3813F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.5,600$257K<0.01%013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.5,585$256K0.01%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,537$254K0.06%-28913F-HRTimelineGroup
Sowell Financial Services LLC5,326$244K0.01%+813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,300$243K<0.01%-11,00013F-HRTimeline
UMB Bank, n.a.5,277$242K<0.01%+31413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT5,273$242K0.01%013F-HRTimeline
Compound Planning, Inc.5,175$237K0.01%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC5,015$230K0.21%013F-HRTimeline
Vavra Capital Management, LLC5,000$229K0.23%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.4,970$228K0.1%013F-HRTimeline
Carter Financial Group, INC.4,863$223K0.13%-21713F-HRTimeline