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Get Institutions for : 
FlexShares Global Upstream Natu (GUNR)  
$41.97 0.10 (0.24%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 273    5
Total shares held : 
 155,978,910  
% of shares held : 
 11.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 -7,457,207  
% of shares held change : 
   -0.54%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $39.59  
Last Quarter's Ending Price : 
 $40.95  
Last Quarter's Average Price : 
 $39.80  
Change from last quarter's     
avg. price to the last closing  : 
2.17 (5.45%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 839,421
 0.54%
 
Increased Positions :
94
 3,958,587
 2.54%
 
Unchanged Positions :
60
 1,216,917
 0.78%
 
Decreased Positions :
100
-11,938,846
-7.65%
 
Closed Positions :
24
-316,369
-0.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   EVOKE WEALTH LLC 6 - 2023-12-31 3,509,230 $143,703,000 924,784
   VALMARK ADVISERS INC 13 - 2023-12-31 2,925,435 $119,797,000 75,043
   BESSEMER GROUP INC 132 - 2023-12-31 2,645,240 $108,323,000 81,000
   MORGAN STANLEY 1201 - 2023-12-31 2,280,994 $93,407,000 4,788
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 127 - 2023-12-31 2,224,674 $91,100,000 507,392
   NBT BANK N A /NY 3 - 2024-03-31 1,174,521 $48,238,000 37,563
   HILLSTRUST 3 - 2023-12-31 1,034,353 $42,357,000 25,118
   MOLLER FINANCIAL SERVICES 1 - 2024-03-31 933,679 $38,346,000 70,639
   Aaron Wealth Advisors 6 - 2024-03-31 575,391 $23,631,000 102,862
   BANK OF AMERICA CORP /DE/ 1779 - 2023-12-31 494,328 $20,243,000 62,367
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 328 - 2024-03-31 469,539 $19,284,000 459,342
   JANE STREET GROUP LLC 553 - 2023-12-31 468,151 $19,171,000 318,151
   ROYAL BANK OF CANADA 1134 - 2023-12-31 464,565 $19,024,000 139,858
   Enterprise Bank & Trust Co 3 - 2024-03-31 432,183 $17,750,000 42,940
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 447 - 2023-12-31 427,827 $17,520,000 367,296
   PURE FINANCIAL ADVISORS, INC. 36 - 2024-03-31 418,473 $17,187,000 16,806
   GUARANTY TRUST CO OF MISSOURI /MO/ 50 - 2024-03-31 395,011 $16,223,000 9,937
   LPL FINANCIAL CORP 994 - 2023-12-31 373,526 $15,296,000 46,588
   Colony Family Offices LLC 6 - 2023-12-31 339,605 $13,907,000 5,934
   STEPHENSON NATIONAL BANK & TRUST 5 - 2024-03-31 307,961 $12,648,000 13,303
   Centerpoint Advisors LLC 5 - 2023-12-31 308,618 $12,638,000 4,192
   Orion Portfolio Solutions LLC 142 - 2023-12-31 312,423 $12,628,000 281,969
   VeraBank N.A. 7 - 2023-12-31 254,867 $10,437,000 9,308
   Pasadena Private Wealth LLC 11 - 2024-03-31 237,559 $9,757,000 17,797
   HORIZON BANCORP /IN/ 4 - 2024-03-31 227,199 $9,331,000 18,737
   GREENLEAF TRUST 68 - 2023-12-31 213,332 $8,736,000 8,709
   ARKANSAS FINANCIAL GROUP INC. 18 - 2024-03-31 203,698 $8,366,000 22,474
   Wealthcare Advisory Partners LLC 68 - 2024-03-31 200,652 $8,241,000 25,196
   Pathway Financial Advisors LLC 7 - 2024-03-31 198,258 $8,142,000 2,141
   AMERIPRISE FINANCIAL INC 2006 - 2023-12-31 173,932 $7,134,000 7,522
   CITADEL ADVISORS LLC 1380 - 2023-12-31 167,301 $6,851,000 128,547
   Brio Consultants LLC 22 - 2023-12-31 157,415 $6,446,000 4,073
   Traverso Chambers Private Wealth Management LLC 21 - 2023-12-31 150,707 $6,171,000 1,583
   FRANKLIN RESOURCES INC 1014 - 2023-12-31 145,199 $5,946,000 50,049
   Walkner Condon Financial Advisors LLC 25 - 2024-03-31 126,350 $5,186,000 19,744
   IAG Wealth Partners LLC 23 - 2024-03-31 123,760 $5,083,000 15,348
   LAKE STREET ADVISORS GROUP LLC 49 - 2023-12-31 121,689 $4,983,000 1,351
   Regis Acquisition Inc. 14 - 2023-12-31 118,100 $4,836,000 40,830
   S. R. Schill & Associates 12 - 2024-03-31 108,992 $4,476,000 7,632
   Qube Research & Technologies Ltd 918 - 2023-12-31 108,822 $4,456,000 22,730
   Austin Wealth Management LLC 25 - 2023-12-31 114,762 $4,442,000 7,054
   CoreCap Advisors LLC 68 - 2023-12-31 106,532 $4,362,000 2,548
   WEST MICHIGAN ADVISORS LLC 14 - 2023-12-31 91,574 $3,750,000 2,654
   NICOLET ADVISORY SERVICES LLC 40 - 2023-12-31 90,482 $3,669,000 6,024
   RSM US WEALTH MANAGEMENT LLC 128 - 2023-12-31 84,760 $3,471,000 26,936
   Money Design Co.Ltd. 62 - 2024-03-31 83,040 $3,410,000 6,303
   Kestra Advisory Services LLC 596 - 2023-12-31 81,426 $3,334,000 55,163
   RENAISSANCE TECHNOLOGIES LLC 1655 - 2023-12-31 76,800 $3,145,000 76,800
   FINANCIAL NETWORK 816 - 2023-12-31 68,582 $2,808,000 386
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 691 - 2023-12-31 64,879 $2,657,000 28,191
   COMERICA BANK 1062 - 2023-12-31 59,131 $2,421,000 51,189
   Missouri Trust & Investment Co 18 - 2023-12-31 56,446 $2,311,000 14,615
   TIEDEMANN WEALTH MANAGEMENT, LLC 72 - 2023-09-30 52,169 $2,110,000 369
   Wealthfront Advisers LLC 481 - 2024-03-31 50,066 $2,056,000 20,025
   ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC 9 - 2023-12-31 49,330 $2,020,000 5,392
   Visionary Wealth Advisors 154 - 2023-12-31 49,246 $2,017,000 5,456
   Barry Investment Advisors LLC 31 - 2024-03-31 47,450 $1,949,000 9,358
   Etesian Wealth Advisors Inc. 29 - 2024-03-31 44,079 $1,810,000 5,117
   TUDOR INVESTMENT CORP ET AL 750 - 2023-12-31 44,179 $1,809,000 37,608
   CI Private Wealth LLC 1055 - 2023-12-31 43,243 $1,771,000 537
   Community Bank N.A. 106 - 2023-12-31 38,090 $1,560,000 620
   WHITE PINE INVESTMENT CO 48 - 2024-03-31 34,814 $1,430,000 2,544
   MULTIFINANCIAL SECURITIES CORP 638 - 2023-12-31 33,894 $1,388,000 1,556
   Smallwood Wealth Investment Management LLC 20 - 2024-03-31 31,202 $1,281,000 497
   HPM Partners LLC - 2023-12-31 30,696 $1,257,000 2,471
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 27,900 $1,143,000 400
   NICOLET BANKSHARES INC 88 - 2023-12-31 24,696 $1,011,000 13,970
   Keeley-Teton Advisors LLC 214 - 2023-12-31 23,476 $961,000 19
   M Financial Asset Management Inc. 7 - 2023-12-31 23,320 $954,000 3,096
   Rockefeller Capital Management L.P. 1165 - 2023-12-31 22,510 $922,000 1,012
   L.M. KOHN & COMPANY 85 - 2024-03-31 22,248 $914,000 8,670
   J P MORGAN CHASE & CO 3406 - 2023-12-31 20,817 $852,000 11,468
   CoreFirst Bank & Trust 46 - 2023-12-31 20,448 $837,000 2,327
   Columbus Macro LLC 110 - 2024-03-31 20,139 $827,000 1,251
   STUDIO INVESTMENT MANAGEMENT LLC 74 - 2023-12-31 20,032 $820,000 7,535
   EP WEALTH ADVISORS, INC. 407 - 2023-12-31 18,853 $772,000 9
   BUSEY TRUST CO 202 - 2024-03-31 17,524 $720,000 1,639
   Spire Wealth Management 449 - 2024-03-31 16,453 $676,000 352
   Hudson Value Partners LLC 67 - 2023-12-31 16,159 $662,000 1,613
   FMR LLC 2445 - 2023-12-31 16,151 $661,000 263
   CREATIVE PLANNING 1557 - 2023-12-31 14,897 $610,000 281
   OPUS CAPITAL GROUP LLC 70 - 2024-03-31 13,629 $560,000 1,196
   Trexquant Investment LP 1062 - 2023-12-31 13,044 $534,000 1,828
   PNC FINANCIAL SERVICES GROUP INC 1504 - 2023-12-31 12,407 $508,000 661
   DORSEY & WHITNEY TRUST CO LLC 348 - 2023-12-31 11,837 $485,000 199
   COMMERCE BANK N A/MO 898 - 2023-12-31 10,563 $433,000 50
   WASHINGTON TRUST CO 220 - 2024-03-31 9,389 $386,000 1,504
   Sequoia Financial Advisors LLC - 2023-12-31 9,150 $375,000 41
   MONOGRAPH WEALTH ADVISORS LLC 76 - 2023-12-31 8,555 $350,000 290
   GREENWICH WEALTH MANAGEMENT LLC 182 - 2023-12-31 8,140 $333,000 245
   PROSPERA FINANCIAL SERVICES 800 - 2023-12-31 8,111 $332,000 1,789
   Ausdal Financial Partners Inc. 363 - 2024-03-31 7,728 $317,000 115
   CAPTRUST FINANCIAL ADVISORS 2083 - 2023-12-31 7,540 $309,000 956
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 135 - 2024-03-31 6,851 $281,000 6,172
   SCHMIDT P J INVESTMENT MANAGEMENT INC 152 - 2024-03-31 6,757 $278,000 126
   Total Wealth Planning LLC 85 - 2024-03-31 6,628 $272,000 10
   PARK AVENUE SECURITIES LLC 1225 - 2024-03-31 6,283 $258,000 6,283
   Calton & Associates Inc. 151 - 2024-03-31 6,210 $255,000 144
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 92 - 2023-12-31 6,159 $238,000 68
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 275 - 2024-03-31 4,789 $199,000 360
  100 Records found
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