Who owns Flexshares Tr mornstar upstr?

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Analyze quarterly positions in Flexshares Tr mornstar upstr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Flexshares Tr mornstar upstr stock

Who bought or sold Flexshares Tr mornstar upstr this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Northern Trust 66M $3.0B -2% Dec 2025
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Evoke Wealth 4.5M $208M 8% Dec 2025
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Common Fund For Nonprofit Organizations 4.0M $182M -9% Dec 2025
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ValMark Advisers 3.6M $165M 2% Dec 2025
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Goodman & Company, Investment Counsel 1.7M $76M 74% Dec 2025
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First Interstate Bank 1.5M $68M 2% Dec 2025
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Connable Office 1.2M $57M 33% Dec 2025
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Moller Financial Services 1.1M $49M -2% Dec 2025
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Aaron Wealth Advisors 942k $43M 5% Dec 2025
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NBT Bank 914k $42M -3% Dec 2025
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Versant Capital Management 765k $35M 36% Dec 2025
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Barry Investment Advisors 576k $26M 26% Dec 2025
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Hills Bank And Trust Company 544k $25M -1% Dec 2025
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Pure Financial Advisors 535k $25M -2% Dec 2025
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VPR Management 498k $23M 0% Dec 2025
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Mercer Global Advisors 422k $19M 0% Dec 2025
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Colony Family Offices 418k $19M 1% Dec 2025
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Central Trust & Investment 405k $19M 8% Dec 2025
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Pathway Financial Advisors 377k $18M 2% Dec 2025
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Navalign 372k $17M 1% Dec 2025
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Raymond James Financial 369k $17M -1% Dec 2025
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Ameriprise Financial 320k $15M 2% Dec 2025
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LPL Financial 312k $14M 4% Dec 2025
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Farmers National Bank 278k $12M 3% Sep 2025
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Envestnet Asset Management 247k $11M 2% Dec 2025
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UBS Group 233k $11M 7% Dec 2025
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Frank. Day 218k $10M 100% Dec 2025
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Stephenson National Bank & Trust 208k $9.5M -3% Dec 2025
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Envestnet Portfolio Solutions 205k $9.4M -3% Dec 2025
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Pasadena Private Wealth 197k $9.0M 16% Dec 2025
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Royal Bank of Canada 195k $8.6M -6% Sep 2025
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Bessemer 193k $8.8M 2% Dec 2025
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MAI Wealth Advisors 185k $8.5M 7% Dec 2025
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Brio Consultants 184k $8.4M 6% Dec 2025
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Ledyard National Bank 183k $8.4M 1% Dec 2025
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Arkansas Financial 176k $8.1M -5% Dec 2025
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United Bank 175k $8.0M -1% Dec 2025
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CoreCap Advisors 169k $7.7M 3% Dec 2025
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Austin Wealth Management 160k $7.5M 3% Dec 2025
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Avos Capital Management 158k $7.3M 0% Dec 2025
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IAG Wealth Partners 157k $7.2M 5% Dec 2025
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Cetera Investment Advisers 147k $6.7M 9% Dec 2025
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Cornerstone National Bank & Trust 123k $5.6M -1% Dec 2025
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Cambient Family Office 121k $5.6M 100% Dec 2025
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Boltwood Capital Management 116k $5.3M -1% Dec 2025
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S. R. Schill & Associates 113k $5.2M -1% Dec 2025
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Fermata Advisors 112k $5.1M 3% Dec 2025
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Wells Fargo & Company 109k $5.0M 13% Dec 2025
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Beacon Pointe Advisors 99k $4.5M -1% Dec 2025
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Cullen Frost Bankers 91k $4.2M -16% Dec 2025
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Clark Capital Management Group 86k $3.8M -24% Sep 2025
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Franklin Resources 85k $3.9M -7% Dec 2025
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Wealthfront Advisers 72k $3.3M 15% Dec 2025
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Missouri Trust & Investment 71k $3.2M 0% Dec 2025
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Walkner Condon Financial Advisors 69k $3.1M 1% Dec 2025
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Foundations Investment Advisors 66k $3.0M 100% Dec 2025
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Commonwealth Equity Services 61k $2.8M 47% Dec 2025
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Sageworth Trust Company 61k $2.8M 0% Dec 2025
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Northwestern Mutual Wealth Management Company 60k $2.8M 13% Dec 2025
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Horizon Bancorp 60k $2.7M -3% Dec 2025
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AlTi Global 56k $2.6M 1% Dec 2025
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VeraBank 55k $2.5M -8% Dec 2025
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Wealth Enhancement Advisory Services 55k $2.6M -11% Dec 2025
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Smallwood Wealth Investment Management 54k $2.5M -6% Dec 2025
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CVA Family Office 53k $2.4M 0% Dec 2025
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Mml Investors Services 52k $2.4M 7% Dec 2025
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Wealthcare Advisory Partners 51k $2.3M -72% Dec 2025
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Purkiss Capital Advisors 49k $2.2M -7% Dec 2025
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Redwood Park Advisors 46k $2.1M 33% Dec 2025
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MONECO Advisors 45k $2.1M -2% Dec 2025
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Cambridge Investment Research Advisors 43k $2.0M 24% Dec 2025
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Colony 42k $1.9M -7% Dec 2025
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Etesian Wealth Advisors 42k $1.9M -9% Dec 2025
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Creative Planning 41k $1.9M 27% Dec 2025
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Entrewealth 40k $2.1M 5% Dec 2025
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Stephens 40k $1.8M 100% Dec 2025
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CI Private Wealth 39k $1.8M 61% Dec 2025
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Rockefeller Capital Management 38k $1.8M -9% Dec 2025
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Massey, Quick & Co 37k $1.7M 5% Dec 2025
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Jpmorgan Chase & Co 35k $1.5M 100% Sep 2025
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Spire Wealth Management 35k $1.6M 0% Dec 2025
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Stratos Wealth Partners 35k $1.6M 3% Dec 2025
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Brookwood Investment Group 35k $1.6M 100% Dec 2025
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Park National Corp 32k $1.5M -3% Dec 2025
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Transcend Wealth Collective 31k $1.4M -1% Dec 2025
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Gts Securities 31k $1.4M 100% Dec 2025
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Stelac Advisory Services 30k $1.4M 50% Dec 2025
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LRI Investments 29k $1.3M 7% Dec 2025
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Stifel Financial 29k $1.3M 9% Dec 2025
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Granite Harbor Advisors 28k $1.3M 0% Dec 2025
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HighTower Advisors 28k $1.3M -3% Dec 2025
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Studio Investment Management 27k $1.3M -2% Dec 2025
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Smartleaf Asset Management 26k $1.2M -8% Dec 2025
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Dan Callahan 26k $1.2M 0% Dec 2025
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Y-Intercept 26k $1.2M 0% Dec 2025
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Bp Wealth Management 26k $1.2M -7% Dec 2025
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Nicolet Bankshares 25k $1.2M -9% Dec 2025
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Kendall Capital Management 24k $1.1M 9% Dec 2025
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Concurrent Investment Advisors 24k $1.1M 4% Dec 2025
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Keybank National Association 24k $1.1M -7% Dec 2025
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DiMeo Schneider & Associates 22k $1.0M 0% Dec 2025
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Brian McDonald 22k $1.0M -14% Dec 2025
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Clune & Associates 22k $1.0M 18% Dec 2025
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Bank Of Oklahoma National Association / 21k $965k -7% Dec 2025
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Rsm Us Wealth Management 20k $933k 50% Dec 2025
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Kestra Advisory Services 20k $909k -10% Dec 2025
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Garrison Point Advisors 20k $899k 3% Dec 2025
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BEAM Asset Management 19k $888k -10% Dec 2025
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Insigneo Advisory Services 19k $875k -5% Dec 2025
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BlackRock 18k $831k 479% Dec 2025
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Luther King Capital Management Corporation 18k $825k -10% Dec 2025
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Beacon Advisors Holdings 18k $819k 100% Dec 2025
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EP Wealth Advisors 18k $813k -5% Dec 2025
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Busey Trust Company 18k $803k 0% Dec 2025
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Pnc Financial Services 17k $765k -2% Dec 2025
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GAMCO Asset Management 17k $757k -6% Dec 2025
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Advisor Group Holdings 17k $756k -51% Dec 2025
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FMR 17k $722k 11% Sep 2025
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Douglass Winthrop Advisors 17k $755k 6% Dec 2025
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Bradley, Foster & Sargent 16k $724k 0% Dec 2025
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Lunt Capital Management 16k $718k -1% Dec 2025
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IFP Advisors 15k $699k 1512% Dec 2025
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Advisory Services Network 15k $694k -49% Dec 2025
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AQR Capital Management 15k $650k -53% Sep 2025
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Calton & Associates 15k $674k 15% Dec 2025
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Resources Investment Advisors 15k $671k 0% Dec 2025
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Pekin, Singer Strauss Asset Management 14k $650k 0% Dec 2025
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Nicolet Advisory Services 14k $648k -13% Dec 2025
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Valued Retirements 14k $621k -8% Dec 2025
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Whittier Trust 13k $631k 0% Dec 2025
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HPM Partners 13k $610k -32% Dec 2025
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XML Financial 13k $601k 100% Dec 2025
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Laird Norton Tyee Trust 13k $592k 100% Dec 2025
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Mirae Asset Global Investments 12k $536k 0% Dec 2025
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Provident Wealth Management 12k $534k -7% Dec 2025
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Warren Street Wealth Advisors 12k $525k 0% Dec 2025
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Forza Wealth Management 11k $515k 0% Dec 2025
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Hartland & Co 11k $501k 0% Dec 2025
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Susquehanna International 11k $500k 100% Dec 2025
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Greenleaf Trust 11k $500k -65% Dec 2025
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Trace Wealth Advisors 11k $497k -29% Dec 2025
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Dorsey & Whitney Trust Company 11k $487k 0% Dec 2025
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Mather Group 10k $477k 0% Dec 2025
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Capital Analysts 10k $457k 52% Dec 2025
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Chicago Partners Investment 9.9k $504k 0% Dec 2025
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Commerce Bank N A 9.9k $452k 0% Dec 2025
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Rossby Financial, LCC 9.8k $451k 100% Dec 2025
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Clayton Financial Group 9.8k $449k 100% Dec 2025
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Fiduciary Financial Group 9.7k $444k 5% Dec 2025
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Sequoia Financial Advisors 9.6k $441k 2% Dec 2025
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Baird Financial 8.8k $405k -10% Dec 2025
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Renaissance Technologies 5.3k $243k -67% Dec 2025
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Citadel Advisors 5.0k $218k -96% Sep 2025
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Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Sep 2025 61k $2.7M
Qube Research & Technologies Sep 2025 53k $2.3M
Wealthcare Capital Partners Sep 2025 26k $1.1M
L.m. Kohn & Company Jun 2025 25k $1.0M
Custos Family Office Sep 2025 18k $782k