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 67M $2.9B -4% Sep 2025
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Common Fund For Nonprofit Organizations 4.4M $192M 100% Sep 2025
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Evoke Wealth 4.2M $184M 6% Sep 2025
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ValMark Advisers 3.5M $155M 1% Sep 2025
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Morgan Stanley 1.8M $72M 100% Jun 2025
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First Interstate Bank 1.5M $64M 3% Sep 2025
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Moller Financial Services 1.1M $48M -1% Sep 2025
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Goodman & Company, Investment Counsel 946k $41M -1% Sep 2025
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NBT Bank 938k $41M -1% Sep 2025
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Connable Office 937k $41M 0% Sep 2025
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Aaron Wealth Advisors 894k $39M 49% Sep 2025
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Versant Capital Management 562k $25M 10% Sep 2025
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Hills Bank And Trust Company 547k $24M 1% Sep 2025
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Pure Financial Advisors 545k $24M -1% Sep 2025
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VPR Management 498k $22M -6% Sep 2025
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Barry Investment Advisors 458k $20M 16% Sep 2025
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Mercer Global Advisors 421k $18M 2% Sep 2025
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Colony Family Offices 412k $18M -1% Sep 2025
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Central Trust & Investment 375k $16M 2% Sep 2025
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Raymond James Financial 372k $16M -7% Sep 2025
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Pathway Financial Advisors 370k $16M 13% Sep 2025
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Navalign 368k $16M 1% Sep 2025
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Ameriprise Financial 315k $14M -16% Sep 2025
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LPL Financial 301k $13M 13% Sep 2025
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Farmers National Bank 271k $11M 2% Jun 2025
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Envestnet Asset Management 241k $11M -4% Sep 2025
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UBS Group 219k $9.6M 5% Sep 2025
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Stephenson National Bank & Trust 215k $9.4M -1% Sep 2025
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Envestnet Portfolio Solutions 211k $9.2M -7% Sep 2025
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Royal Bank of Canada 195k $8.6M -6% Sep 2025
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Bessemer 189k $8.3M 50% Sep 2025
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Wealthcare Advisory Partners 185k $8.1M 3% Sep 2025
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Arkansas Financial 183k $8.0M -7% Sep 2025
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Ledyard National Bank 182k $7.9M 2% Sep 2025
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United Bank 177k $7.8M 3% Sep 2025
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Brio Consultants 174k $7.6M 3% Sep 2025
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MAI Wealth Advisors 173k $7.6M 5% Sep 2025
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Pasadena Private Wealth 169k $7.4M 14% Sep 2025
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CoreCap Advisors 164k $7.2M 1% Sep 2025
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Avos Capital Management 158k $6.9M 14% Sep 2025
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Austin Wealth Management 156k $6.8M 3% Sep 2025
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IAG Wealth Partners 150k $6.5M 13% Sep 2025
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Cetera Investment Advisers 135k $5.9M 4% Sep 2025
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Boltwood Capital Management 117k $5.1M -1% Sep 2025
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S. R. Schill & Associates 115k $5.0M -1% Sep 2025
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Fermata Advisors 108k $4.7M -5% Sep 2025
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Cullen Frost Bankers 108k $4.7M -42% Sep 2025
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Beacon Pointe Advisors 100k $4.4M -15% Sep 2025
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Wells Fargo & Company 97k $4.2M 3% Sep 2025
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Franklin Resources 91k $4.0M -2% Sep 2025
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Money Design 89k $3.6M 14% Jun 2025
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Clark Capital Management Group 86k $3.8M -24% Sep 2025
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Missouri Trust & Investment 71k $3.1M 0% Sep 2025
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Walkner Condon Financial Advisors 68k $3.0M -1% Sep 2025
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Wealthfront Advisers 63k $2.7M 2% Sep 2025
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Wealth Enhancement Advisory Services 62k $2.7M -26% Sep 2025
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Horizon Bancorp 61k $2.7M -5% Sep 2025
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Sageworth Trust Company 61k $2.7M 0% Sep 2025
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Jane Street 61k $2.7M -49% Sep 2025
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VeraBank 60k $2.6M -12% Sep 2025
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Smallwood Wealth Investment Management 58k $2.5M 4% Sep 2025
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AlTi Global 56k $2.4M 1% Sep 2025
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CVA Family Office 53k $2.3M 0% Sep 2025
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Qube Research & Technologies 53k $2.3M 128% Sep 2025
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Northwestern Mutual Wealth Management Company 53k $2.3M 144% Sep 2025
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Purkiss Capital Advisors 52k $2.3M 0% Sep 2025
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Mml Investors Services 49k $2.1M 12% Sep 2025
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MONECO Advisors 46k $2.0M 1% Sep 2025
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Etesian Wealth Advisors 46k $2.0M -13% Sep 2025
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Colony 45k $2.0M 597% Sep 2025
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Rockefeller Capital Management 42k $1.8M 29% Sep 2025
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Commonwealth Equity Services 42k $1.8M 8% Sep 2025
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Entrewealth 38k $1.7M 8% Sep 2025
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Massey, Quick & Co 35k $1.5M 58% Sep 2025
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Jpmorgan Chase & Co 35k $1.5M 104% Sep 2025
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Cambridge Investment Research Advisors 35k $1.5M 10% Sep 2025
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Spire Wealth Management 35k $1.5M 0% Sep 2025
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Redwood Park Advisors 34k $1.5M 6% Sep 2025
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Advisor Group Holdings 34k $1.5M -3% Sep 2025
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Stratos Wealth Partners 34k $1.5M 100% Sep 2025
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Park National Corp 33k $1.4M 49% Sep 2025
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Creative Planning 32k $1.4M 1% Sep 2025
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Transcend Wealth Collective 32k $1.4M 1% Sep 2025
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Greenleaf Trust 31k $1.4M -62% Sep 2025
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Advisory Services Network 30k $1.3M -3% Sep 2025
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HighTower Advisors 28k $1.2M 182% Sep 2025
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Smartleaf Asset Management 28k $1.2M 743% Sep 2025
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Granite Harbor Advisors 28k $1.2M 0% Sep 2025
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Studio Investment Management 28k $1.2M -1% Sep 2025
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Nicolet Bankshares 28k $1.2M -31% Sep 2025
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Bp Wealth Management 28k $1.2M -59% Sep 2025
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LRI Investments 27k $1.2M 0% Sep 2025
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Stifel Financial 26k $1.1M 11% Sep 2025
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Dan Callahan 26k $1.1M 1648% Sep 2025
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Y-Intercept 26k $1.1M 21% Sep 2025
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Brian McDonald 26k $1.1M -4% Sep 2025
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Wealthcare Capital Partners 26k $1.1M 8% Sep 2025
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Keybank National Association 25k $1.1M 1% Sep 2025
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CI Private Wealth 24k $1.1M -44% Sep 2025
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Concurrent Investment Advisors 23k $1.0M 0% Sep 2025
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Bank Of Oklahoma National Association / 23k $990k 1812% Sep 2025
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DiMeo Schneider & Associates 22k $976k 0% Sep 2025
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Kendall Capital Management 22k $969k 0% Sep 2025
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Kestra Advisory Services 22k $961k -17% Sep 2025
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BEAM Asset Management 21k $938k 2% Sep 2025
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Stelac Advisory Services 20k $886k -35% Sep 2025
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Insigneo Advisory Services 20k $881k -1% Sep 2025
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Luther King Capital Management Corporation 20k $876k -13% Sep 2025
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HPM Partners 20k $856k -8% Sep 2025
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Garrison Point Advisors 19k $838k 1% Sep 2025
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EP Wealth Advisors 19k $750k -2% Jun 2025
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Clune & Associates 19k $816k 3% Sep 2025
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Custos Family Office 18k $782k 0% Sep 2025
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GAMCO Asset Management 18k $771k 0% Sep 2025
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Busey Trust Company 18k $767k 0% Sep 2025
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Pnc Financial Services 17k $744k -33% Sep 2025
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FMR 17k $722k 11% Sep 2025
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Renaissance Technologies 16k $714k 100% Sep 2025
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Bradley, Foster & Sargent 16k $692k 0% Sep 2025
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Lunt Capital Management 16k $690k -1% Sep 2025
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Douglass Winthrop Advisors 16k $683k 100% Sep 2025
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Nicolet Advisory Services 16k $685k -19% Sep 2025
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Trace Wealth Advisors 15k $664k 0% Sep 2025
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AQR Capital Management 15k $650k -53% Sep 2025
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Valued Retirements 15k $594k 0% Sep 2025
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Resources Investment Advisors 15k $641k 0% Sep 2025
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Pekin, Singer Strauss Asset Management 14k $618k -11% Sep 2025
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Rsm Us Wealth Management 14k $590k 0% Sep 2025
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Whittier Trust 13k $586k 0% Sep 2025
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Calton & Associates 13k $559k 118% Sep 2025
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Provident Wealth Management 13k $551k -2% Sep 2025
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Mirae Asset Global Investments 12k $512k 0% Sep 2025
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Warren Street Wealth Advisors 12k $502k -1% Sep 2025
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Forza Wealth Management 11k $492k 0% Sep 2025
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Hartland & Co 11k $478k 12% Sep 2025
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Dorsey & Whitney Trust Company 11k $465k 0% Sep 2025
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Mather Group 10k $455k 0% Sep 2025
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Chicago Partners Investment 9.9k $434k 83% Sep 2025
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Commerce Bank N A 9.9k $432k 0% Sep 2025
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Bank Of Montreal 9.8k $394k 100% Jun 2025
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Baird Financial 9.8k $428k -24% Sep 2025
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Seven Mile Advisory 9.4k $413k 0% Sep 2025
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Well Done 9.4k $413k 0% Sep 2025
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Sequoia Financial Advisors 9.4k $412k 16% Sep 2025
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Fiduciary Financial Group 9.2k $404k 6% Sep 2025
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Monograph Wealth Advisors 8.6k $375k 0% Sep 2025
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Fort Point Capital Partners 8.6k $374k 17% Sep 2025
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Resonant Capital Advisors 8.5k $371k 0% Sep 2025
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Texas Capital Bank Wealth Management Services 8.3k $364k 0% Sep 2025
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Td Private Client Wealth 8.3k $362k -22% Sep 2025
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Park Avenue Securities 7.7k $336k -17% Sep 2025
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Cedar Wealth Management 5.5k $241k -50% Sep 2025
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William Blair $ Company 5.3k $232k -39% Sep 2025
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Citadel Advisors 5.0k $218k -96% Sep 2025
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Umb Bank N A 5.0k $217k -45% Sep 2025
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Community Bank 2.5k $109k -71% Sep 2025
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Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Jun 2025 305k $12M
L.m. Kohn & Company Jun 2025 25k $1.0M
Capital Wealth Management Jun 2025 24k $973k
Old Mission Capital Jun 2025 24k $955k
Susquehanna International Jun 2025 14k $570k
Barometer Capital Management Jun 2025 11k $453k
Coconut Grove Bank Jun 2025 10k $419k
Fortis Advisors Jun 2025 9.9k $397k
LaSalle St. Investment Advisors Jun 2025 8.6k $345k