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 76M $3.8B -1% Jun 2026
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MAI Wealth Advisors 5.1M $252M 2610% Jun 2026
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ValMark Advisers 3.8M $185M 10% Jun 2026
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Common Fund For Nonprofit Organizations 3.4M $168M -15% Jun 2026
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Morgan Stanley 2.0M $109M 1% Mar 2026
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First Interstate Bank 1.3M $63M -3% Jun 2026
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Connable Office 1.2M $57M -4% Jun 2026
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Aaron Wealth Advisors 1.1M $56M 5% Jun 2026
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Moller Financial Services 1.0M $52M 7% Jun 2026
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NBT Bank 941k $46M 2% Jun 2026
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Goodman & Company, Investment Counsel 890k $44M -22% Jun 2026
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Versant Capital Management 884k $44M 5% Jun 2026
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Raymond James Financial 716k $35M 9% Jun 2026
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Barry Investment Advisors 626k $31M 5% Jun 2026
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Pure Financial Advisors 508k $25M -1% Jun 2026
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Hills Bank And Trust Company 503k $25M -2% Jun 2026
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VPR Management 498k $25M 0% Jun 2026
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Central Trust & Investment 497k $25M 3% Jun 2026
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Bank of America Corporation 434k $21M 2% Jun 2026
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Colony Family Offices 400k $20M -2% Jun 2026
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Pathway Financial Advisors 388k $19M -1% Jun 2026
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Navalign 348k $17M 1% Jun 2026
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Farmers National Bank 330k $16M 18% Jun 2026
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Envestnet Asset Management 317k $16M -20% Jun 2026
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LPL Financial 307k $15M 0% Jun 2026
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Pasadena Private Wealth 237k $12M 2% Jun 2026
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UBS Group 224k $11M -10% Jun 2026
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Ameriprise Financial 211k $10M -29% Jun 2026
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United Bank 210k $10M -1% Jun 2026
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Mercer Global Advisors 200k $9.9M -48% Jun 2026
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Bessemer 195k $9.6M 1% Jun 2026
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Ledyard National Bank 192k $9.5M -2% Jun 2026
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Cetera Investment Advisers 190k $9.4M 3% Jun 2026
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Stephenson National Bank & Trust 188k $9.2M -1% Jun 2026
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Royal Bank of Canada 186k $9.2M -2% Jun 2026
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Frank. Day 180k $8.9M -6% Jun 2026
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CoreCap Advisors 177k $8.7M 2% Jun 2026
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Roehl & Yi Investment Advisors 176k $8.7M 18% Jun 2026
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Brio Consultants 171k $8.4M 2% Jun 2026
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Envestnet Portfolio Solutions 168k $8.3M -1% Jun 2026
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IAG Wealth Partners 168k $8.3M 3% Jun 2026
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Cornerstone National Bank & Trust 153k $7.5M 11% Jun 2026
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Arkansas Financial 152k $7.5M -4% Jun 2026
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VeraBank 151k $7.4M 7% Jun 2026
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Avos Capital Management 148k $7.3M 8% Jun 2026
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a16z Perennial Management 147k $7.2M 100% Jun 2026
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Mml Investors Services 141k $6.9M 23% Jun 2026
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Boltwood Capital Management 141k $6.9M 9% Jun 2026
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Cambient Family Office 137k $6.8M 0% Jun 2026
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Vaquero Private Wealth 132k $6.5M 100% Jun 2026
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Cambria Investment Management 131k $6.4M -34% Jun 2026
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Beacon Pointe Advisors 128k $6.3M 0% Jun 2026
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Wells Fargo & Company 125k $6.2M 7% Jun 2026
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Austin Wealth Management 117k $6.0M 2% Jun 2026
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D. E. Shaw & Co 116k $5.7M 100% Jun 2026
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London & Capital Asset Management 115k $5.7M 0% Jun 2026
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Umb Bank N A 113k $5.6M 2043% Jun 2026
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Fermata Advisors 110k $5.4M 1% Jun 2026
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Northwestern Mutual Wealth Management Company 108k $5.3M 67% Jun 2026
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_Sentinel Trust Company, LBA______________ 98k $4.8M 100% Jun 2026
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EJMK Ventures 94k $4.7M 23% Jun 2026
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Flow Traders US 88k $4.3M -25% Jun 2026
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Wealthfront Advisers 84k $4.1M 1% Jun 2026
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Franklin Resources 81k $4.0M 0% Jun 2026
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Cullen Frost Bankers 80k $3.9M -8% Jun 2026
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Missouri Trust & Investment 79k $4.1M 14% Jun 2026
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Walkner Condon Financial Advisors 75k $3.7M 7% Jun 2026
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Horizon Bancorp 72k $3.5M -3% Jun 2026
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Old Mission Capital 69k $3.4M -42% Jun 2026
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Foundations Investment Advisors 66k $3.3M 3% Jun 2026
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Commonwealth Equity Services 66k $3.2M -4% Jun 2026
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Jpmorgan Chase & Co 66k $3.2M 100% Jun 2026
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Qube Research & Technologies 65k $3.2M 100% Jun 2026
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Park National Corp 63k $3.1M -5% Jun 2026
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Sageworth Trust Company 61k $3.0M 0% Jun 2026
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AlTi Global 57k $2.8M 1% Jun 2026
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Redwood Park Advisors 55k $2.7M 9% Jun 2026
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Smallwood Wealth Investment Management 52k $2.6M 1% Jun 2026
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CVA Family Office 51k $2.5M -4% Jun 2026
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Susquehanna International 50k $2.5M 942% Jun 2026
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Citadel Advisors 49k $2.4M 100% Jun 2026
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MONECO Advisors 49k $2.4M 1% Jun 2026
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Cambridge Investment Research Advisors 49k $2.4M 3% Jun 2026
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DiMeo Schneider & Associates 47k $2.3M 113% Jun 2026
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Entrewealth 47k $2.5M 17% Jun 2026
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Wealthcare Advisory Partners 47k $2.3M -2% Jun 2026
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HPM Partners 47k $2.3M 225% Jun 2026
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Purkiss Capital Advisors 47k $2.3M -3% Jun 2026
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Creative Planning 45k $2.2M 7% Jun 2026
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Spire Wealth Management 43k $2.1M -4% Jun 2026
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Mosley Wealth Management 43k $2.1M 2317% Jun 2026
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Fiduciary Alliance 41k $2.0M 35% Jun 2026
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Valeo Financial Advisors 41k $2.0M 100% Jun 2026
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William Blair $ Company 40k $2.0M 73% Jun 2026
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Etesian Wealth Advisors 40k $2.0M 0% Jun 2026
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CI Private Wealth 39k $1.9M 0% Jun 2026
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Bank Of Montreal 38k $2.1M 100% Mar 2026
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Stelac Advisory Services 36k $1.8M -6% Jun 2026
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Massey, Quick & Co 35k $1.7M -4% Jun 2026
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Stratos Wealth Partners 35k $1.7M 1% Jun 2026
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Rainier Family Wealth 34k $1.7M 18% Jun 2026
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Stifel Financial 34k $1.7M 26% Jun 2026
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BBR Partners 33k $1.6M 100% Jun 2026
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Advisor Group Holdings 32k $1.6M 48% Jun 2026
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Brookwood Investment Group 32k $1.6M 1% Jun 2026
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Transcend Wealth Collective 31k $1.5M 1% Jun 2026
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Nicolet Bankshares 29k $1.4M -18% Jun 2026
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Jones Financial Companies, L.L 29k $1.4M 53% Jun 2026
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Brown Advisory Holdings Incorporated 29k $1.4M 220% Jun 2026
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Action Point Financial Planning 28k $1.4M 100% Jun 2026
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Granite Harbor Advisors 28k $1.4M 0% Jun 2026
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LRI Investments 28k $1.4M 0% Jun 2026
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Kendall Capital Management 27k $1.3M 15% Jun 2026
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FMR 25k $1.2M 8% Jun 2026
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Pnc Financial Services 24k $1.2M -10% Jun 2026
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Keybank National Association 24k $1.2M 0% Jun 2026
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Studio Investment Management 23k $1.2M -6% Jun 2026
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Rockefeller Capital Management 21k $1.0M -9% Jun 2026
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Clune & Associates 21k $1.0M 0% Jun 2026
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Rsm Us Wealth Management 20k $1.0M 2% Jun 2026
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Wealth Enhancement Advisory Services 20k $996k 100% Jun 2026
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BlackRock 20k $977k 0% Jun 2026
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Kestra Advisory Services 20k $975k -2% Jun 2026
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Garrison Point Advisors 20k $974k 0% Jun 2026
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EP Wealth Advisors 20k $968k 0% Jun 2026
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Insigneo Advisory Services 19k $924k -4% Jun 2026
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Sanctuary Advisors 19k $916k 100% Jun 2026
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Gerald Baker Financial Group 18k $900k -1% Jun 2026
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Bp Wealth Management 18k $899k -21% Jun 2026
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Beacon Advisors Holdings 18k $881k 0% Jun 2026
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BEAM Asset Management 18k $877k -8% Jun 2026
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Busey Trust Company 18k $863k 0% Jun 2026
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Two Sigma Securities 17k $852k 100% Jun 2026
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Angeles Wealth Management 16k $809k 252% Jun 2026
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IFP Advisors 16k $784k -1% Jun 2026
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Bank Of Oklahoma National Association / 16k $782k -21% Jun 2026
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Bradley, Foster & Sargent 16k $779k 0% Jun 2026
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HighTower Advisors 16k $774k -60% Jun 2026
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Advisory Services Network 16k $764k 3% Jun 2026
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Pekin, Singer Strauss Asset Management 15k $743k 0% Jun 2026
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Greenspring Advisors 15k $732k 50% Jun 2026
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Resources Investment Advisors 15k $721k 0% Jun 2026
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Calton & Associates 14k $688k -8% Jun 2026
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Luther King Capital Management Corporation 14k $680k -13% Jun 2026
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Dan Callahan 14k $669k 0% Jun 2026
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Valued Retirements 14k $667k 0% Jun 2026
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Whittier Trust 13k $668k 0% Jun 2026
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VestGen Advisors 13k $645k -4% Jun 2026
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Fund Evaluation Group 13k $638k 100% Jun 2026
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Laird Norton Tyee Trust 13k $636k 0% Jun 2026
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Fifth Third Bancorp 13k $635k -28% Jun 2026
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Commerce Bank N A 13k $625k -6% Jun 2026
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Hanlon Investment Management 12k $602k -13% Jun 2026
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Colony 7.6k $374k -82% Jun 2026
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Lunt Capital Management 4.1k $202k -73% Jun 2026
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Td Private Client Wealth 1.8k $88k -94% Jun 2026
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Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
Evoke Wealth Mar 2026 4.9M $268M
Gts Securities Mar 2026 55k $3.0M
Y-Intercept Mar 2026 26k $1.4M
GAMCO Asset Management Mar 2026 17k $910k
Renaissance Technologies Mar 2026 13k $732k