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 74M $2.9B -8% Mar 2025
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ValMark Advisers 3.5M $134M 3% Mar 2025
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Goodman & Company, Investment Counsel 2.5M $97M -10% Mar 2025
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Moller Financial Services 1.1M $45M 4% Jun 2025
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NBT Bank 1.0M $39M -14% Mar 2025
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Connable Office 963k $37M 8% Mar 2025
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First Interstate Bank 778k $30M 10% Mar 2025
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Hills Bank And Trust Company 622k $24M -2% Mar 2025
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Aaron Wealth Advisors 599k $24M 3% Jun 2025
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Pure Financial Advisors 550k $22M 10% Jun 2025
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Versant Capital Management 512k $21M -9% Jun 2025
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Old Mission Capital 488k $19M -16% Mar 2025
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Colony Family Offices 448k $17M 7% Mar 2025
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Raymond James Financial 447k $17M -5% Mar 2025
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Ameriprise Financial 404k $16M -42% Mar 2025
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Barry Investment Advisors 396k $16M 17% Jun 2025
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Central Trust & Investment 365k $14M -3% Mar 2025
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Navalign 353k $14M 1% Mar 2025
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UBS Group 325k $13M -18% Mar 2025
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Cullen Frost Bankers 317k $12M -39% Mar 2025
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LPL Financial 268k $10M -10% Mar 2025
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Flow Traders US 266k $10M -4% Mar 2025
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Farmers National Bank 265k $10M 4% Mar 2025
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Pathway Financial Advisors 245k $9.5M 17% Mar 2025
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Envestnet Asset Management 238k $9.2M -36% Mar 2025
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Envestnet Portfolio Solutions 235k $9.1M 2% Mar 2025
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Royal Bank of Canada 227k $8.8M 13% Mar 2025
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Stephenson National Bank & Trust 216k $8.7M 4% Jun 2025
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Arkansas Financial 197k $8.0M -5% Jun 2025
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Wealthcare Advisory Partners 189k $7.3M 13% Mar 2025
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Brio Consultants 165k $6.4M 5% Mar 2025
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MAI Wealth Advisors 161k $6.3M 1% Mar 2025
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United Bank 160k $6.2M 3% Mar 2025
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CoreCap Advisors 156k $6.0M 17% Mar 2025
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Austin Wealth Management 143k $5.5M 8% Mar 2025
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Mercer Global Advisors 142k $5.5M 9% Mar 2025
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Bp Wealth Management 139k $5.4M -15% Mar 2025
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Pasadena Private Wealth 130k $5.1M -60% Mar 2025
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Wells Fargo & Company 130k $5.0M -32% Mar 2025
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Latigo Investments 128k $4.9M -45% Mar 2025
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CI Private Wealth 122k $4.7M 4% Mar 2025
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Boltwood Capital Management 119k $4.8M -10% Jun 2025
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Bessemer 117k $4.5M -2% Mar 2025
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S. R. Schill & Associates 117k $4.7M 3% Jun 2025
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Cetera Investment Advisers 117k $4.5M -41% Mar 2025
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Clark Capital Management Group 116k $4.5M 5% Mar 2025
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Franklin Resources 114k $4.4M 0% Mar 2025
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Fermata Advisors 114k $4.6M -1% Jun 2025
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Avos Capital Management 110k $4.3M 100% Mar 2025
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Jane Street 104k $4.0M -87% Mar 2025
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IAG Wealth Partners 102k $3.9M -44% Mar 2025
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Nicolet Advisory Services 94k $3.3M -11% Mar 2025
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VeraBank 86k $3.3M -27% Mar 2025
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Wealth Enhancement Advisory Services 83k $3.4M -22% Jun 2025
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Greenleaf Trust 82k $3.3M -60% Jun 2025
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Money Design 78k $3.0M 1% Mar 2025
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Missouri Trust & Investment 71k $2.9M 1% Jun 2025
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Horizon Bancorp 68k $2.6M -15% Mar 2025
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Walkner Condon Financial Advisors 65k $2.5M -14% Mar 2025
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Renaissance Technologies 62k $2.4M -39% Mar 2025
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AlTi Global 56k $2.2M 1% Mar 2025
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Smallwood Wealth Investment Management 55k $2.1M 3% Mar 2025
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CVA Family Office 54k $2.1M -12% Mar 2025
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Purkiss Capital Advisors 52k $2.0M 0% Mar 2025
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Etesian Wealth Advisors 52k $2.0M -2% Mar 2025
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Susquehanna International 46k $1.8M -39% Mar 2025
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Commonwealth Equity Services 45k $1.7M -8% Mar 2025
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MONECO Advisors 44k $1.7M 6% Mar 2025
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Mml Investors Services 42k $1.6M -10% Mar 2025
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Community Bank 41k $1.6M 0% Mar 2025
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Stelac Advisory Services 38k $1.5M 13% Mar 2025
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Aspen Grove Capital 37k $1.4M 0% Mar 2025
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Entrewealth 34k $1.3M 27% Mar 2025
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Wealthfront Advisers 33k $1.3M 100% Mar 2025
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Advisor Group Holdings 32k $1.2M 37% Mar 2025
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Advisory Services Network 32k $1.2M 48% Mar 2025
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Cambridge Investment Research Advisors 31k $1.2M 3% Mar 2025
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HighTower Advisors 30k $1.2M 181% Mar 2025
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Granite Harbor Advisors 29k $1.1M 100% Mar 2025
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Transcend Wealth Collective 29k $1.1M 100% Mar 2025
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LRI Investments 27k $1.0M 42% Mar 2025
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Rockefeller Capital Management 27k $1.0M 8% Mar 2025
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Nicolet Bankshares 26k $1.0M -37% Mar 2025
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Stifel Financial 26k $990k -38% Mar 2025
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L.m. Kohn & Company 26k $989k 0% Mar 2025
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Keybank National Association 25k $972k 0% Mar 2025
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Brian McDonald 25k $968k -15% Mar 2025
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Capital Wealth Management 24k $973k 1% Jun 2025
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Northwestern Mutual Wealth Management Company 24k $930k -9% Mar 2025
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Insigneo Advisory Services 24k $913k -8% Mar 2025
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DiMeo Schneider & Associates 22k $865k 0% Mar 2025
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Park National Corp 22k $890k -2% Jun 2025
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Kendall Capital Management 22k $888k 4% Jun 2025
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Wealthcare Capital Partners 21k $830k 9% Mar 2025
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BEAM Asset Management 21k $814k 0% Mar 2025
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Concurrent Investment Advisors 20k $773k 100% Mar 2025
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Creative Planning 20k $770k -22% Mar 2025
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Springbok Capital Management 19k $750k 100% Mar 2025
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EP Wealth Advisors 19k $743k -20% Mar 2025
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FMR 19k $735k 22% Mar 2025
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Keeley-Teton Advisors 19k $722k -2% Mar 2025
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LaSalle St. Investment Advisors 19k $718k -9% Mar 2025
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Spire Wealth Management 18k $713k -2% Mar 2025
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Fortis Advisors 18k $711k 0% Mar 2025
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Custos Family Office 18k $694k 0% Mar 2025
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Clune & Associates 18k $687k 1% Mar 2025
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Busey Trust Company 18k $702k 0% Jun 2025
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Jpmorgan Chase & Co 17k $671k -53% Mar 2025
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Cedar Wealth Management 17k $641k -25% Mar 2025
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Pekin, Singer Strauss Asset Management 16k $636k -18% Mar 2025
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Pnc Financial Services 16k $632k 0% Mar 2025
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Lunt Capital Management 16k $631k 100% Mar 2025
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Napatree Capital 16k $613k 0% Mar 2025
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Valued Retirements 15k $574k 0% Mar 2025
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HPM Partners 15k $572k -6% Mar 2025
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Resources Investment Advisors 15k $568k 0% Mar 2025
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Equitable Trust 14k $556k 0% Mar 2025
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Hartland & Co 14k $529k 370% Mar 2025
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Baird Financial 14k $527k -23% Mar 2025
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Rsm Us Wealth Management 14k $523k -9% Mar 2025
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Citadel Advisors 13k $500k -93% Mar 2025
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Provident Wealth Management 13k $513k -5% Jun 2025
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Townsquare Capital 12k $479k -1% Mar 2025
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Mirae Asset Global Investments 12k $453k 0% Mar 2025
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Y-Intercept 12k $451k 100% Mar 2025
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Warren Street Wealth Advisors 12k $465k -2% Jun 2025
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Eqis Capital Management 11k $440k 26% Mar 2025
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Forza Wealth Management 11k $451k 0% Jun 2025
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M^T Bank Corporation 11k $428k 0% Mar 2025
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Td Private Client Wealth 11k $427k 6% Jun 2025
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Dorsey & Whitney Trust Company 11k $412k 0% Mar 2025
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Coconut Grove Bank 10k $419k 10% Jun 2025
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Mather Group 10k $417k 0% Jun 2025
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Commerce Bank N A 9.9k $383k 0% Mar 2025
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Us Bancorp 9.7k $375k 43% Mar 2025
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Seven Mile Advisory 9.4k $366k 0% Mar 2025
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Well Done 9.4k $378k 0% Jun 2025
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Park Avenue Securities 9.3k $372k 100% Jun 2025
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Umb Bank N A 9.1k $365k 17% Jun 2025
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Fiduciary Financial Group 8.7k $352k 100% Jun 2025
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Prospera Financial Services 8.6k $334k 5% Mar 2025
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Monograph Wealth Advisors 8.6k $332k 0% Mar 2025
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Fort Point Capital Partners 8.6k $332k 0% Mar 2025
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Resonant Capital Advisors 8.5k $329k 0% Mar 2025
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GSA Capital Partners 8.3k $321k 100% Mar 2025
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Sageworth Trust Co of South Dakota 8.2k $317k 0% Mar 2025
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Bank of New York Mellon 8.2k $316k 30% Mar 2025
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Sequoia Financial Advisors 8.1k $313k -2% Mar 2025
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Quad-Cities Investment Group 7.9k $317k -28% Jun 2025
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Huntington National Bank 7.8k $302k -14% Mar 2025
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Financeware 7.6k $297k -23% Mar 2025
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Two Sigma Securities 7.5k $293k -28% Mar 2025
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Gail Mannix 7.0k $270k -21% Mar 2025
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Madison Wealth Partners 6.9k $269k -31% Mar 2025
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Hanlon Investment Management 6.9k $267k -52% Mar 2025
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William Blair $ Company 6.6k $255k -48% Mar 2025
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First Citizens Bank & Trust 6.1k $235k -45% Mar 2025
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Independence Bank of Kentucky 5.5k $219k -73% Jun 2025
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Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
Alliancebernstein Dec 2024 197k $7.2M
Quadrature Capital Dec 2024 164k $6.0M
Gts Securities Dec 2024 160k $5.8M
Columbus Macro Dec 2024 85k $3.1M
Kingsview Wealth Management Dec 2024 83k $3.0M
FDx Advisors Dec 2024 66k $2.4M
Citizens & Northern Corporation Dec 2024 56k $2.0M
Axxcess Wealth Management Dec 2024 55k $2.0M
Brown Brothers Harriman & Co. Dec 2024 20k $743k
Lido Advisors Dec 2024 16k $597k
First Foundation Advisors Dec 2024 14k $505k
Renasant Bank Dec 2024 12k $431k
Noble Family Wealth Dec 2024 11k $411k
Integrated Wealth Concepts Dec 2024 8.8k $320k