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 $222M 1% Mar 2026
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ValMark Advisers 3.4M $189M -5% Mar 2026
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Morgan Stanley 2.0M $109M 1% Mar 2026
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Goodman & Company, Investment Counsel 1.7M $76M 74% Dec 2025
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First Interstate Bank 1.3M $73M -12% Mar 2026
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Connable Office 1.2M $67M -3% Mar 2026
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Aaron Wealth Advisors 1.1M $59M 13% Mar 2026
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Moller Financial Services 976k $54M -9% Mar 2026
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NBT Bank 927k $51M 1% Mar 2026
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Versant Capital Management 841k $46M 10% Mar 2026
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Barry Investment Advisors 597k $33M 4% Mar 2026
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Hills Bank And Trust Company 512k $28M -6% Mar 2026
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Pure Financial Advisors 512k $28M -4% Mar 2026
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VPR Management 498k $27M 0% Mar 2026
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Central Trust & Investment 481k $27M 19% Mar 2026
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Bank of America Corporation 425k $23M 100% Mar 2026
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Colony Family Offices 408k $23M -2% Mar 2026
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Envestnet Asset Management 395k $22M 60% Mar 2026
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Pathway Financial Advisors 393k $22M 4% Mar 2026
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Mercer Global Advisors 385k $21M -9% Mar 2026
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Raymond James Financial 369k $17M -1% Dec 2025
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Navalign 344k $19M -8% Mar 2026
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LPL Financial 307k $17M -2% Mar 2026
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Ameriprise Financial 296k $16M -7% Mar 2026
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Farmers National Bank 280k $16M 1% Mar 2026
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UBS Group 249k $14M 7% Mar 2026
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Pasadena Private Wealth 233k $13M 18% Mar 2026
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United Bank 211k $12M 21% Mar 2026
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Ledyard National Bank 195k $11M 7% Mar 2026
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Bessemer 194k $11M 0% Mar 2026
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Frank. Day 191k $11M -12% Mar 2026
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Royal Bank of Canada 190k $11M -3% Mar 2026
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Stephenson National Bank & Trust 189k $10M -9% Mar 2026
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MAI Wealth Advisors 188k $10M 2% Mar 2026
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Cetera Investment Advisers 184k $10M 26% Mar 2026
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CoreCap Advisors 175k $9.6M 4% Mar 2026
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Envestnet Portfolio Solutions 171k $9.4M -17% Mar 2026
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Brio Consultants 168k $9.3M -9% Mar 2026
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IAG Wealth Partners 163k $9.0M 4% Mar 2026
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Avos Capital Management 158k $7.3M 0% Dec 2025
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Arkansas Financial 158k $8.8M -11% Mar 2026
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Roehl & Yi Investment Advisors 149k $8.2M 8% Mar 2026
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VeraBank 141k $7.8M 155% Mar 2026
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Cornerstone National Bank & Trust 138k $7.6M 12% Mar 2026
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Cambient Family Office 137k $7.6M 13% Mar 2026
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Boltwood Capital Management 129k $7.1M 12% Mar 2026
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Wells Fargo & Company 117k $6.5M 7% Mar 2026
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Flow Traders US 116k $6.4M 100% Mar 2026
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Austin Wealth Management 115k $6.4M -28% Mar 2026
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London & Capital Asset Management 115k $6.3M 100% Mar 2026
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Clark Capital Management Group 115k $5.3M 33% Dec 2025
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Mml Investors Services 114k $6.3M 119% Mar 2026
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Fermata Advisors 109k $6.0M -2% Mar 2026
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Beacon Pointe Advisors 99k $4.5M -1% Dec 2025
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Cullen Frost Bankers 86k $4.8M -5% Mar 2026
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Wealthfront Advisers 83k $4.6M 15% Mar 2026
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Franklin Resources 81k $4.5M -5% Mar 2026
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EJMK Ventures 77k $4.2M 93% Mar 2026
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Horizon Bancorp 74k $4.1M 24% Mar 2026
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Walkner Condon Financial Advisors 70k $3.9M 2% Mar 2026
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Missouri Trust & Investment 69k $3.8M -3% Mar 2026
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Commonwealth Equity Services 69k $3.8M 12% Mar 2026
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Park National Corp 67k $3.7M 109% Mar 2026
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Northwestern Mutual Wealth Management Company 65k $3.6M 7% Mar 2026
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Foundations Investment Advisors 64k $3.5M -2% Mar 2026
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Sageworth Trust Company 61k $3.4M 0% Mar 2026
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AlTi Global 56k $3.1M 0% Mar 2026
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CVA Family Office 53k $2.9M 0% Mar 2026
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Smallwood Wealth Investment Management 51k $2.8M -5% Mar 2026
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Redwood Park Advisors 50k $2.8M 10% Mar 2026
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MONECO Advisors 48k $2.7M 7% Mar 2026
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Wealthcare Advisory Partners 48k $2.7M -5% Mar 2026
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Purkiss Capital Advisors 48k $2.6M -1% Mar 2026
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Cambridge Investment Research Advisors 47k $2.6M 8% Mar 2026
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Spire Wealth Management 45k $2.5M 29% Mar 2026
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Creative Planning 42k $2.3M 3% Mar 2026
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Colony 42k $1.9M -7% Dec 2025
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Entrewealth 41k $2.2M 0% Mar 2026
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Etesian Wealth Advisors 40k $2.2M -5% Mar 2026
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HighTower Advisors 39k $2.2M 43% Mar 2026
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CI Private Wealth 39k $2.2M 1% Mar 2026
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Bank Of Montreal 38k $2.1M 100% Mar 2026
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Stelac Advisory Services 38k $2.1M 24% Mar 2026
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Massey, Quick & Co 36k $2.0M -2% Mar 2026
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Stratos Wealth Partners 35k $1.9M 0% Mar 2026
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Brookwood Investment Group 32k $1.8M -8% Mar 2026
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Gts Securities 31k $1.4M 100% Dec 2025
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Transcend Wealth Collective 30k $1.7M -3% Mar 2026
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Fiduciary Alliance 30k $1.7M 100% Mar 2026
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Rainier Family Wealth 29k $1.6M 100% Mar 2026
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Granite Harbor Advisors 28k $1.6M 0% Mar 2026
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Td Private Client Wealth 28k $1.5M 289% Mar 2026
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LRI Investments 28k $1.5M -4% Mar 2026
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Stifel Financial 27k $1.5M -5% Mar 2026
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Pnc Financial Services 27k $1.5M 61% Mar 2026
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Y-Intercept 26k $1.4M 0% Mar 2026
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Nicolet Bankshares 25k $1.2M -9% Dec 2025
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Studio Investment Management 25k $1.4M -9% Mar 2026
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Keybank National Association 24k $1.3M -1% Mar 2026
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Bp Wealth Management 23k $1.3M -10% Mar 2026
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Kendall Capital Management 23k $1.3M -4% Mar 2026
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William Blair $ Company 23k $1.3M -4% Mar 2026
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Rockefeller Capital Management 23k $1.3M -40% Mar 2026
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DiMeo Schneider & Associates 22k $1.2M 0% Mar 2026
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Brian McDonald 22k $1.0M -14% Dec 2025
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Clune & Associates 21k $1.1M -6% Mar 2026
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Kestra Advisory Services 20k $1.1M 1% Mar 2026
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Rsm Us Wealth Management 20k $1.1M -1% Mar 2026
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Bank Of Oklahoma National Association / 20k $1.1M -5% Mar 2026
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BlackRock 20k $1.1M 9% Mar 2026
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Garrison Point Advisors 20k $1.1M 1% Mar 2026
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EP Wealth Advisors 20k $1.1M 11% Mar 2026
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Insigneo Advisory Services 20k $1.1M 2% Mar 2026
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BEAM Asset Management 19k $1.1M 0% Mar 2026
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FMR 19k $871k 15% Dec 2025
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Gerald Baker Financial Group 18k $1.0M 100% Mar 2026
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Beacon Advisors Holdings 18k $986k 0% Mar 2026
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Fifth Third Bancorp 18k $981k 111012% Mar 2026
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Busey Trust Company 18k $966k 0% Mar 2026
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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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IFP Advisors 16k $883k 5% Mar 2026
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Luther King Capital Management Corporation 16k $872k -12% Mar 2026
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Bradley, Foster & Sargent 16k $724k 0% Dec 2025
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Lunt Capital Management 15k $837k -3% Mar 2026
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Advisory Services Network 15k $694k -49% Dec 2025
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Calton & Associates 15k $834k 3% Mar 2026
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Pekin, Singer Strauss Asset Management 15k $828k 6% Mar 2026
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Resources Investment Advisors 15k $808k 0% Mar 2026
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HPM Partners 14k $793k 8% Mar 2026
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Hanlon Investment Management 14k $773k 102% Mar 2026
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VestGen Advisors 14k $759k 100% Mar 2026
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Dan Callahan 14k $748k -48% Mar 2026
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Nicolet Advisory Services 14k $648k -13% Dec 2025
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Valued Retirements 14k $747k 0% Mar 2026
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Commerce Bank N A 14k $746k 37% Mar 2026
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Whittier Trust 13k $741k 0% Mar 2026
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Laird Norton Tyee Trust 13k $592k 100% Dec 2025
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Trace Wealth Advisors 12k $668k 12% Mar 2026
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Rossby Financial, LCC 12k $655k 21% Mar 2026
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Forza Wealth Management 11k $620k 0% Mar 2026
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Dorsey & Whitney Trust Company 11k $611k 4% Mar 2026
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Warren Street Wealth Advisors 11k $602k -5% Mar 2026
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Provident Wealth Management 11k $602k -6% Mar 2026
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Hartland & Co 11k $602k 0% Mar 2026
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Susquehanna International 11k $500k 100% Dec 2025
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Spears Abacus Advisors 11k $591k 77% Mar 2026
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Douglass Winthrop Advisors 11k $583k -36% Mar 2026
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Mirae Asset Global Investments 10k $568k -12% Mar 2026
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Smartleaf Asset Management 9.2k $496k -65% Mar 2026
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Greenleaf Trust 8.7k $478k -21% Mar 2026
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Renaissance Technologies 5.3k $243k -67% Dec 2025
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Who sold out of Flexshares Tr mornstar upstr?

Fund or Company Name Date Sold Shares Held Valued At
S. R. Schill & Associates Dec 2025 113k $5.2M
Wealth Enhancement Advisory Services Dec 2025 55k $2.6M
Qube Research & Technologies Sep 2025 53k $2.3M
Citadel Advisors Dec 2025 41k $1.9M
Stephens Dec 2025 40k $1.8M
Jpmorgan Chase & Co Sep 2025 35k $1.5M
Concurrent Investment Advisors Dec 2025 24k $1.1M
Custos Family Office Sep 2025 18k $782k
XML Financial Dec 2025 13k $601k