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FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) Institutional Ownership

FlexShares Morningstar Global Upstream Natural Resources Index Fund logo
$53.90 -0.53 (-0.96%)
As of 11:51 AM Eastern
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Institutional Ownership Changes (13F Filings) for FlexShares Morningstar Global Upstream Natural Resources Index Fund (NYSEARCA:GUNR)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$44.51M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$19.00M
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GUNR Institutional Buying and Selling by Quarter

FlexShares Morningstar Global Upstream Natural Resources Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026CoreCap Advisors LLC182,164$9.61M0.3%+2.7%0.140%
10/7/2026Steph & Co.181,058$9.55M2.4%-3.4%0.139%
10/5/2026Park National Corp OH56,301$2.97M0.1%-11.0%0.043%
10/2/2026 Versant Capital Management Inc912,469$48.12M4.0%+3.2%0.704%
9/9/2026SVB Wealth LLC18,245$899K0.1%-21.4%0.013%
9/9/2026NewEdge Advisors LLC2,470$122K0.0%+22.5%0.002%
8/23/2026Studio Investment Management LLC23,446$1.16M0.2%-14.4%0.017%
8/20/2026Greenleaf Trust6,834$337K0.0%-21.1%0.005%
8/7/2026Trust Co. of Vermont1,323$65K0.0%N/A0.001%
7/9/2026Valeo Financial Advisors LLC40,828$2.01M0.0%N/A0.030%
7/7/2026CoreCap Advisors LLC177,387$8.74M0.3%+1.7%0.130%
7/2/2026 Versant Capital Management Inc883,841$43.56M3.9%+5.1%0.647%
6/8/2026Farmers National Bank280,230$15.46M3.4%+0.7%0.205%
5/21/2026Essential Partners LLC1,100$61K0.0%N/A0.001%
5/21/2026Vestor Capital LLC2,811$155K0.0%+7.6%0.002%
5/6/2026Bessemer Group Inc.193,462$10.67M0.0%+0.4%0.142%
5/5/2026Bank of New York Mellon Corp5,105$282K0.0%+13.0%0.004%
5/5/2026Advisors Preferred LLC3,340$184K0.0%N/A0.002%
4/30/2026IAG Wealth Partners LLC162,865$8.98M1.0%+3.6%0.119%
4/28/2026NBT Bank N A NY926,707$51.12M3.3%+1.4%0.673%
4/27/2026Carter Financial Group INC.5,066$279K0.2%+4.2%0.004%
4/22/2026Horizon Bancorp Inc. IN74,070$4.09M2.0%+24.4%0.054%
4/21/2026Fiduciary Alliance LLC30,237$1.67M0.1%N/A0.022%
4/18/2026Steph & Co.189,148$10.43M3.0%-9.1%0.138%
4/17/2026Essex Bank5,159$285K0.1%-6.8%0.004%
4/17/2026SVB Wealth LLC23,203$1.28M0.1%-10.0%0.017%
4/16/2026Park National Corp OH66,535$3.67M0.1%+108.8%0.048%
3/12/2026Farmers National Bank278,365$12.76M2.8%+0.3%0.212%
2/18/2026Align Financial LLC186,289$8.54M0.0%N/A0.142%
2/17/2026Advisory Services Network LLC15,138$694K0.0%-48.8%0.012%
2/13/2026Carter Financial Group INC.4,863$223K0.1%-4.3%0.004%
2/13/2026Monograph Wealth Advisors LLC8,310$381K0.0%-2.9%0.006%
2/12/2026Douglass Winthrop Advisors LLC16,466$755K0.0%+5.6%0.013%
2/12/2026Rossby Financial LCC9,826$451K0.1%N/A0.007%
2/11/2026Vestor Capital LLC2,612$129K0.0%-7.1%0.002%
2/11/2026Horizon Bancorp Inc. IN59,543$2.73M1.3%-2.8%0.045%
2/10/2026IAG Wealth Partners LLC157,262$7.21M0.8%+5.2%0.120%
2/10/2026Principia Wealth Advisory LLC747$34K0.0%-55.7%0.001%
2/9/2026Studio Investment Management LLC27,381$1.26M0.2%-2.3%0.021%
2/6/2026Cullen Frost Bankers Inc.90,652$4.16M0.0%-16.0%0.069%
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2/5/2026TD Private Client Wealth LLC7,195$330K0.0%-13.1%0.005%
2/5/2026Gamco Investors INC. ET AL16,502$757K0.0%-6.3%0.013%
2/5/2026Bessemer Group Inc.192,673$8.83M0.0%+2.1%0.146%
2/4/2026Community Bank N.A.2,060$94K0.0%-17.1%0.002%
2/4/2026SVB Wealth LLC25,781$1.18M0.1%-6.6%0.020%
2/4/2026LRI Investments LLC28,687$1.32M0.1%+6.8%0.022%
2/3/2026Connable Office Inc.1,248,153$57.23M5.2%+33.2%0.955%
2/3/2026BOKF NA21,041$965K0.0%-6.9%0.016%
2/2/2026Essex Bank5,537$254K0.1%-5.0%0.004%
1/23/2026Steph & Co.208,188$9.55M2.8%-3.1%0.167%
1/23/2026Transcend Capital Advisors LLC31,428$1.44M0.1%-1.1%0.025%
1/23/2026Fifth Third Securities Inc.4,446$204K0.0%N/A0.004%
1/23/2026S. R. Schill & Associates113,254$5.19M3.7%-1.4%0.091%
1/23/2026NBT Bank N A NY914,168$41.92M3.0%-2.6%0.732%
1/21/2026Ledyard National Bank182,966$8.39M0.7%+0.8%0.146%
1/21/2026Greenleaf Trust10,909$500K0.0%-65.0%0.009%
1/16/2026Kendall Capital Management24,054$1.10M0.2%+8.7%0.019%
1/13/2026CoreCap Advisors LLC168,502$7.73M0.3%+2.7%0.135%
1/5/2026Park National Corp OH31,873$1.46M0.0%-3.4%0.026%
1/1/2026JPMorgan Chase & Co.35,282$1.55M0.0%+5.1%0.029%
12/15/2025Farmers National Bank277,533$12.15M2.9%+2.5%0.229%
11/17/2025S. R. Schill & Associates114,816$5.03M3.5%-1.5%0.095%
11/17/2025Community Bank N.A.2,485$109K0.0%-71.3%0.002%
11/17/2025Ameriprise Financial Inc.314,701$13.78M0.0%-16.3%0.259%
11/14/2025Nicolet Bankshares Inc.27,975$1.23M0.2%-31.0%0.023%
11/13/2025Stelac Advisory Services LLC20,242$886K0.3%-34.8%0.017%
11/13/2025Douglass Winthrop Advisors LLC15,589$682K0.0%N/A0.013%
11/13/2025BOKF NA22,603$990K0.0%+1,812.3%0.019%
11/12/2025IAG Wealth Partners LLC149,486$6.55M0.8%+12.9%0.123%
11/7/2025Studio Investment Management LLC28,035$1.23M0.2%-1.2%0.023%
11/7/2025JPMorgan Chase & Co.35,282$1.55M0.0%+5.1%0.029%
11/6/2025Missouri Trust & Investment Co70,927$3.11M0.9%-0.4%0.058%
11/6/2025SVB Wealth LLC27,606$1.21M0.1%-58.9%0.023%
11/5/2025Ledyard National Bank181,584$7.95M0.7%+1.8%0.150%
11/5/2025Bessemer Group Inc.188,681$8.26M0.0%+50.1%0.155%
11/4/2025Jones Financial Companies Lllp5,686$249K0.0%+15.3%0.005%
11/4/2025Transcend Capital Advisors LLC31,779$1.39M0.1%+0.8%0.026%
10/31/2025Cullen Frost Bankers Inc.107,933$4.73M0.1%-41.6%0.089%
10/29/2025Horizon Bancorp Inc. IN61,269$2.68M1.3%-4.5%0.050%
10/28/2025NBT Bank N A NY938,311$41.08M2.9%-1.3%0.773%
10/27/2025 Versant Capital Management Inc561,696$24.59M3.3%+9.7%0.462%
10/27/2025TD Private Client Wealth LLC8,277$362K0.0%-22.3%0.007%
10/22/2025CoreCap Advisors LLC164,093$7.18M0.3%+1.4%0.135%
10/22/2025Greenleaf Trust31,153$1.36M0.0%-61.8%0.026%
10/9/2025Independence Bank of Kentucky1,015$44K0.0%-81.4%0.001%
10/9/2025First Financial Corp IN25,965$1.14M0.4%+1,648.5%0.022%
10/7/2025ST Germain D J Co. Inc.605$26K0.0%+61.3%0.001%
10/6/2025Steph & Co.214,864$9.41M2.9%-0.7%0.178%
10/1/2025Park National Corp OH32,990$1.44M0.0%+48.8%0.028%
8/22/2025Carter Financial Group INC.4,993$200K0.1%N/A0.004%
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8/18/2025Hollencrest Capital Management5,273$212K0.0%+28.7%0.004%
8/15/2025Ameriprise Financial Inc.375,879$15.08M0.0%-7.0%0.318%
8/14/2025SVB Wealth LLC67,149$2.69M0.1%-51.7%0.057%
8/13/2025Gamco Investors INC. ET AL17,612$706K0.0%N/A0.015%
8/13/2025Flow Traders U.S. LLC305,377$12.25M0.5%+14.9%0.259%
8/13/2025Baird Financial Group Inc.12,859$516K0.0%-5.3%0.011%
8/13/2025IAG Wealth Partners LLC132,394$5.31M0.7%+30.2%0.112%
8/13/2025Nicolet Bankshares Inc.40,516$1.63M0.3%+53.3%0.034%
8/12/2025Farmers National Bank270,702$10.86M2.9%+2.0%0.229%
8/12/2025Waterloo Capital L.P.6,700$269K0.0%+8.2%0.006%


GUNR Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of FlexShares Morningstar Global Upstream Natural Resources Index Fund. The most heavily invested institutionals were Connable Office Inc. ($57.23M), NBT Bank N A NY ($51.12M), Versant Capital Management Inc ($48.12M), OLD Mission Capital LLC ($18.93M), Farmers National Bank ($15.46M), Ameriprise Financial Inc. ($13.78M), and Flow Traders U.S. LLC ($12.25M).Learn more on FlexShares Morningstar Global Upstream Natural Resources Index Fund's institutional investors.

Of the 61 institutional investors that purchased FlexShares Morningstar Global Upstream Natural Resources Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($580.75K), Connable Office Inc. ($537.86K), Flow Traders U.S. LLC ($276.86K), Align Financial LLC ($186.29K), Ledyard National Bank ($182.97K), Versant Capital Management Inc ($174.94K), and SVB Wealth LLC ($164.47K).

Institutional investors have bought a total of 946,027 shares in the last 24 months. This purchase volume represents approximately $44.51M in transactions.

Of the 24 institutional investors that sold FlexShares Morningstar Global Upstream Natural Resources Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cullen Frost Bankers Inc. ($94.19K), Greenleaf Trust ($72.41K), Ameriprise Financial Inc. ($61.18K), SVB Wealth LLC ($48.90K), NBT Bank N A NY ($36.58K), Steph & Co. ($32.16K), and Advisory Services Network LLC ($14.40K).

Institutional investors have sold a total of 419,719 shares in the last 24 months. This volume of shares sold represents approximately $19.00M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:GUNR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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