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

FlexShares Morningstar Global Upstream Natural Resources Index Fund logo
$53.49 +0.31 (+0.58%)
Closing price 04:10 PM Eastern
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$53.52 +0.02 (+0.05%)
As of 04:15 PM 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)
31
Total
Institutional Inflows
(last 12 months)
$44.53M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$19.16M
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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
8/7/2026 Trust Co. of Vermont1,323$65K0.0%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC40,828$2.01M0.0%N/A0.030%
7/7/2026 CoreCap 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%
6/8/2026 Farmers National Bank280,230$15.46M3.4%+0.7%0.205%
5/21/2026 Essential Partners LLC1,100$61K0.0%N/A0.001%
5/21/2026 Vestor Capital LLC2,811$155K0.0%+7.6%0.002%
5/6/2026 Bessemer Group Inc.193,462$10.67M0.0%+0.4%0.142%
5/5/2026 Bank of New York Mellon Corp5,105$282K0.0%+13.0%0.004%
5/5/2026 Advisors Preferred LLC3,340$184K0.0%N/A0.002%
4/30/2026 IAG Wealth Partners LLC162,865$8.98M1.0%+3.6%0.119%
4/28/2026 NBT Bank N A NY926,707$51.12M3.3%+1.4%0.673%
4/27/2026 Carter Financial Group INC.5,066$279K0.2%+4.2%0.004%
4/22/2026 Horizon Bancorp Inc. IN74,070$4.09M2.0%+24.4%0.054%
4/21/2026 Fiduciary Alliance LLC30,237$1.67M0.1%N/A0.022%
4/18/2026 Steph & Co.189,148$10.43M3.0%-9.1%0.138%
4/17/2026 Essex Bank5,159$285K0.1%-6.8%0.004%
4/17/2026 SVB Wealth LLC23,203$1.28M0.1%-10.0%0.017%
4/16/2026 Park National Corp OH66,535$3.67M0.1%+108.8%0.048%
3/12/2026 Farmers National Bank278,365$12.76M2.8%+0.3%0.212%
2/18/2026 Align Financial LLC186,289$8.54M0.0%N/A0.142%
2/17/2026 Advisory Services Network LLC15,138$694K0.0%-48.8%0.012%
2/13/2026 Carter Financial Group INC.4,863$223K0.1%-4.3%0.004%
2/13/2026Monograph Wealth Advisors LLC8,310$381K0.0%-2.9%0.006%
2/12/2026 Douglass Winthrop Advisors LLC16,466$755K0.0%+5.6%0.013%
2/12/2026 Rossby Financial LCC9,826$451K0.1%N/A0.007%
2/11/2026 Vestor Capital LLC2,612$129K0.0%-7.1%0.002%
2/11/2026 Horizon Bancorp Inc. IN59,543$2.73M1.3%-2.8%0.045%
2/10/2026 IAG Wealth Partners LLC157,262$7.21M0.8%+5.2%0.120%
2/10/2026Principia Wealth Advisory LLC747$34K0.0%-55.7%0.001%
2/9/2026 Studio Investment Management LLC27,381$1.26M0.2%-2.3%0.021%
2/6/2026 Cullen Frost Bankers Inc.90,652$4.16M0.0%-16.0%0.069%
2/5/2026 TD Private Client Wealth LLC7,195$330K0.0%-13.1%0.005%
2/5/2026 Gamco Investors INC. ET AL16,502$757K0.0%-6.3%0.013%
2/5/2026 Bessemer Group Inc.192,673$8.83M0.0%+2.1%0.146%
2/4/2026 Community Bank N.A.2,060$94K0.0%-17.1%0.002%
2/4/2026 SVB Wealth LLC25,781$1.18M0.1%-6.6%0.020%
2/4/2026 LRI Investments LLC28,687$1.32M0.1%+6.8%0.022%
2/3/2026 Connable Office Inc.1,248,153$57.23M5.2%+33.2%0.955%
2/3/2026 BOKF NA21,041$965K0.0%-6.9%0.016%
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2/2/2026 Essex Bank5,537$254K0.1%-5.0%0.004%
1/23/2026 Steph & Co.208,188$9.55M2.8%-3.1%0.167%
1/23/2026 Transcend Capital Advisors LLC31,428$1.44M0.1%-1.1%0.025%
1/23/2026 Fifth Third Securities Inc.4,446$204K0.0%N/A0.004%
1/23/2026 S. R. Schill & Associates113,254$5.19M3.7%-1.4%0.091%
1/23/2026 NBT Bank N A NY914,168$41.92M3.0%-2.6%0.732%
1/21/2026 Ledyard National Bank182,966$8.39M0.7%+0.8%0.146%
1/21/2026 Greenleaf Trust10,909$500K0.0%-65.0%0.009%
1/16/2026 Kendall Capital Management24,054$1.10M0.2%+8.7%0.019%
1/13/2026 CoreCap Advisors LLC168,502$7.73M0.3%+2.7%0.135%
1/5/2026 Park National Corp OH31,873$1.46M0.0%-3.4%0.026%
1/1/2026 JPMorgan Chase & Co.35,282$1.55M0.0%+5.1%0.029%
12/15/2025 Farmers National Bank277,533$12.15M2.9%+2.5%0.229%
11/17/2025 S. R. Schill & Associates114,816$5.03M3.5%-1.5%0.095%
11/17/2025 Community 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%
11/14/2025 Nicolet Bankshares Inc.27,975$1.23M0.2%-31.0%0.023%
11/13/2025 Stelac Advisory Services LLC20,242$886K0.3%-34.8%0.017%
11/13/2025 Douglass Winthrop Advisors LLC15,589$682K0.0%N/A0.013%
11/13/2025 BOKF NA22,603$990K0.0%+1,812.3%0.019%
11/12/2025 IAG Wealth Partners LLC149,486$6.55M0.8%+12.9%0.123%
11/7/2025 Studio Investment Management LLC28,035$1.23M0.2%-1.2%0.023%
11/7/2025 JPMorgan Chase & Co.35,282$1.55M0.0%+5.1%0.029%
11/6/2025 Missouri Trust & Investment Co70,927$3.11M0.9%-0.4%0.058%
11/6/2025 SVB Wealth LLC27,606$1.21M0.1%-58.9%0.023%
11/5/2025 Ledyard National Bank181,584$7.95M0.7%+1.8%0.150%
11/5/2025 Bessemer Group Inc.188,681$8.26M0.0%+50.1%0.155%
11/4/2025Jones Financial Companies Lllp5,686$249K0.0%+15.3%0.005%
11/4/2025 Transcend Capital Advisors LLC31,779$1.39M0.1%+0.8%0.026%
10/31/2025 Cullen Frost Bankers Inc.107,933$4.73M0.1%-41.6%0.089%
10/29/2025 Horizon Bancorp Inc. IN61,269$2.68M1.3%-4.5%0.050%
10/28/2025 NBT 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%
10/27/2025 TD Private Client Wealth LLC8,277$362K0.0%-22.3%0.007%
10/22/2025 CoreCap Advisors LLC164,093$7.18M0.3%+1.4%0.135%
10/22/2025 Greenleaf Trust31,153$1.36M0.0%-61.8%0.026%
10/9/2025 Independence Bank of Kentucky1,015$44K0.0%-81.4%0.001%
10/9/2025 First Financial Corp IN25,965$1.14M0.4%+1,648.5%0.022%
10/7/2025 ST Germain D J Co. Inc.605$26K0.0%+61.3%0.001%
10/6/2025 Steph & Co.214,864$9.41M2.9%-0.7%0.178%
10/1/2025 Park National Corp OH32,990$1.44M0.0%+48.8%0.028%
8/22/2025 Carter Financial Group INC.4,993$200K0.1%N/A0.004%
8/18/2025 Hollencrest Capital Management5,273$212K0.0%+28.7%0.004%
8/15/2025Ameriprise Financial Inc.375,879$15.08M0.0%-7.0%0.318%
8/14/2025 SVB Wealth LLC67,149$2.69M0.1%-51.7%0.057%
8/13/2025 Gamco 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%
8/13/2025 Baird Financial Group Inc.12,859$516K0.0%-5.3%0.011%
8/13/2025 IAG Wealth Partners LLC132,394$5.31M0.7%+30.2%0.112%
8/13/2025 Nicolet Bankshares Inc.40,516$1.63M0.3%+53.3%0.034%
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8/12/2025 Farmers National Bank270,702$10.86M2.9%+2.0%0.229%
8/12/2025 Waterloo Capital L.P.6,700$269K0.0%+8.2%0.006%
8/12/2025 JPMorgan Chase & Co.33,560$1.35M0.0%+94.2%0.028%
8/5/2025 Connable Office Inc.937,063$37.59M3.7%-2.7%0.795%
8/4/2025 Ledyard National Bank178,401$7.16M0.7%N/A0.151%
8/1/2025 Transcend Capital Advisors LLC31,540$1.27M0.1%+10.8%0.027%
8/1/2025 Bessemer Group Inc.125,667$5.04M0.0%+7.4%0.107%
7/31/2025 West Michigan Advisors LLC5,795$232K0.1%-4.9%0.005%
7/31/2025Money Design Co. Ltd.88,981$3.57M0.2%+13.7%0.076%
7/30/2025 Studio Investment Management LLC28,370$1.14M0.2%-3.4%0.024%


GUNR Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 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 ($43.56M), 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 64 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 ($165.38K), and SVB Wealth LLC ($164.47K).

Institutional investors have bought a total of 953,861 shares in the last 24 months. This purchase volume represents approximately $44.53M in transactions.

Of the 25 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), Ameriprise Financial Inc. ($89.38K), Greenleaf Trust ($70.58K), SVB Wealth LLC ($43.95K), NBT Bank N A NY ($36.58K), Steph & Co. ($27.15K), and Advisory Services Network LLC ($14.40K).

Institutional investors have sold a total of 429,686 shares in the last 24 months. This volume of shares sold represents approximately $19.16M in transactions.


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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 8/7/2026. New 13F filings are added each quarter as they're published.
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