GUNR · FlexShares Morningstar Global Upstream Natural Resources Index Fund ETF
$56.78
-0.35 (-0.61%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $4,332,794
Total Shares: 87,922
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
55.6%
−44.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,057
Highly concentrated−4,943
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+26986.7%
Shares held:
+30217.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | −230 | 60 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 48,895 | $2,409,545 | |
| Large Corient Private Wealth LLC | 38,967 | $1,920,293 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC GUNR | $2,409,545 | 55.61% | 48,895 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC GUNR | $1,920,293 | 44.32% | 38,967 | Shares | 2026-08-27 | |
| Small Principia Wealth Advisory, LLC GUNR | $2,956 | 0.07% | 60 | Shares | 2026-08-26 |