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
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
55.6%
−12.3 pts
Top 5
100.0%
+19.5 pts
Top 10
100.0%
+14.4 pts
HHI
5,057
Highly concentrated+393
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
2
Sold Out
296
Unchanged
0
Holder count:
-295
Institutional value:
-99.9%
Shares held:
-99.9%
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 | |
| Large Corient Private Wealth LLC | −73 | 38,967 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 48,895 | $2,409,545 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega NORTHERN TRUST CORP | 76,877,898 | $4,240,584,852 | |
| Micro EVOKE WEALTH, LLC | 4,859,753 | $268,063,975 | |
| Small COMMON FUND FOR NONPROFIT ORGANIZATIONS | 4,024,367 | $221,984,083 | |
| Mid Valmark Advisers, Inc. | 3,424,908 | $188,917,925 | |
| Mega MORGAN STANLEY | 1,969,326 | $108,628,021 |
| 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 |