FlexShares Global Upstream Natural Resources Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 05/14/2026 | 76.88 M | $4.24 B | 16.46% | 56.60% |
| EVOKE WEALTH, LLC | 05/15/2026 | 4.86 M | $268.06 M | 6.90% | 3.58% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 05/15/2026 | 4.02 M | $221.98 M | 1.14% | 2.96% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 3.42 M | $188.92 M | -4.67% | 2.52% |
| MORGAN STANLEY | 05/15/2026 | 1.97 M | $108.63 M | 1.17% | 1.45% |
| FIRST INTERSTATE BANK | 04/29/2026 | 1.32 M | $72.54 M | -11.55% | 0.97% |
| CONNABLE OFFICE INC | 04/29/2026 | 1.21 M | $66.57 M | -3.31% | 0.89% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2026 | 1.14 M | $62.95 M | -30.84% | 0.84% |
| AARON WEALTH ADVISORS LLC | 04/21/2026 | 1.07 M | $58.86 M | 13.28% | 0.79% |
| MOLLER FINANCIAL SERVICES | 04/14/2026 | 975.64 K | $53.82 M | -9.35% | 0.72% |
| NBT BANK N A /NY | 04/28/2026 | 926.71 K | $51.12 M | 1.37% | 0.68% |
| VERSANT CAPITAL MANAGEMENT, INC | 04/07/2026 | 840.64 K | $46.37 M | 9.90% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 654.73 K | $36.11 M | 77.33% | 0.48% |
| BARRY INVESTMENT ADVISORS, LLC | 04/23/2026 | 596.91 K | $32.93 M | 3.67% | 0.44% |
| HILLS BANK & TRUST CO | 05/01/2026 | 512.33 K | $28.26 M | -5.82% | 0.38% |
| PURE FINANCIAL ADVISORS, LLC | 04/10/2026 | 512.13 K | $28.25 M | -4.25% | 0.38% |
| VPR MANAGEMENT LLC | 05/15/2026 | 497.60 K | $27.45 M | 0.00% | 0.37% |
| CENTRAL TRUST CO | 04/17/2026 | 480.56 K | $26.51 M | 18.67% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 424.49 K | $23.42 M | -7.88% | 0.31% |
| COLONY FAMILY OFFICES, LLC | 04/21/2026 | 407.86 K | $22.50 M | -2.41% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 395.13 K | $21.80 M | 59.99% | 0.29% |
| PATHWAY FINANCIAL ADVISORS LLC | 04/08/2026 | 392.86 K | $21.78 M | 4.13% | 0.29% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 384.47 K | $21.21 M | -8.92% | 0.28% |
| NAVALIGN, LLC | 04/29/2026 | 344.01 K | $18.98 M | -7.58% | 0.25% |
| LPL FINANCIAL LLC | 05/06/2026 | 306.52 K | $16.91 M | -1.82% | 0.23% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 296.21 K | $16.34 M | -7.47% | 0.22% |
| FARMERS NATIONAL BANK | 06/08/2026 | 280.23 K | $15.46 M | 0.67% | 0.21% |
| UBS GROUP AG | 05/05/2026 | 248.56 K | $13.71 M | 6.54% | 0.18% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 232.88 K | $12.85 M | 18.22% | 0.17% |
| UNITED BANK | 05/01/2026 | 211.28 K | $11.65 M | 20.52% | 0.16% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 199.00 K | $10.98 M | 100.00% | 0.15% |
| LEDYARD NATIONAL BANK | 04/24/2026 | 195.41 K | $10.78 M | 6.80% | 0.14% |
| BESSEMER GROUP INC | 05/06/2026 | 193.46 K | $10.67 M | 0.41% | 0.14% |
| M HOLDINGS SECURITIES, INC. | 05/12/2026 | 190.93 K | $10.56 M | -12.30% | 0.14% |
| ROYAL BANK OF CANADA | 05/15/2026 | 189.99 K | $10.48 M | -1.63% | 0.14% |
| STEPH & CO | 04/17/2026 | 189.15 K | $10.43 M | -9.15% | 0.14% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 188.34 K | $10.39 M | 2.05% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 184.22 K | $10.16 M | 25.52% | 0.14% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 174.47 K | $9.62 M | 3.54% | 0.13% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 04/29/2026 | 170.56 K | $9.41 M | -16.79% | 0.13% |
| BRIO CONSULTANTS, LLC | 05/06/2026 | 168.24 K | $9.26 M | -8.56% | 0.12% |
| IAG WEALTH PARTNERS, LLC | 04/29/2026 | 162.87 K | $8.98 M | 3.56% | 0.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 04/13/2026 | 157.65 K | $8.79 M | -10.58% | 0.12% |
| 05/14/2026 | 148.91 K | $8.21 M | 7.49% | 0.11% | |
| VERABANK, N.A. | 05/12/2026 | 141.34 K | $7.80 M | 155.46% | 0.10% |
| 04/14/2026 | 138.43 K | $7.63 M | 12.50% | 0.10% | |
| 04/21/2026 | 137.26 K | $7.57 M | 13.03% | 0.10% | |
| AVOS CAPITAL MANAGEMENT, LLC | 05/15/2026 | 137.03 K | $7.56 M | -13.43% | 0.10% |
| BOLTWOOD CAPITAL MANAGEMENT | 04/08/2026 | 129.24 K | $7.13 M | 11.70% | 0.10% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 127.63 K | $7.04 M | 29.59% | 0.09% |
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FlexShares Global Upstream Natural Resources Index Fund institutional Ownership - FAQ's
During the previous two years, 395 institutional investors and hedge funds held shares of FlexShares Global Upstream Natural Resources Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 76.88 M
EVOKE WEALTH, LLC: 4.86 M
COMMON FUND FOR NONPROFIT ORGANIZATIONS: 4.02 M
Valmark Advisers, Inc.: 3.42 M
MORGAN STANLEY: 1.97 M
FIRST INTERSTATE BANK: 1.32 M
83.56% of FlexShares Global Upstream Natural Resources Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 119.39 M shares in the last 24 months. This purchase volume represents approximately $6.45 B in transactions.