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 | 08/13/2026 | 76.42 M | $3.77 B | -0.60% | 59.39% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 5.10 M | $251.52 M | 2,609.92% | 3.97% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 3.75 M | $184.95 M | 9.58% | 2.92% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 08/14/2026 | 3.41 M | $167.96 M | -15.31% | 2.65% |
| MORGAN STANLEY | 08/13/2026 | 1.95 M | $96.14 M | -0.93% | 1.52% |
| FIRST INTERSTATE BANK | 07/24/2026 | 1.27 M | $62.71 M | -3.23% | 0.99% |
| CONNABLE OFFICE INC | 08/03/2026 | 1.16 M | $56.94 M | -4.25% | 0.90% |
| AARON WEALTH ADVISORS LLC | 07/16/2026 | 1.13 M | $55.45 M | 5.45% | 0.87% |
| MOLLER FINANCIAL SERVICES | 07/15/2026 | 1.05 M | $51.66 M | 7.46% | 0.81% |
| NBT BANK N A /NY | 07/29/2026 | 941.05 K | $46.37 M | 1.55% | 0.73% |
| 1832 ASSET MANAGEMENT L.P. | 08/13/2026 | 889.60 K | $43.84 M | -22.05% | 0.69% |
| VERSANT CAPITAL MANAGEMENT, INC | 07/02/2026 | 883.84 K | $43.56 M | 5.14% | 0.69% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 715.80 K | $35.27 M | 9.33% | 0.56% |
| BARRY INVESTMENT ADVISORS, LLC | 07/09/2026 | 626.00 K | $30.85 M | 4.87% | 0.49% |
| PURE FINANCIAL ADVISORS, LLC | 08/17/2026 | 507.80 K | $25.02 M | -0.84% | 0.39% |
| HILLS BANK & TRUST CO | 08/10/2026 | 503.10 K | $24.79 M | -1.80% | 0.39% |
| VPR MANAGEMENT LLC | 08/14/2026 | 497.60 K | $24.52 M | 0.00% | 0.39% |
| CENTRAL TRUST CO | 07/31/2026 | 497.06 K | $24.50 M | 3.43% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 433.87 K | $21.38 M | 2.21% | 0.34% |
| COLONY FAMILY OFFICES, LLC | 07/20/2026 | 400.10 K | $19.72 M | -1.90% | 0.31% |
| PATHWAY FINANCIAL ADVISORS LLC | 07/06/2026 | 387.55 K | $19.30 M | -1.35% | 0.30% |
| NAVALIGN, LLC | 07/28/2026 | 348.04 K | $17.15 M | 1.17% | 0.27% |
| FARMERS NATIONAL BANK | 08/11/2026 | 330.32 K | $16.28 M | 17.87% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 317.22 K | $15.63 M | -19.72% | 0.25% |
| LPL FINANCIAL LLC | 08/07/2026 | 307.03 K | $15.13 M | 0.17% | 0.24% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 236.85 K | $11.67 M | 1.71% | 0.18% |
| UBS GROUP AG | 08/13/2026 | 224.31 K | $11.05 M | -9.76% | 0.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 210.56 K | $10.38 M | -28.92% | 0.16% |
| UNITED BANK | 08/10/2026 | 210.19 K | $10.36 M | -0.51% | 0.16% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 199.93 K | $9.85 M | -48.00% | 0.16% |
| BESSEMER GROUP INC | 08/12/2026 | 194.76 K | $9.60 M | 0.67% | 0.15% |
| LEDYARD NATIONAL BANK | 07/16/2026 | 192.31 K | $9.48 M | -1.59% | 0.15% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 190.18 K | $9.37 M | 3.24% | 0.15% |
| STEPH & CO | 07/16/2026 | 187.51 K | $9.24 M | -0.87% | 0.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 186.37 K | $9.19 M | -1.90% | 0.14% |
| M HOLDINGS SECURITIES, INC. | 08/11/2026 | 179.90 K | $8.86 M | -5.78% | 0.14% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 177.39 K | $8.74 M | 1.67% | 0.14% |
| ROEHL & YI INVESTMENT ADVISORS, LLC | 08/14/2026 | 176.02 K | $8.67 M | 18.20% | 0.14% |
| BRIO CONSULTANTS, LLC | 08/12/2026 | 171.08 K | $8.43 M | 1.69% | 0.13% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 07/20/2026 | 168.16 K | $8.29 M | -1.41% | 0.13% |
| IAG WEALTH PARTNERS, LLC | 08/06/2026 | 167.57 K | $8.26 M | 2.89% | 0.13% |
| CORNERSTONE NATIONAL BANK & TRUST CO | 07/21/2026 | 153.26 K | $7.51 M | 10.71% | 0.12% |
| ARKANSAS FINANCIAL GROUP, INC. | 07/20/2026 | 152.00 K | $7.49 M | -3.59% | 0.12% |
| VERABANK, N.A. | 08/06/2026 | 150.90 K | $7.44 M | 6.76% | 0.12% |
| AVOS CAPITAL MANAGEMENT, LLC | 08/14/2026 | 148.29 K | $7.31 M | 8.21% | 0.12% |
| A16Z PERENNIAL MANAGEMENT, L.P. | 07/24/2026 | 147.07 K | $7.25 M | 100.00% | 0.11% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 140.85 K | $6.94 M | 23.10% | 0.11% |
| BOLTWOOD CAPITAL MANAGEMENT | 07/06/2026 | 140.61 K | $6.93 M | 8.80% | 0.11% |
| CAMBIENT FAMILY OFFICE, LLC | 08/13/2026 | 137.37 K | $6.77 M | 0.08% | 0.11% |
| VAQUERO PRIVATE WEALTH, LTD | 07/17/2026 | 131.92 K | $6.50 M | 100.00% | 0.10% |
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FlexShares Global Upstream Natural Resources Index Fund institutional Ownership - FAQ's
During the previous two years, 429 institutional investors and hedge funds held shares of FlexShares Global Upstream Natural Resources Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 76.42 M
MAI Capital Management: 5.1 M
Valmark Advisers, Inc.: 3.75 M
COMMON FUND FOR NONPROFIT ORGANIZATIONS: 3.41 M
MORGAN STANLEY: 1.95 M
FIRST INTERSTATE BANK: 1.27 M
88.18% of FlexShares Global Upstream Natural Resources Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 119.93 M shares in the last 24 months. This purchase volume represents approximately $6.48 B in transactions.