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 | 02/17/2026 | 66.01 M | $3.03 B | -1.57% | 52.80% |
| EVOKE WEALTH, LLC | 02/06/2026 | 4.55 M | $208.44 M | 8.10% | 4.10% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 3.59 M | $164.72 M | 1.59% | 3.24% |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | 02/17/2026 | 3.98 M | $182.44 M | -9.47% | 3.14% |
| MORGAN STANLEY | 02/13/2026 | 1.95 M | $89.25 M | 6.40% | 1.54% |
| FIRST INTERSTATE BANK | 01/29/2026 | 1.49 M | $68.17 M | 1.88% | 1.34% |
| 1832 ASSET MANAGEMENT L.P. | 02/13/2026 | 1.65 M | $75.66 M | 74.44% | 1.30% |
| CONNABLE OFFICE INC | 02/03/2026 | 1.25 M | $57.23 M | 33.21% | 1.13% |
| MOLLER FINANCIAL SERVICES | 01/08/2026 | 1.08 M | $49.35 M | -2.48% | 0.97% |
| AARON WEALTH ADVISORS LLC | 01/21/2026 | 942.00 K | $43.19 M | 5.34% | 0.85% |
| NBT BANK N A /NY | 01/23/2026 | 914.17 K | $41.92 M | -2.57% | 0.72% |
| VERSANT CAPITAL MANAGEMENT, INC | 01/08/2026 | 764.89 K | $35.07 M | 36.17% | 0.69% |
| BARRY INVESTMENT ADVISORS, LLC | 02/09/2026 | 575.79 K | $26.40 M | 25.61% | 0.52% |
| HILLS BANK & TRUST CO | 02/05/2026 | 543.98 K | $24.94 M | -0.59% | 0.49% |
| PURE FINANCIAL ADVISORS, LLC | 02/04/2026 | 534.84 K | $24.52 M | -1.88% | 0.48% |
| VPR MANAGEMENT LLC | 02/13/2026 | 497.60 K | $22.81 M | 0.00% | 0.40% |
| COLONY FAMILY OFFICES, LLC | 01/22/2026 | 417.96 K | $19.16 M | 1.41% | 0.38% |
| CENTRAL TRUST CO | 02/02/2026 | 404.96 K | $18.57 M | 7.97% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 460.80 K | $21.13 M | 3.05% | 0.36% |
| PATHWAY FINANCIAL ADVISORS LLC | 01/14/2026 | 377.29 K | $17.83 M | 2.03% | 0.34% |
| NAVALIGN, LLC | 02/05/2026 | 372.22 K | $17.07 M | 1.06% | 0.34% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 422.14 K | $19.35 M | 0.18% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 369.22 K | $16.93 M | -0.63% | 0.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 312.21 K | $14.32 M | 3.72% | 0.28% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 320.13 K | $14.65 M | 1.72% | 0.26% |
| M HOLDINGS SECURITIES, INC. | 02/11/2026 | 217.71 K | $9.98 M | 100.00% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 246.97 K | $11.32 M | 2.40% | 0.20% |
| STEPH & CO | 01/23/2026 | 208.19 K | $9.55 M | -3.11% | 0.19% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 204.99 K | $9.40 M | -2.73% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 233.31 K | $10.70 M | 6.80% | 0.18% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 197.00 K | $9.03 M | 16.40% | 0.18% |
| BESSEMER GROUP INC | 02/05/2026 | 192.67 K | $8.83 M | 2.12% | 0.17% |
| BRIO CONSULTANTS, LLC | 02/04/2026 | 183.98 K | $8.44 M | 5.77% | 0.17% |
| LEDYARD NATIONAL BANK | 01/21/2026 | 182.97 K | $8.39 M | 0.76% | 0.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 01/28/2026 | 176.30 K | $8.08 M | -5.42% | 0.16% |
| UNITED BANK | 02/05/2026 | 175.31 K | $8.04 M | -1.06% | 0.16% |
| ROYAL BANK OF CANADA | 02/17/2026 | 193.13 K | $8.86 M | -1.10% | 0.15% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 168.50 K | $7.73 M | 2.69% | 0.15% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 184.56 K | $8.46 M | 6.59% | 0.15% |
| 02/17/2026 | 186.29 K | $186.29 M | 100.00% | 0.15% | |
| AUSTIN WEALTH MANAGEMENT, LLC | 01/26/2026 | 159.74 K | $7.52 M | 2.75% | 0.14% |
| IAG WEALTH PARTNERS, LLC | 02/10/2026 | 157.26 K | $7.21 M | 5.20% | 0.14% |
| AVOS CAPITAL MANAGEMENT, LLC | 02/13/2026 | 158.28 K | $7.26 M | 0.05% | 0.13% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 146.76 K | $6.73 M | 8.57% | 0.12% |
| 01/29/2026 | 123.05 K | $5.64 M | -1.23% | 0.11% | |
| 02/17/2026 | 138.54 K | $6.35 M | 100.00% | 0.11% | |
| 02/20/2026 | 121.44 K | $5.57 M | 100.00% | 0.11% | |
| BOLTWOOD CAPITAL MANAGEMENT | 01/02/2026 | 115.70 K | $5.30 M | -1.27% | 0.10% |
| S. R. SCHILL & ASSOCIATES | 01/23/2026 | 113.25 K | $5.19 M | -1.36% | 0.10% |
| FERMATA ADVISORS, LLC | 01/08/2026 | 111.58 K | $5.12 M | 3.08% | 0.10% |
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FlexShares Global Upstream Natural Resources Index Fund institutional Ownership - FAQ's
During the previous two years, 364 institutional investors and hedge funds held shares of FlexShares Global Upstream Natural Resources Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 66.01 M
EVOKE WEALTH, LLC: 4.55 M
COMMON FUND FOR NONPROFIT ORGANIZATIONS: 3.98 M
Valmark Advisers, Inc.: 3.59 M
MORGAN STANLEY: 1.95 M
1832 Asset Management L.P.: 1.65 M
91.72% of FlexShares Global Upstream Natural Resources Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 107.87 M shares in the last 24 months. This purchase volume represents approximately $6.00 B in transactions.