FLEXSHARES TR MORNSTAR UPSTR is a security (CUSIP 33939L407) tracked across SEC portfolio filings. 317 institutional managers reported $6.2B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $37.4M via N-PORT as of 2026-03-31.
Showing 15 of 317 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| NORTHERN TRUST CORP | CHICAGO, IL | $4.2B | 76,877,898 |
| EVOKE WEALTH, LLC | Los Angeles, CA | $268.1M | 4,859,753 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | NORWALK, CT | $222.0M | 4,024,367 |
| Valmark Advisers, Inc. | AKRON, OH | $184.9M | 3,752,993 |
| MORGAN STANLEY | NEW YORK, NY | $108.6M | 1,969,326 |
| 1832 Asset Management L.P. | TORONTO, A6 | $63.0M | 1,141,300 |
| First Interstate Bank | Billings, MT | $62.7M | 1,272,602 |
| CONNABLE OFFICE INC | KALAMAZOO, MI | $56.9M | 1,155,512 |
| Aaron Wealth Advisors LLC | Chicago, IL | $55.5M | 1,125,256 |
| MOLLER WEALTH PARTNERS | NORTHFIELD, IL | $51.7M | 1,048,389 |
| NBT BANK, N.A. | NORWICH, NY | $46.4M | 940,956 |
| Versant Capital Management, Inc | PHOENIX, AZ | $43.6M | 883,841 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $36.1M | 654,732 |
| Barry Investment Advisors, LLC | NEW BEDFORD, MA | $30.8M | 626,000 |
| Hills Bank & Trust Co | North Liberty, IA | $28.3M | 512,329 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| TOPS Aggressive Growth ETF Portfolio | Northern Lights Variable Trust | $24.5M | 795.09% |
| CLS Global Diversified Equity Fund | AdvisorOne Funds | $12.9M | 375.60% |