# FLEXSHARES TR MORNSTAR UPSTR

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.

## Summary

- Issuer: FLEXSHARES TR
- Class: MORNSTAR UPSTR
- CUSIP: 33939L407
- Asset category: EC
- 13F holders: 317
- 13F value: $6.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $37.4M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 317 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| NORTHERN TRUST CORP | CHICAGO, IL | $4.2B | 76,877,898 |
| [EVOKE WEALTH, LLC](https://search.stillhousedata.com/firm/300856) | Los Angeles, CA | $268.1M | 4,859,753 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | NORWALK, CT | $222.0M | 4,024,367 |
| [Valmark Advisers, Inc.](https://search.stillhousedata.com/firm/108050) | 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](https://search.stillhousedata.com/firm/298079) | 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](https://search.stillhousedata.com/firm/144955) | NEW BEDFORD, MA | $30.8M | 626,000 |
| Hills Bank & Trust Co | North Liberty, IA | $28.3M | 512,329 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [TOPS Aggressive Growth ETF Portfolio](https://search.stillhousedata.com/fund/S000031506) | Northern Lights Variable Trust | $24.5M | 795.09% |
| [CLS Global Diversified Equity Fund](https://search.stillhousedata.com/fund/S000010752) | AdvisorOne Funds | $12.9M | 375.60% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33939l407.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.