Latest Period
Q1 2026
Security Snapshot
FLEXSHARES TR - MORNSTAR UPSTR Institutional Ownership
CUSIP: 33939L407
13F Institutional Holders and Ownership History from Q2 2024 to Q1 2026
Institutions Reporting
17
Shares (Excl. Options)
4,842,535
Price
$55.16
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- Security type / class
- Equity / MORNSTAR UPSTR
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,842,535
- Total 13F value
- $267,103,002
- Share change
- 0
- Number of holders
- 17
- SEC-reported price per share
- $55.16
Latest holder snapshot
2 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- 33939L407 - FLEXSHARES TR - MORNSTAR UPSTR is tracked under CUSIP 33939L407.
- 17 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 17 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,099,472 to $267,103,002.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 17 institutions filings for Q1 2026.
Security key
33939L407
Latest holder period
Q1 2026
13F holders
17
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33939L407:
As of 31 Mar 2026, 17 institutional investors reported holding 4,842,535 shares of FLEXSHARES TR - MORNSTAR UPSTR.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
3
Latest
Q1 2026
Rows shown
1-3 of 3