13FBOX
GUINNESS ATKINSON FDS · 13F Institutional Holdings
Options Calculator Rankings
G

GUINNESS ATKINSON FDS

ADIV
Institutions
8
Combined AUM (Q2 2026)
$45.8M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+182,256
6 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-51,068
3 · 1 Exit · ≈
⚖️ Net
+131,188
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$45.8M
Institutions
8
New Buys
3
Adds
3
Reduces
2
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Comprehensive Wealth Management, LLC
17.15%17.21%#1$37.5M2.0M$34.0M1.9M+84,626+4.37%Add
Rooted Wealth Advisors, Inc.
1.29%1.4%#2$5.3M283,292$5.3M284,533-1,241-0.44%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#4$1.7M91,490$399,74122,719+68,771+302.70%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#7$493,78026,563$380,86121,646+4,917+22.72%Add
FLOW TRADERS U.S. LLC
0.02%#3$401,15121,580$00+21,580New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#6$351,85318,928$1.2M68,212-49,284-72.25%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#5$43,8912,361$00+2,361New Buy
MORGAN STANLEY
<0.01%#8$231$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow