ADIV — Guinness Atkinson Fds Institutional Holders · Q2 2026
Who owns Guinness Atkinson Fds (ADIV)? 8 institutions reported holding $45.76M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Comprehensive Wealth Management, LLC ($37.5M), Rooted Wealth Advisors, Inc. ($5.3M), Jane Street Group, LLC ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Comprehensive Wealth Management, LLC | $37.5M | 2.0M | Added |
| 2 | Rooted Wealth Advisors, Inc. | $5.3M | 283,292 | Trimmed |
| 3 | JANE STREET GROUP, LLC | $1.7M | 91,490 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $493,780 | 26,563 | Added |
| 5 | FLOW TRADERS U.S. LLC | $401,000 | 21,580 | New |
| 6 | CITADEL ADVISORS LLC | $351,853 | 18,928 | Trimmed |
| 7 | MORGAN STANLEY | $23 | 1 | Hold |
| 8 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30