13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ADIV

GUINNESS ATKINSON FDS

7 institutions still hold GUINNESS ATKINSON FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 402031843·7 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.4%
vs prior quarter
13F value held
$40M
63.0% inst. owned
of float
Holders
7
-117 QoQ
filers reporting
Activity
+19 / −39
+969 added · −914 reduced
this quarter
Concentration
84.84%
Comprehensive Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported ADIV in Q1 2026. Comprehensive Wealth Management, LLC leads at 84.8% of the visible book. -117 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Comprehensive Wealth Management, LLC
CIK 0001535202
$34M1.9M17.21%Q1 202602
Rooted Wealth Advisors, Inc.
CIK 0001963732
$5M285K1.40%Q1 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$399,74123K0.00%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$380,86122K0.00%Q1 202605
Decker Retirement Planning Inc.
CIK 0001975700
$9,5545430.00%Q1 202606
MORGAN STANLEY
CIK 0000895421
$2210.00%Q1 202607
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025