GUINNESS ATKINSON FDS
CUSIP 402031843
Guinness Atkinson Fds has 6 institutional holders in Filings Flow’s 13F database, together reporting 2.33M shares worth $41M as of Q1 2026. The largest reported holders are Comprehensive Wealth Management, LLC, Rooted Wealth Advisors, Inc., and Citadel Advisors LLC.
Institutional Holders
6
Q1 2026
Reported Value
$41M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Comprehensive Wealth Management, LLC$198M AUM | 17.21% | $34M | 1.94M | Q1 2026 |
| Rooted Wealth Advisors, Inc.$379M AUM | 1.40% | $5M | 284.5K | Q1 2026 |
| Lakeside Advisors, INC.$150M AUM | 0.14% | $226,625 | 12.5K | Q4 2025OLDER |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $9,554 | 543 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 68.2K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $25,137 | 1.4K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $399,741 | 22.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $380,861 | 21.6K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $20,000 | 1.2K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23 | 1 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.