9 institutions reported holding $41.3M of GUINNESS ATKINSON FDS (ADIV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Comprehensive Wealth Management, LLC ($34.0M), Rooted Wealth Advisors, Inc. ($5.3M), CITADEL ADVISORS LLC ($1.2M), JANE STREET GROUP, LLC ($399,741), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($380,861). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Comprehensive Wealth Management, LLC | $34.0M | 1.9M | Added |
| 2 | Rooted Wealth Advisors, Inc. | $5.3M | 284,533 | Added |
| 3 | CITADEL ADVISORS LLC | $1.2M | 68,212 | New |
| 4 | JANE STREET GROUP, LLC | $399,741 | 22,719 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $380,861 | 21,646 | Added |
| 6 | Decker Retirement Planning Inc. | $9,554 | 543 | New |
| 7 | MORGAN STANLEY | $22 | 1 | New |
| 8 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 9 | Lakeside Advisors, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31