ADIV

GUINNESS ATKINSON FDS

Institutional Ownership · Q4 2025

Filing: Q4 2025

GUINNESS ATKINSON FDS (ADIV) is held by 23 institutional investors with combined holdings of $34M. Major holders include Comprehensive Wealth Mana, OSAIC HOLDINGS, INC., Rooted Wealth Advisors, I.

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Institutional Holders

Total Value

$33.9M

Ownership %

—

🏦 Top Institutional Holders

Comprehensive Wealth Management, LLC

Rooted Wealth Advisors, Inc.

165.1K shares

$3.1M

JANE STREET GROUP, LLC

53.9K shares

$1.7M

ROYAL BANK OF CANADA (RY, RYLBF)

38.2K shares

$1.2M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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