Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / SMARTETFS DIVID
-
Number of holders
-
11
-
Total 13F shares, excl. options
-
167,819
-
Shares change
-
+12,920
-
Total reported value, excl. options
-
$4,342,760
-
Value change
-
+$303,193
-
Number of buys
-
4
-
Number of sells
-
-7
-
Price
-
$25.87
Significant Holders of GUINNESS ATKINSON FDS - SMARTETFS DIVID (DIVS) as of Q1 2022
14 filings reported holding DIVS - GUINNESS ATKINSON FDS - SMARTETFS DIVID as of Q1 2022.
GUINNESS ATKINSON FDS - SMARTETFS DIVID (DIVS) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 167,819 shares
.
Largest 10 shareholders include COMMONWEALTH EQUITY SERVICES, LLC (41,143 shares), RFG Advisory, LLC (39,545 shares), Patriot Investment Management Inc. (22,313 shares), Atria Wealth Solutions, Inc. (22,209 shares), Lakeside Advisors, INC. (14,928 shares), Claraphi Advisory Network, LLC (12,435 shares), Sterling Financial Planning, Inc. (11,955 shares), UBS Group AG (1,041 shares), ROYAL BANK OF CANADA (1,003 shares), and ADVISOR GROUP HOLDINGS, INC. (947 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.