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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 402031843

GUINNESS ATKINSON FDS

14 institutions · $21.0M total · 1,199,632 shares

#ManagerSharesValue% of TotalPeriod
1Comprehensive Wealth Management, LLC925,782$16.8M77.17%2025-12-31
2Rooted Wealth Advisors, Inc.165,123$3.1M13.76%2025-12-31
3JANE STREET GROUP, LLC23,369$423.7K1.94%2025-12-31
4Lakeside Advisors, INC.12,500$226.6K1.04%2025-12-31
5SUSQUEHANNA INTERNATIONAL GROUP, LLP12,227$221.7K1.01%2025-12-31
6CITADEL ADVISORS LLC11,835$214.3K0.98%2025-09-30
7Kestra Advisory Services, LLC1,386$25.1K0.11%2025-12-31
8Royal Bank of Canada600$11.0K0.05%2025-09-30
9Coppell Advisory Solutions Corp.199$3.7K0.01%2023-03-31
10INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC46,503$2.9K3.87%2024-09-30
11Coppell Advisory Solutions LLC105$2.0K0.00%2023-12-31
12UBS Group AG2$330.00%2024-09-30
13MORGAN STANLEY1$230.00%2025-06-30
14CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30