13F QoQ Ownership Changes
GAUZ Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 7 new · 1 added · 10 reduced · 7 exited
New Positions(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 26,363 | +26,363 | $34.0K | +$34.0K | — |
| XTX Topco Ltd | 18,535 | +18,535 | $23.9K | +$23.9K | — |
| TWO SIGMA INVESTMENTS, LP | 10,044 | +10,044 | $13.0K | +$13.0K | — |
| Noble Wealth Management PBC | 2,314 | +2,314 | $8.8K | +$8.8K | — |
| Altshuler Shaham Ltd | 4,400 | +4,400 | $5.7K | +$5.7K | — |
| Virtu Financial LLC | 62,316 | +62,316 | $80 | +$80 | — |
| HRT FINANCIAL LP | 30,806 | +30,806 | $39 | +$39 | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 42,000 | +41,900 | $54.2K | +$53.3K | 41900.0% |
Reduced(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Ibex Investors LLC | 1,844,871 | 0 | $2.4M | -$9.3M | 0.0% |
| Zimmer Partners, LP | 581,187 | -64,421 | $749.7K | -$3.3M | -10.0% |
| STIFEL FINANCIAL CORP | 25,425 | -321,225 | $32.8K | -$2.2M | -92.7% |
| Arax Advisory Partners | 47,736 | -8,656 | $61.6K | -$295.4K | -15.3% |
| NORTHERN TRUST CORP | 35,650 | 0 | $46.0K | -$179.7K | 0.0% |
| Clarkston Capital Partners, LLC | 12,537 | 0 | $16.2K | -$63.2K | 0.0% |
| UBS Group AG | 530 | -5,346 | $684 | -$36.5K | -91.0% |
| SIGNATUREFD, LLC | 3,470 | 0 | $4.5K | -$17.5K | 0.0% |
| MORGAN STANLEY | 512 | -2,305 | $660 | -$17.2K | -81.8% |
| CITIGROUP INC | 1 | -639 | $1 | -$4.0K | -99.8% |
Sold Out(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 0 | -417,989 | $0 | -$2.6M | — |
| Kingsview Wealth Management, LLC | 0 | -20,265 | $0 | -$128.3K | — |
| CONNORS INVESTOR SERVICES INC | 0 | -17,157 | $0 | -$108.6K | — |
| Prospera Financial Services Inc | 0 | -16,300 | $0 | -$103.2K | — |
| Skylands Capital, LLC | 0 | -14,150 | $0 | -$89.6K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0 | -12,433 | $0 | -$84.8K | — |
| CIBC Private Wealth Group LLC | 0 | -3,470 | $0 | -$22.0K | — |