13F QoQ Ownership Changes
GWAV Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 2 added · 5 reduced · 1 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 45 | +45 | $236 | +$236 | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 2,809 | +2,709 | $14.7K | +$14.0K | 2709.0% |
| Tower Research Capital LLC (TRC) | 568 | +65 | $3.0K | -$434 | 12.9% |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 72 | -181 | $377 | -$1.3K | -71.5% |
| OSAIC HOLDINGS, INC. | 9 | 0 | $47 | -$13 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 5 | 0 | $26 | -$8 | 0.0% |
| WELLS FARGO & COMPANY/MN | 2 | 0 | $10 | -$4 | 0.0% |
| CWM, LLC | 1 | 0 | $0 | $0 | 0.0% |
Sold Out(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC | 0 | -90 | $0 | -$610 | — |