Institutional Ownership Guinness Atkinson Fds Smart Tr (MOTO)
This table provides information about the institutional ownership of Guinness Atkinson Fds Smart Tr (MOTO). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 6,666 shares, which have been reported (via 13F filing form) to have a value of $321,000.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
4,331
shares
|
$208,624
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,400
shares
|
$67,438
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
607
shares
|
$29,239
0.0% of portfolio
|
Q2 2025
Added 54.85%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
328
shares
|
$15,799
0.0% of portfolio
|
Q2 2025
Added 763.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|