Among active 13F managers last quarter, 1 opened and 6 added, while 3 reduced; the largest holder to move was Advisors Asset Management, Inc. (−0.3%).
40 tracked 13F filers disclose a position in GUG as of the latest SEC 13F filings, a combined $155.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.8M | $43.2M | ▲+2.0% Added · +56K sh | Q1 2026 | |
| 2 | Guggenheim Capital LLC | 950K | $14.5M | —Held | Q1 2026 | |
| 3 | Bank Of America Corp | 915K | $13.9M | ▲+3.4% Added · +30K sh | Q1 2026 | |
| 4 | Atlas Wealth LLC | 848K | $13.6M | ▲New +848K sh | Q2 2026 | |
| 5 | Advisors Asset Management, Inc. | 802K | $12.8M | ▼−0.3% Reduced · −3K sh | Q2 2026 | |
| 6 | Baird Financial Group, Inc. | 730K | $11.1M | ▲+3.1% Added · +22K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 709K | $10.8M | ▲+9.4% Added · +61K sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 500K | $7.6M | ▲+3.1% Added · +15K sh | Q1 2026 | |
| 9 | Pathstone Holdings, LLC | 371K | $5.9M | ▼−58% Reduced · −518K sh | Q2 2026 | |
| 10 | Wells Fargo & Company | 297K | $4.5M | ▲+7.3% Added · +20K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 175K | $2.8M | ▲+17% Added · +25K sh | Q2 2026 | |
| 12 | Sanctuary Advisors, LLC | 110K | $1.8M | ▲New +110K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | 101K | $1.6M | ▲Added Added · +101K sh | Q2 2026 | |
| 14 | Closed-End Fund Advisors, Inc. | 81K | $1.3M | ▼−24% Reduced · −26K sh | Q2 2026 | |
| 15 | Focus Partners Wealth | 76K | $1.2M | ▼−47% Reduced · −67K sh | Q1 2026 | |
| 16 | Stifel Financial Corp | 48K | $732K | ▼−0.3% Reduced · −155 sh | Q1 2026 | |
| 17 | Oppenheimer & Co Inc | 44K | $700K | ▼−35% Reduced · −23K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | 44K | $665K | ▲+60% Added · +16K sh | Q1 2026 | |
| 19 | Envestnet Asset Management Inc | 41K | $621K | ▲+30% Added · +9K sh | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | 41K | $651K | ▲+6.0% Added · +2K sh | Q2 2026 | |
| 21 | Osaic Holdings, Inc. | 40K | $605K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 22 | J.W. Cole Advisors, Inc. | 39K | $626K | ▲+127% Added · +22K sh | Q2 2026 | |
| 23 | LPL Financial LLC | 39K | $592K | ▲+46% Added · +12K sh | Q1 2026 | |
| 24 | Aviance Capital Partners, LLC | 33K | $526K | ▲+3.9% Added · +1K sh | Q2 2026 | |
| 25 | Citadel Advisors LLC | 32K | $514K | ▲+6.6% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in GUG and 6 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 13 funds | $2.8B |
| Eli Lilly & CoLLY | 13 funds | $1.5B |
| Cisco Systems IncCSCO | 13 funds | $674.4M |
| Amgen IncAMGN | 13 funds | $483.8M |
| Goldman Sachs Group IncGS | 13 funds | $476.0M |
| Apple IncAAPL | 12 funds | $4.4B |
| Nvidia CorpNVDA | 12 funds | $4.3B |
| Amazon.com IncAMZN | 12 funds | $3.8B |
| Alphabet Inc-CL AGOOGL | 12 funds | $2.2B |
| Broadcom IncAVGO | 12 funds | $1.9B |
| Alphabet Inc-CL CGOOG | 12 funds | $1.6B |
| Advanced Micro DevicesAMD | 12 funds | $1.3B |
Ranked by how many of GUG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GUG.
Connected entities for GUG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/GUG/capital-change-brief"
Use Arkolith's capital_change_brief for GUG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for GUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.