37 tracked 13F filers disclose a position in GUG as of the latest SEC 13F filings, a combined $159.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $43.2M | 2.8M | ▲+2.0% Added · +56K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $14.5M | 950K | —Held | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $13.9M | 915K | ▲+3.4% Added · +30K sh | Q1 2026 | |
| 4 | Pathstone Holdings, LLC | $13.5M | 889K | ▼−8.9% Reduced · −87K sh | Q1 2026 | |
| 5 | Atlas Wealth LLC | $13.6M | 848K | ▲New +848K sh | Q2 2026 | |
| 6 | Advisors Asset Management, Inc. | $12.2M | 804K | ▼−3.8% Reduced · −32K sh | Q1 2026 | |
| 7 | Baird Financial Group, Inc. | $11.1M | 730K | ▲+3.1% Added · +22K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $10.8M | 709K | ▲+9.4% Added · +61K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $7.6M | 500K | ▲+3.1% Added · +15K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $4.5M | 297K | ▲+7.3% Added · +20K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $2.3M | 150K | ▲+9.3% Added · +13K sh | Q1 2026 | |
| 12 | Kestra Advisory Services, LLC | $1.6M | 101K | ▲Added Added · +101K sh | Q2 2026 | |
| 13 | Closed-End Fund Advisors, Inc. | $1.3M | 81K | ▼−24% Reduced · −26K sh | Q2 2026 | |
| 14 | Focus Partners Wealth | $1.2M | 76K | ▼−47% Reduced · −67K sh | Q1 2026 | |
| 15 | OPPENHEIMER & CO INC | $1.0M | 67K | ▼−5.7% Reduced · −4K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $732K | 48K | ▼−0.3% Reduced · −155 sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $665K | 44K | ▲+60% Added · +16K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $621K | 41K | ▲+30% Added · +9K sh | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $651K | 41K | ▲+6.0% Added · +2K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $605K | 40K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 21 | J.W. COLE ADVISORS, INC. | $626K | 39K | ▲+127% Added · +22K sh | Q2 2026 | |
| 22 | LPL Financial LLC | $592K | 39K | ▲+46% Added · +12K sh | Q1 2026 | |
| 23 | JOURNEY STRATEGIC WEALTH LLC | $486K | 32K | ▲+14% Added · +4K sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $466K | 31K | ▲+2.1% Added · +626 sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $459K | 30K | ▲New +30K sh | Q1 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, 2 funds opened a new position in GUG and 3 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $8.4B |
| APPLE INCAAPL | 17 funds | $7.6B |
| MICROSOFT CORPMSFT | 17 funds | $5.8B |
| AMAZON.COM INCAMZN | 17 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 17 funds | $4.0B |
| BROADCOM INCAVGO | 17 funds | $3.3B |
| JOHNSON & JOHNSONJNJ | 17 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 17 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $2.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 17 funds | $2.0B |
Ranked by how many of GUG's institutional holders also hold each name, a cross-fund conviction signal.
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.