GFGF · Guru Favorite Stocks ETF ETF
$36.71
-0.25 (-0.68%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $4,263,050
Total Shares: 202,232
Institutional Ownership Trend
6 quarters
Holder Concentration
Across 4 13F filers · Δ vs Dec 31, 2022Top Holder
98.9%
+7.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,782
Highly concentrated+1,385
Quarterly Activity
vs Dec 31, 2022
New
0
Increased
1
Decreased
1
Sold Out
0
Unchanged
2
Holder count:
0
Institutional value:
-3.3%
Shares held:
-7.8%
Top Buyers
vs Dec 31, 2022| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +136 | 150 |
Top Sellers
vs Dec 31, 2022| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega ROYAL BANK OF CANADA | −17,177 | 2,082 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small PURSUE WEALTH PARTNERS LLC GFGF | $4,216,000 | 98.90% | 200,000 | Shares | 2023-05-15 | |
| Mega ROYAL BANK OF CANADA Bank GFGF | $43,888 | 1.03% | 2,082 | Shares | 2023-05-15 | |
| Mega UBS Group AG GFGF | $3,162 | 0.07% | 150 | Shares | 2023-05-12 | |
| — PROEQUITIES, INC. GFGF | $0 | 0.00% | 0 | Shares | 2023-05-15 |