GUINNESS ATKINSON FUNDS - MOTO
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 20,274 | 886 | 0.0% | 0.0% | 1 | +1,582 | 8.46% | Q1 2024 | May 16, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,083 | 441 | 0.0% | 0.0% | 2 | +927 | 10.12% | Q1 2024 | May 07, 2024 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,870 | 256 | 0.0% | 0.0% | 3 | -1,332 | -18.49% | Q1 2024 | Apr 30, 2024 |
| MORGAN STANLEY | History | Added to | 1,701 | 74 | 0.0% | 0.0% | 4 | +1 | 0.06% | Q1 2024 | Oct 17, 2024 |
| BANK OF AMERICA CORP /DE/ | History | New | 999 | 43 | 0.0% | — | 5 | +999 | New | Q1 2024 | Mar 18, 2025 |
| OSAIC HOLDINGS, INC. | History | No change | 613 | 26 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2024 | May 10, 2024 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,151 | -100.0% | Q4 2023 | Feb 08, 2024 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q4 2023 | Feb 09, 2024 |
| UBS Group AG | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2024 | May 13, 2024 |
| IFP Advisors, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2024 | Jul 30, 2024 |