GURU Institutional Ownership
Global X - Guru Index ETF
1W: -0.8%
1M: -2.4%
3M: -2.6%
YTD: +8.8%
1Y: +13.5%
3Y: +89.5%
5Y: +36.4%
$67.89
+0.36 (+0.53%)
Weekly Expected Move ±1.9%
$65
$67
$68
$69
$71
Overview
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Institutional Ownership — GURU
22
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
5
New Positions
6
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 13,979 | 949K | -2,581 | -15.6% | 53Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 12,905 | 876K | +2,066 | +19.1% | 5Q | SEC ↗ |
| 3 | LPL Financial LLC | 11,708 | 795K | -3,434 | -22.7% | 6Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,697 | 590K | +3,467 | +66.3% | 3Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC | 7,326 | 497K | +2,579 | +54.3% | 3Q | SEC ↗ |
| 6 | Private Advisor Group, LLC | 7,318 | 497K | +152 | +2.1% | 14Q | SEC ↗ |
| 7 | Banco Santander, S.A. NEW | 4,805 | 326K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors NEW | 3,441 | 234K | — | +0.0% | 1Q | SEC ↗ |
| 9 | FMR LLC | 3,429 | 233K | -29 | -0.8% | 4Q | SEC ↗ |
| 10 | Trask Adam Roland NEW | 3,075 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG | 1,013 | 69K | +217 | +27.3% | 2Q | SEC ↗ |
| 12 | SOA Wealth Advisors, LLC. | 800 | 54K | — | +0.0% | 23Q | SEC ↗ |
| 13 | Federation des caisses Desjardins du Q | 500 | 34K | — | +0.0% | 38Q | SEC ↗ |
| 14 | BLAIR WILLIAM & CO/IL | 236 | 16K | — | +0.0% | 2Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 150 | 10K | — | +0.0% | 26Q | SEC ↗ |
| 16 | Kilter Group LLC | 70 | 5K | — | +0.0% | 5Q | SEC ↗ |
| 17 | VANGUARD ADVISERS INC | 70 | 5K | +2 | +2.9% | 2Q | SEC ↗ |
| 18 | Clearstead Advisors, LLC | 51 | 3K | — | +0.0% | 6Q | SEC ↗ |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 37 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, NEW | 2 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 21 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Main Street Group, LTD | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Fulcrum Equity Management | 0 | 0K | -4,131 | -100.0% | 1Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 0 | 0K | -131 | -100.0% | 4Q | SEC ↗ |
| 25 | Parallel Advisors, LLC | 0 | 0K | -423 | -100.0% | 15Q | SEC ↗ |
| 26 | CITIGROUP INC | 0 | 0K | -1 | -100.0% | 2Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 0 | 0K | -8 | -100.0% | 1Q | SEC ↗ |
| 28 | Game Plan Financial Advisors, LLC | 0 | 0K | -2 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Banco Santander, S.A. | 4,805 | 326K |
| Cambridge Investment Research Advis | 3,441 | 234K |
| Trask Adam Roland | 3,075 | 209K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 37 | 3K |
| Steward Partners Investment Advisor | 2 | 0K |
| MERCER GLOBAL ADVISORS INC /ADV | 1 | 0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fulcrum Equity Management | 4,131 | 280K |
| Parallel Advisors, LLC | 423 | 29K |
| JONES FINANCIAL COMPANIES LLLP | 131 | 9K |
| BANK OF AMERICA CORP /DE | 8 | 1K |
| Game Plan Financial Advisors, LLC | 2 | 0K |
| CITIGROUP INC | 1 | 0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,467 | +66.3% | 8,697 |
| CITADEL ADVISORS LLC | +2,579 | +54.3% | 7,326 |
| RAYMOND JAMES FINANCIAL INC | +2,066 | +19.1% | 12,905 |
| UBS Group AG | +217 | +27.3% | 1,013 |
| Private Advisor Group, LLC | +152 | +2.1% | 7,318 |
| VANGUARD ADVISERS INC | +2 | +2.9% | 70 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -3,434 | -22.7% | 11,708 |
| MORGAN STANLEY | -2,581 | -15.6% | 13,979 |
| FMR LLC | -29 | -0.8% | 3,429 |