ADIV · Insider trading · 13F holders · Congress trades
Guinness Atkinson Fds (ADIV)
Who is buying and selling ADIV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 2
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ADIV at a glance
- No open-market insider purchases or sales of ADIV were filed in the last 90 days.
- 2 13F filers hold ADIV among their 50 largest positions, worth $42.8M combined. The biggest bets by portfolio weight are Comprehensive Wealth Management, LLC (17.2%) and Rooted Wealth Advisors, Inc. (1.3%).
- No member of Congress has disclosed a trade in ADIV.
ADIV insider trading
No open-market insider purchases or sales of ADIV were filed in the last 90 days.
Who owns ADIV? Hedge funds and superinvestors
2 13F filers hold ADIV among their 50 largest positions, worth $42.8M combined. The biggest bets by portfolio weight are Comprehensive Wealth Management, LLC (17.2%) and Rooted Wealth Advisors, Inc. (1.3%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Comprehensive Wealth Management, LLCWealth manager | 17.2% | $37.5M | 2,019,643 | +4.4% shares | Q2 2026 |
| Rooted Wealth Advisors, Inc.Wealth manager | 1.3% | $5.3M | 283,292 | -0.4% shares | Q2 2026 |
Each manager counts with its latest 13F (Q2 2026: 2). Screen ADIV in the grand portfolio →
ADIV stock trades by members of Congress
No member of Congress has disclosed a trade in ADIV.
ADIV questions and answers
Are insiders buying ADIV stock?
No open-market insider purchases or sales of ADIV were filed in the last 90 days.
Which hedge funds own ADIV?
2 13F filers hold ADIV among their 50 largest positions, worth $42.8M combined. The biggest bets by portfolio weight are Comprehensive Wealth Management, LLC (17.2%) and Rooted Wealth Advisors, Inc. (1.3%).
Has Congress traded ADIV?
No member of Congress has disclosed a trade in ADIV.
Who is the largest holder of ADIV?
Among 13F filers, Comprehensive Wealth Management, LLC reports the largest ADIV position, $37.5M (2,019,643 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Comprehensive Wealth Management, LLC's: 17.2% of its portfolio.
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Free to use with a link back. The data updates every filing day.