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GURU GLOBAL X FDS

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GLB X GURU INDEX (fund)

18 managers (18 13F filers) reported a position in GURU shares at 2025-06-30, 63,708 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
18
13F filers
18
New
5
Added
3
Reduced
2
Sold out
2
Shares held by filers
63,708

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY16,626$891K<0.01%-5,57613F-HRTimelineGroup
IFP Advisors, Inc13,794$740K0.02%new13F-HRTimeline
LPL Financial LLC12,346$662K<0.01%+7,71413F-HRTimeline
Private Advisor Group, LLC7,077$379K<0.01%-4813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,669$304K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,381$181K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,399$129K<0.01%+2,21913F-HRTimelineGroup
SOA Wealth Advisors, LLC.800$42.9K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$26.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC423$22.7K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…283$15.2K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150$8.04K<0.01%013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP131$7.02K<0.01%+4113F-HRTimelineGroup
Kilter Group LLC70$3.75K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC51$2.73K<0.01%013F-HRTimeline
Global Retirement Partners, LLC7$375<0.01%13F-HRTimeline
Main Street Group, LTD1$54<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.