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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 2025-09-30, 66,464 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
2
Added
4
Reduced
2
Sold out
1
Shares held by filers
66,464

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC16,708$995K<0.01%+4,36213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY16,626$990K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc14,103$840K0.02%+30913F-HR/ATimeline
Private Advisor Group, LLC7,083$422K<0.01%+613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,905$292K<0.01%+1,52413F-HRTimelineGroup
FMR LLCin group FMR LLC2,635$157K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,627$96.9K<0.01%-77213F-HRTimelineGroup
SOA Wealth Advisors, LLC.800$47.7K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…621$37K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…500$29.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC423$25.2K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150$8.65K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP131$7.88K<0.01%013F-HRTimelineGroup
Kilter Group LLC70$4.17K<0.01%013F-HRTimeline
Clearstead Advisors, LLC51$3.04K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…23$1.38K<0.01%-26013F-HRTimelineGroup
Global Retirement Partners, LLC7$417<0.01%013F-HRTimeline
Main Street Group, LTD1$60<0.01%013F-HRTimeline