GULF RESOURCES, INC. hedge fund holdings
DFAXNASDAQ$37.28+0.46 (+1.25%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
DFAX · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+18.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 130 | 102 | $465M | $336M | 574 | Aug 14, 2025 |
| Q3 2025 | 118 | 75 | $434M | $484M | 580 | Nov 14, 2025 |
| Q4 2025 | 125 | 79 | $336M | $186M | 655 | Feb 14, 2026 |
| Q1 2026 | 165 | 114 | $537M | $235M | 678 | May 15, 2026 |
| Q2 2026 | 149 | 85 | $529M | $261M | 685 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
685 filersNew position
39$36M+977K sh
Increased
110$493M+13.4M sh
Reduced
63-$209M-5.68M sh
Out / sold
22-$52.2M-1.42M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| BIP Wealth, LLC | Added 1586.66% | +$29M | $30.8M | 0.88% | Aug 3, 2026 |
| IFG Advisory, LLC | Added 8412.85% | +$22.7M | $23M | 0.81% | Aug 14, 2026 |
| M Holdings Securities, Inc. | Reduce 81.57% | -$14.3M | $3.24M | 0.44% | Aug 11, 2026 |
| Geometric Wealth Advisors | Added 4.36% | +$12M | $287M | 31.00% | Aug 11, 2026 |
| Monograph Wealth Advisors, LLC | Added 5.26% | +$11.9M | $239M | 19.64% | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | Added 17.37% | +$11.3M | $76.3M | 2.18% | Jul 22, 2026 |
| Creative Capital Management Investments LLC | Added 13.19% | +$10.5M | $89.7M | 20.69% | Jul 24, 2026 |
| Greenspring Advisors, LLC | Reduce 11.63% | -$9.18M | $69.8M | 3.87% | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | Reduce 6.41% | -$8.8M | $129M | 1.09% | Aug 6, 2026 |
| Old Peak Finance LLC | Added 33.17% | +$8.7M | $34.9M | 16.91% | Aug 3, 2026 |
| LRI Investments, LLC | Added 13.33% | +$7.73M | $65.7M | 5.28% | Jul 14, 2026 |
| Lawood & Co | New Buy | +$7.56M | $7.56M | 5.12% | Jul 13, 2026 |
| Baker Boyer National Bank | Added 10.64% | +$6.91M | $71.8M | 19.73% | Jul 27, 2026 |
| Live Oak Private Wealth LLC | Added 47.36% | +$6.59M | $20.5M | 2.56% | Jul 20, 2026 |
| Graves Light Lenhart Wealth, Inc. | Added 41.85% | +$6.24M | $21.2M | 1.97% | Jul 7, 2026 |
| Great Waters Wealth Management | Added 3.42% | +$6.16M | $186M | 17.25% | Jul 9, 2026 |
| LS Investment Advisors, LLC | Added 151.47% | +$6.04M | $10M | 1.36% | Jul 21, 2026 |
| Mission Wealth Management, LP | Added 304.67% | +$5.76M | $7.65M | 0.09% | Jul 20, 2026 |
| Atria Investments, Inc | New Buy | +$5.37M | $5.37M | 0.05% | Jul 28, 2026 |
| McGrath & Associates, Inc. | New Buy | +$4.79M | $4.79M | 6.24% | Jul 14, 2026 |
| Generations Wealth, LLC | Reduce 20.97% | -$4.68M | $17.6M | 16.75% | Aug 11, 2026 |
| Asset Dedication, LLC | Reduce 7.39% | -$4.62M | $57.9M | 3.65% | Jul 30, 2026 |
| GK Wealth Management LLC | Sell 100% | -$4.2M | $0 | 0.00% | Jul 7, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$4.14M | $4.14M | 0.07% | Jul 28, 2026 |
| Strathmore Capital Advisors, Inc. | Added 6.47% | +$3.31M | $54.4M | 14.65% | Aug 10, 2026 |
| Commerce Bank | Added 449.47% | +$3.09M | $3.78M | 0.02% | Aug 12, 2026 |
| Core Wealth Management, Inc. | Reduce 3.38% | -$2.98M | $85.2M | 23.95% | Jul 29, 2026 |
| GeoWealth Management, LLC | Reduce 3.29% | -$2.9M | $85.2M | 2.68% | Jul 30, 2026 |
| Flax Pond Capital, LLC | Added 115.76% | +$2.81M | $5.25M | 1.94% | Aug 14, 2026 |
| Morton Capital Management LLC | Added 3.08% | +$2.71M | $90.8M | 12.42% | Jul 23, 2026 |
| TrustWell Financial Advisors, LLC | Reduce 36.44% | -$2.48M | $4.33M | 3.67% | Jul 22, 2026 |
| Florida Trust Wealth Management Co | Added 425.01% | +$2.47M | $3.05M | 0.08% | Jul 27, 2026 |
| Triune Financial Partners, LLC | Added 1.73% | +$2.31M | $136M | 28.41% | Aug 7, 2026 |
| Prosperity Bancshares Inc | Added 20.49% | +$2.27M | $13.4M | 8.73% | Aug 14, 2026 |
| Gotham Asset Management, LLC | New Buy | +$2.25M | $2.25M | 0.01% | Aug 14, 2026 |
| Warburton Capital Management, LLC | Added 4.93% | +$2.25M | $47.8M | 19.44% | Aug 3, 2026 |
| Assetmark, Inc | Reduce 2.12% | -$2.24M | $104M | 0.18% | Jul 30, 2026 |
| Financial Symmetry Inc | Added 3.81% | +$2.17M | $59.1M | 19.71% | Jul 14, 2026 |
| Sensible Money, LLC | Reduce 7.92% | -$2.14M | $24.9M | 6.60% | Jul 30, 2026 |
| Family Manage LLC | Added 98.26% | +$2.14M | $4.31M | 0.44% | Aug 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Reduce 3.84% | -$2.01M | $50.2M | 2.48% | Jul 20, 2026 |
| Outbound Financial Inc | Added 395.80% | +$1.99M | $2.49M | 1.61% | Jul 15, 2026 |
| LifeSteps Financial, Inc. | Added 128.18% | +$1.81M | $3.22M | 1.50% | Jul 17, 2026 |
| Tassel Capital Management, Inc. | Added 9.02% | +$1.81M | $21.8M | 10.21% | Aug 7, 2026 |
| Cahill Financial Advisors Inc | Added 4.77% | +$1.79M | $39.3M | 3.77% | Aug 11, 2026 |
| Alerus Financial NA | Reduce 0.57% | -$1.76M | $308M | 13.49% | Aug 14, 2026 |
| Planning Center, Inc. | Reduce 1.75% | -$1.57M | $88.1M | 8.31% | Jul 30, 2026 |
| Perigon Wealth Management, LLC | Added 79.39% | +$1.48M | $3.34M | 0.05% | Aug 7, 2026 |
| Broadhurst Jeffrey B | Reduce 46.28% | -$1.44M | $1.68M | 3.57% | Aug 12, 2026 |
| Mather Group, LLC. | Reduce 21.64% | -$1.43M | $5.18M | 0.05% | Jul 27, 2026 |
| Silver Oak Advisory Group, Inc. | Added 8.08% | +$1.42M | $19M | 7.49% | Aug 3, 2026 |
| Plancorp, LLC | Reduce 0.98% | -$1.4M | $142M | 3.45% | Jul 14, 2026 |
| Cutler Investment Counsel LLC | New Buy | +$1.39M | $1.39M | 0.13% | Jul 14, 2026 |
| 626 Financial, LLC | Added 24.94% | +$1.37M | $6.88M | 2.68% | Jul 27, 2026 |
| Mars Jewett Financial Group, Inc. | Added 2.29% | +$1.34M | $59.9M | 12.13% | Aug 14, 2026 |
| Sax Wealth Advisors, LLC | Added 14.91% | +$1.28M | $9.87M | 0.40% | Jul 9, 2026 |
| Babb Wealth Advisors LLC | Added 2.85% | +$1.27M | $45.7M | 22.04% | Aug 14, 2026 |
| HTG Investment Advisors, Inc. | Reduce 5.34% | -$1.24M | $21.9M | 5.63% | Aug 6, 2026 |
| Private Advisory Group LLC | New Buy | +$1.23M | $1.23M | 0.07% | Aug 6, 2026 |
| Keystone Financial Group, Inc. | Added 13.91% | +$1.21M | $9.93M | 5.21% | Jul 21, 2026 |
| Ponta Wealth Partners, LLC | Added 68.43% | +$1.2M | $2.95M | 1.58% | Aug 12, 2026 |
| 55 North Private Wealth, LLC | Added 15.99% | +$1.16M | $8.44M | 1.66% | Jul 7, 2026 |
| HFM Investment Advisors, LLC | Reduce 1.94% | -$1.12M | $56.5M | 19.83% | Aug 4, 2026 |
| Glassy Mountain Advisors, Inc. | Reduce 4.12% | -$1.11M | $25.8M | 7.06% | Jul 31, 2026 |
| Demming Financial Services Corp | Added 2.28% | +$1.08M | $48.5M | 30.84% | Jul 31, 2026 |
| Evoke Wealth, LLC | Sell 100% | -$1.08M | $0 | 0.00% | Aug 10, 2026 |
| Master'S Wealth Management Inc. | Added 2.09% | +$1.08M | $52.5M | 15.79% | Aug 7, 2026 |
| SteelPeak Wealth, LLC | New Buy | +$943K | $943K | 0.02% | Jul 13, 2026 |
| Accurate Wealth Management, LLC | Added 36.40% | +$932K | $3.49M | 0.33% | Jul 15, 2026 |
| Trellis Wealth Advisors LLC | Reduce 1.53% | -$915K | $58.8M | 20.19% | Jul 15, 2026 |
| MML Investors Services, LLC | Added 19.69% | +$915K | $5.56M | 0.01% | Aug 7, 2026 |
| Symmetry Partners, LLC | Reduce 4.23% | -$914K | $20.7M | 1.05% | Jul 23, 2026 |
| Onyx Financial Advisors, LLC | Added 2.06% | +$881K | $43.6M | 15.72% | Jul 17, 2026 |
| Wolfstich Capital, LLC | Added 3.23% | +$877K | $28M | 21.65% | Jul 24, 2026 |
| Fiduciary Financial Advisors | Added 75.13% | +$874K | $2.04M | 0.21% | Aug 14, 2026 |
| Vested Financial Planning, LLC | Reduce 4.19% | -$851K | $19.4M | 13.05% | Aug 5, 2026 |
| Foundry Financial LLC | Added 19.86% | +$843K | $5.09M | 1.71% | Jul 22, 2026 |
| Capstone Financial Advisors, Inc. | Reduce 1.08% | -$820K | $75.3M | 3.67% | Aug 14, 2026 |
| Level Four Advisory Services, LLC | Added 366.12% | +$817K | $1.04M | 0.03% | Aug 10, 2026 |
| Legacy Financial Group, Inc. | Added 3.40% | +$807K | $24.6M | 5.73% | Jul 30, 2026 |
| Altiora Financial Group, LLC | Added 1.51% | +$804K | $54.1M | 8.53% | Aug 10, 2026 |
| Johnson Wealth Management, LLC | Added 1.53% | +$747K | $49.7M | 21.04% | Aug 6, 2026 |
| Advisors Capital Management, LLC | Added 132.78% | +$746K | $1.31M | 0.01% | Aug 11, 2026 |
| Momentous Wealth Management, Inc. | Added 2.76% | +$742K | $27.6M | 14.13% | Aug 11, 2026 |
| Cambridge Financial Group, LLC | Reduce 7.55% | -$734K | $8.98M | 2.83% | Jul 14, 2026 |
| Quantinno Capital Management LP | Reduce 11.60% | -$712K | $5.42M | 0.01% | Aug 13, 2026 |
| RFG Advisory, LLC | Reduce 2.27% | -$669K | $28.8M | 0.45% | Jul 15, 2026 |
| Ascent Group, LLC | Added 107.09% | +$660K | $1.28M | 0.04% | Aug 3, 2026 |
| JB Capital LLC | Sell 100% | -$645K | $0 | 0.00% | Jul 29, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$635K | $635K | 0.01% | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | Reduce 2.14% | -$633K | $29M | 4.09% | Aug 7, 2026 |
| Shearwater Capital LLC | Added 1.89% | +$631K | $33.9M | 16.20% | Jul 8, 2026 |
| Poinciana Advisors Group, LLC | Reduce 22.01% | -$608K | $2.15M | 1.60% | Jul 28, 2026 |
| Prosperity Planning, Inc. | Reduce 3.37% | -$606K | $17.4M | 3.99% | Jul 10, 2026 |
| WealthSpring Partners, LLC | Added 11.49% | +$606K | $5.88M | 5.05% | Aug 5, 2026 |
| NBT Bank, N.A. | Reduce 74.79% | -$605K | $204K | 0.01% | Jul 29, 2026 |
| Physician Wealth Solutions Inc. | Reduce 48.17% | -$573K | $616K | 0.23% | Jul 13, 2026 |
| Greenwood Capital Associates LLC | Reduce 3.31% | -$561K | $16.4M | 1.61% | Jul 28, 2026 |
| Arkadios Wealth Advisors | Added 13.22% | +$555K | $4.76M | 0.07% | Aug 10, 2026 |
| Tennessee Valley Asset Management Partners | New Buy | +$554K | $554K | 0.06% | Aug 10, 2026 |