ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.01% | 0.01% | #162 | $127.1M | 701,720 | $86.0M | 519,634 | +182,086+35.04% | Add | |
| WELLS FARGO & COMPANY/MN | 0.02% | 0.02% | #115 | $102.7M | 566,742 | $117.2M | 535,642 | +31,100+5.81% | Add | |
| LPL Financial LLC | 0.02% | 0.03% | #111 | $89.6M | 494,755 | $106.4M | 486,245 | +8,510+1.75% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | 0.01% | #182 | $69.2M | 382,241 | $85.9M | 392,631 | -10,390-2.65% | Reduce | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #135 | $52.3M | 289,260 | $59.4M | 271,777 | +17,483+6.43% | Add | |
| Wealthfront Advisers LLC | 0.08% | 0.09% | #62 | $41.5M | 229,307 | $40.7M | 185,979 | +43,328+23.30% | Add | |
| CAPE COD FIVE CENTS SAVINGS BANK | 3.13% | — | #5 | $38.5M | 212,440 | $0 | 0 | +212,440 | New Buy | |
| Rockefeller Capital Management L.P. | 0.06% | 0.06% | #68 | $38.0M | 209,652 | $36.6M | 167,485 | +42,167+25.18% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 0.03% | #112 | $37.4M | 206,706 | $45.2M | 206,482 | +224+0.11% | Add | |
| Focus Partners Wealth | 0.03% | 0.05% | #86 | $33.7M | 185,911 | $45.3M | 207,138 | -21,227-10.25% | Reduce | |
| CULLEN/FROST BANKERS, INC. | 0.3% | 0.44% | #34 | $30.8M | 169,965 | $39.1M | 178,698 | -8,733-4.89% | Reduce | |
| Sequoia Financial Advisors, LLC | 0.15% | 0.2% | #51 | $29.3M | 161,492 | $35.8M | 163,518 | -2,026-1.24% | Reduce | |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4.97% | 6.7% | #2 | $23.4M | 129,390 | $28.1M | 128,389 | +1,001+0.78% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.03% | 0.05% | #89 | $20.2M | 109,537 | $21.1M | 97,668 | +11,869+12.15% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.02% | 0.03% | #103 | $15.6M | 85,849 | $14.9M | 68,039 | +17,810+26.18% | Add | |
| Paul R. Ried Financial Group, LLC | 6.37% | 8.42% | #1 | $14.6M | 80,558 | $18.1M | 82,789 | -2,231-2.69% | Reduce | |
| Argos Wealth Advisors, LLC | 3.83% | 5.29% | #3 | $14.5M | 79,819 | $18.4M | 84,133 | -4,314-5.13% | Reduce | |
| Larson Financial Group LLC | 0.38% | 0.58% | #28 | $14.4M | 79,751 | $18.2M | 82,993 | -3,242-3.91% | Reduce | |
| Advance Capital Management, Inc. | 0.43% | 0.48% | #25 | $13.4M | 73,905 | $12.8M | 58,375 | +15,530+26.60% | Add | |
| UBS Group AG | <0.01% | <0.01% | #207 | $13.2M | 72,759 | $17.9M | 82,044 | -9,285-11.32% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.02% | #116 | $13.0M | 71,954 | $13.9M | 63,462 | +8,492+13.38% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #190 | $12.0M | 66,269 | $15.2M | 69,522 | -3,253-4.68% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.03% | 0.03% | #97 | $11.9M | 65,662 | $9.8M | 44,630 | +21,032+47.13% | Add | |
| Peak Financial Management, Inc. | 2.61% | 3.43% | #6 | $11.4M | 62,781 | $13.5M | 61,857 | +924+1.49% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #140 | $11.3M | 62,162 | $13.2M | 60,242 | +1,920+3.19% | Add | |
| AE Wealth Management LLC | 0.05% | — | #74 | $11.2M | 61,866 | $0 | 0 | +61,866 | New Buy | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #223 | $11.0M | 60,804 | $8.6M | 39,501 | +21,303+53.93% | Add | |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 0.76% | 0.91% | #17 | $10.3M | 56,682 | $11.8M | 53,826 | +2,856+5.31% | Add | |
| Private Advisor Group, LLC | 0.04% | 0.05% | #79 | $8.9M | 48,896 | $10.1M | 46,274 | +2,622+5.67% | Add | |
| Sound Stewardship, LLC | 3.65% | 4.86% | #4 | $8.9M | 48,878 | $10.6M | 48,549 | +329+0.68% | Add | |
| Towneley Capital Management, Inc / DE | 1.73% | 2.21% | #12 | $8.8M | 48,619 | $10.6M | 48,320 | +299+0.62% | Add | |
| Courage Miller Partners, LLC | 2.19% | 2.79% | #8 | $8.3M | 45,792 | $9.9M | 45,133 | +659+1.46% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #202 | $8.3M | 45,685 | $7.3M | 33,312 | +12,373+37.14% | Add | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.13% | 0.32% | #53 | $8.0M | 44,421 | $10.0M | 45,563 | -1,142-2.51% | Reduce | |
| Solitude Financial Services | 2.22% | 2.7% | #7 | $8.0M | 44,257 | $9.1M | 40,238 | +4,019+9.99% | Add | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #160 | $7.1M | 39,071 | $8.4M | 38,507 | +564+1.46% | Add | |
| Pictet Asset Management Holding SA | 0.01% | 0.01% | #163 | $6.5M | 35,820 | $5.0M | 22,820 | +13,000+56.97% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #195 | $6.3M | 34,352 | $6.0M | 28,701 | +5,651+19.69% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #234 | $6.1M | 33,477 | $0 | 0 | +33,477 | New Buy | |
| Belpointe Asset Management LLC | 0.19% | 0.26% | #44 | $5.9M | 32,827 | $7.1M | 32,274 | +553+1.71% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #161 | $5.8M | 31,926 | $5.0M | 22,843 | +9,083+39.76% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.01% | 0.01% | #147 | $5.8M | 31,819 | $7.2M | 32,780 | -961-2.93% | Reduce | |
| Gladstone Institutional Advisory LLC | 0.18% | 0.24% | #47 | $5.6M | 30,736 | $6.4M | 29,475 | +1,261+4.28% | Add | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.06% | 0.08% | #71 | $5.2M | 28,672 | $6.2M | 28,139 | +533+1.89% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #227 | $5.1M | 28,274 | $6.8M | 31,236 | -2,962-9.48% | Reduce | |
| WJ Wealth Management, LLC | 2% | 3.97% | #11 | $5.1M | 27,933 | $8.5M | 38,794 | -10,861-28.00% | Reduce | |
| Fortis Capital Advisors, LLC | 0.53% | 0.66% | #21 | $4.8M | 26,235 | $5.0M | 22,964 | +3,271+14.24% | Add | |
| RFG Advisory, LLC | 0.07% | 0.08% | #64 | $4.7M | 25,688 | $4.1M | 18,742 | +6,946+37.06% | Add | |
| Castellan Group | 0.51% | 0.69% | #23 | $4.6M | 25,490 | $5.0M | 22,882 | +2,608+11.40% | Add | |
| Mariner, LLC | <0.01% | 0.01% | #185 | $3.6M | 19,650 | $5.2M | 23,681 | -4,031-17.02% | Reduce |