PHILADELPHIA, PA
ABRDN PRECIOUS METALS BASKET ETF TRUSTGLTR— Latest position per institution from SEC 13F filings
15
Institutional holders
5.25M
Total shares held
903.07M
Estimated value
262.35K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
665.15K
Value
145.48M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
535.64K
Value
117.16M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
486.25K
Value
106.35M
Filed
Mar 31, 2026
OASIS ADVISORS, LLC
CIK 2124777
Shares
460.02K
Value
4.57M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
392.63K
Value
85.88M
Filed
Mar 31, 2026
CAPE COD FIVE CENTS SAVINGS BANK
CIK 1054646
Shares
275.24K
Value
31.18M
Filed
Dec 31, 2025
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
271.78K
Value
59.44M
Filed
Mar 31, 2026
CHARLES SCHWAB INVESTMENT ADVISORY, INC.
CIK 1501902
Shares
220.70K
Value
21.08M
Filed
Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
209.49K
Value
21.57M
Filed
Jun 30, 2024
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
207.14K
Value
45.31M
Filed
Mar 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
206.48K
Value
45.16M
Filed
Mar 31, 2026
PICTET ASSET MANAGEMENT SA
CIK 1361570
Shares
191K
Value
17.04K
Filed
Dec 31, 2022
WEALTHFRONT ADVISERS LLC
CIK 1763921
Shares
185.98K
Value
40.68M
Filed
Mar 31, 2026
CULLEN/FROST BANKERS, INC.
CIK 39263
Shares
178.70K
Value
39.08M
Filed
Mar 31, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
167.49K
Value
36.63M
Filed
Mar 31, 2026
SEQUOIA FINANCIAL ADVISORS, LLC
CIK 1599900
Shares
163.52K
Value
35.76M
Filed
Mar 31, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 1766995
Shares
128.39K
Value
28.08M
Filed
Mar 31, 2026
STRATEGIC FINANCIAL CONCEPTS, LLC
CIK 1870686
Shares
119.51K
Value
124.73K
Filed
Dec 31, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 1632972
Shares
97.67K
Value
21.11M
Filed
Mar 31, 2026
ARGOS WEALTH ADVISORS, LLC
CIK 1809154
Shares
84.13K
Value
18.40M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 665.15K | 145.48M | Mar 31, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 535.64K | 117.16M | Mar 31, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 486.25K | 106.35M | Mar 31, 2026 |
| 4 | OASIS ADVISORS, LLC | 2124777 | 460.02K | 4.57M | Mar 31, 2026 |
| 5 | BANK OF AMERICA CORP /DE/ | 70858 | 392.63K | 85.88M | Mar 31, 2026 |
| 6 | CAPE COD FIVE CENTS SAVINGS BANK | 1054646 | 275.24K | 31.18M | Dec 31, 2025 |
| 7 | AMERIPRISE FINANCIAL INC | 820027 | 271.78K | 59.44M | Mar 31, 2026 |
| 8 | CHARLES SCHWAB INVESTMENT ADVISORY, INC. | 1501902 | 220.70K | 21.08M | Mar 31, 2024 |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 209.49K | 21.57M | Jun 30, 2024 |
| 10 | FOCUS PARTNERS WEALTH | 1542153 | 207.14K | 45.31M | Mar 31, 2026 |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 206.48K | 45.16M | Mar 31, 2026 |
| 12 | PICTET ASSET MANAGEMENT SA | 1361570 | 191K | 17.04K | Dec 31, 2022 |
| 13 | WEALTHFRONT ADVISERS LLC | 1763921 | 185.98K | 40.68M | Mar 31, 2026 |
| 14 | CULLEN/FROST BANKERS, INC. | 39263 | 178.70K | 39.08M | Mar 31, 2026 |
| 15 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 167.49K | 36.63M | Mar 31, 2026 |
| 16 | SEQUOIA FINANCIAL ADVISORS, LLC | 1599900 | 163.52K | 35.76M | Mar 31, 2026 |
| 17 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1766995 | 128.39K | 28.08M | Mar 31, 2026 |
| 18 | STRATEGIC FINANCIAL CONCEPTS, LLC | 1870686 | 119.51K | 124.73K | Dec 31, 2024 |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | 97.67K | 21.11M | Mar 31, 2026 |
| 20 | ARGOS WEALTH ADVISORS, LLC | 1809154 | 84.13K | 18.40M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.