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BCD Institutional Ownership

abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
1W: -1.3% 1M: -1.1% 3M: +10.4% YTD: +24.1% 1Y: +11.4% 3Y: +25.2% 5Y: +47.2%
$38.47
-0.02 (-0.05%)
 
Weekly Expected Move ±1.2%
$38 $38 $38 $39 $39
ETF AMEX · AUM $410.6M

Institutional Ownership — BCD

98
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
221M
Total Invested
8
New Positions
37
Increased
36
Reduced
11
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (104 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Alaska Permanent Capital Management, L 1,290,448 $50M -100,619 -7.2% 5Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 519,787 $20M +262,185 +101.8% 24Q SEC ↗
3 Alaska Wealth Advisors, LLC 473,129 $18M +11,218 +2.4% 5Q SEC ↗
4 Columbus Macro, LLC 377,190 $15M -2,693 -0.7% 7Q SEC ↗
5 HENGEHOLD CAPITAL MANAGEMENT LLC 345,225 $13M +11,062 +3.3% 5Q SEC ↗
6 Cetera Investment Advisers 315,649 $12M -4,986 -1.6% 17Q SEC ↗
7 AMERICAN NATIONAL BANK & TRUST 291,558 $11M +104,479 +55.8% 13Q SEC ↗
8 Inspire Advisors, LLC 239,311 $9M +159,965 +201.6% 3Q SEC ↗
9 LPL Financial LLC 165,348 $6M -15,492 -8.6% 18Q SEC ↗
10 Columbia River Financial Group, LLC 161,907 $6M +4,413 +2.8% 7Q SEC ↗
11 Ameritas Investment Partners, Inc. 159,913 $6M +9,797 +6.5% 18Q SEC ↗
12 STIFEL FINANCIAL CORP 135,256 $5M +6,232 +4.8% 12Q SEC ↗
13 ASSETMARK, INC 134,209 $5M +6,925 +5.4% 3Q SEC ↗
14 OSAIC HOLDINGS, INC. 130,613 $5M +23,790 +22.3% 20Q SEC ↗
15 UBS Group AG 128,128 $5M -31,305 -19.6% 16Q SEC ↗
16 CoreCap Advisors, LLC 103,163 $4M +2,095 +2.1% 8Q SEC ↗
17 Impact Investors, Inc 93,798 $4M -9,020 -8.8% 7Q SEC ↗
18 RHS Financial, LLC 92,160 $4M +52,268 +131.0% 7Q SEC ↗
19 FDx Advisors, Inc. 91,701 $4M -3,431 -3.6% 5Q SEC ↗
20 MML INVESTORS SERVICES, LLC 86,723 $3M +79,006 +1023.8% 13Q SEC ↗
21 Mengis Capital Management, Inc. 85,537 $3M +14,826 +21.0% 22Q SEC ↗
22 WEALTH MANAGEMENT RESOURCES, INC. 83,127 $3M -1,362 -1.6% 2Q SEC ↗
23 KESTRA PRIVATE WEALTH SERVICES, LLC 76,641 $3M +642 +0.8% 6Q SEC ↗
24 Ifrah Financial Services, Inc. 59,005 $2M -759 -1.3% 23Q SEC ↗
25 Madison Asset Management, LLC 55,844 $2M +10,120 +22.1% 4Q SEC ↗
26 Millington Financial Advisors, LLC 54,609 $2M +2,988 +5.8% 15Q SEC ↗
27 CIBC WORLD MARKET INC. 46,634 $2M +14,090 +43.3% 3Q SEC ↗
28 FLOW TRADERS U.S. LLC 44,930 $2M +39,182 +681.7% 2Q SEC ↗
29 COMMONWEALTH EQUITY SERVICES, LLC 41,350 $2M +4,599 +12.5% 21Q SEC ↗
30 Atria Investments, Inc 40,979 $2M -4,849 -10.6% 2Q SEC ↗
31 JANE STREET GROUP, LLC NEW 40,899 $2M — +0.0% 1Q SEC ↗
32 Lifetime Wealth Management P.C. 35,235 $1M +12,792 +57.0% 3Q SEC ↗
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 33,696 $1M — +0.0% 1Q SEC ↗
34 Alhambra Investment Management LLC 33,382 $1M -3,190 -8.7% 3Q SEC ↗
35 ALLSTREET CAPITAL ADVISORS LLC 32,482 $1M +2,952 +10.0% 3Q SEC ↗
36 InTrack Investment Management Inc 28,430 $1M +3,302 +13.1% 5Q SEC ↗
37 COHEN & STEERS, INC. 25,911 $997K +2,233 +9.4% 8Q SEC ↗
38 Cooper Financial Group 25,054 $964K +4,863 +24.1% 2Q SEC ↗
39 BCS Private Wealth Management, Inc. 24,725 $951K +20 +0.1% 5Q SEC ↗
40 PARK AVENUE SECURITIES LLC NEW 21,908 $843K — +0.0% 1Q SEC ↗
41 WEALTHSPAN PARTNERS, LLC 20,402 $785K +381 +1.9% 8Q SEC ↗
42 IHT Wealth Management, LLC 19,194 $738K -1,048 -5.2% 8Q SEC ↗
43 Crescent Grove Advisors, LLC 16,371 $630K — +0.0% 8Q SEC ↗
44 Avail Investment Partners, LLC 15,669 $603K -1,357 -8.0% 2Q SEC ↗
45 Investment Research Partners LLC 15,669 $603K -1,357 -8.0% 4Q SEC ↗
46 SECURED RETIREMENT ADVISORS, LLC 14,287 $550K -586 -3.9% 11Q SEC ↗
47 PETRA FINANCIAL ADVISORS INC 13,528 $520K +1,080 +8.7% 3Q SEC ↗
48 Andina Capital Management, LLC 12,786 $492K -4,259 -25.0% 9Q SEC ↗
49 CITADEL ADVISORS LLC NEW 11,747 $452K — +0.0% 1Q SEC ↗
50 Centurion Wealth Management LLC 11,223 $432K — +0.0% 4Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +262,185 +101.8% 519,787
Inspire Advisors, LLC +159,965 +201.6% 239,311
AMERICAN NATIONAL BANK & TRUST +104,479 +55.8% 291,558
MML INVESTORS SERVICES, LLC +79,006 +1023.8% 86,723
RHS Financial, LLC +52,268 +131.0% 92,160
FLOW TRADERS U.S. LLC +39,182 +681.7% 44,930
OSAIC HOLDINGS, INC. +23,790 +22.3% 130,613
Mengis Capital Management, Inc. +14,826 +21.0% 85,537
CIBC WORLD MARKET INC. +14,090 +43.3% 46,634
Lifetime Wealth Management P.C. +12,792 +57.0% 35,235
Alaska Wealth Advisors, LLC +11,218 +2.4% 473,129
HENGEHOLD CAPITAL MANAGEMENT LLC +11,062 +3.3% 345,225
Madison Asset Management, LLC +10,120 +22.1% 55,844
Ameritas Investment Partners, Inc. +9,797 +6.5% 159,913
ASSETMARK, INC +6,925 +5.4% 134,209
STIFEL FINANCIAL CORP +6,232 +4.8% 135,256
Cooper Financial Group +4,863 +24.1% 25,054
COMMONWEALTH EQUITY SERVICES, LLC +4,599 +12.5% 41,350
Columbia River Financial Group, LLC +4,413 +2.8% 161,907
InTrack Investment Management Inc +3,302 +13.1% 28,430
Biggest Decreases (20)
HolderReducedChange %Total Shares
Alaska Permanent Capital Management -100,619 -7.2% 1,290,448
UBS Group AG -31,305 -19.6% 128,128
LPL Financial LLC -15,492 -8.6% 165,348
Triton Financial Group Inc -9,232 -49.6% 9,392
Impact Investors, Inc -9,020 -8.8% 93,798
MERCER GLOBAL ADVISORS INC /ADV -6,622 -62.5% 3,965
Cetera Investment Advisers -4,986 -1.6% 315,649
Atria Investments, Inc -4,849 -10.6% 40,979
Andina Capital Management, LLC -4,259 -25.0% 12,786
FDx Advisors, Inc. -3,431 -3.6% 91,701
Alhambra Investment Management LLC -3,190 -8.7% 33,382
Columbus Macro, LLC -2,693 -0.7% 377,190
WEALTH MANAGEMENT RESOURCES, INC. -1,362 -1.6% 83,127
Investment Research Partners LLC -1,357 -8.0% 15,669
Avail Investment Partners, LLC -1,357 -8.0% 15,669
Schrum Private Wealth Management LL -1,318 -11.2% 10,432
IHT Wealth Management, LLC -1,048 -5.2% 19,194
Ifrah Financial Services, Inc. -759 -1.3% 59,005
Mariner, LLC -609 -9.1% 6,079
SECURED RETIREMENT ADVISORS, LLC -586 -3.9% 14,287

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms