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COMB Institutional Ownership

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
1W: -1.6% 1M: -0.8% 3M: +13.7% YTD: +32.0% 1Y: +27.5% 3Y: +39.1% 5Y: +54.9%
$27.92
-0.08 (-0.29%)
 
Weekly Expected Move ±1.9%
$27 $27 $28 $28 $29
ETF AMEX · AUM $131.2M

Institutional Ownership — COMB

46
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
74M
Total Invested
5
New Positions
8
Increased
22
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (46 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Resonant Capital Advisors, LLC 948,893 $26M +22,010 +2.4% 16Q SEC ↗
2 Betterment LLC 795,489 $22M +7,534 +1.0% 29Q SEC ↗
3 Beacon Harbor Wealth Advisors, Inc. 582,845 $16M +70,536 +13.8% 2Q SEC ↗
4 ROYAL BANK OF CANADA 352,744 $10M -14,310 -3.9% 36Q SEC ↗
5 AMERICAN FINANCIAL & TAX STRATEGIES IN 219,667 $6M -840 -0.4% 11Q SEC ↗
6 One Degree Advisors Inc 209,681 $6M -22,492 -9.7% 7Q SEC ↗
7 APPLETON PARTNERS INC/MA 175,603 $5M -3,646 -2.0% 31Q SEC ↗
8 Inscription Capital, LLC 81,711 $2M -11,741 -12.6% 6Q SEC ↗
9 Prospect Financial Group LLC 74,015 $2M -1,904 -2.5% 7Q SEC ↗
10 Evolution Wealth Advisors, LLC 56,255 $2M — +0.0% 11Q SEC ↗
11 Vise Technologies, Inc. 42,753 $1M -2,145 -4.8% 5Q SEC ↗
12 STIFEL FINANCIAL CORP 41,800 $1M +8,812 +26.7% 11Q SEC ↗
13 Cresset Asset Management, LLC 40,268 $1M — +0.0% 2Q SEC ↗
14 Nuveen, LLC NEW 39,536 $1M — +0.0% 1Q SEC ↗
15 Brooklyn Investment Group 32,546 $909K +7,120 +28.0% 5Q SEC ↗
16 Comprehensive Money Management Service 30,788 $860K -2,537 -7.6% 7Q SEC ↗
17 Sanctuary Advisors, LLC 27,779 $776K +4,704 +20.4% 2Q SEC ↗
18 LPL Financial LLC 21,157 $591K -19,159 -47.5% 22Q SEC ↗
19 WCG Wealth Advisors LLC 18,211 $508K -71 -0.4% 9Q SEC ↗
20 IFP Advisors, Inc 17,935 $501K +3,869 +27.5% 28Q SEC ↗
21 Financial Enhancement Group LLC NEW 14,752 $412K — +0.0% 1Q SEC ↗
22 Focus Partners Wealth 13,494 $377K -471 -3.4% 8Q SEC ↗
23 Arete Wealth Advisors, LLC NEW 12,404 $346K — +0.0% 1Q SEC ↗
24 Janney Montgomery Scott LLC 9,761 $273K -257 -2.6% 7Q SEC ↗
25 Braun-Bostich & Associates Inc. 8,865 $248K -750 -7.8% 2Q SEC ↗
26 US BANCORP \DE 4,734 $132K -112 -2.3% 16Q SEC ↗
27 OSAIC HOLDINGS, INC. 4,444 $124K -20 -0.4% 6Q SEC ↗
28 Pacific Center for Financial Services 2,665 $74K — +0.0% 14Q SEC ↗
29 MERCER GLOBAL ADVISORS INC /ADV NEW 1,363 $38K — +0.0% 1Q SEC ↗
30 Farther Finance Advisors, LLC 1,000 $28K — +0.0% 2Q SEC ↗
31 Allworth Financial LP 554 $15K — +0.0% 9Q SEC ↗
32 Global Retirement Partners, LLC NEW 263 $7K — +0.0% 1Q SEC ↗
33 ASSETMARK, INC 215 $6K — +0.0% 4Q SEC ↗
34 MCF Advisors LLC 200 $6K — +0.0% 3Q SEC ↗
35 Rockefeller Capital Management L.P. 190 $5K — +0.0% 4Q SEC ↗
36 Arax Advisory Partners 60 $2K +30 +100.0% 12Q SEC ↗
37 Geneos Wealth Management Inc. 55 $2K — +0.0% 2Q SEC ↗
38 Blue Trust, Inc. 11 $0K — +0.0% 10Q SEC ↗
39 MORGAN STANLEY 2 $0K +1 +100.0% 19Q SEC ↗
40 WELLS FARGO & COMPANY/MN 0 $0K — — 20Q SEC ↗
41 Empowered Funds, LLC 0 $0K -1,005,490 -100.0% 3Q SEC ↗
42 FIFTH THIRD BANCORP 0 $0K -1,177 -100.0% 1Q SEC ↗
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -35,095 -100.0% 1Q SEC ↗
44 DMC Group, LLC 0 $0K -8,710 -100.0% 1Q SEC ↗
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 0 $0K -2,547 -100.0% 1Q SEC ↗
46 JANE STREET GROUP, LLC 0 $0K -10,600 -100.0% 1Q SEC ↗

Recent Activity

New Positions (5)
Sold Out (6)
HolderPrev SharesPrev Value
Empowered Funds, LLC 1,005,490 $28M
SUSQUEHANNA INTERNATIONAL GROUP, LL 35,095 $980K
JANE STREET GROUP, LLC 10,600 $296K
DMC Group, LLC 8,710 $243K
NORTHWESTERN MUTUAL WEALTH MANAGEME 2,547 $71K
FIFTH THIRD BANCORP 1,177 $33K
Biggest Increases (9)
HolderAddedChange %Total Shares
Beacon Harbor Wealth Advisors, Inc. +70,536 +13.8% 582,845
Resonant Capital Advisors, LLC +22,010 +2.4% 948,893
STIFEL FINANCIAL CORP +8,812 +26.7% 41,800
Betterment LLC +7,534 +1.0% 795,489
Brooklyn Investment Group +7,120 +28.0% 32,546
Sanctuary Advisors, LLC +4,704 +20.4% 27,779
IFP Advisors, Inc +3,869 +27.5% 17,935
Arax Advisory Partners +30 +100.0% 60
MORGAN STANLEY +1 +100.0% 2
Biggest Decreases (15)
HolderReducedChange %Total Shares
One Degree Advisors Inc -22,492 -9.7% 209,681
LPL Financial LLC -19,159 -47.5% 21,157
ROYAL BANK OF CANADA -14,310 -3.9% 352,744
Inscription Capital, LLC -11,741 -12.6% 81,711
APPLETON PARTNERS INC/MA -3,646 -2.0% 175,603
Comprehensive Money Management Serv -2,537 -7.6% 30,788
Vise Technologies, Inc. -2,145 -4.8% 42,753
Prospect Financial Group LLC -1,904 -2.5% 74,015
AMERICAN FINANCIAL & TAX STRATEGIES -840 -0.4% 219,667
Braun-Bostich & Associates Inc. -750 -7.8% 8,865
Focus Partners Wealth -471 -3.4% 13,494
Janney Montgomery Scott LLC -257 -2.6% 9,761
US BANCORP \DE -112 -2.3% 4,734
WCG Wealth Advisors LLC -71 -0.4% 18,211
OSAIC HOLDINGS, INC. -20 -0.4% 4,444

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