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GLTR Institutional Ownership

abrdn Physical Precious Metals Basket Shares ETF
1W: -4.4% 1M: -6.4% 3M: -1.4% YTD: -10.5% 1Y: +11.9% 3Y: +118.7% 5Y: +114.4%
$186.15
-1.33 (-0.71%)
 
Weekly Expected Move ±3.8%
$172 $179 $186 $193 $200
ETF AMEX · AUM $2.0B

Institutional Ownership — GLTR

298
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
27
New Positions
94
Increased
116
Reduced
44
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (314 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 701,720 $131M +36,570 +5.5% 31Q SEC ↗
2 WELLS FARGO & COMPANY/MN 566,742 $105M +31,100 +5.8% 31Q SEC ↗
3 LPL Financial LLC 494,755 $92M +8,510 +1.8% 31Q SEC ↗
4 BANK OF AMERICA CORP /DE 382,241 $71M -10,390 -2.6% 15Q SEC ↗
5 AMERIPRISE FINANCIAL INC 289,260 $54M +17,483 +6.4% 6Q SEC ↗
6 Wealthfront Advisers LLC 229,307 $43M +43,328 +23.3% 20Q SEC ↗
7 CAPE COD FIVE CENTS SAVINGS BANK NEW 212,440 $40M — +0.0% 1Q SEC ↗
8 Rockefeller Capital Management L.P. 209,652 $39M +42,167 +25.2% 24Q SEC ↗
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 206,706 $38M +224 +0.1% 22Q SEC ↗
10 Focus Partners Wealth 185,911 $35M -21,227 -10.2% 10Q SEC ↗
11 Cullen/Frost Bankers, Inc. 169,965 $32M -8,733 -4.9% 18Q SEC ↗
12 Sequoia Financial Advisors, LLC 161,492 $30M -2,026 -1.2% 8Q SEC ↗
13 SUMMIT WEALTH & RETIREMENT PLANNING, I 129,390 $24M +1,001 +0.8% 30Q SEC ↗
14 WEALTH ENHANCEMENT ADVISORY SERVICES, 109,537 $20M +11,869 +12.2% 25Q SEC ↗
15 Thrivent Financial for Lutherans 85,849 $16M +17,810 +26.2% 3Q SEC ↗
16 Paul R. Ried Financial Group, LLC 80,558 $15M -2,231 -2.7% 7Q SEC ↗
17 Argos Wealth Advisors, LLC 79,819 $15M -4,314 -5.1% 3Q SEC ↗
18 Larson Financial Group LLC 79,751 $15M -3,242 -3.9% 9Q SEC ↗
19 Advance Capital Management, Inc. 73,905 $14M +15,530 +26.6% 12Q SEC ↗
20 UBS Group AG 72,759 $14M -9,285 -11.3% 31Q SEC ↗
21 COMMONWEALTH EQUITY SERVICES, LLC 71,954 $13M +8,492 +13.4% 31Q SEC ↗
22 RAYMOND JAMES FINANCIAL INC 66,269 $12M -3,253 -4.7% 7Q SEC ↗
23 Cambridge Investment Research Advisors 65,662 $12M +21,032 +47.1% 28Q SEC ↗
24 Peak Financial Management, Inc. 62,781 $12M +924 +1.5% 31Q SEC ↗
25 Cetera Investment Advisers 62,162 $12M +1,920 +3.2% 21Q SEC ↗
26 AE Wealth Management LLC NEW 61,866 $12M — +0.0% 1Q SEC ↗
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 60,804 $11M +21,303 +53.9% 3Q SEC ↗
28 IFG Advisory, LLC NEW 59,146 $11M — +0.0% 1Q SEC ↗
29 MAINSTAY CAPITAL MANAGEMENT LLC /ADV 56,682 $11M +2,856 +5.3% 2Q SEC ↗
30 Private Advisor Group, LLC 48,896 $9M +2,622 +5.7% 11Q SEC ↗
31 Sound Stewardship, LLC 48,878 $9M +329 +0.7% 15Q SEC ↗
32 Towneley Capital Management, Inc / DE 48,619 $9M +299 +0.6% 11Q SEC ↗
33 Courage Miller Partners, LLC 45,792 $9M +659 +1.5% 2Q SEC ↗
34 ENVESTNET ASSET MANAGEMENT INC 45,685 $9M +12,373 +37.1% 23Q SEC ↗
35 AXXCESS WEALTH MANAGEMENT, LLC 44,421 $8M -1,142 -2.5% 7Q SEC ↗
36 Solitude Financial Services 44,257 $8M +4,019 +10.0% 23Q SEC ↗
37 HighTower Advisors, LLC 39,071 $7M +564 +1.5% 26Q SEC ↗
38 Pictet Asset Management Holding SA 35,820 $7M +13,000 +57.0% 4Q SEC ↗
39 JONES FINANCIAL COMPANIES LLLP 34,352 $6M +5,651 +19.7% 9Q SEC ↗
40 JANE STREET GROUP, LLC NEW 33,477 $6M — +0.0% 1Q SEC ↗
41 Belpointe Asset Management LLC 32,827 $6M +553 +1.7% 19Q SEC ↗
42 OSAIC HOLDINGS, INC. 31,926 $6M +9,083 +39.8% 26Q SEC ↗
43 CAPTRUST FINANCIAL ADVISORS 31,819 $6M -961 -2.9% 15Q SEC ↗
44 Gladstone Institutional Advisory LLC 30,736 $6M +1,261 +4.3% 24Q SEC ↗
45 KESTRA PRIVATE WEALTH SERVICES, LLC 28,672 $5M +533 +1.9% 13Q SEC ↗
46 ROYAL BANK OF CANADA 28,274 $5M -2,962 -9.5% 31Q SEC ↗
47 WJ Wealth Management, LLC 27,933 $5M -10,861 -28.0% 5Q SEC ↗
48 Fortis Capital Advisors, LLC 26,235 $5M +3,271 +14.2% 2Q SEC ↗
49 RFG Advisory, LLC 25,688 $5M +6,946 +37.1% 2Q SEC ↗
50 Castellan Group 25,490 $5M +2,608 +11.4% 20Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
Wealthfront Advisers LLC +43,328 +23.3% 229,307
Rockefeller Capital Management L.P. +42,167 +25.2% 209,652
MORGAN STANLEY +36,570 +5.5% 701,720
WELLS FARGO & COMPANY/MN +31,100 +5.8% 566,742
SUSQUEHANNA INTERNATIONAL GROUP, LL +21,303 +53.9% 60,804
Cambridge Investment Research Advis +21,032 +47.1% 65,662
Thrivent Financial for Lutherans +17,810 +26.2% 85,849
AMERIPRISE FINANCIAL INC +17,483 +6.4% 289,260
Advance Capital Management, Inc. +15,530 +26.6% 73,905
Pictet Asset Management Holding SA +13,000 +57.0% 35,820
ENVESTNET ASSET MANAGEMENT INC +12,373 +37.1% 45,685
WEALTH ENHANCEMENT ADVISORY SERVICE +11,869 +12.2% 109,537
OSAIC HOLDINGS, INC. +9,083 +39.8% 31,926
INSIGNEO ADVISORY SERVICES, LLC +9,004 +643.1% 10,404
LPL Financial LLC +8,510 +1.8% 494,755
COMMONWEALTH EQUITY SERVICES, LLC +8,492 +13.4% 71,954
PARK AVENUE SECURITIES LLC +7,763 +257.1% 10,783
RFG Advisory, LLC +6,946 +37.1% 25,688
JONES FINANCIAL COMPANIES LLLP +5,651 +19.7% 34,352
NewEdge Advisors, LLC +4,346 +41.1% 14,924
Biggest Decreases (20)
HolderReducedChange %Total Shares
Oasis Advisors, LLC -442,451 -96.2% 17,569
STIFEL FINANCIAL CORP -54,054 -82.9% 11,178
PFG Advisors -41,673 -89.1% 5,081
Focus Partners Wealth -21,227 -10.2% 185,911
Centurion Wealth Management LLC -20,958 -80.9% 4,941
FLOW TRADERS U.S. LLC -11,113 -79.6% 2,854
WJ Wealth Management, LLC -10,861 -28.0% 27,933
BANK OF AMERICA CORP /DE -10,390 -2.6% 382,241
UBS Group AG -9,285 -11.3% 72,759
Cullen/Frost Bankers, Inc. -8,733 -4.9% 169,965
Stegent Equity Advisors, Inc. -6,802 -29.5% 16,248
Argos Wealth Advisors, LLC -4,314 -5.1% 79,819
Mariner, LLC -4,031 -17.0% 19,650
FIG FINANCIAL ADVISORY SERVICES INC -3,298 -31.2% 7,265
RAYMOND JAMES FINANCIAL INC -3,253 -4.7% 66,269
Larson Financial Group LLC -3,242 -3.9% 79,751
ROYAL BANK OF CANADA -2,962 -9.5% 28,274
MATAURO, LLC -2,831 -67.0% 1,395
Paul R. Ried Financial Group, LLC -2,231 -2.7% 80,558
Sequoia Financial Advisors, LLC -2,026 -1.2% 161,492

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