Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in abrdn ETFs - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF include Alaska Permanent Capital Management, Hengehold Capital Management Llc, FDx Advisors, Inc., BCS Private Wealth Management, Inc., InTrack Investment Management Inc, APCM Wealth Management for Individuals, MeadowBrook Investment Advisors LLC, Raymond James Financial Inc, Comerica Bank, Kiker Wealth Management, LLC, and Total Investment Management Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,786 | 9.70 | 0 | |||||
| 2025-07-21 | 13F | Impact Investors, Inc | 101,524 | 2.39 | 3,366 | -0.56 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 36,833 | 7.08 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 23,880 | 1 | ||||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 14,436 | 9.96 | 479 | 6.70 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 17,704 | 587 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32,356 | 5.13 | 1,073 | 2.10 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 324,773 | 10,766 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 16,833 | 558 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 274,958 | 8.16 | 9,115 | 5.05 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 59,207 | 0.27 | 1,963 | -2.63 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 60 | 2 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 16 | 1 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 117,863 | 5.10 | 3,907 | 2.09 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 11,441 | 95,241.67 | 379 | -5.96 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 56,721 | 10.49 | 1,880 | 7.31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 383 | 13 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1,171,098 | 38,777 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 201 | 7 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 129,961 | 8.61 | 4,297 | 5.71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 98,115 | 46.38 | 3,253 | 42.20 | ||||
| 2025-07-16 | 13F | American National Bank | 53,963 | 70.06 | 1,789 | 65.10 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 43,529 | 8.35 | 1,443 | 5.18 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 12,739 | 13.11 | 422 | 9.90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,501 | 182 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 30,620 | 9.01 | 1,015 | 5.95 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 141,847 | 2.79 | 5 | 0.00 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 850 | 28 | ||||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 79,723 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 8,511 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 58,412 | 6.50 | 1,936 | 3.47 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,058 | 201 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 24,721 | 45.04 | 820 | 40.96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58,495 | 584.71 | 2 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 34 | 1 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45,444 | 25.06 | 1,506 | 21.45 |
