Filing Research | ABRDN ETFS Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	Abundance Wealth Counselors	Shares	3.1MSH	$68.5M
2	Financial & Tax Architects, LLC	Shares	917.7KSH	$20.5M
3	LTS Liquid Investments LLC	Shares	810.9KSH	$18.1M
4	Bangor Savings Bank	Shares	500.9KSH	$11.2M
5	Upper Left Wealth Management, LLC	Shares	355.1KSH	$7.9M
6	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	338.9KSH	$7.6M
7	Foguth Wealth Management, LLC.	Shares	297.9KSH	$7.1M
8	S. R. Schill & Associates	Shares	238.4KSH	$5.3M
9	Plan A Wealth LLC	Shares	215.9KSH	$4.8M
10	Versant Capital Management, Inc	Shares	158.3KSH	$3.5M
11	SigFig Wealth Management, LLC	Shares	155.6KSH	$3.4M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	114.8KSH	$2.6M
13	Blue Trust, Inc.	Shares	110.0KSH	$2.5M
14	K2 Financial Inc.	Shares	100.5KSH	$2.3M
15	Apella Capital, LLC	Shares	92.1KSH	$2.1M
16	Pacific Excel Wealth Advisors, Inc.	Shares	77.5KSH	$1.7M
17	Ramiah Investment Group	Shares	72.9KSH	$1.6M
18	Merit Financial Group, LLC	Shares	60.7KSH	$1.4M
19	Boston Standard Wealth Management, LLC	Shares	46.6KSH	$1.0M
20	Mason & Associates Inc	Shares	39.7KSH	$887.6K
21	HENGEHOLD CAPITAL MANAGEMENT LLC	Shares	39.5KSH	$881.9K
22	CITY NATIONAL BANK OF FLORIDA /MSD	Shares	38.7KSH	$864.5K
23	Grove Bank & Trust	Shares	19.4KSH	$432.7K
24	Aprio Wealth Management, LLC	Shares	19.3KSH	$430.8K
25	Stewardship Advisors, LLC	Shares	17.3KSH	$386.4K
26	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	15.8KSH	$353.1K
27	TCFG Investment Advisors, LLC	Shares	15.5KSH	$347.1K
28	DAVENPORT & Co LLC	Shares	13.6KSH	$303.0K
29	Independent Wealth Network Inc.	Shares	12.6KSH	$282.0K
30	ARMSTRONG ADVISORY GROUP, INC	Shares	11.8KSH	$264.4K
31	PETRA FINANCIAL ADVISORS INC	Shares	10.9KSH	$243.1K
32	LANARK FINANCIAL, INC.	Shares	8.5KSH	$190.0K
33	AdvisorNet Financial, Inc	Shares	5.8KSH	$128.9K
34	IFP Advisors, Inc	Shares	4.3KSH	$96.6K
35	CoreCap Advisors, LLC	Shares	2.8KSH	$62.5K
36	Farther Finance Advisors, LLC	Shares	2.5KSH	$56.2K
37	Pacifica Partners Inc.	Shares	1.1KSH	$24.4K
38	SIGNATUREFD, LLC	Shares	1.0KSH	$22.3K
39	Cape Investment Advisory, Inc.	Shares	850SH	$19.0K
40	FINANCIAL CONSULATE, INC	Shares	402SH	$9.0K
41	EASTERN BANK	Shares	295SH	$6.6K
42	Princeton Global Asset Management LLC	Shares	287SH	$6.4K
43	Darwin Wealth Management, LLC	Shares	185SH	$4.1K
44	Bear Mountain Capital, Inc.	Shares	59SH	$1.4K
45	Aspen Investment Management Inc	Shares	22.0KSH	$493
46	NorthAvenue LLC	Shares	13SH	$291
47	Signature Resources Capital Management, LLC	Shares	11SH	$246

Manager changes2026-06-30 vs 2026-03-31

50 / 54 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+1.5M	+$29.9M	$68.5M
2	LTS Liquid Investments LLC added	Shares	+490.9K	+$10.3M	$18.1M
3	Pacific Excel Wealth Advisors, Inc. new	Shares	+77.5K	+$1.7M	$1.7M
4	Mason & Associates Inc new	Shares	+39.7K	+$887.6K	$887.6K
5	CITY NATIONAL BANK OF FLORIDA /MSD new	Shares	+38.7K	+$864.5K	$864.5K
6	Bangor Savings Bank added	Shares	+67.1K	+$653.0K	$11.2M
7	Grove Bank & Trust new	Shares	+19.4K	+$432.7K	$432.7K
8	Aprio Wealth Management, LLC new	Shares	+19.3K	+$430.8K	$430.8K
9	PETRA FINANCIAL ADVISORS INC new	Shares	+10.9K	+$243.1K	$243.1K
10	Foguth Wealth Management, LLC. added	Shares	+14.8K	+$205.7K	$7.1M
11	TCFG Investment Advisors, LLC added	Shares	+3.5K	+$55.1K	$347.1K
12	AdvisorNet Financial, Inc added	Shares	+1.6K	+$26.6K	$128.9K
13	SIGNATUREFD, LLC new	Shares	+1.0K	+$22.3K	$22.3K
14	Cape Investment Advisory, Inc. new	Shares	+850	+$19.0K	$19.0K
15	IFP Advisors, Inc added	Shares	+810	+$11.2K	$96.6K
16	CoreCap Advisors, LLC added	Shares	+643	+$10.2K	$62.5K
17	FINANCIAL CONSULATE, INC new	Shares	+402	+$9.0K	$9.0K
18	Princeton Global Asset Management LLC new	Shares	+287	+$6.4K	$6.4K
19	NorthAvenue LLC new	Shares	+13	+$291	$291
20	Signature Resources Capital Management, LLC new	Shares	+11	+$246	$246
21	Bear Mountain Capital, Inc. unchanged	Shares	0	-$17	$1.4K
22	Aspen Investment Management Inc trimmed	Shares	-595	-$57	$493
23	EASTERN BANK unchanged	Shares	0	-$576	$6.6K
24	Pacifica Partners Inc. unchanged	Shares	0	-$2.2K	$24.4K
25	Darwin Wealth Management, LLC trimmed	Shares	-98	-$2.7K	$4.1K
26	LANARK FINANCIAL, INC. added	Shares	+550	-$3.2K	$190.0K
27	Farther Finance Advisors, LLC added	Shares	+2	-$4.3K	$56.2K
28	Nova Wealth Management, Inc. exited	Shares	-283	-$6.9K	$0
29	DAVENPORT & Co LLC added	Shares	+660	-$10.4K	$303.0K
30	Independent Wealth Network Inc. added	Shares	+374	-$15.5K	$282.0K
31	EverSource Wealth Advisors, LLC exited	Shares	-750	-$18.2K	$0
32	Stewardship Advisors, LLC trimmed	Shares	-1.2K	-$63.0K	$386.4K
33	Boston Standard Wealth Management, LLC unchanged	Shares	0	-$78.3K	$1.0M
34	Merit Financial Group, LLC trimmed	Shares	-2.4K	-$176.4K	$1.4M
35	HENGEHOLD CAPITAL MANAGEMENT LLC trimmed	Shares	-4.9K	-$196.9K	$881.9K
36	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-7.2K	-$206.2K	$353.1K
37	Braun-Bostich & Associates Inc. exited	Shares	-8.5K	-$207.5K	$0
38	Ramiah Investment Group trimmed	Shares	-2.8K	-$210.5K	$1.6M
39	Brookwood Investment Group LLC exited	Shares	-9.0K	-$219.8K	$0
40	Synergy Asset Management, LLC exited	Shares	-10.2K	-$247.5K	$0
41	K2 Financial Inc. trimmed	Shares	-4.2K	-$263.6K	$2.3M
42	Versant Capital Management, Inc unchanged	Shares	0	-$308.6K	$3.5M
43	SigFig Wealth Management, LLC added	Shares	+58	-$333.1K	$3.4M
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-5.8K	-$335.8K	$2.6M
45	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+13.1K	-$342.1K	$7.6M
46	LS Investment Advisors, LLC exited	Shares	-14.7K	-$356.5K	$0
47	Plan A Wealth LLC added	Shares	+1.8K	-$377.4K	$4.8M
48	S. R. Schill & Associates trimmed	Shares	-19.1K	-$929.2K	$5.3M
49	Apella Capital, LLC trimmed	Shares	-40.8K	-$1.0M	$2.1M
50	Upper Left Wealth Management, LLC trimmed	Shares	-14.8K	-$1.1M	$7.9M

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