Filing Research | ABRDN SILVER ETF TRUST Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	Tradewinds Capital Management, LLC	Shares	559.5KSH	$31.5M
2	Capital Management Associates, Inc	Shares	224.6KSH	$12.6M
3	180 WEALTH ADVISORS, LLC	Shares	153.6KSH	$8.6M
4	Merit Financial Group, LLC	Shares	134.0KSH	$7.5M
5	Mirae Asset Global Investments Co., Ltd.	Shares	130.5KSH	$7.3M
6	Golden State Wealth Management, LLC	Shares	121.1KSH	$6.8M
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	81.9KSH	$4.6M
8	Avior Wealth Management, LLC	Shares	78.3KSH	$4.4M
9	Global Wealth Management, LLC	Shares	76.7KSH	$4.3M
10	Pettinga Financial Advisors LLC	Shares	75.4KSH	$4.2M
11	Systelligence, LLC	Shares	72.3KSH	$4.1M
12	Silver Coast Investments LLC	Shares	59.6KSH	$3.3M
13	WT Wealth Management	Shares	50.8KSH	$2.9M
14	Apeiron RIA LLC	Shares	44.9KSH	$2.5M
15	Sowell Financial Services LLC	Shares	41.5KSH	$2.3M
16	Prospera Financial Services Inc	Shares	37.0KSH	$2.1M
17	Farther Finance Advisors, LLC	Shares	33.5KSH	$1.9M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	27.5KSH	$1.6M
19	HARBOUR INVESTMENT MANAGEMENT LLC	Shares	26.0KSH	$1.5M
20	SHEETS SMITH WEALTH MANAGEMENT	Shares	24.0KSH	$1.3M
21	Tactive Advisors, LLC	Shares	23.4KSH	$1.3M
22	Legacy Wealth Asset Management, LLC	Shares	21.8KSH	$1.2M
23	Sulzberger Capital Advisors, Inc.	Shares	21.6KSH	$1.2M
24	Security National Bank	Shares	20.5KSH	$1.2M
25	LexAurum Advisors, LLC	Shares	19.0KSH	$1.1M
26	BLUEDOOR PRIVATE WEALTH, LLC	Shares	17.8KSH	$1.0M
27	Columbus Macro, LLC	Shares	17.1KSH	$961.9K
28	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	15.1KSH	$849.5K
29	Blue Trust, Inc.	Shares	13.6KSH	$765.5K
30	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	Shares	12.9KSH	$725.6K
31	Global View Capital Management LLC	Shares	12.6KSH	$706.6K
32	New Harbor Financial Group, LLC	Shares	12.5KSH	$705.0K
33	BOS Asset Management, LLC	Shares	12.4KSH	$695.2K
34	BSW Wealth Partners	Shares	12.3KSH	$688.8K
35	Owl Creek Wealth Partners LLC	Shares	11.9KSH	$668.5K
36	Rare Wolf Capital LLC	Shares	11.5KSH	$646.7K
37	STABLEFORD CAPITAL II LLC	Shares	11.5KSH	$644.1K
38	TCFG Investment Advisors, LLC	Shares	10.2KSH	$571.0K
39	IFP Advisors, Inc	Shares	9.8KSH	$551.4K
40	Miller Global Investments, LLC	Shares	9.7KSH	$545.4K
41	Abacus Wealth Partners, LLC	Shares	9.4KSH	$528.5K
42	JBR Co Financial Management Inc	Shares	9.2KSH	$516.0K
43	Brookstone Capital Management	Shares	9.2KSH	$515.0K
44	City Center Advisors, LLC	Shares	9.1KSH	$512.4K
45	CWC Advisors, LLC.	Shares	8.7KSH	$490.6K
46	Fulcrum Equity Management	Shares	8.7KSH	$489.1K
47	Cyndeo Wealth Partners, LLC	Shares	8.6KSH	$485.4K
48	Interchange Capital Partners, LLC	Shares	8.5KSH	$476.4K
49	Apollon Wealth Management, LLC	Shares	8.4KSH	$470.6K
50	Paul R. Ried Financial Group, LLC	Shares	7.7KSH	$433.4K

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

50 / 116 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+130.5K	+$7.3M	$7.3M
2	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+12.9K	+$725.6K	$725.6K
3	New Harbor Financial Group, LLC new	Shares	+12.5K	+$705.0K	$705.0K
4	IFP Advisors, Inc added	Shares	+9.6K	+$533.1K	$551.4K
5	JBR Co Financial Management Inc new	Shares	+9.2K	+$516.0K	$516.0K
6	Interchange Capital Partners, LLC new	Shares	+8.5K	+$476.4K	$476.4K
7	J.W. COLE ADVISORS, INC. new	Shares	+6.8K	+$383.3K	$383.3K
8	Ignite Planners, LLC new	Shares	+4.0K	+$226.0K	$226.0K
9	Peak Financial Management, Inc. new	Shares	+4.0K	+$222.1K	$222.1K
10	Systelligence, LLC added	Shares	+16.9K	+$96.7K	$4.1M
11	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$65.3K	$92.7K
12	Vision Retirement, LLC added	Shares	+888	+$34.5K	$106.2K
13	Atlatl Advisers LLC new	Shares	+197	+$11.1K	$11.1K
14	BLUEDOOR PRIVATE WEALTH, LLC new	PUT	+100	+$5.6K	$5.6K
15	CX Institutional exited	Shares	-118	-$8	$0
16	LGT Financial Advisors LLC unchanged	Shares	0	-$154	$562
17	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	-$308	$1.1K
18	SOUTHERN MICHIGAN BANK & TRUST unchanged	Shares	0	-$493	$1.8K
19	Lodestone Wealth Management LLC unchanged	Shares	0	-$1.8K	$6.7K
20	Financial Perspectives, Inc unchanged	Shares	0	-$3.7K	$13.6K
21	Robinswood Financial LLC unchanged	Shares	0	-$4.0K	$14.6K
22	PFS Partners, LLC unchanged	Shares	0	-$5.7K	$20.9K
23	Kings Path Partners LLC trimmed	Shares	-36	-$7.6K	$25.4K
24	Sound Income Strategies, LLC exited	Shares	-108	-$7.7K	$0
25	Spire Wealth Management added	Shares	+61	-$12.3K	$61.0K
26	CITY HOLDING CO unchanged	Shares	0	-$13.5K	$49.2K
27	Independent Wealth Network Inc. added	Shares	+509	-$23.0K	$217.1K
28	LANARK FINANCIAL, INC. unchanged	Shares	0	-$27.0K	$98.5K
29	AdvisorNet Financial, Inc added	Shares	+58	-$41.9K	$168.2K
30	Cornerstone Wealth Management, LLC added	Shares	+180	-$42.2K	$201.2K
31	Scarborough Advisors, LLC exited	Shares	-691	-$49.5K	$0
32	Sincerus Advisory, LLC unchanged	Shares	0	-$57.6K	$210.3K
33	PARTNERS WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$58.3K	$212.8K
34	FLYNN ZITO CAPITAL MANAGEMENT, LLC unchanged	Shares	0	-$62.2K	$227.1K
35	Kelly Financial Services LLC unchanged	Shares	0	-$63.0K	$230.2K
36	North Forty Two & Co. unchanged	Shares	0	-$67.7K	$247.4K
37	Owl Creek Wealth Partners LLC added	Shares	+1.6K	-$70.7K	$668.5K
38	China Universal Asset Management Co., Ltd. exited	Shares	-1.0K	-$71.6K	$0
39	Blossom Wealth Management added	Shares	+115	-$74.2K	$301.1K
40	Wolff Financial Management LLC unchanged	Shares	0	-$74.8K	$273.2K
41	Bravera Wealth trimmed	Shares	-750	-$75.3K	$78.7K
42	Whitaker-Myers Wealth Managers, LTD. trimmed	Shares	-79	-$75.5K	$255.1K
43	Wealthcare Advisory Partners LLC trimmed	Shares	-258	-$75.6K	$208.7K
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.8K	-$78.6K	$1.6M
45	Spectrum Planning & Advisory Services Inc. trimmed	Shares	-51	-$85.3K	$298.4K
46	Prospera Financial Services Inc added	Shares	+6.7K	-$88.5K	$2.1M
47	Cordoba Advisory Partners LLC unchanged	Shares	0	-$101.0K	$369.1K
48	Ervin Investment Management, LLC unchanged	Shares	0	-$109.3K	$399.2K
49	HBW ADVISORY SERVICES LLC added	Shares	+71	-$112.0K	$427.6K
50	CoreCap Advisors, LLC trimmed	Shares	-938	-$112.4K	$165.1K

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