Filing Research | ABRDN PRECIOUS METALS BASKET Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	161.5KSH	$29.3M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	109.5KSH	$20.2M
3	Paul R. Ried Financial Group, LLC	Shares	80.6KSH	$14.6M
4	Peak Financial Management, Inc.	Shares	62.8KSH	$11.4M
5	Sound Stewardship, LLC	Shares	48.9KSH	$8.9M
6	Courage Miller Partners, LLC	Shares	45.8KSH	$8.3M
7	Solitude Financial Services	Shares	44.3KSH	$8.0M
8	RFG Advisory, LLC	Shares	25.7KSH	$4.7M
9	Castellan Group	Shares	25.5KSH	$4.6M
10	J.W. COLE ADVISORS, INC.	Shares	15.7KSH	$2.8M
11	BROWN WEALTH MANAGEMENT, LLC	Shares	15.0KSH	$2.7M
12	Envestnet Portfolio Solutions, Inc.	Shares	14.5KSH	$2.6M
13	Discipline Wealth Solutions, LLC	Shares	14.4KSH	$2.6M
14	Brookstone Capital Management	Shares	14.1KSH	$2.6M
15	FLC Capital Advisors	Shares	12.3KSH	$2.2M
16	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	Shares	11.9KSH	$2.2M
17	IFP Advisors, Inc	Shares	9.8KSH	$1.8M
18	Merit Financial Group, LLC	Shares	9.3KSH	$1.7M
19	Carolina Wealth Advisors, LLC	Shares	7.9KSH	$1.4M
20	Farther Finance Advisors, LLC	Shares	7.8KSH	$1.4M
21	Wellspring Financial Advisors, LLC	Shares	6.2KSH	$1.1M
22	Blue Trust, Inc.	Shares	6.0KSH	$1.1M
23	PFG Advisors	Shares	5.1KSH	$920.4K
24	Pines Wealth Management, LLC	Shares	5.1KSH	$919.2K
25	Tactive Advisors, LLC	Shares	5.1KSH	$916.1K
26	Centurion Wealth Management LLC	Shares	4.9KSH	$895.1K
27	Mayflower Financial Advisors, LLC	Shares	4.5KSH	$814.8K
28	Insight Wealth Strategies, LLC	Shares	3.9KSH	$711.1K
29	SEAVIEW INVESTMENT MANAGERS LLC	Shares	3.9KSH	$702.3K
30	Wisconsin Wealth Advisors, LLC	Shares	3.8KSH	$684.8K
31	Prospera Financial Services Inc	Shares	3.1KSH	$562.8K
32	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	3.0KSH	$551.6K
33	NWAM LLC	Shares	3.0KSH	$548.3K
34	West Branch Capital LLC	Shares	2.8KSH	$501.4K
35	Fulcrum Equity Management	Shares	2.4KSH	$439.3K
36	Antonelli Financial Advisors, LLC	Shares	2.4KSH	$429.0K
37	EverSource Wealth Advisors, LLC	Shares	2.4KSH	$427.9K
38	XML Financial, LLC	Shares	2.2KSH	$398.5K
39	FLAGSHIP HARBOR ADVISORS, LLC	Shares	2.1KSH	$374.4K
40	Security National Bank	Shares	1.9KSH	$340.9K
41	BostonPremier Wealth LLC	Shares	1.9KSH	$340.6K
42	DOPKINS WEALTH MANAGEMENT, LLC	Shares	1.7KSH	$311.6K
43	Sowell Financial Services LLC	Shares	1.7KSH	$300.9K
44	Magnus Financial Group LLC	Shares	1.6KSH	$285.7K
45	PFG Investments, LLC	Shares	1.5KSH	$266.7K
46	AdvisorNet Financial, Inc	Shares	1.4KSH	$257.1K
47	UNIQUE WEALTH, LLC	Shares	1.4KSH	$256.5K
48	MATAURO, LLC	Shares	1.4KSH	$252.8K
49	Advisory Resource Group	Shares	1.4KSH	$248.4K
50	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	1.4KSH	$246.7K

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

50 / 84 loaded

#		Instrument
1	Wellspring Financial Advisors, LLC new	Shares	+6.2K	+$1.1M	$1.1M
2	Mayflower Financial Advisors, LLC new	Shares	+4.5K	+$814.8K	$814.8K
3	RFG Advisory, LLC added	Shares	+6.9K	+$554.1K	$4.7M
4	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+1.4K	+$246.7K	$246.7K
5	Envestnet Portfolio Solutions, Inc. added	Shares	+3.3K	+$177.6K	$2.6M
6	Brookstone Capital Management added	Shares	+3.2K	+$173.5K	$2.6M
7	CoreCap Advisors, LLC added	Shares	+267	+$19.2K	$189.1K
8	Cape Investment Advisory, Inc. new	Shares	+100	+$18.1K	$18.1K
9	BFSG, LLC new	Shares	+42	+$7.6K	$7.6K
10	Key FInancial Inc new	Shares	+41	+$7.4K	$7.4K
11	SIMS INVESTMENT MANAGEMENT, LLC new	Shares	+30	+$5.4K	$5.4K
12	LifeSteps Financial, Inc. new	Shares	+10	+$1.8K	$1.8K
13	PARK AVENUE SECURITIES LLC added	Shares	+7.8K	+$1.3K	$2.0K
14	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$38	$181
15	Darwin Wealth Management, LLC unchanged	Shares	0	-$376	$1.8K
16	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	-$1.2K	$5.6K
17	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$1.2K	$6.0K
18	EASTERN BANK exited	Shares	-7	-$1.5K	$0
19	Wealth Enhancement Trust Services, Inc. added	Shares	+58	-$2.3K	$72.5K
20	Abound Wealth Management exited	Shares	-20	-$4.4K	$0
21	Intesa Sanpaolo Wealth Management unchanged	Shares	0	-$5.6K	$27.2K
22	Sound Income Strategies, LLC exited	Shares	-30	-$6.6K	$0
23	GGM Financial LLC unchanged	Shares	0	-$8.5K	$41.1K
24	BostonPremier Wealth LLC added	Shares	+279	-$9.6K	$340.6K
25	Hickory Point Bank & Trust exited	Shares	-47	-$10.3K	$0
26	EverSource Wealth Advisors, LLC added	Shares	+337	-$15.0K	$427.9K
27	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+285	-$15.3K	$374.4K
28	SIGNATUREFD, LLC unchanged	Shares	0	-$21.2K	$102.3K
29	Friedenthal Financial unchanged	Shares	0	-$25.8K	$124.5K
30	PFG Investments, LLC added	Shares	+100	-$33.4K	$266.7K
31	Family Investment Center, Inc. added	Shares	+37	-$34.5K	$205.4K
32	Trilogy Capital Inc. added	Shares	+43	-$36.5K	$221.4K
33	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	-$41.6K	$200.7K
34	RIVERSEDGE ADVISORS, LLC unchanged	Shares	0	-$42.8K	$206.3K
35	BLVD Private Wealth, LLC unchanged	Shares	0	-$43.1K	$207.6K
36	Bogart Wealth, LLC exited	Shares	-205	-$44.8K	$0
37	NWAM LLC added	Shares	+308	-$46.5K	$548.3K
38	TCFG Investment Advisors, LLC unchanged	Shares	0	-$50.2K	$242.2K
39	Longview Financial Advisors, Inc. exited	Shares	-230	-$50.3K	$0
40	Advisory Resource Group unchanged	Shares	0	-$51.5K	$248.4K
41	UNIQUE WEALTH, LLC unchanged	Shares	0	-$53.2K	$256.5K
42	DOPKINS WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$64.6K	$311.6K
43	AdvisorNet Financial, Inc trimmed	Shares	-56	-$65.6K	$257.1K
44	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added	Shares	+1.7K	-$66.4K	$2.2M
45	Spire Wealth Management trimmed	Shares	-250	-$69.3K	$70.3K
46	Security National Bank unchanged	Shares	0	-$70.7K	$340.9K
47	SEAVIEW INVESTMENT MANAGERS LLC added	Shares	+310	-$77.9K	$702.3K
48	Sowell Financial Services LLC trimmed	Shares	-77	-$79.2K	$300.9K
49	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI added	Shares	+150	-$81.6K	$551.6K
50	XML Financial, LLC unchanged	Shares	0	-$82.7K	$398.5K

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