13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BCI

ABRDN ETFS

217 institutions still hold ABRDN ETFS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 003261104·217 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.9%
vs prior quarter
13F value held
$1.7B
65.0% inst. owned
of float
Holders
217
-95 QoQ
filers reporting
Activity
+91 / −94
+1,032 added · −901 reduced
this quarter
Concentration
34.14%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q1 2026

217 institutions reported BCI in Q1 2026. WELLS FARGO & COMPANY/MN leads at 34.1% of the visible book. -95 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$594M24.4M0.11%Q1 202602
Metis Global Partners, LLC
CIK 0001594916
$299M12.3M7.33%Q1 202603
SEI INVESTMENTS CO
CIK 0000350894
$260M10.7M0.24%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$93M3.8M0.01%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$87M3.6M0.05%Q1 202606
MORGAN STANLEY
CIK 0000895421
$57M2.3M0.00%Q1 202607
NEPC LLC
CIK 0001424799
$56M2.3M1.12%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$39M1.6M0.01%Q1 202609
Abundance Wealth Counselors
CIK 0001767080
$39M1.6M5.54%Q1 202610
Cresset Asset Management, LLC
CIK 0001761013
$31M1.3M0.14%Q1 202611
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$28M1.1M0.01%Q1 202612
MCF Advisors LLC
CIK 0001602905
$28M1.1M1.21%Q1 202613
Financial & Tax Architects, LLC
CIK 0001758543
$23M942K5.10%Q1 202614
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
CIK 0000897599
$23M938K0.83%Q1 202615
Payne Capital Management, LLC
CIK 0001994332
$22M916K6.73%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M577K0.00%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$14M565K0.01%Q1 202618
Disciplina Capital Management LLC
CIK 0001993404
$11M472K1.22%Q1 202619
RETIREMENT FINANCIAL SOLUTIONS, LLC
CIK 0001962532
$11M449K3.12%Q1 202620
Bangor Savings Bank
CIK 0001352675
$11M434K0.84%Q1 2026
Page 1 of 11
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