13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
GLTR

ABRDN PRECIOUS METALS BASKET

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

CUSIP 003263100·288 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.1%
vs prior quarter
13F value held
$939M
62.0% inst. owned
of float
Holders
288
-124 QoQ
filers reporting
Activity
+80 / −95
+872 added · −845 reduced
this quarter
Concentration
15.49%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

288 institutions reported GLTR in Q1 2026. MORGAN STANLEY leads at 15.5% of the visible book. -124 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$145M665K0.01%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$117M536K0.02%Q1 202603
LPL Financial LLC
CIK 0001403438
$106M486K0.03%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$86M393K0.01%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$59M272K0.01%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$45M206K0.03%Q1 202607
Focus Partners Wealth
CIK 0001542153
$45M219K0.05%Q4 202508
Wealthfront Advisers LLC
CIK 0001763921
$41M186K0.09%Q1 202609
CULLEN/FROST BANKERS, INC.
CIK 0000039263
$39M179K0.44%Q1 202610
Rockefeller Capital Management L.P.
CIK 0001739439
$37M167K0.07%Q1 202611
Sequoia Financial Advisors, LLC
CIK 0001599900
$36M164K0.20%Q1 202612
CAPE COD FIVE CENTS SAVINGS BANK
CIK 0001054646
$31M275K2.86%Q4 202513
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$28M128K6.70%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$21M98K0.04%Q1 202615
Argos Wealth Advisors, LLC
CIK 0001809154
$18M84K5.29%Q1 202616
Larson Financial Group LLC
CIK 0001731061
$18M83K0.58%Q1 202617
Paul R. Ried Financial Group, LLC
CIK 0002033053
$18M83K8.42%Q1 202618
UBS Group AG
CIK 0001610520
$18M82K0.00%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M70K0.00%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$14M65K0.01%Q1 2026
Page 1 of 15
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