13F Insight
DOSSIER · 13F Holders · Q1 2026
GLTR

ABRDN PRECIOUS METALS BASKET

281 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 003263100·281 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$929M
visible holders
Holders
281
filers reporting
Concentration
15.66%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

281 institutions reported GLTR in Q1 2026. MORGAN STANLEY leads at 15.7% of the visible book.

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
CAPE COD FIVE CENTS SAVINGS BANK
CIK 0001054646
$31M275K2.86%Q4 202512
Sequoia Financial Advisors, LLC
CIK 0001599900
$29M161K0.15%Q2 202613
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CIK 0001766995
$28M128K6.70%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$20M110K0.03%Q2 202615
Argos Wealth Advisors, LLC
CIK 0001809154
$18M84K5.29%Q1 202616
Larson Financial Group LLC
CIK 0001731061
$18M83K0.58%Q1 202617
UBS Group AG
CIK 0001610520
$18M82K0.00%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$15M70K0.00%Q1 202619
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$15M68K0.03%Q1 202620
Paul R. Ried Financial Group, LLC
CIK 0002033053
$15M81K6.37%Q2 2026
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