PALL institutional holders

abrdn Physical Palladium Shares ETF · 119 reporting institutions · $117.8M reported value

Funds that can replace PALL · PALL return decomposition

Institutional holdings

Institutions reporting PALL, largest first
InstitutionReported positionAdvisors at firmReport period
Bnp Paribas Financial Markets$15.9M02026-06-30
Gradient Investments, LLC$12.7M312026-06-30
Morgan Stanley$9M23,1852026-06-30
Citadel Advisors LLC$7.2M02026-06-30
Wolverine Trading, LLC$7.1M02025-09-30
Raymond James Financial Inc$5.8M02026-06-30
Lpl Financial LLC$5.5M23,4582026-06-30
Kestra Private Wealth Services, LLC$4.7M2062026-06-30
Bank of America Corp /de$4.6M02026-06-30
UBS Group AG$3.9M02026-06-30
Evergreen Capital Management LLC$2.7M282026-06-30
Arvest Investments, Inc.$2.4M2042026-06-30
Wells Fargo & Company/mn$2.3M02026-06-30
Rockefeller Capital Management LP$2.1M3462026-06-30
Marshall Financial Group, LLC$2.1M142026-06-30
Susquehanna International Group, LLP$1.7M02026-06-30
Iht Wealth Management LLC$1.6M1592026-06-30
Ameriprise Financial Inc$1.5M02026-06-30
Quaker Wealth Management, LLC$1.4M52026-06-30
Jpmorgan Chase & Co$1.4M02026-06-30
Goldman Sachs Group Inc$1.1M02026-06-30
Copley Financial Group, Inc.$997.4K102026-06-30
Citigroup Inc$947.4K02026-06-30
Titiun Yejiel$934.1K02026-06-30
Cetera Investment Advisers$896.9K10,3702026-06-30
Linden Thomas Advisory Services, LLC$896.3K102026-06-30
Commonwealth Equity Services, LLC$830.9K2,8632026-06-30
Royal Bank of Canada$807K02026-06-30
Osaic Holdings, Inc.$799.1K02026-06-30
Alhambra Investment Management LLC$690.9K52026-06-30
Belvedere Trading LLC$630.8K02026-06-30
Jane Street Group, LLC$619K02026-06-30
Pekin Hardy Strauss, Inc.$571.3K82026-06-30
Ameritas Advisory Services, LLC$499.6K5502026-06-30
Leo Wealth, LLC$497.2K152026-03-31
Essex Financial Services, Inc.$466.4K332026-06-30
Jones Financial Companies LLLP$431.3K02026-06-30
Optiver Holding B.V.$410.1K02026-06-30
Renaissance Technologies LLC$398.6K02026-06-30
Mutual Advisors, LLC$394.2K1532026-06-30
Envestnet Pmc$353.3K602026-06-30
Matauro, LLC$320.3K102026-06-30
CIBC World Market Inc.$315.4K02026-06-30
National Bank of Canada /fi$309.6K02026-06-30
Ae Wealth Management LLC$302.8K4712026-06-30
Bank of New York Mellon Corp$297.7K02026-06-30
Kellett Wealth Advisors, LLC$295.4K42026-06-30
Compound Planning, Inc.$294.3K752026-06-30
Total Wealth Planning & Management, Inc.$284.1K82026-06-30
Belpointe Asset Management LLC$281.9K1702026-06-30
Fortis Capital Advisors, LLC$281.9K712026-06-30
Valeo Financial Advisors, LLC$281.5K1082026-06-30
Compass Capital Corp /ma/ /adv$271K02026-06-30
J.W. Cole Advisors, Inc.$269.6K4992026-06-30
Dgs Capital Management, LLC$256.6K12026-03-31
Amg National Trust Bank$253.8K02026-06-30
Newedge Advisors$251K6012026-06-30
Hightower Advisors, LLC$238.5K1,0462026-06-30
Generation Capital Management LLC$237.4K22026-06-30
Perigon Wealth Management, LLC$235.9K922026-06-30
Hb Wealth Management, LLC$231.3K1692026-06-30
Farther Finance Advisors, LLC$213.6K3342026-06-30
Alphacore Capital LLC$208.9K692026-06-30
Benjamin Edwards Inc$206.9K02026-06-30
Tucker Asset Management LLC$205.1K602026-06-30
Mirae Asset Global Investments Co., Ltd.$198.7K02026-06-30
US Bancorp$164.1K02026-06-30
Creative Financial Designs Inc /adv$162.5K02026-06-30
Group One Trading LLC$131.3K02026-06-30
Heritage Wealth Advisors$124.2K152026-06-30
Gunpowder Capital Management, LLC Dba Oliver Wealth Management$110.6K02026-06-30
Binnacle Investments Inc$102.8K52025-09-30
Steward Partners Investment Advisory, LLC$97.3K4812026-06-30
Luminist Capital LLC$78.6K52026-06-30
Harbour Investments, Inc.$65.4K2472026-06-30
Integrated Wealth Concepts LLC$57.3K4802026-06-30
Fmr LLC$56.4K02026-06-30
Cwm, LLC$53.9K6672026-03-31
Global Retirement Partners LLC$49.7K4912026-06-30
Noble Wealth Management Pbc.$44.4K42026-06-30
Natixis$41.2K02026-06-30
Huntington National Bank$36.4K02026-06-30
Blackrock, Inc.$26.2K02026-06-30
Strategic Investment Solutions, Inc. /il$25.4K102026-06-30
PNC Financial Services Group, Inc.$22.4K02026-06-30
Advisornet Wealth Partners$19.9K582026-06-30
Valley National Advisers Inc$19.2K142026-06-30
Parallel Advisors, LLC$17.1K752026-06-30
Geneos Wealth Management, Inc.$16.6K1932026-06-30
Keating Financial Advisory Services, Inc.$12.4K252026-06-30
Compass Financial Management LLC$12.3K462026-06-30
Blue Trust, Inc.$11K02026-06-30
Larson Financial Group LLC$10.8K672026-06-30
Sjs Investment Services$8.3K192026-06-30
Fifth Third Bancorp$7.9K02026-06-30
CIBC Private Wealth Group LLC$7.3K02025-12-31
Proffitt & Goodson Inc.$7.2K62026-06-30
Hilltop National Bank$6.6K02026-06-30
Atlatl Advisers LLC$6.2K72026-06-30
Sg Americas Securities, LLC$5K02026-06-30
Hurley Capital, LLC$4.5K32026-06-30
Tradewinds Capital Management, LLC$4.4K72026-06-30
Ancora Advisors LLC$3.6K102026-06-30
Costello Asset Management, Inc.$2.4K22026-06-30
Clearstead; Clearstead Advisory Solutions$2.3K642026-06-30
Federation Des Caisses Desjardins Du Quebec$2.3K02026-06-30
Atlantic Union Bankshares Corp$1.5K02026-06-30
Hrt Financial LP$1.4K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.3K3,9402026-03-31
Highline Wealth Partners LLC$1.1K172026-06-30
Hollencrest Capital Management$773152026-06-30
Janney Montgomery Scott LLC$6941,3422026-06-30
Tower Research Capital LLC (trc)$53002026-06-30
Arax Advisory Partners$3862322026-06-30
Triumph Capital Management$331142026-06-30
Betterment LLC$271282026-06-30
Bessemer Group Inc$5502026-06-30
Hantz Financial Services, Inc.$223962026-06-30
Capital Analysts, LLC$106082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30