ABRDN ETFS (BCI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
205
Reporting holders
$1.9B
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $390.0M | 17,458,091 | 0.06% | 24q | -64.3%-$701.8M |
| Metis Global Partners, LLC | $305.5M | 13,673,094 | 6.93% | 13q | +11.2%+$30.8M |
| SEI INVESTMENTS CO | $227.8M | 10,197,428 | 0.20% | 21q | -4.8%-$11.5M |
| BANK OF AMERICA CORP /DE/ | $101.1M | 4,524,311 | 0.01% | 28q | +17.8%+$15.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $89.1M | 3,989,336 | 0.05% | 14q | +11.7%+$9.3M |
| Abundance Wealth Counselors | $68.5M | 3,068,432 | 4.45% | 6q | +92.8%+$33.0M |
| MORGAN STANLEY | $52.6M | 2,356,178 | 0.00% | 31q | HELD |
| NEPC LLC | $51.6M | 2,308,438 | 0.96% | 12q | HELD |
| ROYAL BANK OF CANADA | $44.1M | 1,971,939 | 0.01% | 31q | +22.1%+$8.0M |
| Empowered Funds, LLC | $41.5M | 1,858,368 | 0.22% | 2q | +405.7%+$33.3M |
| Cresset Asset Management, LLC | $30.9M | 1,383,073 | 0.11% | 13q | +7.5%+$2.1M |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $21.0M | 938,100 | 0.83% | 7q | HELD |
| Payne Capital Management, LLC | $20.9M | 934,217 | 5.56% | 7q | +2.0%+$402.7K |
| Financial & Tax Architects, LLC | $20.5M | 917,652 | 4.32% | 4q | -2.6%-$550.3K |
| PRINCIPAL FINANCIAL GROUP INC | $19.9M | 892,770 | 0.01% | 5q | -22.3%-$5.7M |
| LTS Liquid Investments LLC | $18.1M | 810,918 | 9.69% | 2q | +153.4%+$11.0M |
| Arax Advisory Partners | $16.3M | 731,584 | 0.11% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $14.6M | 655,516 | 0.00% | 31q | +13.6%+$1.8M |
| New York Life Investment Management LLC | $13.5M | 604,377 | 0.09% | 5q | +161.8%+$8.3M |
| STIFEL FINANCIAL CORP | $12.7M | 570,658 | 0.01% | 20q | +1.0%+$120.2K |
| Savvy Advisors, Inc. | $12.5M | 559,713 | 0.27% | 2q | +50.4%+$4.2M |
| MASON STREET ADVISORS, LLC | $12.1M | 540,495 | 1.09% | 9q | +51.7%+$4.1M |
| Bangor Savings Bank | $11.2M | 500,930 | 0.82% | 8q | +15.5%+$1.5M |
| Disciplina Capital Management LLC | $11.0M | 494,619 | 1.14% | 19q | +4.8%+$503.3K |
| Chandler Asset Management, Inc. | $9.3M | 414,175 | 1.30% | 2q | +9.8%+$824.2K |
| Independence Wealth Advisors, LLC | $9.2M | 413,098 | 4.63% | 3q | +101.9%+$4.7M |
| TRUIST FINANCIAL CORP | $9.2M | 412,183 | 0.01% | 21q | +31.5%+$2.2M |
| RS CRUM INC. | $9.2M | 411,352 | 1.72% | 6q | +4.1%+$362.6K |
| Kestra Advisory Services, LLC | $9.1M | 407,498 | 0.03% | 3q | +125.8%+$5.1M |
| Beacon Pointe Advisors, LLC | $8.0M | 359,032 | 0.04% | 4q | -5.6%-$478.7K |
| Upper Left Wealth Management, LLC | $7.9M | 355,096 | 4.40% | 13q | -4.0%-$329.7K |
| Avestar Capital, LLC | $7.8M | 349,204 | 0.44% | 8q | +11.6%+$813.0K |
| KINTRA WEALTH, LLC | $7.6M | 310,782 | 0.40% | 6q | -1.8%-$139.6K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $7.6M | 338,942 | 0.28% | 31q | +4.0%+$293.2K |
| Investment Research Partners LLC | $7.6M | 338,083 | 2.56% | 4q | +1.8%+$130.8K |
| FMR LLC | $7.5M | 333,550 | 0.00% | 10q | +39326.7%+$7.4M |
| Foguth Wealth Management, LLC. | $7.1M | 297,857 | 0.81% | new | NEW |
| US BANCORP \DE\ | $6.6M | 294,547 | 0.01% | 6q | +30.5%+$1.5M |
| ALLIANCEBERNSTEIN L.P. | $6.5M | 268,730 | 0.00% | 5q | HELD |
| ALLSTREET CAPITAL ADVISORS LLC | $6.5M | 289,606 | 4.21% | 3q | +1.8%+$115.3K |
| Accordant Advisory Group Inc | $6.1M | 273,752 | 4.12% | 2q | +110.1%+$3.2M |
| LPL Financial LLC | $5.9M | 262,491 | 0.00% | 31q | -22.5%-$1.7M |
| S. R. Schill & Associates | $5.3M | 238,394 | 3.21% | 2q | -7.4%-$427.1K |
| BANK OF MONTREAL /CAN/ | $5.2M | 230,648 | 0.00% | new | NEW |
| Plan A Wealth LLC | $4.8M | 215,854 | 2.05% | 6q | +0.8%+$40.0K |
| Resonant Capital Advisors, LLC | $4.7M | 208,595 | 0.22% | 15q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $4.6M | 206,367 | 0.09% | 5q | +22.2%+$836.6K |
| Vestmark Advisory Solutions, Inc. | $4.1M | 183,884 | 0.04% | 3q | +21.1%+$716.2K |
| Pitcairn Wealth Advisors LLC | $3.7M | 164,987 | 0.40% | 3q | -6.1%-$241.0K |
| Versant Capital Management, Inc | $3.5M | 158,262 | 0.32% | 12q | HELD |
| SigFig Wealth Management, LLC | $3.4M | 155,594 | 0.09% | 17q | HELD |
| MCF Advisors LLC | $3.4M | 153,970 | 0.12% | 18q | -86.5%-$22.0M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $3.2M | 144,966 | 0.09% | 2q | +29.6%+$740.2K |
| Aldebaran Capital, LLC | $3.2M | 141,576 | 2.38% | 15q | -1.3%-$40.4K |
| Cerity Partners LLC | $3.0M | 133,618 | 0.00% | 2q | +40.2%+$855.7K |
| INVESTED ADVISORS | $2.8M | 124,050 | 2.45% | 3q | +3.4%+$90.3K |
| Merit Financial Group, LLC | $2.7M | 121,448 | 0.01% | 6q | +92.4%+$1.3M |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $2.7M | 120,751 | 1.22% | 11q | -0.6%-$15.3K |
| Cetera Investment Advisers | $2.7M | 119,880 | 0.00% | 10q | +4.4%+$113.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 114,774 | 0.00% | 29q | -4.8%-$133.2K |
| CITADEL ADVISORS LLC | $2.6M | 117,743 | 0.00% | 2q | HELD |
| Avail Investment Partners, LLC | $2.5M | 110,511 | 1.90% | 2q | +0.9%+$21.9K |
| AlphaCore Capital LLC | $2.5M | 110,314 | 0.05% | 3q | -22.9%-$731.4K |
| Blue Trust, Inc. | $2.5M | 109,976 | 0.03% | 17q | -63.7%-$4.3M |
| Manske Wealth Management | $2.4M | 107,600 | 0.60% | 7q | +9.0%+$197.5K |
| Csenge Advisory Group | $2.3M | 103,800 | 0.09% | 11q | +67.1%+$931.1K |
| K2 Financial Inc. | $2.3M | 100,482 | 1.61% | 7q | -4.0%-$95.1K |
| Apella Capital, LLC | $2.1M | 92,067 | 0.03% | 4q | -30.7%-$935.1K |
| HighTower Advisors, LLC | $2.0M | 89,079 | 0.00% | 3q | -4.5%-$94.6K |
| Rockefeller Capital Management L.P. | $1.9M | 86,644 | 0.00% | 4q | +123.7%+$1.1M |
| Advyzon Investment Management, LLC | $1.8M | 82,145 | 0.13% | new | NEW |
| Clarity Retirement & Wealth, LLC | $1.8M | 82,126 | 1.27% | new | NEW |
| Arkadios Wealth Advisors | $1.8M | 79,362 | 0.03% | new | NEW |
| Heritage Family Offices, LLP | $1.7M | 77,454 | 0.67% | 2q | +48.4%+$564.4K |
| Pacific Excel Wealth Advisors, Inc. | $1.7M | 77,454 | 0.67% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 74,880 | 0.00% | 6q | +143.9%+$986.8K |
| Ramiah Investment Group | $1.6M | 72,946 | 1.24% | 27q | -3.7%-$62.7K |
| MML INVESTORS SERVICES, LLC | $1.5M | 68,867 | 0.00% | 7q | +19.3%+$248.4K |
| NewEdge Advisors, LLC | $1.5M | 66,116 | 0.00% | 12q | -10.5%-$172.4K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 64,773 | 0.00% | 7q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.4M | 63,337 | 0.00% | 13q | +3.2%+$43.3K |
| Orion Porfolio Solutions, LLC | $1.4M | 60,805 | 0.01% | 31q | -7.1%-$103.1K |
| Creative Planning | $1.3M | 58,964 | 0.00% | 23q | +19.4%+$213.9K |
| Comprehensive Money Management Services LLC | $1.2M | 55,056 | 0.77% | 7q | HELD |
| NewEdge Wealth, LLC | $1.2M | 53,048 | 0.01% | 4q | +3.7%+$42.2K |
| Pekin Hardy Strauss, Inc. | $1.2M | 52,272 | 0.10% | 3q | +11.4%+$119.5K |
| Advisory Services Network, LLC | $1.2M | 52,022 | 0.01% | 31q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1.1M | 50,594 | 0.00% | 3q | -8.2%-$100.5K |
| WHITTIER TRUST CO OF NEVADA INC | $1.1M | 48,531 | 0.02% | 8q | HELD |
| Boston Standard Wealth Management, LLC | $1.0M | 46,616 | 0.15% | 15q | HELD |
| Geneos Wealth Management Inc. | $1.0M | 45,126 | 0.02% | 8q | +18.3%+$155.7K |
| CreativeOne Wealth, LLC | $984.0K | 44,047 | 0.02% | 4q | +13.5%+$117.2K |
| Wealthspire Advisors, LLC | $975.1K | 43,649 | 0.01% | 10q | +5.4%+$50.1K |
| OSAIC HOLDINGS, INC. | $932.5K | 41,742 | 0.00% | 26q | +14.5%+$117.8K |
| Mason & Associates Inc | $887.6K | 39,732 | 0.14% | new | NEW |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $881.9K | 39,476 | 0.07% | 3q | -11.1%-$110.3K |
| CITY NATIONAL BANK OF FLORIDA /MSD | $864.5K | 38,696 | 0.36% | new | NEW |
| FIFTH THIRD BANCORP | $847.4K | 37,931 | 0.00% | 3q | -32.7%-$411.4K |
| Walkner Condon Financial Advisors LLC | $839.7K | 37,432 | 0.10% | 19q | HELD |
| Stratos Wealth Partners, LTD. | $811.4K | 36,322 | 0.01% | 4q | +10.7%+$78.6K |
Showing the largest 100 of 210 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 205 | $1.9B | 84,933,579 | 35 | 79 | 50 | 0.0% |
| Q1 2026 | 202 | $2.7B | 109,812,791 | 52 | 84 | 32 | 0.5% |
| Q4 2025 | 167 | $1.4B | 74,085,584 | 35 | 59 | 39 | 0.0% |
| Q3 2025 | 146 | $1.5B | 70,971,641 | 24 | 53 | 34 | 0.0% |
| Q2 2025 | 138 | $1.4B | 66,020,898 | 23 | 43 | 42 | 0.1% |
| Q1 2025 | 136 | $1.2B | 55,325,320 | 26 | 37 | 41 | 0.2% |
| Q4 2024 | 132 | $1.1B | 53,680,935 | 21 | 51 | 25 | 0.1% |
| Q3 2024 | 109 | $869.9M | 42,571,461 | 10 | 38 | 29 | 0.0% |
| Q2 2024 | 113 | $808.5M | 39,770,089 | 16 | 30 | 36 | 0.0% |
| Q1 2024 | 112 | $767.1M | 38,800,453 | 18 | 37 | 34 | 0.0% |
| Q4 2023 | 112 | $626.4M | 32,375,532 | 15 | 36 | 29 | 0.0% |
| Q3 2023 | 95 | $572.2M | 27,104,719 | 20 | 30 | 33 | 0.0% |
| Q2 2023 | 97 | $667.0M | 33,083,123 | 20 | 34 | 30 | 0.0% |
| Q1 2023 | 94 | $604.5M | 29,108,013 | 9 | 41 | 27 | 0.0% |
| Q4 2022 | 101 | $563.2M | 25,544,465 | 26 | 38 | 22 | 0.0% |
| Q3 2022 | 115 | $653.5M | 25,198,742 | 13 | 40 | 40 | 0.0% |
| Q2 2022 | 120 | $677.2M | 24,898,211 | 27 | 31 | 45 | 0.0% |
| Q1 2022 | 107 | $715.7M | 25,044,192 | 37 | 30 | 28 | 0.0% |
| Q4 2021 | 88 | $365.6M | 15,792,830 | 20 | 32 | 12 | 0.0% |
| Q3 2021 | 75 | $621.9M | 22,139,784 | 21 | 22 | 18 | 0.0% |
| Q2 2021 | 59 | $537.5M | 20,381,895 | 11 | 28 | 12 | 0.0% |
| Q1 2021 | 53 | $372.6M | 16,001,567 | 12 | 23 | 10 | 0.0% |
| Q4 2020 | 41 | $294.8M | 13,435,180 | 10 | 18 | 5 | 0.0% |
| Q3 2020 | 36 | $249.2M | 12,488,494 | 7 | 17 | 5 | 0.0% |
| Q2 2020 | 33 | $210.3M | 11,471,682 | 7 | 15 | 6 | 0.0% |
| Q1 2020 | 28 | $187.3M | 10,770,183 | 5 | 10 | 6 | 0.0% |
| Q4 2019 | 27 | $185.7M | 8,188,253 | 2 | 11 | 8 | 0.0% |
| Q3 2019 | 23 | $164.4M | 7,459,386 | 3 | 12 | 3 | 0.0% |
| Q2 2019 | 24 | $166.0M | 7,415,616 | 4 | 9 | 5 | 0.0% |
| Q1 2019 | 23 | $162.4M | 7,159,118 | 5 | 5 | 8 | 0.0% |
| Q4 2018 | 30 | $214.8M | 9,991,519 | 4 | 0 | 1 | 0.0% |