ABRDN PALLADIUM ETF TRUST (PALL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
109
Reporting holders
$148.9M
Reported value
18.5%
Of shares outstanding
26.4%
Held as options
-9
Holder change
Institutions report 5,011,798 shares against 27,062,500 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
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 |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $18.1M | 324,215 | 0.00% | 7q | +11646.9%+$18.0M |
| BNP PARIBAS FINANCIAL MARKETS | $15.9M | 718,119 | 0.01% | 7q | +419.8%+$12.8M |
| Gradient Investments LLC | $12.7M | 575,505 | 0.18% | 7q | +378.3%+$10.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.4M | 75,384 | 0.00% | 5q | +101.1%+$5.7M |
| MORGAN STANLEY | $9.0M | 409,393 | 0.00% | 31q | +350.6%+$7.0M |
| JANE STREET GROUP, LLC | $6.9M | 28,033 | 0.00% | 8q | -57.1%-$9.1M |
| IMC-Chicago, LLC | $6.6M | options only | 0.00% | 3q | OPTIONS |
| RAYMOND JAMES FINANCIAL INC | $5.8M | 262,966 | 0.00% | 7q | +425.7%+$4.7M |
| LPL Financial LLC | $5.5M | 248,720 | 0.00% | 31q | +295.4%+$4.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $4.7M | 212,868 | 0.05% | 3q | +413.7%+$3.8M |
| BANK OF AMERICA CORP /DE/ | $4.6M | 207,868 | 0.00% | 31q | +336.9%+$3.5M |
| UBS Group AG | $3.9M | 176,064 | 0.00% | 31q | +463.0%+$3.2M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $2.7M | 122,415 | 0.05% | 9q | +392.8%+$2.2M |
| ARVEST INVESTMENTS, INC. | $2.4M | 107,816 | 0.29% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.3M | 106,120 | 0.00% | 31q | +136.8%+$1.4M |
| GROUP ONE TRADING LLC | $2.2M | 5,947 | 0.00% | 4q | -60.7%-$3.4M |
| Rockefeller Capital Management L.P. | $2.1M | 96,192 | 0.00% | 4q | +460.9%+$1.7M |
| Marshall Financial Group, LLC | $2.1M | 93,875 | 0.30% | 2q | +399.9%+$1.7M |
| NOMURA HOLDINGS INC | $1.6M | options only | 0.00% | new | OPTIONS |
| IHT Wealth Management, LLC | $1.6M | 71,690 | 0.03% | 7q | +1031.8%+$1.4M |
| AMERIPRISE FINANCIAL INC | $1.5M | 67,273 | 0.00% | 3q | +319.7%+$1.1M |
| Belvedere Trading LLC | $1.5M | 28,567 | 0.00% | 6q | +1391.7%+$1.4M |
| Quaker Wealth Management, LLC | $1.4M | 63,767 | 0.41% | 3q | +31624.9%+$1.4M |
| JPMORGAN CHASE & CO | $1.4M | 62,476 | 0.00% | 31q | -4.4%-$64.1K |
| SIMPLEX TRADING, LLC | $1.2M | options only | 0.00% | 6q | OPTIONS |
| GOLDMAN SACHS GROUP INC | $1.1M | 48,458 | 0.00% | 2q | +2109.7%+$1.0M |
| Copley Financial Group, Inc. | $997.4K | 45,170 | 0.60% | 7q | +165.8%+$622.2K |
| CITIGROUP INC | $947.4K | 42,906 | 0.00% | new | NEW |
| Titiun Yejiel | $934.1K | 42,305 | 0.81% | 2q | +400.0%+$747.3K |
| Cetera Investment Advisers | $896.9K | 40,620 | 0.00% | 10q | +291.4%+$667.7K |
| Linden Thomas Advisory Services, LLC | $896.3K | 40,593 | 0.07% | 10q | +448.9%+$733.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $830.9K | 37,630 | 0.00% | 30q | +384.5%+$659.4K |
| ROYAL BANK OF CANADA | $807.0K | 36,563 | 0.00% | 31q | +212.7%+$548.9K |
| OSAIC HOLDINGS, INC. | $799.1K | 36,192 | 0.00% | 26q | +410.3%+$642.5K |
| Alhambra Investment Management LLC | $690.9K | 31,292 | 0.30% | 5q | +391.2%+$550.3K |
| Pekin Hardy Strauss, Inc. | $571.3K | 25,875 | 0.05% | 5q | +395.2%+$456.0K |
| Ameritas Advisory Services, LLC | $499.6K | 22,625 | 0.01% | 3q | +384.0%+$396.3K |
| Essex Financial Services, Inc. | $466.4K | 21,125 | 0.02% | 5q | +400.0%+$373.2K |
| JONES FINANCIAL COMPANIES LLLP | $431.3K | 19,568 | 0.00% | 8q | +362.6%+$338.0K |
| Optiver Holding B.V. | $410.1K | 18,575 | 0.00% | 3q | +528.6%+$344.9K |
| RENAISSANCE TECHNOLOGIES LLC | $398.6K | 18,053 | 0.00% | 2q | +147.3%+$237.4K |
| Mutual Advisors, LLC | $394.2K | 17,855 | 0.01% | 16q | +400.0%+$315.4K |
| ENVESTNET ASSET MANAGEMENT INC | $353.3K | 16,002 | 0.00% | 29q | +260.0%+$255.2K |
| MATAURO, LLC | $320.3K | 14,508 | 0.04% | 3q | +63.4%+$124.2K |
| CIBC WORLD MARKET INC. | $315.4K | 14,285 | 0.00% | 4q | +400.0%+$252.3K |
| NATIONAL BANK OF CANADA /FI/ | $309.6K | 14,045 | 0.00% | 10q | +479.9%+$256.2K |
| AE Wealth Management LLC | $302.8K | 13,715 | 0.00% | 4q | +354.0%+$236.1K |
| Bank of New York Mellon Corp | $297.7K | 13,483 | 0.00% | new | NEW |
| Kellett Wealth Advisors, LLC | $295.4K | 13,380 | 0.14% | 3q | +401.5%+$236.5K |
| Compound Planning, Inc. | $294.3K | 13,330 | 0.01% | 5q | +402.6%+$235.8K |
| Total Wealth Planning & Management, Inc. | $284.1K | 12,865 | 0.19% | 3q | +300.9%+$213.2K |
| Belpointe Asset Management LLC | $281.9K | 12,768 | 0.01% | 5q | +361.4%+$220.8K |
| Fortis Capital Advisors, LLC | $281.9K | 12,768 | 0.03% | 5q | +361.4%+$220.8K |
| Valeo Financial Advisors, LLC | $281.5K | 12,750 | 0.01% | 15q | +400.0%+$225.2K |
| COMPASS CAPITAL CORP /MA/ /ADV | $271.0K | 10,775 | 0.09% | 2q | +414.3%+$218.3K |
| J.W. COLE ADVISORS, INC. | $269.6K | 12,210 | 0.00% | 2q | +659.8%+$234.1K |
| AMG National Trust Bank | $253.8K | 11,495 | 0.01% | 31q | +299.5%+$190.3K |
| NewEdge Advisors, LLC | $251.0K | 11,368 | 0.00% | 3q | +343.9%+$194.5K |
| HighTower Advisors, LLC | $238.5K | 10,800 | 0.00% | 5q | +119.8%+$130.0K |
| Generation Capital Management LLC | $237.4K | 10,750 | 0.15% | 3q | +418.1%+$191.5K |
| Perigon Wealth Management, LLC | $235.9K | 10,685 | 0.00% | 4q | +162.5%+$146.0K |
| HB Wealth Management, LLC | $231.3K | 10,475 | 0.00% | 5q | +400.0%+$185.0K |
| Farther Finance Advisors, LLC | $213.6K | 9,674 | 0.00% | 4q | +233.7%+$149.6K |
| AlphaCore Capital LLC | $208.9K | 9,460 | 0.00% | 3q | +400.0%+$167.1K |
| BENJAMIN EDWARDS INC | $206.9K | 9,370 | 0.00% | 5q | +375.2%+$163.3K |
| Mirae Asset Global Investments Co., Ltd. | $198.7K | 9,000 | 0.00% | 9q | +150.0%+$119.2K |
| US BANCORP \DE\ | $164.1K | 7,430 | 0.00% | 9q | +400.0%+$131.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $162.5K | 7,359 | 0.01% | 3q | +524.7%+$136.5K |
| Heritage Wealth Advisors | $124.2K | 5,625 | 0.00% | 31q | +400.0%+$99.4K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | $110.6K | 5,010 | 0.08% | 3q | +257.3%+$79.7K |
| Steward Partners Investment Advisory, LLC | $97.3K | 4,405 | 0.00% | 29q | +98.7%+$48.3K |
| Luminist Capital LLC | $78.6K | 3,559 | 0.09% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $65.4K | 2,960 | 0.00% | 5q | +758.0%+$57.7K |
| Integrated Wealth Concepts LLC | $57.3K | 2,595 | 0.00% | new | NEW |
| FMR LLC | $56.4K | 2,552 | 0.00% | 4q | +7633.3%+$55.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $53.8K | 2,435 | 0.00% | 3q | +39.1%+$15.1K |
| Global Retirement Partners, LLC | $49.7K | 2,250 | 0.00% | 2q | +11150.0%+$49.2K |
| Noble Wealth Management PBC | $44.4K | 2,010 | 0.02% | 3q | +400.0%+$35.5K |
| NATIXIS | $41.2K | 1,881 | 0.00% | 3q | +313.4%+$31.3K |
| HUNTINGTON NATIONAL BANK | $36.4K | 1,647 | 0.00% | 31q | +719.4%+$31.9K |
| BlackRock, Inc. | $26.2K | 1,185 | 0.00% | 2q | +400.0%+$20.9K |
| Strategic Investment Solutions, Inc. /IL | $25.4K | 1,150 | 0.01% | 5q | +400.0%+$20.3K |
| PNC Financial Services Group, Inc. | $22.4K | 1,015 | 0.00% | 4q | +400.0%+$17.9K |
| AdvisorNet Financial, Inc | $19.9K | 900 | 0.00% | 16q | +244.8%+$14.1K |
| VALLEY NATIONAL ADVISERS INC | $19.2K | 870 | 0.00% | 3q | +400.0%+$15.4K |
| Parallel Advisors, LLC | $17.1K | 775 | 0.00% | 3q | +400.0%+$13.7K |
| Geneos Wealth Management Inc. | $16.6K | 750 | 0.00% | 9q | +400.0%+$13.2K |
| Keating Financial Advisory Services, Inc. | $12.4K | 562 | 0.00% | 2q | +602.5%+$10.6K |
| COMPASS FINANCIAL MANAGEMENT LLC | $12.2K | 500 | 0.00% | new | FIRST |
| Blue Trust, Inc. | $11.0K | 500 | 0.00% | 8q | +400.0%+$8.8K |
| Larson Financial Group LLC | $10.8K | 490 | 0.00% | 22q | +345.5%+$8.4K |
| SJS Investment Consulting Inc. | $8.3K | 375 | 0.00% | 18q | +400.0%+$6.6K |
| FIFTH THIRD BANCORP | $7.9K | 360 | 0.00% | new | NEW |
| PROFFITT & GOODSON INC | $7.2K | 325 | 0.00% | 2q | +400.0%+$5.7K |
| Hilltop National Bank | $6.6K | 300 | 0.00% | 9q | +400.0%+$5.3K |
| Atlatl Advisers LLC | $6.2K | 283 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $5.0K | 226,880 | 0.00% | 25q | +400.0%+$4.0K |
| Hurley Capital, LLC | $4.5K | 205 | 0.00% | 3q | +400.0%+$3.6K |
| Tradewinds Capital Management, LLC | $4.4K | 200 | 0.00% | 7q | +400.0%+$3.5K |
| Ancora Advisors LLC | $3.6K | 165 | 0.00% | 14q | +400.0%+$2.9K |
Showing the largest 100 of 116 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 | 109 | $148.9M | 5,011,798 | 10 | 92 | 4 | 26.4% |
| Q1 2026 | 118 | $310.9M | 1,228,813 | 21 | 27 | 38 | 47.2% |
| Q4 2025 | 133 | $419.2M | 1,351,399 | 54 | 34 | 24 | 53.1% |
| Q3 2025 | 95 | $199.7M | 1,165,787 | 25 | 26 | 20 | 33.1% |
| Q2 2025 | 90 | $118.8M | 1,019,255 | 30 | 24 | 11 | 13.6% |
| Q1 2025 | 72 | $64.4M | 694,156 | 18 | 15 | 16 | 2.5% |
| Q4 2024 | 63 | $67.8M | 811,151 | 17 | 16 | 9 | 0.0% |
| Q3 2024 | 49 | $58.0M | 632,317 | 6 | 15 | 10 | 0.0% |
| Q2 2024 | 57 | $47.7M | 536,247 | 16 | 13 | 7 | 0.0% |
| Q1 2024 | 56 | $55.6M | 594,861 | 11 | 10 | 11 | 0.0% |
| Q4 2023 | 54 | $57.9M | 572,726 | 4 | 13 | 13 | 0.0% |
| Q3 2023 | 57 | $53.1M | 461,157 | 4 | 15 | 16 | 0.0% |
| Q2 2023 | 58 | $58.9M | 517,546 | 4 | 10 | 20 | 0.0% |
| Q1 2023 | 68 | $57.9M | 426,644 | 9 | 24 | 11 | 0.0% |
| Q4 2022 | 63 | $65.6M | 399,482 | 9 | 8 | 17 | 0.0% |
| Q3 2022 | 78 | $104.7M | 521,961 | 19 | 16 | 12 | 0.0% |
| Q2 2022 | 70 | $74.3M | 416,639 | 11 | 10 | 22 | 0.0% |
| Q1 2022 | 89 | $108.0M | 524,489 | 33 | 17 | 15 | 0.0% |
| Q4 2021 | 70 | $74.1M | 418,783 | 12 | 11 | 15 | 0.0% |
| Q3 2021 | 65 | $75.2M | 420,251 | 11 | 15 | 16 | 0.0% |
| Q2 2021 | 72 | $126.1M | 485,005 | 16 | 21 | 13 | 0.0% |
| Q1 2021 | 65 | $93.4M | 381,485 | 14 | 18 | 12 | 0.0% |
| Q4 2020 | 67 | $93.3M | 406,551 | 14 | 15 | 14 | 0.0% |
| Q3 2020 | 56 | $98.5M | 454,934 | 15 | 17 | 6 | 0.0% |
| Q2 2020 | 46 | $57.0M | 311,515 | 8 | 13 | 12 | 0.0% |
| Q1 2020 | 54 | $78.1M | 351,660 | 21 | 8 | 13 | 0.0% |
| Q4 2019 | 44 | $90.1M | 491,713 | 8 | 13 | 8 | 0.0% |
| Q3 2019 | 46 | $66.3M | 416,222 | 8 | 13 | 10 | 0.0% |
| Q2 2019 | 44 | $62.6M | 429,710 | 5 | 9 | 15 | 0.0% |
| Q1 2019 | 45 | $72.9M | 558,348 | 14 | 10 | 7 | 0.0% |
| Q4 2018 | 36 | $29.8M | 250,588 | 3 | 0 | 0 | 0.0% |