SEC 13F Intelligence

ABRDN ETFS

CUSIP 003261609

Abrdn Etfs has 4 institutional holders in Filings Flow’s 13F database, together reporting 1.01M shares worth $25M as of Q4 2022. The largest reported holders are Aberdeen Group PLC, Leo Wealth, LLC, and B. Riley Wealth Advisors, Inc..

Institutional Holders
4
Q4 2022
Reported Value
$25M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’21: 3Q4 ’21Q4 ’22: 4Q4 ’22filingsflow.com
Total reported value
Q4 ’21: $26MQ4 ’21Q4 ’22: $25MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NAPA WEALTH MANAGEMENT$213M AUM0.28%$492,61222.7KQ1 2025OLDER
Aldebaran Capital, LLC$131M AUM0.26%$280,06212.9KQ1 2025OLDER
Leo Wealth, LLC$1.4B AUM0.16%$1M57.5KQ3 2025
Columbus Macro, LLC$936M AUM0.10%$777,64336.0KQ2 2025OLDER
Mezzasalma Advisors, LLC$391M AUM0.06%$242,21511.2KQ3 2025
B. Riley Wealth Advisors, Inc.$1.6B AUM0.06%$1M56.1KQ3 2025
LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM0.03%$610,21628.2KQ3 2025
Aberdeen Group plc$61.9B AUM0.01%$8M365.0KQ3 2025
Advisory Alpha, LLC$3.7B AUM0.01%$220,74410.2KQ2 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$669,60331.0KQ2 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1,17254.1KQ3 2025
OLIVER LAGORE VANVALIN INVESTMENT GROUP$255M AUM0.00%$99946Q2 2025OLDER
OARSMAN CAPITAL, INC.$806M AUM0.00%$2,003100Q4 2024OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$775,99535.9KQ3 2025
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$39,5761.9KQ3 2025
UBS Group AG$666.3B AUM0.00%$49623Q2 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$381Q3 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.