SEC 13F Intelligence

BCDABRDN ETFS

CUSIP 003261203 · Yahoo Finance ↗ · Google Finance ↗

Abrdn Etfs (BCD) has 90 institutional holders in Filings Flow’s 13F database, together reporting 5.86M shares worth $199M as of Q1 2026. The largest reported holders are Alaska Permanent Capital Management, LLC, Alaska Wealth Advisors, LLC, and Columbus Macro, LLC.

Institutional Holders
90
Q1 2026
Reported Value
$199M
Ticker
BCD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 6Q4 ’18Q1 ’19: 5Q2 ’19: 4Q2 ’19Q3 ’19: 5Q2 ’21: 14Q2 ’21Q4 ’21: 18Q4 ’22: 55Q4 ’22Q4 ’25: 73Q1 ’26: 90Q1 ’26Q2 ’26: 6filingsflow.com
Total reported value
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ2 ’19Q3 ’19: $1MQ2 ’21: $5MQ2 ’21Q4 ’21: $14MQ4 ’22: $82MQ4 ’22Q4 ’25: $147MQ1 ’26: $199MQ1 ’26Q2 ’26: $5Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Alaska Permanent Capital Management, LLC$1.4B AUM3.49%$50M1.39MQ1 2026OLDER
Impact Investors, Inc$144M AUM2.56%$4M102.8KQ1 2026OLDER
Alaska Wealth Advisors, LLC$833M AUM1.98%$17M461.9KQ1 2026OLDER
Columbus Macro, LLC$936M AUM1.45%$14M379.9KQ1 2026OLDER
WEALTH MANAGEMENT RESOURCES, INC.$287M AUM1.05%$3M84.5KQ1 2026OLDER
HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM1.04%$12M334.2KQ1 2026OLDER
Millington Financial Advisors, LLC$237M AUM0.80%$2M51.6KQ1 2026OLDER
RHS Financial, LLC$211M AUM0.68%$1M39.9KQ1 2026OLDER
AMERICAN NATIONAL BANK & TRUST$1.0B AUM0.64%$7M187.1KQ1 2026OLDER
Alhambra Investment Management LLC$217M AUM0.60%$1M36.6KQ1 2026OLDER
Ifrah Financial Services, Inc.$378M AUM0.57%$2M59.8KQ1 2026OLDER
Andina Capital Management, LLC$113M AUM0.54%$609,87017.0KQ1 2026OLDER
InTrack Investment Management Inc$175M AUM0.51%$899,09525.1KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM0.48%$1M28.9KQ1 2026OLDER
Lifetime Wealth Management P.C.$176M AUM0.46%$803,01122.4KQ1 2026OLDER
Mengis Capital Management, Inc.$581M AUM0.44%$3M70.7KQ1 2026OLDER
Schrum Private Wealth Management LLC$131M AUM0.32%$420,43011.8KQ1 2026OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.30%$532,16214.9KQ1 2026OLDER
PETRA FINANCIAL ADVISORS INC$162M AUM0.28%$445,39812.4KQ1 2026OLDER
BCS Private Wealth Management, Inc.$329M AUM0.27%$883,94524.7KQ1 2026OLDER
WEALTHSPAN PARTNERS, LLC$284M AUM0.25%$716,36120.0KQ1 2026OLDER
Investment Research Partners LLC$246M AUM0.25%$609,19017.0KQ1 2026OLDER
Inspire Advisors, LLC$1.2B AUM0.23%$3M79.3KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.17%$5M150.1KQ1 2026OLDER
MeadowBrook Investment Advisors LLC$113M AUM0.15%$174,5795.0KQ1 2026OLDER
Note Advisors, LLC$200M AUM0.13%$250,2107.0KQ1 2026OLDER
Rede Wealth, LLC$278M AUM0.12%$357,49511.5KQ4 2025OLDER
Accel Wealth Management$383M AUM0.12%$456,28712.8KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.10%$4M103.2KQ2 2026
Centurion Wealth Management LLC$418M AUM0.09%$383,27911.2KQ2 2026
Cooper Financial Group$1.2B AUM0.07%$855,59925.1KQ2 2026
RFG Advisory, LLC$5.4B AUM0.06%$3M97.3KQ1 2026OLDER
Crescent Grove Advisors, LLC$1.0B AUM0.06%$585,75416.4KQ1 2026OLDER
PlanVest Financial, Inc$131M AUM0.05%$61,4341.7KQ1 2026OLDER
SUMMIT WEALTH GROUP LLC / CO$950M AUM0.04%$259,3272.1KQ4 2025OLDER
TORNO CAPITAL, LLC$725M AUM0.04%$160,9925.2KQ4 2025OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.03%$3M76.0KQ1 2026OLDER
SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM0.03%$268,6587.9KQ2 2026
Stokes Family Office, LLC$969M AUM0.03%$260,1217.3KQ1 2026OLDER
Certified Advisory Corp$1.2B AUM0.02%$217,1906.3KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.02%$591,54117.3KQ1 2026OLDER
Madison Asset Management, LLC$8.1B AUM0.02%$2M45.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M45.8KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.02%$724,26420.2KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.01%$64,1341.9KQ2 2026
Aureus Asset Management, LLC$1.5B AUM0.01%$213,4286.0KQ1 2026OLDER
Whipplewood Advisors, LLC$193M AUM0.01%$24,581687Q1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.01%$11M320.6KQ1 2026OLDER
ASSETMARK, INC$49.0B AUM0.01%$5M127.3KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.01%$226,0286.3KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$396,87211.1KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M106.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$5M129.0KQ1 2026OLDER
Wall Street Financial Group, Inc.$169M AUM0.00%$4,866136Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$9M257.6KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$1M32.5KQ1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$68,5191.9KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M36.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$117,1153.3KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$6M180.8KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$231,8906.5KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$250,7757.3KQ3 2025OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$2,50570Q1 2026OLDER
Center for Financial Planning, Inc.$958M AUM0.00%$9,443305Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$6M159.4KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$276,1107.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$378,80310.6KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$239,2826.7KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$20,084561Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M33.6KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$11,133324Q3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$4,776133Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$6,192200Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$803,40623.4KQ3 2025OLDER
Nemes Rush Group LLC$1.1B AUM0.00%$1,14532Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$4,759133Q1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$23,807665Q1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$3,096100Q4 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$7,335205Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$96627Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$13,963451Q4 2025OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$14,596412Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$4,544127Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$48,6071.6KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$16,781469Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$93026Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,95383Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$25,368709Q1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$1,82551Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$1,88961Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3,685103Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$8,000220Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$2,60173Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$832Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$201Q2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$340Q1 2026OLDER
CWM, LLC$38.1B AUM$04Q3 2025OLDER

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