SEC 13F Intelligence

PALLUSDABRDN PALLADIUM ETF TRUST

CUSIP 003262102 · Yahoo Finance ↗ · Google Finance ↗

Abrdn Palladium Etf Trust (PALLUSD) has 124 institutional holders in Filings Flow’s 13F database, together reporting 1.29M shares worth $166M as of Q1 2026. The largest reported holders are Citadel Advisors LLC, Susquehanna International Group, LLP, and Jane Street Group, LLC.

Institutional Holders
124
Q1 2026
Reported Value
$166M
Ticker
PALLUSD
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 26Q4 ’18Q1 ’19: 32Q2 ’19: 33Q2 ’19Q3 ’19: 34Q2 ’21: 68Q2 ’21Q4 ’21: 64Q4 ’22: 69Q4 ’22Q4 ’25: 134Q1 ’26: 124Q1 ’26Q2 ’26: 10filingsflow.com
Total reported value
Q4 ’18: $11MQ4 ’18Q1 ’19: $188MQ2 ’19: $205MQ2 ’19Q3 ’19: $28MQ2 ’21: $683MQ2 ’21Q4 ’21: $503MQ4 ’22: $40MQ4 ’22Q4 ’25: $196MQ1 ’26: $166MQ1 ’26Q2 ’26: $17Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Copley Financial Group, Inc.$166M AUM1.38%$2M17.0KQ1 2026OLDER
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$1.3B AUM0.50%$6M47.7KQ1 2026OLDER
Fortis Group Advisors, LLC$605M AUM0.49%$3M18.8KQ4 2025OLDER
PRIMORIS WEALTH ADVISORS, LLC$143M AUM0.43%$726,9005.0KQ4 2025OLDER
Marshall Financial Group, LLC$625M AUM0.40%$3M18.8KQ1 2026OLDER
Alhambra Investment Management LLC$217M AUM0.40%$858,2376.4KQ1 2026OLDER
Brookwood Investment Group LLC$810M AUM0.37%$3M22.1KQ1 2026OLDER
Total Wealth Planning & Management, Inc.$135M AUM0.32%$432,2843.2KQ1 2026OLDER
Manatuck Hill Partners, LLC$370M AUM0.30%$857,7425.9KQ4 2025OLDER
BASSO CAPITAL MANAGEMENT, L.P.$163M AUM0.23%$391,0722.7KQ4 2025OLDER
Eschler Asset Management LLP$100M AUM0.22%$294,2162.6KQ3 2025OLDER
Financial Sense Advisors, Inc.$493M AUM0.21%$1M7.5KQ1 2026OLDER
Generation Capital Management LLC$137M AUM0.20%$279,5232.1KQ1 2026OLDER
Kellett Wealth Advisors, LLC$184M AUM0.19%$359,4062.7KQ1 2026OLDER
Black Swift Group, LLC$571M AUM0.18%$1M7.8KQ1 2026OLDER
WMG Financial Advisors, LLC$240M AUM0.18%$432,5053.0KQ4 2025OLDER
Gradient Investments LLC$7.2B AUM0.18%$13M575.5KQ2 2026
MATAURO, LLC$692M AUM0.17%$1M8.9KQ1 2026OLDER
ARVEST INVESTMENTS, INC.$733M AUM0.17%$1M8.2KQ4 2025OLDER
Gunpowder Capital Management, LLC dba Oliver Wealth Management$132M AUM0.14%$188,8631.4KQ1 2026OLDER
Massar Capital Management, LP$934M AUM0.14%$1M9.0KQ3 2025OLDER
SMART Wealth LLC$341M AUM0.11%$359,8162.5KQ4 2025OLDER
COMPASS CAPITAL CORP /MA/ /ADV$279M AUM0.10%$285,6322.1KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM0.10%$232,1721.6KQ4 2025OLDER
Linden Thomas Advisory Services, LLC$1.0B AUM0.10%$996,1807.4KQ1 2026OLDER
Rossby Financial, LCC$489M AUM0.07%$228,3002.0KQ3 2025OLDER
Pekin Hardy Strauss, Inc.$957M AUM0.07%$703,8605.2KQ1 2026OLDER
EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM0.07%$3M24.8KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.07%$6M41.4KQ1 2026OLDER
Ferguson Shapiro LLC$342M AUM0.06%$208,3301.4KQ4 2025OLDER
Binnacle Investments Inc$170M AUM0.06%$102,753900Q3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$463,2683.4KQ1 2026OLDER
Fortis Capital Advisors, LLC$763M AUM0.05%$372,7432.8KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.04%$973,1776.7KQ4 2025OLDER
MSH Capital Advisors LLC$472M AUM0.04%$210,8211.6KQ1 2026OLDER
Stelac Advisory Services LLC$494M AUM0.04%$123,718851Q4 2025OLDER
DGS Capital Management, LLC$609M AUM0.04%$256,6231.9KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.04%$497,1893.7KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.03%$569,1504.2KQ1 2026OLDER
Bell Bank$2.4B AUM0.02%$570,8505.0KQ3 2025OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.02%$629,7694.7KQ1 2026OLDER
CARDIFF PARK ADVISORS, LLC$1.3B AUM0.02%$301,8982.2KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.02%$44,3812.0KQ2 2026
IHT Wealth Management, LLC$4.3B AUM0.02%$853,2636.3KQ1 2026OLDER
Csenge Advisory Group$2.2B AUM0.02%$408,9542.8KQ4 2025OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$1M8.7KQ4 2025OLDER
Solstein Capital, LLC$244M AUM0.02%$71,356625Q3 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$372,7432.8KQ1 2026OLDER
Berbice Capital Management LLC$153M AUM0.01%$21,807150Q4 2025OLDER
Trek Financial, LLC$1.9B AUM0.01%$216,1801.5KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.01%$16M140.3KQ3 2025OLDER
Compound Planning, Inc.$3.3B AUM0.01%$357,2512.7KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$481,0493.6KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.01%$548,4044.1KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.01%$158,6881.2KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.01%$19M138.1KQ1 2026OLDER
Quaker Wealth Management, LLC$320M AUM0.01%$27,077201Q1 2026OLDER
AMG National Trust Bank$4.6B AUM0.01%$387,5592.9KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.01%$26,942200Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.01%$46M341.9KQ1 2026OLDER
J.W. COLE ADVISORS, INC.$3.0B AUM0.01%$216,4791.6KQ1 2026OLDER
AlphaCore Capital LLC$4.2B AUM0.01%$254,8711.9KQ1 2026OLDER
Valeo Financial Advisors, LLC$4.7B AUM0.01%$281,52012.8KQ2 2026
Heritage Wealth Advisors$2.6B AUM0.01%$151,5491.1KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.01%$25,3921.1KQ2 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$459,5453.2KQ4 2025OLDER
Belvedere Trading LLC$84.4B AUM0.00%$4M28.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$41M303.9KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M17.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$31M229.1KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$2M15.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$390,3502.9KQ1 2026OLDER
Brookstone Capital Management$8.7B AUM0.00%$289,5972.0KQ4 2025OLDER
Apella Capital, LLC$7.1B AUM0.00%$213,8251.5KQ1 2026OLDER
Hurley Capital, LLC$187M AUM0.00%$5,52341Q1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.00%$265,6232.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$8M62.9KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$406,9593.0KQ1 2026OLDER
Activest Wealth Management$569M AUM0.00%$11,85488Q1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$7M50.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$720,2945.3KQ1 2026OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$282,2172.1KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.00%$35,159261Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$10,77780Q1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$983,3837.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$298,6522.2KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M10.4KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$312,3503.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M7.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$108,576806Q1 2026OLDER
Hilltop National Bank$468M AUM0.00%$6,624300Q2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$955,4057.1KQ1 2026OLDER
PROFFITT & GOODSON INC$649M AUM0.00%$8,75765Q1 2026OLDER
Princeton Global Asset Management LLC$613M AUM0.00%$8,08360Q1 2026OLDER
Cresset Asset Management, LLC$23.1B AUM0.00%$309,8052.1KQ4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$4M31.3KQ3 2025OLDER
EQ WEALTH ADVISORS, LLC$171M AUM0.00%$2,18115Q4 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$353,0752.6KQ2 2026
SJS Investment Consulting Inc.$819M AUM0.00%$10,10475Q1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$3M21.0KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$18M126.4KQ1 2026OLDER
Tradewinds Capital Management, LLC$504M AUM0.00%$5,38940Q1 2026OLDER
Costello Asset Management, INC$289M AUM0.00%$2,96422Q1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.00%$18Q4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$46,475345Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$661,9654.9KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$22,316153Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$4M31.3KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$384,8662.9KQ1 2026OLDER
Copia Wealth Management$146M AUM0.00%$8726Q4 2025OLDER
Spire Wealth Management$3.3B AUM0.00%$18,186135Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$3M22.4KQ2 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$400,8572.4KQ4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$8M65.4KQ1 2026OLDER
Global Wealth Strategies & Associates$528M AUM0.00%$2,15516Q1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$124,445856Q4 2025OLDER
Larson Financial Group LLC$3.1B AUM0.00%$14,818110Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$20,207150Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$6M47.6KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$20,880155Q2 2026
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$235,8771.8KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$258,0501.8KQ4 2025OLDER
MAI Capital Management$17.7B AUM0.00%$57,387426Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$325,6382.4KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M11.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$221,3291.6KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$530,6114.2KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$2,90820Q4 2025OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$1M8.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$200,1791.5KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$1,10450Q2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$241,4791.7KQ4 2025OLDER
NATIXIS$28.0B AUM0.00%$60,110455Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$7,67857Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$2,42418Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$598,7864.4KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$13,471100Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$27,077201Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$53,884400Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$398,0683.0KQ2 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$24,890218Q3 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$294,8352.0KQ4 2025OLDER
Ancora Advisors LLC$4.7B AUM0.00%$4,44533Q1 2026OLDER
Triumph Capital Management$491M AUM0.00%$4043Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$242,4781.8KQ1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$3,65332Q3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$2,90820Q4 2025OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$233,1241.6KQ4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$18,039158Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$1,88614Q1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$9437Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$295,4192.2KQ1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$2,82921Q1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.00%$4,07128Q4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$4,79833Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$27,346203Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$7,26950Q4 2025OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$2,42518Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$31,926237Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$4,46633Q1 2026OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM$00Q4 2025OLDER

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