13F QoQ Ownership Changes
GLTR Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 67 new · 65 added · 98 reduced · 22 exited
New Positions(67)
Added To(65)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| LPL Financial LLC | 380,713 | +107,963 | $78.3M | +$33.1M | 39.6% |
| MORGAN STANLEY | 553,776 | +34,142 | $113.9M | +$27.9M | 6.6% |
| WELLS FARGO & COMPANY/MN | 471,068 | +50,391 | $96.9M | +$27.3M | 12.0% |
| Rockefeller Capital Management L.P. | 176,276 | +35,985 | $36.3M | +$13.1M | 25.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 232,088 | +21,283 | $47.7M | +$12.8M | 10.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 202,440 | +3,465 | $45.3M | +$11.3M | 1.7% |
| Focus Partners Wealth | 219,174 | +12,744 | $45.1M | +$10.9M | 6.2% |
| Wealthfront Advisers LLC | 152,578 | +16,997 | $31.4M | +$8.9M | 12.5% |
| RAYMOND JAMES FINANCIAL INC | 76,208 | +29,739 | $15.7M | +$8.0M | 64.0% |
| AMERIPRISE FINANCIAL INC | 132,689 | +4,351 | $27.3M | +$6.1M | 3.4% |
| Cetera Investment Advisers | 58,035 | +20,347 | $11.9M | +$5.7M | 54.0% |
| STIFEL FINANCIAL CORP | 82,245 | +14,053 | $16.9M | +$5.6M | 20.6% |
| AXXCESS WEALTH MANAGEMENT, LLC | 42,215 | +13,388 | $8.7M | +$3.9M | 46.4% |
| Belpointe Asset Management LLC | 39,975 | +8,373 | $8.2M | +$3.0M | 26.5% |
| OSAIC HOLDINGS, INC. | 34,590 | +5,057 | $7.1M | +$2.4M | 17.1% |
| UBS Group AG | 45,699 | +1,808 | $9.4M | +$2.1M | 4.1% |
| WJ Wealth Management, LLC | 47,429 | +2,409 | $9.8M | +$2.0M | 5.3% |
| JONES FINANCIAL COMPANIES LLLP | 18,033 | +5,586 | $3.7M | +$1.7M | 44.9% |
| Mariner, LLC | 22,471 | +4,292 | $4.6M | +$1.6M | 23.6% |
| MML INVESTORS SERVICES, LLC | 15,885 | +5,860 | $3.3M | +$1.6M | 58.5% |
| Creative Planning | 14,563 | +5,142 | $3.0M | +$1.4M | 54.6% |
| Centurion Wealth Management LLC | 33,128 | +192 | $6.8M | +$1.4M | 0.6% |
| Envestnet Portfolio Solutions, Inc. | 11,629 | +5,292 | $2.4M | +$1.3M | 83.5% |
| BROWN WEALTH MANAGEMENT, LLC | 27,763 | +1,142 | $5.7M | +$1.3M | 4.3% |
| NWAM LLC | 9,739 | +6,291 | $1.9M | +$1.3M | 182.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27,911 | +756 | $5.7M | +$1.2M | 2.8% |
| Kingsview Wealth Management, LLC | 7,321 | +4,592 | $1.5M | +$1.1M | 168.3% |
| Brookstone Capital Management | 6,450 | +3,292 | $1.3M | +$803.6K | 104.2% |
| Valmark Advisers, Inc. | 16,436 | +672 | $3.4M | +$771.1K | 4.3% |
| Private Advisor Group, LLC | 5,270 | +1,949 | $1.1M | +$534.0K | 58.7% |
| Blue Trust, Inc. | 7,540 | +1,207 | $1.6M | +$502.4K | 19.1% |
| Farther Finance Advisors, LLC | 7,564 | +1,101 | $1.6M | +$485.9K | 17.0% |
| Cerity Partners LLC | 6,308 | +1,346 | $1.3M | +$475.9K | 27.1% |
| Integrated Wealth Concepts LLC | 11,133 | +120 | $2.3M | +$466.8K | 1.1% |
| MATAURO, LLC | 4,408 | +1,710 | $906.4K | +$459.9K | 63.4% |
| Global Assets Advisory, LLC | 9,706 | +74 | $2.0M | +$401.9K | 0.8% |
| Kestra Advisory Services, LLC | 4,317 | +1,371 | $887.6K | +$400.2K | 46.5% |
| Merit Financial Group, LLC | 9,315 | +51 | $1.9M | +$382.4K | 0.6% |
| PNC Financial Services Group, Inc. | 1,899 | +1,738 | $390.4K | +$363.8K | 1079.5% |
| BANK OF MONTREAL /CAN/ | 2,623 | +1,344 | $539.3K | +$327.7K | 105.1% |
| Hobbs Group Advisors, LLC | 5,488 | +446 | $1.1M | +$294.1K | 8.8% |
| Collaborative Wealth Managment Inc. | 2,385 | +973 | $490.4K | +$256.7K | 68.9% |
| Vise Technologies, Inc. | 4,152 | +488 | $853.7K | +$247.4K | 13.3% |
| FAS Wealth Partners, Inc. | 3,125 | +725 | $642.5K | +$245.4K | 30.2% |
| Stratos Wealth Partners, LTD. | 3,977 | +423 | $817.7K | +$229.7K | 11.9% |
| CITIZENS FINANCIAL GROUP INC/RI | 3,260 | +298 | $670.3K | +$180.2K | 10.1% |
| HARBOUR INVESTMENTS, INC. | 3,213 | +274 | $660.6K | +$174.3K | 9.3% |
| Prospera Financial Services Inc | 3,367 | +200 | $692.3K | +$168.3K | 6.3% |
| BLAIR WILLIAM & CO/IL | 2,361 | +292 | $485.4K | +$143.1K | 14.1% |
| Mutual Advisors, LLC | 2,808 | +327 | $577.4K | +$141.0K | 13.2% |
| Steward Partners Investment Advisory, LLC | 2,450 | +249 | $503.7K | +$139.6K | 11.3% |
| PFG Advisors | 3,010 | +90 | $618.9K | +$135.7K | 3.1% |
| Brand Asset Management Group, Inc. | 2,934 | +14 | $603.2K | +$120.1K | 0.5% |
| Spire Wealth Management | 618 | +490 | $127.1K | +$105.9K | 382.8% |
| BostonPremier Wealth LLC | 1,690 | +228 | $347.5K | +$105.6K | 15.6% |
| Arax Advisory Partners | 786 | +363 | $161.6K | +$91.6K | 85.8% |
| Sowell Financial Services LLC | 1,738 | +65 | $357.3K | +$80.5K | 3.9% |
| PRINCIPAL SECURITIES, INC. | 1,698 | +65 | $349.1K | +$78.9K | 4.0% |
| Security National Bank | 1,882 | +17 | $386.9K | +$78.4K | 0.9% |
| PFG Investments, LLC | 1,363 | +70 | $280.2K | +$66.3K | 5.4% |
| Colonial Trust Co / SC | 561 | +167 | $115.3K | +$50.2K | 42.4% |
| Geneos Wealth Management Inc. | 650 | +145 | $133.6K | +$50.1K | 28.7% |
| Global Retirement Partners, LLC | 360 | +160 | $74.0K | +$40.9K | 80.0% |
| FMR LLC | 21 | +11 | $4.3K | +$2.5K | 110.0% |
| Cambridge Investment Research Advisors, Inc. | 40,499 | +5,256 | $8.3K | +$2.5K | 14.9% |