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Disclosery

PALL ABRDN PALLADIUM ETF TRUST

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PHYSICAL PALLADM (fund), issuer CIK 1459862

77 managers (77 13F filers) reported a position in PALL shares at 2025-03-31, 725,245 shares in all. 17 filers opened a position and 9 filers sold out during the quarter.

Managers
77
13F filers
77
New
17
Added
16
Reduced
17
Sold out
9
Shares held by filers
725,245

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,833$11M<0.01%+75,93913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY104,878$9.5M<0.01%+11,26613F-HRTimelineGroup
LPL Financial LLC43,080$3.9M<0.01%+5,64813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC41,902$3.79M0.13%-2,70713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC37,410$3.39M0.07%-52713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS32,760$2.97M<0.01%+31,30513F-HRTimelineGroup
IMC-Chicago, LLC31,764$2.88M0.11%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,690$2.33M<0.01%-1,84913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,604$2.14M<0.01%+3,38113F-HRTimelineGroup
ARVEST INVESTMENTS, INC.21,303$1.93M0.3%-20813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,937$1.63M0.04%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG17,467$1.58M<0.01%-3,33813F-HRTimelineGroup
Anthracite Investment Company, Inc.16,000$1.45M0.91%013F-HRTimeline
SG Americas Securities, LLC13,777$1.25M<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,597$1.14M<0.01%-43913F-HR/ATimelineGroup
Private Wealth Advisors, LLC12,204$1.11M0.46%+26313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,865$984K<0.01%-7,44713F-HRTimelineGroup
WOLVERINE TRADING, LLC11,034$981K0.03%new13F-HRTimeline
Copley Financial Group, Inc.9,997$905K0.69%+2913F-HR/ATimeline
Belvedere Trading LLC9,221$835K0.07%new13F-HRTimeline
Massar Capital Management, LP9,000$815K0.98%new13F-HRTimeline
MML INVESTORS SERVICES, LLC8,696$787K<0.01%new13F-HRTimeline
CIBC WORLD MARKET INC.7,214$653K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,293$570K<0.01%+82513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,065$549K<0.01%-2,74313F-HRTimelineGroup
NAPA WEALTH MANAGEMENT5,690$515K0.29%new13F-HRTimeline
IHT Wealth Management, LLC5,113$463K0.01%+2,64113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,767$432K<0.01%+41013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,577$414K<0.01%-13,57113F-HRTimelineGroup
AMG National Trust Bank4,565$413K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,250$385K<0.01%-14713F-HRTimeline
Cetera Investment Advisers4,198$380K<0.01%+88613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,126$374K<0.01%-11,54613F-HRTimelineGroup
Linden Thomas Advisory Services, LLC3,628$329K0.04%+45013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,522$319K0.01%-10013F-HRTimelineGroup
Mutual Advisors, LLC3,563$306K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2,912$263K0.01%new13F-HRTimeline
SMART Wealth LLC2,888$262K0.09%-48313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,830$256K<0.01%013F-HRTimeline
Valeo Financial Advisors, LLC2,550$231K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,428$220K<0.01%-46,26013F-HR/ATimelineGroup
Rossby Financial, LCC2,000$172K0.07%new13F-HRTimeline
Smithfield Trust Co1,200$109K0.01%013F-HRTimeline
Heritage Wealth Advisors1,125$102K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,046$93K<0.01%+96613F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,000$88.9K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…850$77K<0.01%-7513F-HRTimeline
Larson Financial Group LLC604$54.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$45.3K<0.01%+48713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\490$44.4K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.300$27.2K<0.01%013F-HRTimelineGroup
Mattson Financial Services, LLC279$25.3K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc176$15.9K<0.01%+313F-HRTimeline
WASHINGTON TRUST Co150$13.6K<0.01%013F-HRTimeline
Arax Advisory Partners150$13.6K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.150$13.6K<0.01%013F-HRTimeline
MAI Capital Management126$11.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management119$10.7K<0.01%013F-HRTimelineGroup
Main Street Group, LTD110$9.96K<0.01%013F-HRTimeline
Blue Trust, Inc.100$9.05K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88$8K<0.01%-7413F-HRTimelineGroup
Centricity Wealth Management, LLC80$7.24K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.85$7.05K<0.01%-513F-HRTimelineGroup
SJS Investment Consulting Inc.75$6.79K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…48$4.35K<0.01%+4613F-HRTimelineGroup
Tradewinds Capital Management, LLC40$3.62K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC33$2.99K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32$2.9K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC21$1.9K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC15$1.36K<0.01%new13F-HRTimeline
Sandy Spring Bank14$1.27K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP12$1.09K<0.01%013F-HRTimeline
Costello Asset Management, INC11$996<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC10$906<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$634<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$91<0.01%13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.