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Disclosery

PALL ABRDN PALLADIUM ETF TRUST

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PHYSICAL PALLADM (fund), issuer CIK 1459862

135 managers (136 13F filers) reported a position in PALL shares at 2025-12-31, 1,416,576 shares in all. 54 filers opened a position and 17 filers sold out during the quarter.

Managers
135
13F filers
136
New
54
Added
39
Reduced
23
Sold out
17
Shares held by filers
1,416,576

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS137,729$20M0.01%+21,10713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY126,413$18.4M<0.01%+16,39313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…125,318$18.2M0.03%+109,42513F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC95,808$13.9M0.22%+16,67613F-HRTimelineGroup
LPL Financial LLC77,629$11.3M<0.01%+43,02113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,640$9.54M<0.01%+26,98813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,037$9.02M<0.01%-5,99813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,414$6.89M<0.01%+17,76213F-HRTimelineGroup
UBS Group AGin group UBS Group AG45,553$6.62M<0.01%+10,94213F-HRTimelineGroup
SG Americas Securities, LLC45,375$6.6M0.01%+31,59813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding40,749$5.92MnewTimeline
Black Swift Group, LLC37,909$5.51M0.92%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,262$4.84M<0.01%-3,54213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC32,223$4.68M0.1%-10,07513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,324$3.68M<0.01%-3,93213F-HRTimelineGroup
Fortis Group Advisors, LLC18,799$2.89M0.49%-7,89013F-HRTimeline
Brookwood Investment Group LLC19,510$2.84M0.34%new13F-HRTimeline
Cetera Investment Advisers19,472$2.83M<0.01%+9,13313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,142$2.78M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,969$2.76M<0.01%+2,21813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,021$2.62M<0.01%+10,24113F-HR/ATimelineGroup
Copley Financial Group, Inc.15,659$2.28M1.41%-38913F-HRTimeline
GROUP ONE TRADING LLC15,534$2.26M0.07%+8,75513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,308$1.64M<0.01%+3,03013F-HRTimelineGroup
MATAURO, LLC9,578$1.39M0.21%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,558$1.39M<0.01%+913F-HRTimeline
Alhambra Investment Management LLC8,925$1.3M0.6%-5,99513F-HRTimeline
Foundations Investment Advisors, LLC8,700$1.26M0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,632$1.25M<0.01%+3,66113F-HRTimelineGroup
ARVEST INVESTMENTS, INC.8,240$1.2M0.17%-10,51313F-HRTimeline
IHT Wealth Management, LLC7,852$1.14M0.03%-11,20813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,551$1.1M<0.01%+3,20613F-HRTimeline
Linden Thomas Advisory Services, LLC7,075$1.03M0.1%+28513F-HRTimeline
B. Riley Wealth Advisors, Inc.6,694$973K0.05%new13F-HRTimeline
Janney Montgomery Scott LLC6,521$948K<0.01%+3,64613F-HRTimeline
HighTower Advisors, LLC6,493$944K<0.01%-6013F-HRTimeline
Pekin Hardy Strauss, Inc.6,125$890K0.08%+3,00513F-HRTimeline
Manatuck Hill Partners, LLC5,900$858K0.3%-44,10013F-HRTimeline
Belpointe Asset Management LLC5,353$778K0.03%-14,65713F-HRTimeline
Fortis Capital Advisors, LLC5,353$778K0.11%-14,65713F-HRTimeline
Mutual Advisors, LLC5,288$769K0.02%+1,06113F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC5,000$727K0.43%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,864$707K0.04%+63913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,807$699K<0.01%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,673$679K0.12%new13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC4,326$629K0.09%new13F-HRTimeline
Generation Capital Management LLC4,300$625K0.41%new13F-HRTimeline
NewEdge Advisors, LLC4,182$608K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,071$592K0.01%+12013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,639$529K0.01%new13F-HRTimeline
Leo Wealth, LLC3,534$514K0.04%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,428$498K<0.01%+1,52313F-HRTimelineGroup
AMG National Trust Bank3,248$472K0.01%-5313F-HRTimeline
Total Wealth Planning & Management, Inc.3,213$467K0.37%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,175$462K0.02%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC3,161$460K0.01%+1,17313F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,120$454K0.03%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,083$448K<0.01%+1413F-HRTimelineGroup
Geneos Wealth Management Inc.2,980$433K0.01%+42513F-HRTimeline
WMG Financial Advisors, LLC2,975$433K0.18%+25013F-HRTimeline
Csenge Advisory Group2,813$409K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,424$401K<0.01%-84213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,690$391K0.23%new13F-HRTimeline
Kellett Wealth Advisors, LLC2,668$388K0.22%new13F-HRTimeline
Valeo Financial Advisors, LLC2,550$371K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,509$365K<0.01%+71413F-HRTimeline
SMART Wealth LLC2,475$360K0.11%-62513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,470$359K<0.01%-4,34513F-HRTimelineGroup
Compound Planning, Inc.2,420$352K0.01%-13513F-HRTimeline
Betterment LLC2,338$340K<0.01%+37813F-HRTimeline
Cresset Asset Management, LLC2,131$310K<0.01%new13F-HRTimeline
HB Wealth Management, LLC2,095$305K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,005$295K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management1,992$290K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC1,892$275K0.01%new13F-HRTimeline
AE Wealth Management LLC1,785$260K<0.01%-1013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,775$258K<0.01%013F-HRTimelineGroup
CIBC WORLD MARKET INC.1,757$255K<0.01%-2,13313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,743$253K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,661$241K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,625$236K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,604$233K<0.01%new13F-HRTimelineGroup
Verity Asset Management, Inc.1,597$232K0.1%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…1,502$218K0.17%13F-HRTimeline
Trek Financial, LLC1,487$216K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,486$216K<0.01%-7813F-HRTimelineGroup
Ferguson Shapiro LLC1,433$208K0.06%new13F-HRTimeline
HRT FINANCIAL LP1,418$206K<0.01%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,400$204K<0.01%+40013F-HRTimelineGroup
Heritage Wealth Advisors1,125$164K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,111$162K<0.01%-1513F-HRTimeline
NATIXISin group Natixis Investment Managers1,000$150K<0.01%new13F-HRTimelineGroup
Stelac Advisory Services LLC851$124K0.04%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV691$100K0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.342$49.7K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc261$37.9K<0.01%+8113F-HRTimeline
HARBOUR INVESTMENTS, INC.240$34.9K<0.01%+16913F-HRTimeline
Quaker Wealth Management, LLC238$34.6K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL230$33.4K0.01%+3013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management210$30.5K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…203$29.5K<0.01%+19513F-HRTimelineGroup
Noble Wealth Management PBC197$28.6K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC157$22.9K<0.01%+12713F-HRTimelineGroup
Arax Advisory Partners153$22.3K<0.01%-313F-HRTimeline
Berbice Capital Management LLC150$21.8K0.01%new13F-HRTimeline
Parallel Advisors, LLC130$18.9K<0.01%new13F-HRTimeline
MAI Capital Management126$18.3K<0.01%013F-HRTimeline
Larson Financial Group LLC110$16K<0.01%+1213F-HRTimeline
Blue Trust, Inc.100$14.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC88$13K<0.01%013F-HR/ATimelineGroup
SJS Investment Consulting Inc.75$10.9K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC60$8.72K<0.01%013F-HRTimeline
Hilltop National Bank60$8.72K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC57$8K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.50$7.27K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…46$6.69K<0.01%+3813F-HRTimelineGroup
Hurley Capital, LLC41$5.96K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC40$5.82K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC33$4.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP33$4.8K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.28$4.07K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…25$3.63K<0.01%+2013F-HRTimeline
Clearstead Advisors, LLC21$3.05K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA20$2.91K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC20$2.91K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates16$2.33K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC15$2.18K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp14$2.04K<0.01%013F-HRTimelineGroup
CX Institutional15$2K<0.01%new13F-HRTimeline
Costello Asset Management, INC11$1.6K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$1.02K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.8$1K<0.01%13F-HRTimeline
Copia Wealth Management6$872<0.01%new13F-HRTimeline
Triumph Capital Management3$436<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.