Graniteshares Bcom Broad STRCOMBETF

13F holders, Q4 2024 (December 31)
34holders −2
3new positions
10sold out
$20.05avg. 13F price*

At the end of Q4 2024, 34 institutions reported holding Graniteshares Bcom Broad STR (COMB) in their 13F filings, down 2 from Q3 2024. 3 opened new positions and 10 sold out. The largest holders were Resonant Capital Advisors, LLC ($11.3M), Betterment LLC ($10.0M) and Axiom Financial Strategies, LLC ($6.4M).

Company
Graniteshares Bcom Broad STR
CUSIP
38747R108
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 44Q1 2024Q2 2024: 42Q2 2024Q3 2024: 36Q3 2024Q4 2024: 34Q4 2024Q1 2025: 39Q1 2025Q2 2025: 38Q2 2025Q3 2025: 39Q3 2025Q4 2025: 30Q4 2025Q1 2026: 40Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions3$4.5M
Exits10$5.9M

All 13F filers, Q3 2024 → Q4 2024: 500,649 shares bought and 364,625 shares sold, net +136,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

Resonant Capital Advisors, LLC 0.83% Add +3.0% 567,512 $11.3M
Betterment LLC 0.02% Add +6.1% 499,711 $10.0M
Axiom Financial Strategies, LLC 3.59% Reduce -0.3% 322,748 $6.4M
American Financial & Tax Strategies Inc. 2.26% Add +3.6% 218,614 $4.4M
One Degree Advisors Inc 1.55% New 178,418 $3.8M
Adventist Health System Sunbelt Healthcare Corp. 0.11% Add +318.9% 168,687 $3.4M
Appleton Partners Inc. 0.24% Reduce -0.1% 162,633 $3.2M
Prospect Financial Group LLC 2.16% — 88,088 $1.8M
Great Lakes Advisors, LLC 0.01% Reduce -14.6% 64,084 $1.3M
Evolution Wealth Advisors, LLC 0.20% Add +138.5% 59,600 $1.2M
Stifel Financial Corp. 0.00% Add +424.4% 57,632 $1.1M
Vise Technologies, Inc. 0.09% Reduce -0.4% 51,683 $1.0M
Susquehanna International Group, LLP 0.00% Add +203.6% 38,769 $773K
Janney Montgomery Scott LLC 0.00% New 33,457 $667K
Comprehensive Money Management Services LLC 0.45% — 27,133 $541K
WCG Wealth Advisors LLC 0.03% Reduce -0.6% 23,745 $474K
LPL Financial LLC 0.00% Reduce -1.1% 20,048 $400K
Focus Partners Wealth 0.00% Reduce -5.0% 16,178 $323K
Jane Street Group, LLC 0.00% Reduce -84.2% 11,651 $232K
US Bancorp \de 0.00% No change 5,246 $105K
IFP Advisors, Inc 0.00% Add +2.4% 4,087 $82K
Royal Bank of Canada 0.00% Reduce -12.1% 2,767 $55K
Pacific Center for Financial Services 0.01% No change 2,186 $44K
Accredited Wealth Management, LLC 0.02% — 1,175 $23K
Allworth Financial LP 0.00% Reduce -74.3% 976 $20K
Creekmur Asset Management LLC 0.00% Add +1.7% 411 $8K
NewEdge Advisors, LLC 0.00% New 100 $2K
FSA Wealth Management LLC 0.00% Add +3.2% 64 $1K
Geneos Wealth Management Inc. 0.00% No change 55 $1K
Arax Advisory Partners 0.00% No change 30 $599
Minot DeBlois Advisors LLC 0.00% — 19 $379
Blue Trust, Inc. 0.00% No change 11 $219
Morgan Stanley 0.00% Add +100.0% 2 $51
Wells Fargo & Company 0.00% Add +0.0% 1 $21

"% of holder's portfolio" is COMB's weight in each manager's 13F, not the share of Graniteshares Bcom Broad STR the manager owns.