Graniteshares Bcom Broad STRCOMBETF

13F holders, Q1 2025 (March 31)
39holders +5
9new positions
5sold out
$21.64avg. 13F price*

At the end of Q1 2025, 39 institutions reported holding Graniteshares Bcom Broad STR (COMB) in their 13F filings, up 5 from Q4 2024. 9 opened new positions and 5 sold out. The largest holders were Resonant Capital Advisors, LLC ($13.9M), Beacon Harbor Wealth Advisors, Inc. ($12.3M) and Betterment LLC ($11.6M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$25.7M
Exits5$11.9M

All 13F filers, Q4 2024 → Q1 2025: 1,327,956 shares bought and 629,803 shares sold, net +698,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Resonant Capital Advisors, LLC 0.97% Add +12.6% 638,745 $13.9M
Beacon Harbor Wealth Advisors, Inc. 2.85% New 564,853 $12.3M
Betterment LLC 0.03% Add +6.6% 532,593 $11.6M
Empowered Funds, LLC 0.14% New 441,682 $9.6M
American Financial & Tax Strategies Inc. 2.51% Reduce -1.4% 215,563 $4.7M
One Degree Advisors Inc 1.62% Add +1.5% 181,089 $3.9M
Appleton Partners Inc. 0.28% Add +4.1% 169,245 $3.7M
Inscription Capital, LLC 0.32% — 97,091 $1.9M
Prospect Financial Group LLC 2.36% Reduce -3.2% 85,273 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% New 74,093 $1.6M
Evolution Wealth Advisors, LLC 0.21% Reduce -1.4% 58,770 $1.3M
Guardian Partners Inc. 0.09% New 41,621 $869K
Stifel Financial Corp. 0.00% Reduce -32.9% 38,690 $840K
Jane Street Group, LLC 0.00% Add +188.0% 33,551 $728K
Brooklyn Investment Group 0.14% New 30,073 $653K
Comprehensive Money Management Services LLC 0.52% Add +9.0% 29,563 $642K
Flow Traders U.S. LLC 0.03% New 29,048 $630K
Janney Montgomery Scott LLC 0.00% Reduce -20.3% 26,653 $578K
LPL Financial LLC 0.00% Add +12.0% 22,457 $487K
WCG Wealth Advisors LLC 0.04% Reduce -7.6% 21,935 $476K
Focus Partners Wealth 0.00% Reduce -1.9% 15,866 $344K
US Bancorp \de 0.00% No change 5,246 $114K
IFP Advisors, Inc 0.00% No change 4,087 $89K
Bank of America Corp. 0.00% New 4,005 $87K
Royal Bank of Canada 0.00% Reduce -10.9% 2,464 $53K
Pacific Center for Financial Services 0.01% Reduce -4.6% 2,086 $45K
Comerica Bank 0.00% New 1,312 $28K
Osaic Holdings, Inc. 0.00% New 1,132 $25K
Allworth Financial LP 0.00% Reduce -12.8% 851 $18K
Accredited Wealth Management, LLC 0.01% Reduce -34.0% 775 $17K
Creekmur Asset Management LLC 0.00% Reduce -0.7% 408 $9K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 121 $3K
NewEdge Advisors, LLC 0.00% No change 100 $2K
FSA Wealth Management LLC 0.00% No change 64 $1K
Geneos Wealth Management Inc. 0.00% No change 55 $1K
Arax Advisory Partners 0.00% No change 30 $651
Blue Trust, Inc. 0.00% No change 11 $239
Morgan Stanley 0.00% Reduce -50.0% 1 $33
Wells Fargo & Company 0.00% No change 1 $13

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