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GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (COMB) Institutional Ownership

$24.74 +0.19 (+0.77%)
As of 03:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (NYSEARCA:COMB)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$49.55M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.94M
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COMB Institutional Buying and Selling by Quarter

GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Royal Bank of Canada367,054$9.64M0.0%+86.8%6.555%
5/18/2026Empowered Funds LLC1,005,490$26.41M0.2%+18.7%17.955%
5/6/2026Prospect Financial Group LLC75,919$1.99M1.8%+4.6%1.356%
5/5/2026Sanctuary Advisors LLC23,075$606K0.0%N/A0.412%
5/1/2026Fifth Third Bancorp1,177$31K0.0%N/A0.021%
5/1/2026Beacon Harbor Wealth Advisors Inc.512,309$13.46M2.8%N/A7.762%
5/1/2026DMC Group LLC8,710$229K0.2%N/A0.132%
4/29/2026Resonant Capital Advisors LLC926,883$24.35M1.3%+23.8%14.044%
4/28/2026Appleton Partners Inc. MA179,249$4.71M0.3%+1.8%2.716%
4/22/2026Janney Montgomery Scott LLC10,018$263K0.0%-12.6%0.153%
2/17/2026Royal Bank of Canada196,480$4.15M0.0%+10,833.8%3.388%
2/13/2026Stifel Financial Corp33,059$698K0.0%-6.7%0.570%
2/11/2026Empowered Funds LLC847,382$17.89M0.1%+134.8%14.610%
2/11/2026Janney Montgomery Scott LLC11,456$242K0.0%-10.6%0.198%
2/11/2026LPL Financial LLC43,428$917K0.0%+88.2%0.749%
2/11/2026Vise Technologies Inc.44,898$948K0.0%+2.2%0.774%
2/6/2026One Degree Advisors Inc221,854$4.68M1.3%+5.4%3.825%
2/6/2026IFP Advisors Inc4,436$94K0.0%+13.3%0.076%
1/30/2026American Financial & Tax Strategies Inc.222,771$4.70M2.3%-0.3%3.908%
1/29/2026Inscription Capital LLC92,780$1.96M0.2%-10.2%1.751%
1/29/2026Resonant Capital Advisors LLC748,980$15.81M0.9%+4.9%14.132%
1/12/2026Evolution Wealth Advisors LLC56,255$1.19M0.1%-1.5%1.114%
1/9/2026Appleton Partners Inc. MA176,080$3.72M0.2%+1.6%3.557%
11/17/2025Focus Partners Wealth17,601$384K0.0%+24.9%0.387%
11/14/2025Brooklyn Investment Group25,276$551K0.0%+12.3%0.556%
11/14/2025WCG Wealth Advisors LLC19,361$422K0.0%-11.5%0.426%
11/13/2025Vise Technologies Inc.43,949$958K0.0%-2.2%0.966%
11/13/2025Guardian Partners Inc.53,563$1.17M0.1%+6.4%1.177%
11/6/2025Prospect Financial Group LLC90,174$1.97M1.9%+3.2%1.982%
11/5/2025Appleton Partners Inc. MA173,315$3.78M0.3%+0.8%3.809%
10/29/2025Inscription Capital LLC103,302$2.25M0.2%+16.5%2.246%
10/29/2025Resonant Capital Advisors LLC713,960$15.56M0.9%+8.7%15.521%
10/24/2025One Degree Advisors Inc210,517$4.59M1.4%+56.4%4.627%
10/20/2025American Financial & Tax Strategies Inc.223,355$4.87M2.4%+1.1%4.909%
9/4/2025Osaic Holdings Inc.3,215$67K0.0%+184.0%0.080%
8/14/2025Jane Street Group LLC10,395$218K0.0%-69.0%0.260%
8/13/2025Flow Traders U.S. LLC61,156$1.28M0.0%+110.5%1.529%
8/8/2025Evolution Wealth Advisors LLC57,370$1.20M0.2%-2.4%1.434%
8/7/2025Vise Technologies Inc.44,958$944K0.0%N/A1.124%
8/1/2025American Financial & Tax Strategies Inc.220,966$4.64M2.4%+2.5%5.524%
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7/31/2025Resonant Capital Advisors LLC656,542$13.78M0.9%+2.8%16.414%
7/25/2025One Degree Advisors Inc134,622$2.83M1.0%-25.7%3.366%
7/24/2025Comprehensive Money Management Services LLC33,738$708K0.5%+14.1%0.843%
7/22/2025Appleton Partners Inc. MA171,902$3.61M0.3%+1.6%4.298%
7/17/2025Janney Montgomery Scott LLC27,381$575K0.0%+2.7%0.693%
5/19/2025Jane Street Group LLC33,551$728K0.0%+188.0%0.883%
5/16/2025Empowered Funds LLC441,682$9.58M0.1%N/A11.623%
5/16/2025Guardian Partners Inc.41,621$869K0.1%N/A1.095%
5/14/2025WCG Wealth Advisors LLC21,935$476K0.0%-7.6%0.577%
5/14/2025Comerica Bank1,312$28K0.0%N/A0.035%
5/14/2025Flow Traders U.S. LLC29,048$630K0.0%N/A0.764%
5/13/2025Brooklyn Investment Group30,073$653K0.1%N/A0.791%
5/12/2025One Degree Advisors Inc181,089$3.93M1.6%+1.5%3.980%
5/12/2025Beacon Harbor Wealth Advisors Inc.564,853$12.26M2.8%N/A12.414%
5/9/2025Evolution Wealth Advisors LLC58,770$1.28M0.2%-1.4%1.292%
5/7/2025Prospect Financial Group LLC85,273$1.85M2.4%-3.2%1.874%
5/6/2025American Financial & Tax Strategies Inc.215,563$4.68M2.5%-1.4%4.738%
4/28/2025Resonant Capital Advisors LLC638,745$13.86M1.0%+12.6%14.038%
4/22/2025Cambridge Investment Research Advisors Inc.74,093$1.61M0.0%N/A1.628%
4/22/2025Comprehensive Money Management Services LLC29,563$642K0.5%+9.0%0.650%
4/22/2025Appleton Partners Inc. MA169,245$3.67M0.3%+4.1%3.720%
4/17/2025Inscription Capital LLC97,091$1.93M0.3%N/A1.981%
4/17/2025Janney Montgomery Scott LLC26,653$578K0.0%-20.3%0.544%
3/4/2025Comprehensive Money Management Services LLC27,133$541K0.4%N/A0.624%
2/17/2025Focus Partners Wealth16,178$323K0.0%-5.0%0.360%
2/14/2025Jane Street Group LLC11,651$232K0.0%-84.2%0.259%
2/14/2025Stifel Financial Corp57,632$1.15M0.0%+424.4%1.281%
2/13/2025One Degree Advisors Inc178,418$3.82M1.6%N/A3.965%
2/11/2025Prospect Financial Group LLC88,088$1.76M2.2%N/A1.958%
2/10/2025Great Lakes Advisors LLC64,084$1.28M0.0%-14.6%1.424%
2/6/2025Adventist Health System Sunbelt Healthcare Corp168,687$3.37M0.1%+318.9%3.749%
1/28/2025American Financial & Tax Strategies Inc.218,614$4.36M2.3%+3.6%4.858%
1/24/2025Resonant Capital Advisors LLC567,512$11.32M0.8%+3.0%12.611%
1/22/2025Axiom Financial Strategies LLC322,748$6.44M3.6%-0.3%7.172%
1/17/2025Janney Montgomery Scott LLC33,457$667K0.0%N/A0.743%
1/17/2025Evolution Wealth Advisors LLC59,600$1.19M0.2%+138.5%1.324%
11/15/2024Jane Street Group LLC73,542$1.51M0.0%+81.3%1.634%
11/15/2024Stifel Financial Corp10,991$225K0.0%-19.7%0.244%
11/14/2024Flow Traders U.S. LLC23,514$482K0.0%+14.2%0.523%
10/24/2024Inscription Capital LLC106,270$2.18M0.3%-0.6%2.362%
10/23/2024Allworth Financial LP3,798$78K0.0%-53.4%0.084%
10/22/2024Lake Street Private Wealth LLC185,725$3.81M0.6%+5.4%4.127%
10/18/2024Resonant Capital Advisors LLC551,154$11.29M0.8%+6.0%12.248%
10/1/2024Appleton Partners Inc. MA162,828$3.34M0.2%+1.7%3.618%
8/14/2024Bank of Montreal Can20,650$441K0.0%-42.2%0.459%
8/12/2024WCG Wealth Advisors LLC23,568$480K0.0%N/A0.524%
8/8/2024American Financial & Tax Strategies Inc.197,753$4.03M2.1%-2.2%4.395%
8/1/2024Resonant Capital Advisors LLC519,850$10.58M0.9%+10.6%11.552%
7/16/2024Guardian Asset Advisors LLC11,133$227K0.2%-5.1%0.247%
7/2/2024Appleton Partners Inc. MA160,088$3.26M0.3%+0.8%3.558%
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5/20/2024Pacific Center for Financial Services2,253$45K0.0%-17.1%0.050%
5/17/2024Creekmur Asset Management LLC5,844$116K0.0%-59.8%0.130%
5/11/2024Beaumont Financial Advisors LLC10,806$215K0.0%-26.4%0.240%
5/7/2024Guardian Asset Advisors LLC11,736$233K0.2%-32.9%0.261%
5/1/2024Resonant Capital Advisors LLC470,038$9.34M0.8%+7.5%10.445%
5/1/2024Northcape Wealth Management LLC43,928$873K0.3%-4.4%0.965%
4/25/2024Gainplan LLC30,722$610K0.3%+9.5%0.675%
4/19/2024Lake Street Private Wealth LLC172,541$3.43M0.5%+31.8%3.792%
4/10/2024Inscription Capital LLC97,091$2.00M0.7%+1.0%1.494%
4/1/2024Appleton Partners Inc. MA158,763$3.16M0.2%+8.0%2.443%


COMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF. The most heavily invested institutionals were Empowered Funds LLC ($26.41M), Resonant Capital Advisors LLC ($24.35M), Beacon Harbor Wealth Advisors Inc. ($13.46M), Royal Bank of Canada ($9.64M), Axiom Financial Strategies LLC ($6.44M), Appleton Partners Inc. MA ($4.71M), and American Financial & Tax Strategies Inc. ($4.70M).Learn more on GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF's institutional investors.

Of the 31 institutional investors that purchased GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empowered Funds LLC ($1.09M), Beacon Harbor Wealth Advisors Inc. ($1.08M), Resonant Capital Advisors LLC ($456.85K), Royal Bank of Canada ($365.26K), One Degree Advisors Inc ($268.32K), Adventist Health System Sunbelt Healthcare Corp ($128.42K), and Inscription Capital LLC ($111.71K).

Institutional investors have bought a total of 2,099,152 shares in the last 24 months. This purchase volume represents approximately $49.91M in transactions.

Of the 9 institutional investors that sold GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: One Degree Advisors Inc ($46.47K), Jane Street Group LLC ($23.16K), Inscription Capital LLC ($10.52K), Janney Montgomery Scott LLC ($2.80K), WCG Wealth Advisors LLC ($2.52K), Stifel Financial Corp ($2.37K), and Evolution Wealth Advisors LLC ($2.27K).

Institutional investors have sold a total of 91,689 shares in the last 24 months. This volume of shares sold represents approximately $1.94M in transactions.


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This page (NYSEARCA:COMB) was last updated on 7/7/2026 by MarketBeat.com Staff.
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