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

$27.45 -0.14 (-0.51%)
As of 04:10 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)
24
Total
Institutional Inflows
(last 12 months)
$65.42M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.12M
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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
5/5/2026Sanctuary Advisors LLC23,075$606K0.0%N/A0.412%
5/1/2026 Fifth Third Bancorp1,177$31K0.0%N/A0.021%
5/1/2026 Beacon Harbor Wealth Advisors Inc.512,309$13.46M2.8%N/A7.762%
5/1/2026 DMC Group LLC8,710$229K0.2%N/A0.132%
4/29/2026 Resonant Capital Advisors LLC926,883$24.35M1.3%+23.8%14.044%
4/28/2026 Appleton Partners Inc. MA179,249$4.71M0.3%+1.8%2.716%
4/22/2026 Janney 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%
2/11/2026 Janney Montgomery Scott LLC11,456$242K0.0%-10.6%0.198%
2/11/2026LPL Financial LLC43,428$917K0.0%+88.2%0.749%
2/11/2026 Vise Technologies Inc.44,898$948K0.0%+2.2%0.774%
2/6/2026 One Degree Advisors Inc221,854$4.68M1.3%+5.4%3.825%
2/6/2026 IFP 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%
1/29/2026 Inscription Capital LLC92,780$1.96M0.2%-10.2%1.751%
1/29/2026 Resonant 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%
1/9/2026 Appleton Partners Inc. MA176,080$3.72M0.2%+1.6%3.557%
11/17/2025Focus Partners Wealth17,601$384K0.0%+24.9%0.387%
11/14/2025 Brooklyn Investment Group25,276$551K0.0%+12.3%0.556%
11/14/2025WCG Wealth Advisors LLC19,361$422K0.0%-11.5%0.426%
11/13/2025 Vise 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%
11/5/2025 Appleton Partners Inc. MA173,315$3.78M0.3%+0.8%3.809%
10/29/2025 Inscription Capital LLC103,302$2.25M0.2%+16.5%2.246%
10/29/2025 Resonant Capital Advisors LLC713,960$15.56M0.9%+8.7%15.521%
10/24/2025 One 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%
8/7/2025 Vise 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%
7/31/2025 Resonant Capital Advisors LLC656,542$13.78M0.9%+2.8%16.414%
7/25/2025 One Degree Advisors Inc134,622$2.83M1.0%-25.7%3.366%
7/24/2025 Comprehensive Money Management Services LLC33,738$708K0.5%+14.1%0.843%
7/22/2025 Appleton Partners Inc. MA171,902$3.61M0.3%+1.6%4.298%
7/17/2025 Janney 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%
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%
3/1/2024Creekmur Asset Management LLC14,529$282K0.1%N/A0.224%
2/8/2024Gainplan LLC28,048$545K0.3%-44.8%0.432%
2/8/2024Lee Financial Co6,904$134K0.0%-21.1%0.106%


COMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of COMB shares?

During the previous two years, 38 institutional investors and hedge funds held shares of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF. The most heavily invested institutionals were Resonant Capital Advisors LLC ($24.35M), Empowered Funds LLC ($17.89M), Beacon Harbor Wealth Advisors Inc. ($13.46M), Axiom Financial Strategies LLC ($6.44M), Appleton Partners Inc. MA ($4.71M), American Financial & Tax Strategies Inc. ($4.70M), and One Degree Advisors Inc ($4.68M).Learn more on GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF's institutional investors.

Which institutional investors have been buying GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF's stock?

Of the 30 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: Beacon Harbor Wealth Advisors Inc. ($1.08M), Empowered Funds LLC ($928.18K), Resonant Capital Advisors LLC ($456.85K), One Degree Advisors Inc ($268.32K), Royal Bank of Canada ($194.68K), Adventist Health System Sunbelt Healthcare Corp ($128.42K), and Inscription Capital LLC ($111.71K).

How much institutional buying is happening at GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF?

Institutional investors have bought a total of 2,885,570 shares in the last 24 months. This purchase volume represents approximately $65.42M in transactions.

Which of GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF's major shareholders have been selling company stock?

Of the 10 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), WCG Wealth Advisors LLC ($4.33K), American Financial & Tax Strategies Inc. ($3.64K), Evolution Wealth Advisors LLC ($3.10K), and Prospect Financial Group LLC ($2.82K).

How much institutional selling is happening at GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF?

Institutional investors have sold a total of 100,195 shares in the last 24 months. This volume of shares sold represents approximately $2.12M in transactions.


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This page (NYSEARCA:COMB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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