Abrdn Physical Palladium SHSPALLETF

13F holders, Q1 2024 (March 31)
61holders
1famous investor
$93.49avg. 13F price*

At the end of Q1 2024, 61 institutions reported holding Abrdn Physical Palladium SHS (PALL) in their 13F filings. The largest holders were KGH Ltd ($14.0M), Morgan Stanley ($6.1M) and Trek Financial, LLC ($5.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Abrdn Physical Palladium SHS
CUSIP
003262102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 61Q1 2024Q2 2024: 62Q2 2024Q3 2024: 53Q3 2024Q4 2024: 69Q4 2024Q1 2025: 76Q1 2025Q2 2025: 92Q2 2025Q3 2025: 98Q3 2025Q4 2025: 135Q4 2025Q1 2026: 124Q1 2026Q2 2026: 111Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions13$8.0M
Exits14$12.7M

Ownership 61 holders

KGH Ltd 0.83% No change 150,000 $14.0M
Morgan Stanley 0.00% Add +31.8% 65,349 $6.1M
Trek Financial, LLC 0.46% New 62,673 $5.9M
Bank of America Corp. 0.00% Reduce -31.5% 40,312 $3.8M
Arvest Investments, Inc. 0.28% Add +2.3% 18,855 $1.8M
LPL Financial LLC 0.00% Reduce -25.6% 15,007 $1.4M
Wells Fargo & Company 0.00% Add +11.9% 13,356 $1.2M
Cibc World Market Inc. 0.00% New 12,397 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -14.9% 10,965 $1.0M
Renaissance Technologies 0.00% Reduce -51.2% 8,800 $823K
UBS Group AG 0.00% Reduce -8.8% 8,323 $778K
Osaic Holdings, Inc. 0.00% Add +48.1% 7,100 $664K
AMG National Trust Bank 0.02% Reduce -6.2% 6,646 $622K
Envestnet Asset Management Inc. 0.00% Add +3.8% 6,309 $590K
Raymond James & Associates 0.00% Add +7.8% 6,074 $568K
Fortis Capital Advisors, LLC 0.24% Add +5.8% 5,977 $559K
Belpointe Asset Management LLC 0.04% Add +5.8% 5,977 $559K
Susquehanna International Group, LLP 0.00% Reduce -50.9% 4,341 $406K
Cetera Investment Advisers 0.00% New 3,917 $366K
Mutual Advisors, LLC 0.01% No change 3,651 $341K
National Bank of Canada 0.00% New 3,348 $301K
Royal Bank of Canada 0.00% Reduce -15.1% 3,157 $296K
Valeo Financial Advisors, LLC 0.01% No change 2,550 $235K
Commonwealth Equity Services, LLC 0.00% Add +6.7% 2,404 $225K
Linden Thomas Advisory Services, LLC 0.04% New 2,355 $220K
SG Americas Securities, LLC 0.00% No change 2,077 $194K
Smithfield Trust Co 0.01% No change 1,200 $113K
Laffer Tengler Investments, Inc. 0.03% Reduce -49.3% 1,137 $106K
Heritage Wealth Advisors 0.00% No change 1,125 $105K
IFP Advisors, Inc 0.00% No change 800 $75K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.6% 716 $67K
U S Global Investors Inc. 0.00% New 400 $37K
Ancora Advisors LLC 0.00% No change 283 $26K
AdvisorNet Financial, Inc 0.00% Add +1.1% 282 $26K
Dagco, Inc. 0.01% New 275 $26K
Citigroup Inc. 0.00% New 200 $19K
Capital Analysts, LLC 0.00% No change 162 $15K
Hilltop National Bank 0.00% — 150 $14K
WASHINGTON TRUST Co 0.00% No change 150 $14K
CIBC Private Wealth Group LLC 0.00% New 150 $14K
Northwestern Mutual Wealth Management Co. 0.00% Add +508.3% 146 $14K
Spire Wealth Management 0.00% Reduce -60.2% 119 $11K
Parkside Financial Bank & Trust 0.00% No change 104 $10K
Global Retirement Partners, LLC 0.00% No change 100 $9K
Larson Financial Group LLC 0.00% No change 98 $9K
Valley National Advisers Inc. 0.00% New 93 $8K
SJS Investment Consulting Inc. 0.00% No change 75 $7K
Fifth Third Bancorp 0.00% No change 75 $7K
NFSG Corp 0.00% New 60 $6K
WR Wealth Planners, LLC 0.00% New 55 $5K
Gen-Wealth Partners Inc 0.00% — 50 $5K
Main Street Group, LTD 0.00% No change 50 $5K
Avior Wealth Management, LLC 0.00% No change 39 $4K
JNBA Financial Advisors 0.00% No change 35 $3K
Signature Resources Capital Management, LLC 0.00% No change 15 $2K
Jones Financial Companies LLLP 0.00% New 15 $1K
Sandy Spring Bank 0.00% No change 14 $1K
Federation des caisses Desjardins du Quebec 0.00% No change 13 $1K
Voisard Asset Management Group, Inc. 0.00% No change 12 $1K
Spectrum Wealth Counsel, LLC 0.00% No change 10 $936
Tower Research Capital LLC (TRC) 0.00% Reduce -99.5% 1 $94

"% of holder's portfolio" is PALL's weight in each manager's 13F, not the share of Abrdn Physical Palladium SHS the manager owns.