Abrdn Physical Platinum SHRSPPLTETF

13F holders, Q1 2024 (March 31)
93holders
2famous investors
$83.96avg. 13F price*

At the end of Q1 2024, 93 institutions reported holding Abrdn Physical Platinum SHRS (PPLT) in their 13F filings. The largest holders were Herr Investment Group LLC ($31.2M), Morgan Stanley ($18.9M) and Hollencrest Capital Management ($17.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Abrdn Physical Platinum SHRS
CUSIP
003260106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 93Q1 2024Q2 2024: 118Q2 2024Q3 2024: 117Q3 2024Q4 2024: 129Q4 2024Q1 2025: 137Q1 2025Q2 2025: 166Q2 2025Q3 2025: 188Q3 2025Q4 2025: 244Q4 2025Q1 2026: 223Q1 2026Q2 2026: 236Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions12$4.5M
Exits26$30.7M

Ownership 93 holders

Herr Investment Group LLC 9.68% Add +169.5% 372,855 $31.2M
Morgan Stanley 0.00% Add +0.0% 226,552 $18.9M
Hollencrest Capital Management 0.78% No change 202,880 $17.0M
Jane Street Group, LLC 0.02% Add +98.8% 141,698 $11.8M
UBS Group AG 0.00% Add +1.1% 131,235 $11.0M
Caxton Associates LP 0.68% Add +111.2% 119,410 $10.0M
Royal Bank of Canada 0.00% Reduce -4.2% 94,432 $7.9M
Prospector Partners LLC 0.90% Add +1.6% 91,655 $7.7M
Money Design Co.,Ltd. 0.35% Add +7.8% 77,773 $6.5M
AMG National Trust Bank 0.19% Reduce -36.8% 77,764 $6.5M
SG Americas Securities, LLC 0.03% Add +27.7% 76,055 $6.4M
Bank of Montreal 0.00% Add +147.5% 72,606 $6.3M
Corecam Pte. Ltd. 5.56% Reduce -4.0% 72,000 $6.0M
Gradient Investments LLC 0.12% Reduce -3.5% 60,078 $5.0M
LPL Financial LLC 0.00% Reduce -4.9% 43,692 $3.7M
JPMorgan Chase & Co. 0.00% Add +188.6% 38,595 $3.2M
PenderFund Capital Management Ltd. 1.44% New 25,000 $2.8M
Wells Fargo & Company 0.00% Reduce -8.8% 32,529 $2.7M
Bank of America Corp. 0.00% Add +8.7% 29,399 $2.5M
Philadelphia Trust Co. 0.18% Reduce -5.7% 26,388 $2.2M
Stifel Financial Corp. 0.00% Reduce -58.6% 25,309 $2.1M
Renaissance Technologies 0.00% Add +106.9% 24,624 $2.1M
Arvest Investments, Inc. 0.26% Add +0.3% 19,414 $1.6M
Atria Wealth Solutions, Inc. 0.02% Add +1.2% 16,114 $1.3M
Raymond James & Associates 0.00% Reduce -12.0% 14,236 $1.2M
Ingalls & Snyder LLC 0.05% Reduce -4.8% 13,768 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +0.7% 13,526 $1.1M
Guggenheim Capital LLC 0.01% Add +12.2% 13,140 $1.1M
Envestnet Asset Management Inc. 0.00% Add +0.0% 12,911 $1.1M
Keel Point, LLC 0.11% Reduce -0.8% 12,628 $1.1M
Ancora Advisors LLC 0.02% Reduce -2.1% 11,970 $1.0M
Rockefeller Capital Management L.P. 0.00% No change 10,349 $865K
Janney Montgomery Scott LLC 0.00% Reduce -6.6% 10,261 $857K
Cypress Capital Management LLC (WY) 0.90% Reduce -0.5% 9,884 $826K
Pettinga Financial Advisors LLC 0.20% Reduce -0.5% 9,620 $804K
Briaud Financial Planning Inc 0.43% New 9,080 $759K
Citadel Advisors 0.00% Add +99.0% 8,672 $725K
Rathbones Group PLC 0.00% Add +56.6% 8,300 $693K
Cetera Investment Advisers 0.00% Add +185.0% 6,327 $529K
WESCAP Management Group, Inc. 0.15% Reduce -36.6% 6,050 $505K
Cantor Fitzgerald, L. P. 0.11% Reduce -15.3% 5,526 $462K
Osaic Holdings, Inc. 0.00% Reduce -16.0% 5,382 $450K
Woodward Diversified Capital, LLC 0.25% Reduce -5.8% 4,850 $405K
PFG Investments, LLC 0.02% New 4,340 $363K
Mariner, LLC 0.00% Reduce -4.1% 4,325 $361K
Scotia Capital Inc. 0.00% Reduce -3.6% 4,305 $360K
Commonwealth Equity Services, LLC 0.00% Add +14.5% 4,216 $352K
Vanguard Capital Wealth Advisors 0.24% Reduce -7.8% 4,151 $347K
National Bank of Canada 0.00% Reduce -41.7% 3,473 $318K
Perigon Wealth Management, LLC 0.01% No change 3,645 $305K
Isthmus Partners, LLC 0.03% No change 3,550 $297K
Carr Financial Group Corp 0.09% Reduce -36.6% 3,206 $268K
Letson Investment Management, Inc. 0.11% No change 3,100 $259K
Kestra Advisory Services, LLC 0.00% Reduce -0.7% 2,954 $247K
Freedom Investment Management, Inc. 0.02% Add +2.1% 2,929 $245K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.7% 2,872 $240K
Linden Thomas Advisory Services, LLC 0.04% New 2,697 $225K
Two Sigma Securities, LLC 0.01% New 2,647 $221K
Mission Creek Capital Partners, Inc. 0.06% Reduce -56.2% 2,558 $214K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -48.6% 2,511 $210K
Daiwa Securities Group Inc. 0.00% No change 2,150 $180K
Steward Partners Investment Advisory, LLC 0.00% Reduce -54.4% 1,569 $131K
Citigroup Inc. 0.00% Add +36.4% 1,500 $125K
IFP Advisors, Inc 0.00% No change 1,211 $101K
BNP Paribas Financial Markets 0.00% No change 1,156 $97K
Spotlight Asset Group, Inc. 0.06% No change 1,000 $84K
Tyler-Stone Wealth Management 0.03% Reduce -14.6% 743 $62K
NewEdge Advisors, LLC 0.00% No change 611 $51K
Comerica Bank 0.00% Reduce -50.9% 450 $38K
AdvisorNet Financial, Inc 0.00% Add +0.8% 356 $30K
Activest Wealth Management 0.01% New 307 $26K
Barclays PLC 0.00% No change 300 $25K
American National Bank & Trust 0.00% New 250 $21K
Allworth Financial LP 0.00% Add +7.5% 230 $19K
Avior Wealth Management, LLC 0.00% No change 225 $19K
Capital Analysts, LLC 0.00% No change 217 $18K
Spire Wealth Management 0.00% No change 206 $17K
Financial Management Professionals, Inc. 0.00% No change 200 $17K
Founders Capital Management 0.01% No change 200 $17K
Harbour Investments, Inc. 0.00% No change 200 $17K
Crewe Advisors LLC 0.00% No change 130 $11K
Fifth Third Bancorp 0.00% Reduce -13.8% 125 $10K
CIBC Private Wealth Group LLC 0.00% New 112 $9K
Cwm, LLC 0.00% New 75 $6K
PFS Partners, LLC 0.00% No change 67 $6K
Carmichael Hill & Associates, Inc. 0.00% No change 59 $5K
Bogart Wealth, LLC 0.00% No change 51 $4K
EverSource Wealth Advisors, LLC 0.00% No change 49 $4K
Highline Wealth Partners LLC 0.00% New 35 $3K
Castleview Partners, LLC 0.00% No change 25 $2K
Parkside Financial Bank & Trust 0.00% New 24 $2K
FMR LLC 0.00% New 17 $1K
Sandy Spring Bank 0.00% No change 12 $1K

"% of holder's portfolio" is PPLT's weight in each manager's 13F, not the share of Abrdn Physical Platinum SHRS the manager owns.