Who Owns PTM?
UBS ETRACS CMCI Lng Platinum Tot Ret ETN — Institutional Ownership & 13F Holdings
$10.47
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
44
Total Inst. Value
$17.1M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
7
Closed Positions
8
Increased
10
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | $12.8M | 10,437,279 |
| 2 | Trek Financial, LLC | $1.6M | 1,273,113 |
| 3 | UBS Group AG | $567K | 457,249 |
| 4 | MACKENZIE FINANCIAL CORP | $450K | 362,511 |
| 5 | MORGAN STANLEY | $270K | 218,579 |
| 6 | J.W. COLE ADVISORS, INC. | $166K | 133,950 |
| 7 | Rathbones Group PLC | $149K | 120,000 |
| 8 | Ninety One UK Ltd | $122K | 98,258 |
| 9 | Banque Transatlantique SANew | $114K | 100,800 |
| 10 | Total Wealth Planning & Management, Inc. | $98K | 79,400 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Trek Financial, LLC | +312K | $1.6M |
| UBS Group AG | +333K | $567K |
| J.W. COLE ADVISORS, INC. | +110K | $166K |
| Banque Transatlantique SANew | +101K | $114K |
| CANTOR FITZGERALD, L. P.New | +40K | $50K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -581K | $270K |
| FRANKLIN RESOURCES INC | -80K | $12.8M |
| JANE STREET GROUP, LLC | -39K | $46K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -21K | $19K |
| NewEdge Advisors, LLC | -11K | $35K |
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Frequently Asked Questions
How many institutional investors hold PTM?
As of Q1 2025, 44 institutional investors report holding PTM (UBS ETRACS CMCI Lng Platinum Tot Ret ETN) in their 13F filings.
Which hedge fund owns the most PTM?
The largest institutional holder of PTM is FRANKLIN RESOURCES INC with $12.8M in shares.
Are institutions buying or selling PTM?
This quarter, 7 institutions opened new positions in PTM and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.