Filing Research | ABRDN PLATINUM ETF TRUST Institutional Holdings

Snapshot holdings

50 / 62 loaded

#		Instrument	quantity
1	Corecam Pte. Ltd.	Shares	556.3KSH	$7.9M
2	Mizuho Markets Cayman LP	Shares	400.4KSH	$5.7M
3	BENJAMIN EDWARDS INC	Shares	289.3KSH	$4.1M
4	Corecam AG	Shares	242.3KSH	$3.4M
5	Marshall Financial Group, LLC	Shares	190.2KSH	$2.7M
6	McAlvany Wealth Management LLC	Shares	124.0KSH	$1.8M
7	INDEPENDENT FINANCIAL GROUP, LLC	Shares	116.8KSH	$1.6M
8	Praxis Capital Management LLC	Shares	110.5KSH	$1.6M
9	Holcombe Financial, Inc.	Shares	108.1KSH	$1.5M
10	DAVENPORT & Co LLC	Shares	92.0KSH	$1.3M
11	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	75.3KSH	$1.1M
12	Mirae Asset Global Investments Co., Ltd.	Shares	75.0KSH	$1.1M
13	Linden Thomas Advisory Services, LLC	Shares	73.3KSH	$1.0M
14	Hyposwiss Advisors SA	Shares	71.3KSH	$1.0M
15	Pettinga Financial Advisors LLC	Shares	50.9KSH	$718.5K
16	CAPITAL ADVISORS INC/OK	Shares	48.0KSH	$678.2K
17	WT Wealth Management	Shares	47.5KSH	$670.6K
18	Alhambra Investment Management LLC	Shares	45.9KSH	$648.1K
19	ISTHMUS PARTNERS, LLC	Shares	34.1KSH	$482.5K
20	WMG Financial Advisors, LLC	Shares	27.5KSH	$388.6K
21	Verus Financial Partners, Inc.	Shares	25.0KSH	$353.3K
22	AdvisorNet Financial, Inc	Shares	21.4KSH	$302.0K
23	PFG Investments, LLC	Shares	19.5KSH	$275.5K
24	CIDEL ASSET MANAGEMENT INC	Shares	16.8KSH	$237.0K
25	FLYNN ZITO CAPITAL MANAGEMENT, LLC	Shares	15.5KSH	$219.6K
26	Farther Finance Advisors, LLC	Shares	15.5KSH	$218.5K
27	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.2KSH	$186.8K
28	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	12.7KSH	$179.8K
29	Noble Wealth Management PBC	Shares	12.3KSH	$173.9K
30	BSW Wealth Partners	Shares	12.1KSH	$170.8K
31	IFP Advisors, Inc	Shares	12.0KSH	$169.1K
32	Bogart Wealth, LLC	Shares	11.3KSH	$159.0K
33	Net Worth Advisory Group	Shares	10.4KSH	$146.3K
34	Avior Wealth Management, LLC	Shares	10.2KSH	$144.7K
35	Paul R. Ried Financial Group, LLC	Shares	10.2KSH	$143.7K
36	Apella Capital, LLC	Shares	9.6KSH	$142.1K
37	Howard Capital Management Group, LLC	Shares	10.0KSH	$141.3K
38	Blue Trust, Inc.	Shares	7.0KSH	$98.9K
39	EverSource Wealth Advisors, LLC	Shares	5.3KSH	$75.0K
40	Apella Capital, LLC	CALL	5.0KSH	$74.2K
41	Allied Private Wealth LLC	Shares	4.4KSH	$63.8K
42	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	3.7KSH	$52.3K
43	Arlington Trust Co LLC	Shares	3.3KSH	$46.9K
44	Bravera Wealth	Shares	2.5KSH	$35.3K
45	LAM GROUP, INC.	Shares	2.5KSH	$35.3K
46	Bellecapital International Ltd.	Shares	2.0KSH	$29.0K
47	Spire Wealth Management	Shares	1.9KSH	$26.1K
48	CoreCap Advisors, LLC	Shares	1.8KSH	$24.7K
49	FIRST HORIZON CORP	Shares	1.3KSH	$18.1K
50	Quaker Wealth Management, LLC	Shares	1.1KSH	$16.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 70 loaded

#		Instrument
1	Mizuho Markets Cayman LP added	Shares	+379.4K	+$1.9M	$5.7M
2	Praxis Capital Management LLC new	Shares	+110.5K	+$1.6M	$1.6M
3	WMG Financial Advisors, LLC new	Shares	+27.5K	+$388.6K	$388.6K
4	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+12.7K	+$179.8K	$179.8K
5	Avior Wealth Management, LLC new	Shares	+10.2K	+$144.7K	$144.7K
6	Paul R. Ried Financial Group, LLC new	Shares	+10.2K	+$143.7K	$143.7K
7	Apella Capital, LLC new	Shares	+9.6K	+$142.1K	$142.1K
8	Howard Capital Management Group, LLC new	Shares	+10.0K	+$141.3K	$141.3K
9	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+69.9K	+$94.5K	$1.1M
10	Apella Capital, LLC new	CALL	+5.0K	+$74.2K	$74.2K
11	BENJAMIN EDWARDS INC added	Shares	+266.7K	+$62.3K	$4.1M
12	Bellecapital International Ltd. new	Shares	+2.0K	+$29.0K	$29.0K
13	Noble Wealth Management PBC added	Shares	+11.4K	+$16.2K	$173.9K
14	CIDEL ASSET MANAGEMENT INC added	Shares	+15.5K	+$11.4K	$237.0K
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+107.6K	+$9.6K	$1.6M
16	Polunin Capital Partners Ltd new	Shares	+243.4K	+$3.6K	$3.6K
17	Ameliora Wealth Management Ltd. new	Shares	+100	+$1.4K	$1.4K
18	HIGHLINE WEALTH PARTNERS LLC new	Shares	+100	+$1.4K	$1.4K
19	FNY Investment Advisers, LLC exited	Shares	-600	-$106	$0
20	Triumph Capital Management added	Shares	+45	-$185	$706
21	LANARK FINANCIAL, INC. added	Shares	+90	-$369	$1.4K
22	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+171	-$664	$2.7K
23	Strategic Investment Solutions, Inc. /IL added	Shares	+180	-$739	$2.8K
24	Brandywine Financial Group exited	Shares	-10	-$1.8K	$0
25	Physician Wealth Advisors, Inc. added	Shares	+450	-$1.8K	$7.1K
26	PROFFITT & GOODSON INC added	Shares	+495	-$2.0K	$7.8K
27	PFS Partners, LLC added	Shares	+603	-$2.5K	$9.5K
28	Crewe Advisors LLC added	Shares	+675	-$2.8K	$10.6K
29	Quaker Wealth Management, LLC added	Shares	+1.0K	-$4.2K	$16.3K
30	FIRST HORIZON CORP added	Shares	+1.2K	-$4.7K	$18.1K
31	Spire Wealth Management added	Shares	+1.7K	-$5.6K	$26.1K
32	CoreCap Advisors, LLC added	Shares	+1.6K	-$6.5K	$24.7K
33	LAM GROUP, INC. added	Shares	+2.3K	-$9.2K	$35.3K
34	FLYNN ZITO CAPITAL MANAGEMENT, LLC added	Shares	+14.2K	-$10.5K	$219.6K
35	Arlington Trust Co LLC added	Shares	+3.0K	-$12.3K	$46.9K
36	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+3.3K	-$13.7K	$52.3K
37	Clayton Financial Group LLC exited	Shares	-100	-$17.8K	$0
38	EverSource Wealth Advisors, LLC added	Shares	+4.8K	-$19.6K	$75.0K
39	Founders Capital Management added	Shares	+800	-$21.5K	$14.1K
40	Blue Trust, Inc. added	Shares	+6.3K	-$25.9K	$98.9K
41	Bravera Wealth added	Shares	+2.1K	-$29.7K	$35.3K
42	Team Financial Group, LLC exited	Shares	-175	-$31.2K	$0
43	Opal Wealth Advisors, LLC exited	Shares	-200	-$35.6K	$0
44	BSW Wealth Partners added	Shares	+10.9K	-$38.2K	$170.8K
45	Bogart Wealth, LLC added	Shares	+10.1K	-$41.5K	$159.0K
46	IFP Advisors, Inc added	Shares	+10.8K	-$44.2K	$169.1K
47	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+11.9K	-$48.8K	$186.8K
48	Farther Finance Advisors, LLC added	Shares	+14.0K	-$49.7K	$218.5K
49	Net Worth Advisory Group added	Shares	+9.2K	-$58.1K	$146.3K
50	PFG Investments, LLC added	Shares	+17.6K	-$72.0K	$275.5K

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