Cohen & Steers Tax-advantage
$16.87+0.4%
+$1.4M
Net Activity
-0.69% total shares
Institutions Holding
62
Popularity Rank
#5635
Avg Weight
0.03%
Total Value
$246.8M
62 institutions currently hold PTA, with 35 net buyers and 30 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
30
Net Buying Institutions
35
Top 5 by Value
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Across its top 20 institutional holders, PTA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 28/100).
PTA ranks #5635 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
62 institutions disclose a position in PTA, but none treat it as a major bet — even Shaker Financial Services, LLC, its most concentrated holder, allocates just 0.6% of its own portfolio to it.
Noble Wealth Management PBC has trimmed its PTA position for two straight quarters, cutting it by $23.5K while still holding $109.3K.
PTA is up 0.4% today, and institutions have been net buyers of $1.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$14.0M
Total Buy Value
$17.5M
Total Sell Value
35
Net Buyers
30
Net Sellers
PTA
Q2 2026
Top 5 Institutional Movers
+$7.1M
-$4.5M
+$4.2M
+$1.9M
-$1.6M
PTA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
19249X108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,281
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,028
Total reported value
$3.6T
3055 13F institutions increased their position this quarter
Institutions Holding
6,191
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,844
Total reported value
$1.8T
Held by 5844 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,286
Total reported value
$1.3T
Held by 5286 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,177
Total reported value
$671.0B
Held by 5177 institutions — one of the most-tracked stocks on AlphaSMO
Access PTA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PTACLI
npx alphasmo stocks get PTA