COHEN & STEERS TAX-ADVANTAGE (PTA) Top Institutional Shareholders
COHEN & STEERS TAX-ADVANTAGE (PTA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $240.79M in PTA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of PTA tracked by InsiderSet, reporting ownership valued at approximately $72.57M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $73.96M, representing an estimated gain of +1.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed PTA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Ubs Group Ag, and several other long-term asset managers with concentrated positions in COHEN & STEERS TAX-ADVANTAGE (PTA).
This page ranks the largest institutional PTA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
58
Total Reported Value
$240.79M
Largest Holder
Morgan Stanley
Largest Position
$72.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 3,872,400 | $72,568,805 | $73,962,840 | +$1,394,035 | +1.92% | |
| Bank Of America Corp | 0.01% | 3,693,699 | $69,219,920 | $70,549,651 | +$1,329,731 | +1.92% | |
| Ubs Group Ag | 0.01% | 2,387,875 | $44,748,778 | $45,608,413 | +$859,635 | +1.92% | |
| Royal Bank Of Canada | 0.00% | 719,118 | $13,476,000 | $13,735,154 | +$259,154 | +1.92% | |
| Raymond James Financial Inc | 0.00% | 433,712 | $8,127,764 | $8,283,899 | +$156,135 | +1.92% | |
| Logan Stone Capital, Llc | 1.37% | 264,073 | $4,948,728 | $5,043,794 | +$95,066 | +1.92% | |
| Rockefeller Capital Management L.P. | 0.01% | 201,349 | $3,773,283 | $3,845,766 | +$72,483 | +1.92% | |
| Shaker Financial Services, Llc | 0.95% | 146,189 | $2,739,582 | $2,792,210 | +$52,628 | +1.92% | |
| Stifel Financial Corp | 0.00% | 145,751 | $2,731,358 | $2,783,844 | +$52,486 | +1.92% | |
| Independent Advisor Alliance | 0.02% | 81,085 | $1,519,533 | $1,548,724 | +$29,191 | +1.92% | |
| Fifth Third Bancorp | 0.00% | 70,587 | $1,322,800 | $1,348,212 | +$25,412 | +1.92% | |
| Rareview Capital Llc | 0.76% | 65,472 | $1,296,346 | $1,250,515 | -$45,831 | -3.54% | |
| First Trust Advisors Lp | 0.00% | 62,832 | $1,177,471 | $1,200,091 | +$22,620 | +1.92% | |
| Lpl Financial Llc | 0.00% | 59,868 | $1,121,919 | $1,143,479 | +$21,560 | +1.92% | |
| Citadel Advisors Llc | 0.00% | 58,576 | $1,097,714 | $1,118,802 | +$21,088 | +1.92% | |
| Oppenheimer & Co Inc | 0.01% | 55,029 | $1,031,243 | $1,051,054 | +$19,811 | +1.92% | |
| Pettinga Financial Advisors Llc | 0.19% | 53,164 | $996,294 | $1,015,432 | +$19,138 | +1.92% | |
| Lido Advisors, Llc | 0.00% | 45,785 | $858,011 | $874,494 | +$16,483 | +1.92% | |
| Corient Private Wealth Llc | 0.00% | 50,887 | $646,778 | $971,942 | +$325,164 | +50.27% | |
| Focus Partners Wealth | 0.00% | 34,493 | $646,406 | $658,816 | +$12,410 | +1.92% | |
| Rfg Advisory, Llc | 0.01% | 31,556 | $591,361 | $602,720 | +$11,359 | +1.92% | |
| Readystate Asset Management Lp | 0.03% | 29,178 | $546,796 | $557,300 | +$10,504 | +1.92% | |
| Wells Fargo & Company/Mn | 0.00% | 28,563 | $535,264 | $545,553 | +$10,289 | +1.92% | |
| Guggenheim Capital Llc | 0.00% | 28,521 | $534,484 | $544,751 | +$10,267 | +1.92% | |
| Kestra Private Wealth Services, Llc | 0.01% | 21,634 | $405,414 | $413,209 | +$7,795 | +1.92% | |
| Lexaurum Advisors, Llc | 0.05% | 19,303 | $361,739 | $368,687 | +$6,948 | +1.92% | |
| Envestnet Asset Management Inc | 0.00% | 19,057 | $357,130 | $363,989 | +$6,859 | +1.92% | |
| Cetera Investment Advisers | 0.00% | 18,841 | $353,083 | $359,863 | +$6,780 | +1.92% | |
| Pw Nova Financial Services Llc | 0.08% | 16,694 | $312,846 | $318,855 | +$6,009 | +1.92% | |
| Equitable Holdings, Inc. | 0.00% | 15,258 | $294,632 | $291,428 | -$3,204 | -1.09% | |
| Cofg Advisors, Llc | 0.06% | 12,485 | $233,973 | $238,464 | +$4,491 | +1.92% | |
| Sanctuary Advisors, Llc | 0.00% | 12,325 | $230,979 | $235,408 | +$4,429 | +1.92% | |
| Choreo, Llc | 0.00% | 12,019 | $225,236 | $229,563 | +$4,327 | +1.92% | |
| Integrated Wealth Concepts Llc | 0.00% | 11,789 | $220,919 | $225,170 | +$4,251 | +1.92% | |
| Closed-End Fund Advisors, Inc. | 0.22% | 11,723 | $219,689 | $223,909 | +$4,220 | +1.92% | |
| Creativeone Wealth, Llc | 0.00% | 10,900 | $204,266 | $208,190 | +$3,924 | +1.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,597 | $198,590 | $202,403 | +$3,813 | +1.92% | |
| Wolverine Asset Management Llc | 0.00% | 9,308 | $174,432 | $177,783 | +$3,351 | +1.92% | |
| Parvin Asset Management, Llc | 0.12% | 9,000 | $168,660 | $171,900 | +$3,240 | +1.92% | |
| Osaic Holdings, Inc. | 0.00% | 7,633 | $143,074 | $145,790 | +$2,716 | +1.90% | |
| Noble Wealth Management Pbc | 0.07% | 7,085 | $132,773 | $135,324 | +$2,551 | +1.92% | |
| Huntington National Bank | 0.00% | 4,800 | $89,952 | $91,680 | +$1,728 | +1.92% | |
| Massmutual Private Wealth & Trust, Fsb | 0.00% | 2,280 | $42,727 | $43,548 | +$821 | +1.92% | |
| Newedge Advisors, Llc | 0.00% | 42,346 | $42,346 | $808,809 | +$766,463 | +1810.00% | |
| Cwm, Llc | 0.00% | 1,855 | $34,763 | $35,431 | +$668 | +1.92% | |
| Ifp Advisors, Inc | 0.00% | 1,433 | $26,854 | $27,370 | +$516 | +1.92% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 1,320 | $24,737 | $25,212 | +$475 | +1.92% | |
| Wpg Advisers, Llc | 0.01% | 581 | $10,888 | $11,097 | +$209 | +1.92% | |
| Highline Wealth Partners Llc | 0.00% | 352 | $6,596 | $6,723 | +$127 | +1.93% | |
| Arax Advisory Partners | 0.00% | 300 | $5,622 | $5,730 | +$108 | +1.92% |
Frequently asked questions about PTA
Who owns the most PTA stock?
The largest holders of PTA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COHEN & STEERS TAX-ADVANTAGE (PTA).
Is PTA widely held by superinvestors?
Many widely followed stocks like PTA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PTA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.