Security record · archived quarter
PLTM
name pending profile ingest
11Tracked holders
0Δ holders
1.08MShares held
$21.31MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | +5 | 878.64K | $13.13M | +6 | −1 |
| Q1 2026 | 13 | +2 | 954.42K | $18.05M | +4 | −2 |
| Q4 2025 | 11 | 0 | 1.08M | $21.31M | +1 | −1 |
| Q3 2025 | 2 | +1 | 11.08K | $167,431 | +1 | — |
| Q2 2025 | 1 | — | 119 | $1,544 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 397.73K | — | $7.85M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 219.61K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 219.61K | — | $4.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 199.74K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 99.09K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 92.15K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 31.62K | — | $623,801 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 31.60K | — | $623,478 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 31.60K | — | $623,478 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bnp Paribas Financial Markets | 7.28K | — | $143,595 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 500 | New | $9,865 | 0.0% | New | 1 | SEC ↗ |
| 12 | TD Waterhouse Canada Inc. | 428 | — | $8,457 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 157 | +31.9% | $3,105 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $9,865 | 0.0% |
Exited
| Citadel Advisors | $165,636 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 2.29M shares, $41.43M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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