PLTM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow -11.6% ·
net new positions +15.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 349.35K | -12.2% | $6.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 191.85K | -12.6% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 191.85K | -12.6% | $3.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 85.54K | +170.7% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 85.54K | +170.7% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 83.58K | -58.2% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Cetera Investment Advisers | 80.66K | -12.5% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Stifel Financial Corp | 49.62K | New | $938,257 | 0.0% | New | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 44.61K | -55.0% | $843,651 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 32.78K | New | $619,870 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 32.78K | New | $619,870 | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 27.97K | New | $528,913 | 0.0% | New | 1 | SEC ↗ |
| 13 | Bnp Paribas Financial Markets | 6.00K | -17.6% | $113,460 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 1.88K | New | $35,551 | 0.0% | New | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 500 | 0.0% | $9,455 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 89 | -43.3% | $1,681 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Stifel Financial Corp | $938,257 | 0.0% |
| UBS Group AG | $619,870 | 0.0% |
| UBS Group AG | $619,870 | 0.0% |
| Susquehanna International… | $528,913 | 0.0% |
| Pnc Financial Services Group… | $35,551 | 0.0% |
Exited
| Commonwealth Equity Services… | $623,801 | was 0.0% |
| TD Waterhouse Canada Inc. | $8,457 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.