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Security record

PLTM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
18Tracked holders
+5Δ holders
878.64KShares held
$13.13MReported value
+6New positions
−1Exits
Strongly Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow -7.9% · net new positions +20.0%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 286.68K -17.9% $4.28M 0.0% ▼ Trim 3 SEC ↗
2 Raymond James Financial Inc 180.58K -5.9% $2.70M 0.0% ▼ Trim 3 SEC ↗
3 Raymond James Financial Inc 180.58K -5.9% $2.70M 0.0% ▼ Trim 3 SEC ↗
4 Envestnet Asset Management Inc 80.87K -3.2% $1.21M 0.0% ▼ Trim 3 SEC ↗
5 Cetera Investment Advisers 67.06K -16.9% $1.00M 0.0% ▼ Trim 3 SEC ↗
6 Osaic Holdings, Inc. 59.90K -30.0% $894,936 0.0% ▼ Trim 3 SEC ↗
7 Osaic Holdings, Inc. 59.90K -30.0% $894,936 0.0% ▼ Trim 3 SEC ↗
8 Stifel Financial Corp 47.42K -4.4% $708,438 0.0% ▼ Trim 2 SEC ↗
9 Susquehanna International Group, Llp 40.19K +43.7% $600,469 0.0% ▲ Add 2 SEC ↗
10 Susquehanna International Group, Llp 40.19K +43.7% $600,469 0.0% ▲ Add 2 SEC ↗
11 Bank Of America Corp /De/ 36.38K New $543,562 0.0% New 1 SEC ↗
12 Jane Street Group, Llc 30.01K New $448,364 0.0% New 1 SEC ↗
13 Mml Investors Services, Llc 27.41K -38.5% $409,565 0.0% ▼ Trim 3 SEC ↗
14 Commonwealth Equity Services, Llc 11.01K New $164,500 0.0% New 1 SEC ↗
15 Bnp Paribas Financial Markets 6.07K +1.1% $90,656 0.0% ▲ Add 3 SEC ↗
16 Royal Bank Of Canada 2.50K New $37,000 0.0% New 1 SEC ↗
17 Pnc Financial Services Group, Inc. 1.88K 0.0% $28,087 0.0% Held 2 SEC ↗
18 Morgan Stanley 551 +10.2% $8,232 0.0% ▲ Add 3 SEC ↗
19 Fidelity (FMR) 71 -20.2% $1,056 0.0% ▼ Trim 5 SEC ↗
20 Wells Fargo & Company/Mn 23 New $344 0.0% New 1 SEC ↗
21 JPMorgan Chase 19 New $288 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Bank Of America Corp /De/ $543,562 0.0%
Jane Street Group, Llc $448,364 0.0%
Commonwealth Equity Services… $164,500 0.0%
Royal Bank Of Canada $37,000 0.0%
Wells Fargo & Company/Mn $344 0.0%
JPMorgan Chase $288 0.0%

Exited

UBS Group AG $619,870 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: Q2 2026 · Methodology · Get this via the API