Among active 13F managers last quarter, 5 opened and 1 added, while 3 reduced; the largest holder to move was Laffer Tengler Investments, Inc. (+9.3%).
42 tracked 13F filers disclose a position in PLTM as of the latest SEC 13F filings, a combined $28.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 349K | $6.6M | ▼−12% Reduced · −48K sh | Q1 2026 | |
| 2 | Wealth Watch Advisors, INC | 245K | $3.7M | ▼−14% Reduced · −41K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 192K | $3.6M | ▼−13% Reduced · −28K sh | Q1 2026 | |
| 4 | PCG Wealth Advisors, LLC | 146K | $2.2M | ▼−2.0% Reduced · −3K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 86K | $1.6M | ▲+171% Added · +54K sh | Q1 2026 | |
| 6 | Envestnet Asset Management Inc | 84K | $1.6M | ▼−58% Reduced · −116K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 81K | $1.5M | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 8 | Kestra Private Wealth Services, LLC | 77K | $1.2M | ▼−0.1% Reduced · −65 sh | Q2 2026 | |
| 9 | Stifel Financial Corp | 50K | $938K | ▲New +50K sh | Q1 2026 | |
| 10 | UBS Group AG | 33K | $620K | ▲New +33K sh | Q1 2026 | |
| 11 | Laffer Tengler Investments, Inc. | 31K | $459K | ▲+9.3% Added · +3K sh | Q2 2026 | |
| 12 | Oppenheimer & Co Inc | 29K | $439K | ▼−29% Reduced · −12K sh | Q2 2026 | |
| 13 | Sigma Planning Corp | 29K | $429K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 14 | Susquehanna International Group, LLP | 28K | $529K | ▲New +28K sh | Q1 2026 | |
| 15 | MML Investors Services, LLC | 27K | $410K | ▼−39% Reduced · −17K sh | Q2 2026 | |
| 16 | Twin Focus Capital Partners, LLC | 26K | $388K | —Held | Q2 2026 | |
| 17 | GK Wealth Management LLC | 21K | $311K | ▲New +21K sh | Q2 2026 | |
| 18 | Sprott Inc. | 21K | $310K | —Held | Q2 2026 | |
| 19 | Compass Financial Management LLC | 18K | $269K | ▲New +18K sh | Q2 2026 | |
| 20 | City Holding Co | 15K | $224K | —Held | Q2 2026 | |
| 21 | Concurrent Investment Advisors, LLC | 14K | $212K | ▼−6.1% Reduced · −924 sh | Q2 2026 | |
| 22 | WCG Wealth Advisors LLC | 14K | $263K | —Held | Q1 2026 | |
| 23 | Revisor Wealth Management LLC | 11K | $166K | ▲+9.5% Added · +964 sh | Q2 2026 | |
| 24 | BNP Paribas Financial Markets | 6K | $113K | ▼−18% Reduced · −1K sh | Q1 2026 | |
| 25 | Global Retirement Partners, LLC | 3K | $39K | ▲New +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in PLTM and 1 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 14 funds | $1.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $612.8M |
| Alphabet Inc-CL AGOOGL | 14 funds | $588.8M |
| Alphabet Inc-CL CGOOG | 14 funds | $422.4M |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $279.9M |
| SPDR Gold SharesGLD | 14 funds | $219.6M |
| Procter & Gamble CoPG | 14 funds | $116.5M |
| Coca-Cola CoKO | 14 funds | $91.1M |
| Nvidia CorpNVDA | 13 funds | $1.1B |
| Microsoft CorpMSFT | 13 funds | $850.6M |
| Ishares Core S&P 500 ETFIVV | 13 funds | $800.8M |
| Amazon.com IncAMZN | 13 funds | $710.9M |
Ranked by how many of PLTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PLTM.
No filings captured for this ticker in the live stream yet.
Connected entities for PLTM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PLTM/capital-change-brief"
Use Arkolith's capital_change_brief for PLTM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PLTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.