% of shares outstanding is not shown for PLTM: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for PLTM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | — | — | — | — | 24K | 364K | $7M |
| LPL Financial LLC | 37K | 37K | 109K | 294K | 398K | 349K | $7M |
| Wealth Watch Advisors, INC | — | 19K | 68K | 141K | 240K | 286K | $5M |
| RAYMOND JAMES FINANCIAL INC | 144K | 142K | 201K | 201K | 220K | 192K | $4M |
| PCG Wealth Advisors, LLC | 148K | 161K | — | 171K | 165K | 149K | $3M |
| OSAIC HOLDINGS, INC. | 18K | 20K | 18K | 14K | 32K | 86K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 30K | 104K | 112K | 104K | 200K | 84K | $2M |
| Cetera Investment Advisers | 29K | 41K | 72K | 75K | 92K | 81K | $2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | — | — | — | — | 74K | 77K | $1M |
| RFG Advisory, LLC | — | — | — | 89K | 95K | 73K | $1M |
| Cambridge Investment Research Advisors, Inc. | — | — | — | 104K | — | 72K | $1M |
| STIFEL FINANCIAL CORP | — | — | — | 39K | — | 50K | $938,257 |
| MML INVESTORS SERVICES, LLC | — | — | — | — | 99K | 45K | $843,651 |
| OPPENHEIMER & CO INC | — | — | — | — | 32K | 41K | $781,758 |
| Sigma Planning Corp | — | — | — | 107K | 205K | 34K | $637,715 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | +340,594 | $6M | ADD |
| Cambridge Investment Research Advisors, Inc. | +71,973 | $1M | OPEN |
| OSAIC HOLDINGS, INC. | +53,942 | $1M | ADD |
| STIFEL FINANCIAL CORP | +49,617 | $938,257 | OPEN |
| Wealth Watch Advisors, INC | +46,652 | $882,189 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Southeast Asset Advisors, LLC | −358,645 | $7M | CLOSE |
| Sigma Planning Corp | −171,761 | $3M | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −116,161 | $2M | TRIM |
| Quadrature Capital Ltd | −75,179 | $1M | CLOSE |
| NewEdge Advisors, LLC | −56,300 | $1M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 53 | 2,281,364 | — | $43M |
| 2025-Q4 | 48 | 2,681,116 | — | $53M |
| 2025-Q3 | 41 | 1,675,073 | — | $25M |
| 2025-Q2 | 26 | 911,485 | — | $12M |
| 2025-Q1 | 22 | 676,224 | — | $7M |
| 2024-Q4 | 19 | 543,121 | — | $5M |
| 2024-Q3 | 19 | 476,847 | — | $5M |
| 2024-Q2 | 18 | 393,411 | — | $4M |
| 2024-Q1 | 21 | 832,887 | — | $7M |
| 2023-Q4 | 26 | 757,439 | — | $7M |
| 2023-Q3 | 23 | 304,214 | — | $3M |
| 2023-Q2 | 25 | 692,570 | — | $6M |
| 2023-Q1 | 24 | 296,149 | — | $3M |
| 2022-Q4 | 23 | 585,755 | — | $7M |
| 2022-Q3 | 24 | 240,969 | — | $3M |
| 2022-Q2 | 24 | 739,502 | — | $7M |
| 2022-Q1 | 28 | 952,437 | — | $10M |
| 2021-Q4 | 17 | 191,985 | — | $2M |
| 2021-Q3 | 16 | 201,762 | — | $2M |
| 2021-Q2 | 19 | 334,070 | — | $4M |
| 2021-Q1 | 19 | 344,155 | — | $4M |
| 2020-Q4 | 11 | 157,173 | — | $2M |
| 2020-Q3 | 6 | 127,367 | — | $1M |
| 2020-Q2 | 8 | 64,973 | — | $531,226 |
| 2020-Q1 | 8 | 87,385 | — | $625,000 |
| 2019-Q4 | 5 | 39,173 | — | $374,000 |
| 2019-Q3 | 6 | 62,139 | — | $543,000 |
| 2019-Q2 | 5 | 89,286 | — | $743,000 |
| 2019-Q1 | 5 | 203,938 | — | $2M |
| 2018-Q4 | 4 | 28,481 | — | $2M |
| 2018-Q3 | 2 | 44,243 | — | $4M |
| 2018-Q2 | 2 | 36,740 | — | $3M |
| 2018-Q1 | 2 | 37,313 | — | $3M |
