Financials · Commodity Contracts Brokers & Dealers · NYSE · CIK 1690842 · Prices AT CLOSE 2026-07-30 (USD) — end-of-day, never a live or intraday quote
Last $15.89Day +3.05%1Y +26.0%Off 52W high −42.6%Vol (1Y) 51.1%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,121 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover2.1d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
PLTM is not in the screener universe.
| YTD−19.5% |
| 1Y+26.0% |
| 3Y+71.2% |
| 5Y+53.8% |
| Since incept. (ann.)+5.7% |
Total return through 2026-07-30 · series begins 2018-02-05. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)51.1% |
| Ann. volatility (3Y)35.9% |
| Sharpe (1Y)0.59 |
| Sharpe (3Y)0.69 |
| Max drawdown (1Y)−44.1% |
| Max drawdown (3Y)−44.1% |
| Beta (3Y vs SPY)0.54 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 364,495 | $7M | — | +1425.0% |
| LPL Financial LLC | 349,346 | $7M | — | −12.2% |
| Wealth Watch Advisors, INC | 286,244 | $5M | — | +19.5% |
| RAYMOND JAMES FINANCIAL INC | 191,847 | $4M | — | −12.6% |
| PCG Wealth Advisors, LLC | 148,971 | $3M | — | −9.5% |
| OSAIC HOLDINGS, INC. | 85,543 | $2M | — | +170.7% |
| ENVESTNET ASSET MANAGEMENT INC | 83,575 | $2M | — | −58.2% |
| Cetera Investment Advisers | 80,658 | $2M | — | −12.5% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % 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.
No reported quarters on file for PLTM.
