Who Owns GraniteShares Platinum Shares (PLTM)?Hedge Fund & Institutional Holders

$19.46-1.07 (-5.21%)TechnologyNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.076700047274054e+113T

% of Float Held

QoQ Change in Holders

+15 / -9

Price History

$8.72$13.22$17.72$22.21$26.71Sep 24Jun 25Mar 26

PLTM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Southeast Asset Advisors, LLCNew Position+359K+$7.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+200K+$3.0M
KESTRA PRIVATE WEALTH SERVICES, LLCNew Position+74K+$1.5M
NewEdge Advisors, LLCNew Position+56K+$1.0M
MML INVESTORS SERVICES, LLCNew Position+99K+$1.0M
OPPENHEIMER & CO INCNew Position+32K+$623K
MAINSTAY CAPITAL MANAGEMENT LLC /ADVNew Position+24K+$471K
Sovereign Financial Group, Inc.New Position+20K+$400K
Encompass More Asset ManagementNew Position+18K+$361K
Simplicity Wealth,LLCNew Position+17K+$336K
Wealth Management NebraskaNew Position+17K+$333K
Concurrent Investment Advisors, LLCNew Position+16K+$314K
CITY HOLDING CONew Position+15K+$295K
IAM Advisory, LLCNew Position+12K+$240K
Sound Income Strategies, LLCNew Position+3K+$65K

PLTM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PCG Wealth Advisors, LLCDecreased-6K-$2.6B
STIFEL FINANCIAL CORPClosed Position-39K-$591.2M
JOURNEY STRATEGIC WEALTH LLCDecreased-11K-$486.5M
IHT Wealth Management, LLCClosed Position-15K-$227.6M
CITADEL ADVISORS LLCClosed Position-11K-$165.6M
UBS Group AGClosed Position-8K-$120.9M
Heartwood Wealth Advisors LLCClosed Position-1K-$15.1M
Advisory Services Network, LLCClosed Position-565-$8.5M
Allworth Financial LPClosed Position-500-$7.6M
Cambridge Investment Research Advisors, Inc.Closed Position-104K-$1.6M
Financial Gravity Asset Management, Inc.Closed Position-3-$45K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Southeast Asset Advisors, LLC358,645$7.1M0.67%Share
2LPL Financial LLC397,727$7.0M0.00%Share
3Wealth Watch Advisors, INC239,592$4.7M1.75%Share
4Sigma Planning Corp205,485$4.1M0.11%Share
5RAYMOND JAMES FINANCIAL INC203,371$4.0M0.00%Share
6PCG Wealth Advisors, LLC164,692$3.2M0.92%Share
7ENVESTNET ASSET MANAGEMENT INC199,736$3.0M0.00%Share
8RFG Advisory, LLC95,026$1.9M0.04%Share
9KESTRA PRIVATE WEALTH SERVICES, LLC74,491$1.5M0.02%Share
10NewEdge Advisors, LLC56,300$1.0M0.00%Share
11MML INVESTORS SERVICES, LLC99,088$1.0M0.00%Share
12Cetera Investment Advisers92,152$1.0M0.00%Share
13OPPENHEIMER & CO INC31,606$623K0.01%Share
14TWIN FOCUS CAPITAL PARTNERS, LLC30,000$591K0.07%Share
15MAINSTAY CAPITAL MANAGEMENT LLC /ADV23,901$471K0.04%Share
16SPROTT INC.20,750$409K0.01%Share
17LAFFER TENGLER INVESTMENTS, INC.20,672$407K0.06%Share
18Sovereign Financial Group, Inc.20,290$400K0.07%Share
19Encompass More Asset Management18,322$361K0.07%Share
20Simplicity Wealth,LLC17,059$336K0.02%Share
21Wealth Management Nebraska16,881$333K0.04%Share
22CITY HOLDING CO15,000$295K0.04%Share
23WCG Wealth Advisors LLC13,900$274K0.01%Share
24IAM Advisory, LLC12,200$240K0.05%Share
25Concurrent Investment Advisors, LLC7,986$157K0.00%Share
26Concurrent Investment Advisors, LLC7,986$157K0.00%Share
27Sound Income Strategies, LLC2,965$65K0.00%Share
28Costello Asset Management, INC2,204$43K0.01%Share
29AdvisorNet Financial, Inc2,114$41K0.00%Share
30Parkside Financial Bank & Trust1,878$37K0.00%Share
31FINANCIAL CONSULATE, INC1,200$23K0.00%Share
32Key FInancial Inc1,100$21K0.00%Share
33N.E.W. Advisory Services LLC1,061$20K0.00%Share
34Premier Financial Group1,000$19K0.00%Share
35Jessup Wealth Management, Inc1,004$19K0.01%Share
36TD Waterhouse Canada Inc.428$8K0.00%Share
37Grove Bank & Trust337$6K0.00%Share
38Quadrature Capital Ltd75,179$1K0.01%Share
39Premier Financial Group27$1K0.00%Share
40OSAIC HOLDINGS, INC.36$00.00%Share
41OSAIC HOLDINGS, INC.31,565$00.00%Share
42RAYMOND JAMES FINANCIAL INC16,238$00.00%Share
43Kestra Advisory Services, LLC4,620$00.00%Share
44Laurel Wealth Advisors LLC50$00.00%Share
45JOURNEY STRATEGIC WEALTH LLC21,300$00.00%Share
46FMR LLC157$00.00%Share
47BNP PARIBAS FINANCIAL MARKETS7,278$00.00%Share
48Federation des caisses Desjardins du Quebec500$00.00%Share
49MORGAN STANLEY500$00.00%Share
50Steward Partners Investment Advisory, LLC3,377$00.00%Share

PLTM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$44.8M+18
Q3 202530$20.4B+4
Q2 202526$10.8B+3
Q1 202523$6.5B+4
Q4 202419$3.3B+0
Q3 202419$2.1T+2
Q2 202417$1.0T-1
Q1 202418$5.7T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PLTM (GraniteShares Platinum Shares). The largest holder is Southeast Asset Advisors, LLC with $7.1M in shares. This quarter, 15 institutions opened new positions and 9 closed their positions.

Frequently Asked Questions

How many hedge funds own PLTM?

As of Q4 2025, 50 institutional investors report holding PLTM (GraniteShares Platinum Shares) in their 13F filings.

Who is the largest institutional holder of PLTM?

The largest institutional holder of PLTM is Southeast Asset Advisors, LLC with $7.1M in shares.

Is institutional ownership of PLTM increasing or decreasing?

This quarter, 15 institutions opened new positions in PLTM and 9 closed their positions.