PLTM Institutional Ownership & Shareholders
GraniteShares Platinum Trust (PLTM) is currently held by 45 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of PLTM tracked by InsiderSet, reporting ownership valued at approximately $4.28M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.96M, representing an estimated loss of -7.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed PLTM value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Wealth Watch Advisors, Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in GraniteShares Platinum Trust (PLTM).
This page ranks the largest institutional PLTM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$24.15M
Largest Holder
Lpl Financial Llc
Largest Position
$4.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 286,683 | $4,283,044 | $3,964,826 | -$318,218 | -7.43% | |
| Wealth Watch Advisors, Inc | 1.19% | 245,352 | $3,665,559 | $3,393,218 | -$272,341 | -7.43% | |
| Raymond James Financial Inc | 0.00% | 180,581 | $2,697,880 | $2,497,435 | -$200,445 | -7.43% | |
| Pcg Wealth Advisors, Llc | 0.49% | 145,997 | $2,181,197 | $2,019,139 | -$162,058 | -7.43% | |
| Kestra Private Wealth Services, Llc | 0.01% | 76,793 | $1,254,798 | $1,062,047 | -$192,751 | -15.36% | |
| Envestnet Asset Management Inc | 0.00% | 80,869 | $1,208,183 | $1,118,418 | -$89,765 | -7.43% | |
| Central Trust Co | 0.02% | 71,984 | $1,075,441 | $995,539 | -$79,902 | -7.43% | |
| Cetera Investment Advisers | 0.00% | 67,064 | $1,001,936 | $927,495 | -$74,441 | -7.43% | |
| Osaic Holdings, Inc. | 0.00% | 59,903 | $894,936 | $828,458 | -$66,478 | -7.43% | |
| Stifel Financial Corp | 0.00% | 47,419 | $708,438 | $655,805 | -$52,633 | -7.43% | |
| Susquehanna International Group, Llp | 0.00% | 40,192 | $600,469 | $555,855 | -$44,614 | -7.43% | |
| Bank Of America Corp | 0.00% | 36,383 | $543,562 | $503,177 | -$40,385 | -7.43% | |
| Laffer Tengler Investments, Inc. | 0.06% | 30,695 | $458,583 | $424,512 | -$34,071 | -7.43% | |
| Jane Street Group, Llc | 0.00% | 30,011 | $448,364 | $415,052 | -$33,312 | -7.43% | |
| Sigma Planning Corp | 0.01% | 25,894 | $423,100 | $358,114 | -$64,986 | -15.36% | |
| Mml Investors Services, Llc | 0.00% | 27,414 | $409,565 | $379,136 | -$30,429 | -7.43% | |
| Twin Focus Capital Partners, Llc | 0.04% | 26,000 | $388,440 | $359,580 | -$28,860 | -7.43% | |
| Sprott Inc. | 0.01% | 20,750 | $310,005 | $286,973 | -$23,033 | -7.43% | |
| Stonex Group Inc. | 0.01% | 15,084 | $249,334 | $208,612 | -$40,722 | -16.33% | |
| City Holding Co | 0.03% | 15,000 | $245,100 | $207,450 | -$37,650 | -15.36% | |
| Wcg Wealth Advisors Llc | 0.00% | 13,900 | $207,666 | $192,237 | -$15,429 | -7.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,147 | $182,140 | $154,163 | -$27,977 | -15.36% | |
| Gk Wealth Management Llc | 0.08% | 8,883 | $145,148 | $122,852 | -$22,296 | -15.36% | |
| Ifp Advisors, Inc | 0.00% | 5,819 | $95,082 | $80,477 | -$14,605 | -15.36% | |
| Ifg Advisory, Llc | 0.00% | 6,095 | $91,058 | $84,294 | -$6,764 | -7.43% | |
| Bnp Paribas Financial Markets | 0.00% | 6,068 | $90,656 | $83,920 | -$6,736 | -7.43% | |
| Royal Bank Of Canada | 0.00% | 2,500 | $37,000 | $34,575 | -$2,425 | -6.55% | |
| Costello Asset Management, Inc | 0.01% | 2,204 | $36,013 | $30,481 | -$5,532 | -15.36% | |
| Parkside Financial Bank & Trust | 0.00% | 1,878 | $30,687 | $25,973 | -$4,714 | -15.36% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,880 | $28,087 | $26,000 | -$2,087 | -7.43% | |
| Private Trust Co Na | 0.00% | 1,430 | $23,366 | $19,777 | -$3,589 | -15.36% | |
| Premier Financial Group | 0.00% | 1,542 | $23,037 | $21,326 | -$1,711 | -7.43% | |
| Financial Consulate, Inc | 0.00% | 1,200 | $19,608 | $16,596 | -$3,012 | -15.36% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,225 | $18,302 | $16,942 | -$1,360 | -7.43% | |
| Key Financial Inc | 0.00% | 1,100 | $17,974 | $15,213 | -$2,761 | -15.36% | |
| N.E.W. Advisory Services Llc | 0.00% | 1,061 | $15,851 | $14,674 | -$1,177 | -7.43% | |
| Huntington National Bank | 0.00% | 998 | $14,910 | $13,802 | -$1,108 | -7.43% | |
| Morgan Stanley | 0.00% | 551 | $8,232 | $7,620 | -$612 | -7.43% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 500 | $7,470 | $6,915 | -$555 | -7.43% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 348 | $5,199 | $4,813 | -$386 | -7.43% | |
| Grove Bank & Trust | 0.00% | 237 | $3,873 | $3,278 | -$595 | -15.37% | |
| Fmr Llc | 0.00% | 71 | $1,056 | $982 | -$74 | -7.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 21,942 | $359 | $303,458 | +$303,099 | +84428.65% | |
| Wells Fargo & Company/Mn | 0.00% | 23 | $344 | $318 | -$26 | -7.53% | |
| Jpmorgan Chase & Co | 0.00% | 19 | $288 | $263 | -$25 | -8.76% |
Frequently asked questions about PLTM
Who are the largest institutional holders of PLTM?
The largest institutional holders of PLTM reported in the latest SEC Form 13F filings include Lpl Financial Llc, Wealth Watch Advisors, Inc, Raymond James Financial Inc, Pcg Wealth Advisors, Llc, and Kestra Private Wealth Services, Llc. InsiderSet ranks institutional holders by their latest reported PLTM position.
What is PLTM institutional ownership?
This page tracks PLTM positions reported by institutional investment managers through SEC Form 13F. GraniteShares Platinum Trust (PLTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PLTM?
InsiderSet currently tracks 45 institutional managers reporting PLTM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PLTM shareholders.
How much PLTM stock do institutions own?
Institutional investment managers disclosed approximately $24.15M in PLTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PLTM institutional ownership last updated?
The latest PLTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PLTM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PLTM position after the reporting date.
Are institutions buying or selling PLTM?
Institutional buying and selling can be analyzed by comparing PLTM positions across consecutive 13F reporting periods. InsiderSet's PLTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PLTM ownership changes.
How has PLTM institutional ownership changed over time?
InsiderSet tracks PLTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.