GraniteShares Platinum Trust (PLTM) Institutional Ownership Changes & 13F Activity
GraniteShares Platinum Trust (PLTM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Southeast Asset Advisors, Llc, Wealth Watch Advisors, Inc, Raymond James Financial Inc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Buy | +13,901 | +83.6% | 30,523 | $602.22K | Q4 2025 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +219,609 | — | 219,609 | $4.33M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +56,300 | — | 56,300 | $1.11M | Q4 2025 | Feb 18, 2026 |
| Wealth Watch Advisors, Inc | Buy | +239,592 | — | 239,592 | $4.73M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +92,152 | — | 92,152 | $1.82M | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +75,179 | — | 75,179 | $1.48M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +31,601 | — | 31,601 | $623.48K | Q4 2025 | Feb 17, 2026 |
| Twin Focus Capital Partners, Llc | Buy | +30,000 | — | 30,000 | $591.90K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +157 | — | 157 | $3.10K | Q4 2025 | Feb 17, 2026 |
| Southeast Asset Advisors, Llc | Buy | +358,645 | — | 358,645 | $7.08M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +99,088 | — | 99,088 | $1.96M | Q4 2025 | Feb 13, 2026 |
| Journey Strategic Wealth Llc | Buy | +21,300 | — | 21,300 | $420.25K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +4,620 | — | 4,620 | $91.15K | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | Buy | +1,878 | — | 1,878 | $37.05K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +500 | — | 500 | $9.87K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +31,617 | — | 31,617 | $623.80K | Q4 2025 | Feb 12, 2026 |
| Sprott Inc. | Buy | +20,750 | — | 20,750 | $409.40K | Q4 2025 | Feb 12, 2026 |
| Laffer Tengler Investments, Inc. | Buy | +20,672 | — | 20,672 | $407.86K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +3,377 | — | 3,377 | $66.63K | Q4 2025 | Feb 12, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +500 | — | 500 | $9.87K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +397,727 | — | 397,727 | $7.85M | Q4 2025 | Feb 11, 2026 |
| Jessup Wealth Management, Inc | Buy | +1,004 | — | 1,004 | $19.81K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +199,736 | — | 199,736 | $3.94M | Q4 2025 | Feb 10, 2026 |
| Wcg Wealth Advisors Llc | Buy | +13,900 | — | 13,900 | $274.25K | Q4 2025 | Feb 10, 2026 |
| Bnp Paribas Financial Markets | Buy | +7,278 | — | 7,278 | $143.59K | Q4 2025 | Feb 10, 2026 |
| Key Financial Inc | Buy | +1,100 | — | 1,100 | $21.70K | Q4 2025 | Feb 09, 2026 |
| Premier Financial Group | Buy | +1,027 | — | 1,027 | $20.52K | Q4 2025 | Feb 09, 2026 |
| Huntington National Bank | Buy | +1 | — | 1 | $20.00 | Q4 2025 | Feb 09, 2026 |
| Pcg Wealth Advisors, Llc | Buy | +164,692 | — | 164,692 | $3.25M | Q4 2025 | Feb 05, 2026 |
| Rfg Advisory, Llc | Buy | +95,026 | — | 95,026 | $1.87M | Q4 2025 | Feb 03, 2026 |
Frequently asked questions about PLTM activity
Which institutional owners are buying PLTM?
Institutional owners buying PLTM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PLTM activity?
"Buy" means an investor increased their reported position in PLTM compared to the prior reporting period. This reflects growing exposure to GraniteShares Platinum Trust (PLTM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PLTM increasing?
Institutional interest in PLTM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.