Who owns GraniteShares Platinum Trust (PLTM)
Which tracked institutional funds hold PLTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PLTM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened PLTM while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PLTM’s largest tracked holder by dollar value, Southeast Asset Advisors, LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PLTM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 54 tracked filers holding PLTM, 26 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PLTM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Cambridge Investment Research Advisors, Inc.$1M
- STIFEL FINANCIAL CORP$938K
- UBS Group AG$620K
- Virtu Financial LLC$537K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$529K
Full exits 5
- Southeast Asset Advisors, LLC$7M
- Quadrature Capital Ltd$1M
- NewEdge Advisors, LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$624K
- INDEPENDENT FINANCIAL GROUP, LLC$602K
Largest adds
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$6M
- OSAIC HOLDINGS, INC.$994K
- Wealth Watch Advisors, INC$686K
Largest trims
- Sigma Planning Corp$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- LPL Financial LLC$1M
- MML INVESTORS SERVICES, LLC$1M
- RAYMOND JAMES FINANCIAL INC$705K
- RFG Advisory, LLC$499K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 364,495 | $7M | 12.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 349,346 | $7M | 11.6% | 2026-Q1 |
| Wealth Watch Advisors, INC added | 286,244 | $5M | 9.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 191,847 | $4M | 6.4% | 2026-Q1 |
| PCG Wealth Advisors, LLC trimmed | 148,971 | $3M | 5.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 85,543 | $2M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 83,575 | $2M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 80,658 | $2M | 2.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 77,298 | $1M | 2.6% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 72,737 | $1M | 2.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 71,973 | $1M | 2.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 49,617 | $938K | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 44,614 | $844K | 1.5% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 41,341 | $782K | 1.4% | 2026-Q1 |
| Sigma Planning Corp trimmed | 33,724 | $638K | 1.1% | 2026-Q1 |
| UBS Group AG added | 32,780 | $620K | 1.1% | 2026-Q1 |
| Virtu Financial LLC added | 28,409 | $537K | 0.9% | 2026-Q1 |
| LAFFER TENGLER INVESTMENTS, INC. added | 28,091 | $531K | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,970 | $529K | 0.9% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC trimmed | 26,000 | $492K | 0.9% | 2026-Q1 |
| SPROTT INC. | 20,750 | $392K | 0.7% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 15,381 | $291K | 0.5% | 2026-Q1 |
| Sovereign Financial Group, Inc. trimmed | 15,147 | $286K | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 15,140 | $286K | 0.5% | 2026-Q1 |
| CITY HOLDING CO | 15,000 | $284K | 0.5% | 2026-Q1 |
| WCG Wealth Advisors LLC | 13,900 | $263K | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 11,040 | $209K | 0.4% | 2026-Q1 |
| Baer Investment Advisory LLC new | 10,225 | $193K | 0.3% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC new | 10,225 | $193K | 0.3% | 2026-Q1 |
| Revisor Wealth Management LLC new | 10,170 | $192K | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 6,000 | $113K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 3,377 | $64K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC | 2,965 | $56K | 0.1% | 2026-Q1 |
| Costello Asset Management, INC | 2,204 | $42K | 0.1% | 2026-Q1 |
| Premier Financial Group added | 1,777 | $37K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 1,880 | $36K | 0.1% | 2026-Q1 |
| Parkside Financial Bank & Trust | 1,878 | $36K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 1,430 | $28K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 1,359 | $26K | 0.0% | 2026-Q1 |
| FINANCIAL CONSULATE, INC | 1,200 | $23K | 0.0% | 2026-Q1 |
| Key Financial Inc | 1,100 | $21K | 0.0% | 2026-Q1 |
| N.E.W. Advisory Services LLC | 1,061 | $20K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 565 | $11K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 500 | $9K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 500 | $9K | 0.0% | 2026-Q1 |
| Berbice Capital Management LLC new | 400 | $8K | 0.0% | 2026-Q1 |
| CX Institutional new | 348 | $7K | 0.0% | 2026-Q1 |
| Grove Bank & Trust trimmed | 237 | $4K | 0.0% | 2026-Q1 |
| CENTRAL TRUST Co new | 234 | $4K | 0.0% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID new | 113 | $2K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 100 | $2K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 89 | $2K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC new | 37 | $700 | 0.0% | 2026-Q1 |
| Covestor Ltd new | 24 | — | 0.0% | 2026-Q1 |
| Southeast Asset Advisors, LLC new | 358,645 | $7M | 12.4% | 2025-Q4 stale |
| Quadrature Capital Ltd added | 75,179 | $1M | 2.6% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 56,300 | $1M | 2.0% | 2025-Q4 stale |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 31,617 | $624K | 1.1% | 2025-Q4 stale |
| INDEPENDENT FINANCIAL GROUP, LLC added | 30,523 | $602K | 1.1% | 2025-Q4 stale |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 21,300 | $420K | 0.7% | 2025-Q4 stale |
| Encompass More Asset Management new | 18,322 | $361K | 0.6% | 2025-Q4 stale |
| Wealth Management Nebraska added | 16,881 | $333K | 0.6% | 2025-Q4 stale |
| Kingsview Wealth Management, LLC new | 22,437 | $292K | 0.5% | 2025-Q2 stale |
| IAM Advisory, LLC new | 12,200 | $241K | 0.4% | 2025-Q4 stale |
| IHT Wealth Management, LLC trimmed | 15,063 | $228K | 0.4% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 13,967 | $182K | 0.3% | 2025-Q2 stale |
| Freedom Investment Management, Inc. trimmed | 13,253 | $172K | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 10,962 | $166K | 0.3% | 2025-Q3 stale |
| Visionary Horizons, LLC | 11,000 | $106K | 0.2% | 2025-Q1 stale |
| Kestra Advisory Services, LLC new | 4,620 | $91K | 0.2% | 2025-Q4 stale |
| Jessup Wealth Management, Inc new | 1,004 | $20K | 0.0% | 2025-Q4 stale |
| Heartwood Wealth Advisors LLC new | 1,000 | $15K | 0.0% | 2025-Q3 stale |
| TD Waterhouse Canada Inc. new | 428 | $8K | 0.0% | 2025-Q4 stale |
| Allworth Financial LP | 500 | $8K | 0.0% | 2025-Q3 stale |
| TFC Financial Management, Inc. new | 300 | $5K | 0.0% | 2025-Q3 stale |
| Spectrum Wealth Counsel, LLC | 119 | $1K | 0.0% | 2025-Q1 stale |
| Laurel Wealth Advisors LLC new | 50 | $987 | 0.0% | 2025-Q4 stale |
| Financial Gravity Asset Management, Inc. | 3 | $45 | 0.0% | 2025-Q3 stale |
| Financial Gravity Companies, Inc. new | 3 | $39 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.