PLTM — Institutional owners (13F)

51 filers · $24.7M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
LPL Financial LLC $4,283,044 286,683 17.31% Shares
Wealth Watch Advisors, INC $3,665,559 245,352 14.81% Shares
RAYMOND JAMES FINANCIAL INC $2,697,880 180,581 10.90% Shares
PCG Wealth Advisors, LLC $2,181,197 145,997 8.81% Shares
ENVESTNET ASSET MANAGEMENT INC $1,208,183 80,869 4.88% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $1,153,861 77,233 4.66% Shares
CENTRAL TRUST Co $1,075,441 71,984 4.35% Shares
Cetera Investment Advisers $1,001,936 67,064 4.05% Shares
OSAIC HOLDINGS, INC. $894,936 59,903 3.62% Shares
STIFEL FINANCIAL CORP $708,438 47,419 2.86% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $600,469 40,192 2.43% Shares
BANK OF AMERICA CORP /DE/ $543,562 36,383 2.20% Shares
LAFFER TENGLER INVESTMENTS, INC. $458,583 30,695 1.85% Shares
JANE STREET GROUP, LLC $448,364 30,011 1.81% Shares
OPPENHEIMER & CO INC $439,475 29,416 1.78% Shares
Sigma Planning Corp $428,950 28,712 1.73% Shares
MML INVESTORS SERVICES, LLC $409,565 27,414 1.66% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $388,440 26,000 1.57% Shares
GK Wealth Management LLC $310,707 20,797 1.26% Shares
SPROTT INC. $310,005 20,750 1.25% Shares
CITY HOLDING CO $283,500 15,000 1.15% Shares
Concurrent Investment Advisors, LLC $212,387 14,216 0.86% Shares
WCG Wealth Advisors LLC $207,666 13,900 0.84% Shares
Revisor Wealth Management LLC $166,342 11,134 0.67% Shares
COMMONWEALTH EQUITY SERVICES, LLC $164,500 11,011 0.66% Shares
IFG Advisory, LLC $91,058 6,095 0.37% Shares
BNP PARIBAS FINANCIAL MARKETS $90,656 6,068 0.37% Shares
Global Retirement Partners, LLC $38,978 2,609 0.16% Shares
ROYAL BANK OF CANADA $37,000 2,500 0.15% Shares
Costello Asset Management, INC $32,928 2,204 0.13% Shares
PNC Financial Services Group, Inc. $28,087 1,880 0.11% Shares
Parkside Financial Bank & Trust $28,058 1,878 0.11% Shares
Premier Financial Group $23,037 1,542 0.09% Shares
PRIVATE TRUST CO NA $21,364 1,430 0.09% Shares
Steward Partners Investment Advisory, LLC $18,302 1,225 0.07% Shares
FINANCIAL CONSULATE, INC $17,928 1,200 0.07% Shares
Key Financial Inc $16,434 1,100 0.07% Shares
N.E.W. Advisory Services LLC $15,851 1,061 0.06% Shares
HUNTINGTON NATIONAL BANK $14,910 998 0.06% Shares
MORGAN STANLEY $8,232 551 0.03% Shares
Federation des caisses Desjardins du Quebec $7,470 500 0.03% Shares
Plante Moran Financial Advisors, LLC $5,199 348 0.02% Shares
Grove Bank & Trust $3,541 237 0.01% Shares
Spectrum Wealth Counsel, LLC $1,152 119 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,150 77,007 0.00% Shares
FMR LLC $1,056 71 0.00% Shares
Bullseye Investment Management, LLC $672 45 0.00% Shares
WELLS FARGO & COMPANY/MN $344 23 0.00% Shares
JPMORGAN CHASE & CO $288 19 0.00% Shares
Farther Finance Advisors, LLC $15 1 0.00% Shares
Covestor Ltd $0 24 0.00% Shares