证券记录 · 已归档季度
LTPZ
名称等待档案录入
21被追踪持有人
-3Δ持有人
1.22M持有股份
$62.44M报告持仓市值
+3新建仓位
−6清仓
动量输入（同类管理人）：
持有人广度 -12.5% ·
股份流向 +3.5% ·
净新建仓位 -14.3%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +3 | 1.81M | $91.54M | +4 | −1 |
| Q1 2026 | 21 | -3 | 1.22M | $62.44M | +3 | −6 |
| Q4 2025 | 24 | 0 | 1.18M | $61.19M | — | — |
| Q3 2025 | 3 | +1 | 89.79K | $4.78M | +1 | — |
| Q1 2025 | 1 | 0 | 19.41K | $1.06M | — | — |
| Q4 2024 | 1 | 0 | 28.51K | $1.48M | — | — |
| Q3 2024 | 1 | 0 | 76.45K | $4.41M | — | — |
| Q2 2024 | 1 | — | 44.64K | $2.41M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 486.02K | +21.1% | $24.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 486.02K | +21.1% | $24.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Northern Trust Corp | 237.43K | -17.7% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Northern Trust Corp | 237.43K | -17.7% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 121.33K | +64.5% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 121.33K | +64.5% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 99.01K | 新增 | $5.05M | 0.0% | New | 1 | SEC ↗ |
| 8 | UBS Group AG | 55.06K | +25.4% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 50.41K | +1.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 50.41K | +1.6% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 39.05K | +82.1% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 35.12K | -3.4% | $1.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 24.48K | +13.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 24.48K | +13.9% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 20.54K | -13.3% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 12.51K | +2.4% | $638,261 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 8.49K | -14.2% | $433,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 7.98K | -14.6% | $407,097 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 6.28K | +15.5% | $320,519 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 5.88K | -16.0% | $300,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Lido Advisors, LLC | 4.74K | 新增 | $241,760 | 0.0% | New | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 4.22K | -49.2% | $216,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 4.22K | -49.2% | $216,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 3.68K | -2.4% | $185,409 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 1.26K | +79.9% | $64,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 149 | 新增 | $7,603 | 0.0% | New | 1 | SEC ↗ |
| 27 | Simplex Trading, Llc | 59 | -96.5% | $3,010 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| HighTower Advisors, LLC | $5.05M | 0.0% |
| Lido Advisors, LLC | $241,760 | 0.0% |
| Fifth Third Bancorp | $7,603 | 0.0% |
已清仓
| Citadel Advisors | $3.11M | 曾为 0.0% |
| Jane Street Group, Llc | $2.71M | 曾为 0.0% |
| Us Bancorp \De\ | $1.95M | 曾为 0.0% |
| Commonwealth Equity Services… | $476,500 | 曾为 0.0% |
| Raymond James Financial Inc | $223,043 | 曾为 0.0% |
| Qube Research & Technologies… | $4,347 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 86 持有人, 4.37M 股份, $222.73M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据