证券记录
LTPZ
名称等待档案录入
24被追踪持有人
+3Δ持有人
1.81M持有股份
$91.54M报告持仓市值
+4新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +14.3% ·
股份流向 +30.0% ·
净新建仓位 +12.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 475.23K | +842.8% | $24.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 475.23K | +842.8% | $24.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 475.23K | +842.8% | $24.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 439.79K | -9.5% | $22.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 439.79K | -9.5% | $22.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Northern Trust Corp | 202.22K | -14.8% | $10.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Northern Trust Corp | 202.22K | -14.8% | $10.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 139.01K | +40.4% | $7.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 128.47K | +5.9% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 128.47K | +5.9% | $6.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 92.57K | +163.6% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 88.78K | +127.4% | $4.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | UBS Group AG | 54.55K | -0.9% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 38.88K | 新增 | $1.97M | 0.0% | New | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 34.43K | +175.2% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 27.61K | +12.8% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 27.61K | +12.8% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 23.89K | +199.4% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 23.13K | +12.6% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 8.62K | +1.5% | $436,701 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 6.32K | +0.6% | $319,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Lido Advisors, LLC | 5.69K | +20.1% | $288,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 5.48K | 新增 | $277,000 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 4.22K | 0.0% | $214,000 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 4.22K | 0.0% | $214,000 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 4.12K | +12.0% | $211,142 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Simplex Trading, Llc | 2.43K | +4020.3% | $123,130 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Blair William & Co/Il | 1.39K | 新增 | $70,302 | 0.0% | New | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 278 | 新增 | $14,070 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 108 | -27.5% | $5,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | UBS AM, a distinct business unit of… | 15 | -98.8% | $760 | 0.0% | ▼ Trim | 3 | 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
| Citadel Advisors | $1.97M | 0.0% |
| Hrt Financial Lp | $277,000 | 0.0% |
| Blair William & Co/Il | $70,302 | 0.0% |
| Fidelity (FMR) | $14,070 | 0.0% |
已清仓
| Susquehanna International… | $300,005 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据