PTA
nome in attesa di acquisizione nel profilo
Input di momentum (manager comparabili):
ampiezza dei detentori +4.3% ·
flusso azionario -0.5% ·
nuove posizioni nette +4.2%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | +1 | 12.22M | $234.29M | +3 | −2 |
| Q1 2026 | 24 | +1 | 11.95M | $223.60M | +7 | −6 |
| Q4 2025 | 23 | 0 | 12.01M | $231.97M | — | — |
| Q3 2025 | 2 | 0 | 3.72M | $75.91M | — | — |
| Q2 2025 | 1 | +1 | 40.10K | $794,020 | +1 | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.87M | +11.6% | $72.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.87M | +11.6% | $72.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.87M | +11.6% | $72.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.87M | +11.6% | $72.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.87M | +11.6% | $72.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 3.69M | -10.4% | $69.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS Group AG | 2.39M | +2.3% | $44.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 2.39M | +2.3% | $44.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Royal Bank Of Canada | 719.12K | +3.4% | $13.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 719.12K | +3.4% | $13.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 433.71K | -13.6% | $8.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 433.71K | -13.6% | $8.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 201.35K | +8.3% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 201.35K | +8.3% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 201.35K | +8.3% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 145.75K | +43.3% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fifth Third Bancorp | 70.59K | Nuovo | $1.32M | 0.0% | New | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 62.83K | Nuovo | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 19 | LPL Financial LLC | 59.87K | -16.7% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 58.58K | +43.9% | $1.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Lido Advisors, LLC | 45.78K | 0.0% | $858,011 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Corient Private Wealth LP | 50.89K | -57.0% | $646,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 34.49K | -6.9% | $646,406 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 28.56K | -0.5% | $535,264 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 25.00K | Nuovo | $453,500 | 0.0% | New | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 19.06K | +6.6% | $357,130 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 18.84K | +22.5% | $353,083 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 10.60K | Nuovo | $198,590 | 0.0% | New | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 7.63K | +8.5% | $143,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cwm, Llc | 1.85K | Nuovo | $34,763 | 0.0% | New | 1 | SEC ↗ |
| 31 | BlackRock ✦ (passivo) | 211 | Nuovo | $3,954 | 0.0% | New | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 50 | Nuovo | $911 | 0.0% | New | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 43 | -74.4% | $806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fifth Third Bancorp | $1.32M | 0.0% |
| First Trust Advisors Lp | $1.18M | 0.0% |
| JPMorgan Chase | $453,500 | 0.0% |
| Commonwealth Equity Services… | $198,590 | 0.0% |
| Cwm, Llc | $34,763 | 0.0% |
| BlackRock | $3,954 | 0.0% |
| Jones Financial Companies Lllp | $911 | 0.0% |
Uscito
| Cerity Partners LLC | $2.05M | era 0.0% |
| Jane Street Group, Llc | $1.25M | era 0.0% |
| Wealth Enhancement Advisory… | $429,833 | era 0.0% |
| Bank of New York Mellon Corp | $224,230 | era 0.0% |
| Susquehanna International… | $205,613 | era 0.0% |
| Northwestern Mutual Wealth… | $13,517 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 57 detentori, 12.99M azioni, $240.70M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.