证券记录 · 已归档季度
PTH
名称等待档案录入
24被追踪持有人
0Δ持有人
600.18K持有股份
$29.83M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +1.5% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
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 | -1 | 569.23K | $34.01M | n/a | −1 |
| Q1 2026 | 26 | +2 | 584.96K | $28.65M | +5 | −3 |
| Q4 2025 | 24 | 0 | 600.18K | $29.83M | +1 | −1 |
| Q3 2025 | 4 | 0 | 154.12K | $6.79M | n/a | n/a |
| Q2 2025 | 2 | 0 | 12.99K | $505,071 | n/a | n/a |
| Q1 2025 | 1 | 0 | 9.55K | $376,725 | n/a | n/a |
| Q4 2024 | 1 | 0 | 19.59K | $784,183 | n/a | n/a |
| Q3 2024 | 1 | +1 | 7.26K | $337,279 | +1 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 142.46K | -2.1% | $7.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 113.59K | n/a | $5.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 97.03K | n/a | $4.82M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 70.68K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 36.69K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 35.14K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Two Sigma Investments ✦ | 18.50K | 新增 | $919,469 | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 17.50K | n/a | $869,650 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 11.33K | n/a | $563,033 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 8.27K | n/a | $411,185 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 7.92K | n/a | $391,231 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 7.28K | n/a | $361,729 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Focus Partners Wealth | 6.50K | n/a | $323,056 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 6.25K | n/a | $310,502 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 6.21K | n/a | $308,792 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Captrust Financial Advisors | 6.00K | n/a | $298,396 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 4.69K | n/a | $233,247 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.15K | -50.0% | $57,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.11K | -4.1% | $55,315 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 900 | n/a | $44,694 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 345 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 309 | n/a | $15,370 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 224 | n/a | $11,133 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 83 | n/a | $4,125 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $919,469 | 0.0% |
已清仓
| Citadel Advisors | $226,214 | 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): 61 持有人, 900.94K 股份, $41.51M 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
持有该证券的受追踪机构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: Q4 2025 ·
方法论 ·
通过API获取此数据