Catatan efek · kuartal yang diarsipkan
PTH
nama menunggu ingest profil
26Pemegang yang dilacak
+2Δ pemegang
584.96KSaham yang dipegang
$28.65MNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +8.3% ·
aliran saham -2.5% ·
posisi baru bersih +7.7%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | 0 | 572.60K | $34.21M | +1 | −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 | — | — |
| Q2 2025 | 2 | 0 | 12.99K | $505,071 | — | — |
| Q1 2025 | 1 | 0 | 9.55K | $376,725 | — | — |
| Q4 2024 | 1 | 0 | 19.59K | $784,183 | — | — |
| Q3 2024 | 1 | +1 | 7.26K | $337,279 | +1 | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 141.04K | -1.0% | $6.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 141.04K | -1.0% | $6.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 113.71K | +0.1% | $5.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 113.71K | +0.1% | $5.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 84.08K | -13.3% | $4.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 59.24K | -16.2% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 59.24K | -16.2% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 38.91K | +10.7% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 38.91K | +10.7% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 38.91K | +10.7% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 26.65K | -27.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 26.65K | -27.4% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 25.15K | +302.6% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 25.15K | +302.6% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 16.75K | -4.3% | $820,710 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 14.72K | Baru | $721,227 | 0.0% | New | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 9.42K | -16.8% | $461,647 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 8.33K | Baru | $408,363 | 0.0% | New | 1 | SEC ↗ |
| 19 | Focus Partners Wealth | 6.50K | 0.0% | $318,498 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 6.25K | +0.6% | $306,346 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 6.22K | -14.5% | $304,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 6.00K | 0.0% | $294,186 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 5.77K | -30.2% | $282,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 5.77K | -30.2% | $282,800 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 5.68K | +21.1% | $264,613 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 4.28K | Baru | $209,621 | 0.0% | New | 1 | SEC ↗ |
| 27 | Fifth Third Bancorp | 1.43K | Baru | $69,825 | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.15K | 0.0% | $53,597 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.08K | -3.0% | $52,868 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 900 | 0.0% | $44,082 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 782 | Baru | $38,318 | 0.0% | New | 1 | SEC ↗ |
| 32 | Cwm, Llc | 529 | +53.3% | $25,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 299 | -3.2% | $14,663 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 82 | -1.2% | $4,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $721,227 | 0.0% |
| Citadel Advisors | $408,363 | 0.0% |
| Ameriprise Financial Inc | $209,621 | 0.0% |
| Fifth Third Bancorp | $69,825 | 0.0% |
| Bank Of Montreal /Can/ | $38,318 | 0.0% |
Telah keluar
| Two Sigma Investments | $919,469 | adalah 0.0% |
| Wealth Enhancement Advisory… | $391,231 | adalah 0.0% |
| Northwestern Mutual Wealth… | $11,133 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 61 pemegang, 900.94K saham, $41.51M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
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