证券记录
PTH
名称等待档案录入
24被追踪持有人
-1Δ持有人
569.23K持有股份
$34.01M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -4.0% ·
股份流向 -2.6% ·
净新建仓位 -4.2%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 136.55K | -3.2% | $8.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 110.76K | -2.6% | $6.62M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 76.82K | -8.6% | $4.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Royal Bank Of Canada | 70.83K | +19.6% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 40.02K | +2.9% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Raymond James Financial Inc | 25.95K | +3.2% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | UBS Group AG | 23.58K | -11.5% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 16.43K | -1.9% | $982,170 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Susquehanna International Group, Llp | 10.30K | -30.0% | $615,707 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 8.61K | -8.6% | $514,799 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 7.05K | +12.8% | $421,368 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 6.70K | +16.1% | $400,329 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Focus Partners Wealth | 6.50K | 0.0% | $388,440 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 6.00K | 0.0% | $358,789 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 5.90K | -5.1% | $352,741 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 5.91K | +3.9% | $343,181 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 5.54K | +29.6% | $331,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fifth Third Bancorp | 1.43K | 0.0% | $85,158 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.34K | +24.4% | $80,174 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 1.15K | 0.0% | $68,757 | 0.0% | Held | 4 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 900 | 0.0% | $53,559 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 602 | -23.0% | $35,976 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 299 | 0.0% | $17,883 | 0.0% | Held | 3 | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 32 | -61.0% | $1,912 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $408,363 | 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
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