证券记录 · 已归档季度
PTLO
名称等待档案录入
77被追踪持有人
+3Δ持有人
32.72M持有股份
$169.06M报告持仓市值
+11新建仓位
−8清仓
动量输入（同类管理人）：
持有人广度 +4.1% ·
股份流向 -14.1% ·
净新建仓位 +3.9%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 28.89K | $112,663 | n/a | n/a |
| Q2 2026 | 76 | +1 | 30.03M | $142.35M | +5 | −4 |
| Q1 2026 | 77 | +3 | 32.72M | $169.06M | +11 | −8 |
| Q4 2025 | 74 | +1 | 39.02M | $177.15M | +1 | n/a |
| Q3 2025 | 13 | -1 | 17.12M | $110.42M | +1 | −2 |
| Q2 2025 | 11 | -2 | 15.87M | $185.16M | n/a | −2 |
| Q1 2025 | 10 | +3 | 3.66M | $43.48M | +3 | n/a |
| Q4 2024 | 7 | +1 | 5.29M | $49.77M | +2 | −1 |
| Q3 2024 | 5 | -1 | 5.55M | $74.70M | n/a | −1 |
| Q2 2024 | 6 | n/a | 4.64M | $45.14M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 5.12M | +1.5% | $27.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 2 | Alliancebernstein L.P. | 5.17M | -2.1% | $23.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 3.04M | n/a | $16.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Marshall Wace ✦ | 1.70M | 新增 | $8.97M | 0.0% | New | 1 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (被动) | 1.67M | -0.3% | $8.84M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (被动) | 1.29M | +7.5% | $6.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Blair William & Co/Il | 1.11M | +13.0% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Dimensional Fund Advisors Lp | 1.08M | -22.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Goldman Sachs Group ✦ | 987.15K | -63.8% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Balyasny Asset Management L.P. | 867.72K | +229.9% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Franklin Resources Inc | 839.08K | -25.0% | $4.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Susquehanna International Group, Llp | 794.22K | +123.7% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 704.60K | +3.3% | $3.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Charles Schwab Investment… | 630.58K | -2.0% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Millennium Management ✦ | 621.42K | -72.7% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 610.99K | -44.1% | $3.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 17 | Hotchkis & Wiley Capital Management… | 602.14K | 新增 | $3.19M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 553.10K | -67.5% | $2.93M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 19 | Northern Trust Corp | 521.82K | -6.8% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Nomura Holdings Inc | 350.77K | 新增 | $1.86M | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 326.40K | -45.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | AQR Capital Management ✦ | 307.43K | +436.3% | $1.63M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 23 | Jane Street Group, Llc | 299.19K | -73.6% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Invesco Ltd. | 287.06K | +28.0% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 25 | Citigroup Inc | 282.18K | -27.3% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | First Trust Advisors Lp | 228.73K | +0.6% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | IMC-Chicago, LLC | 218.52K | -5.1% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 195.51K | +2.4% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 29 | Quantinno Capital Management LP | 170.55K | -8.7% | $902,188 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 157.70K | -86.9% | $834,217 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | Creative Planning | 151.98K | +49.8% | $803,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Nuveen, LLC | 141.16K | +0.5% | $746,710 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Raymond James Financial Inc | 138.29K | -9.9% | $731,565 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Victory Capital Management Inc | 124.36K | 新增 | $657,849 | 0.0% | New | 1 | SEC ↗ |
| 35 | Squarepoint Ops LLC | 121.32K | -85.0% | $641,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Simplex Trading, Llc | 106.35K | +15.8% | $562,580 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 101.90K | -1.6% | $539,039 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | American Century Companies Inc | 96.29K | +3.2% | $509,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Group One Trading Llc | 83.56K | 新增 | $442,054 | 0.0% | New | 1 | SEC ↗ |
| 40 | LPL Financial LLC | 77.10K | -21.7% | $407,854 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Rhumbline Advisers | 76.82K | +0.4% | $406,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Sei Investments Co | 70.62K | +132.1% | $373,590 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 61.27K | -23.6% | $317,405 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 58.09K | 新增 | $307,285 | 0.0% | New | 1 | SEC ↗ ×2 |
| 45 | Deutsche Bank Ag\ | 50.69K | +19.4% | $268,171 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | T. Rowe Price ✦ | 44.18K | +27.1% | $234,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Fifth Third Bancorp | 40.36K | +0.9% | $213,504 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | D. E. Shaw & Co. ✦ | 34.17K | 新增 | $180,738 | 0.0% | New | 1 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 33.79K | -59.4% | $178,755 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 31.75K | +2.4% | $167,984 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 29.84K | -90.8% | $156,651 | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 52 | Cetera Investment Advisers | 26.19K | -1.0% | $138,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 23.39K | 新增 | $130,038 | 0.0% | New | 1 | SEC ↗ |
| 54 | Mercer Global Advisors Inc /Adv | 21.96K | +34.6% | $116,182 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Cwm, Llc | 20.71K | +187.0% | $109,545 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Barclays Plc | 18.12K | -82.7% | $95,854 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Manufacturers Life Insurance… | 18.05K | -11.3% | $95,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Corient Private Wealth LP | 44.76K | -34.4% | $89,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | New York State Common Retirement… | 16.68K | 0.0% | $88,248 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 15.71K | -6.4% | $83,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 61 | Bnp Paribas Financial Markets | 14.29K | -4.5% | $75,610 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | State Board Of Administration Of… | 12.94K | 0.0% | $68,453 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Walleye Trading LLC | 12.80K | -27.6% | $67,738 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Mariner, LLC | 12.47K | +12.5% | $65,957 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Stifel Financial Corp | 10.45K | 新增 | $55,282 | 0.0% | New | 1 | SEC ↗ ×2 |
| 66 | Prudential Financial Inc | 10.15K | 新增 | $53,694 | 0.0% | New | 1 | SEC ↗ |
| 67 | Legal & General Group Plc | 9.93K | 0.0% | $52,546 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 68 | Russell Investments Group, Ltd. | 9.54K | +68.9% | $50,476 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Fidelity (FMR) ✦ | 6.64K | +87.4% | $35,123 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 70 | California State Teachers… | 3.61K | -12.1% | $19,107 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 3.05K | +183.7% | $16,135 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Us Bancorp \De\ | 3.01K | -38.6% | $15,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 1.21K | +86.6% | $6,417 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 74 | Northwestern Mutual Wealth… | 1.10K | +428.9% | $5,819 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 637 | 新增 | $3,370 | 0.0% | New | 1 | SEC ↗ |
| 76 | Optiver Holding B.V. | 485 | +8.5% | $2,566 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 37 | 0.0% | $196 | 0.0% | Held | 2 | 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
| Marshall Wace | $8.97M | 0.0% |
| Hotchkis & Wiley Capital… | $3.19M | 0.0% |
| Nomura Holdings Inc | $1.86M | 0.0% |
| Victory Capital Management Inc | $657,849 | 0.0% |
| Group One Trading Llc | $442,054 | 0.0% |
| Ameriprise Financial Inc | $307,285 | 0.0% |
| D. E. Shaw & Co. | $180,738 | 0.0% |
| Wealth Enhancement Advisory… | $130,038 | 0.0% |
| Stifel Financial Corp | $55,282 | 0.0% |
| Prudential Financial Inc | $53,694 | 0.0% |
| National Bank Of Canada /Fi/ | $3,370 | 0.0% |
已清仓
| Point72 Asset Management | $2.80M | 曾为 0.0% |
| Hrt Financial Lp | $712,000 | 曾为 0.0% |
| Canada Pension Plan… | $341,862 | 曾为 0.0% |
| Cerity Partners LLC | $69,027 | 曾为 0.0% |
| Focus Partners Wealth | $62,291 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $62,062 | 曾为 0.0% |
| ProShare Advisors LLC | $55,333 | 曾为 0.0% |
| Voya Investment Management Llc | $46,608 | 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): 184 持有人, 51.54M 股份, $267.59M 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。
公开市场买入 (P)
Aug 12
LEE EUGENE I JR
Director · 65.36K 股 @ 4.59 · $299,979
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Aug 14
SC 13G/A: ORBIS INVESTMENT MANAGEMENT LTD
Aug 14
SC 13G/A: ALLIANCEBERNSTEIN L.P.
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: Q1 2026 ·
方法论 ·
通过API获取此数据