证券记录 · 已归档季度
PTMC
名称等待档案录入
28被追踪持有人
+5Δ持有人
4.91M持有股份
$179.66M报告持仓市值
+5新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +21.7% ·
股份流向 -2.8% ·
净新建仓位 +17.9%
· 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
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 1.00M | -0.4% | $36.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 987.55K | -6.1% | $36.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 829.45K | -3.1% | $30.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 419.67K | -5.5% | $15.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 388.61K | -10.8% | $14.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Pacer Advisors, Inc. | 298.34K | -0.4% | $10.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 228.40K | -1.8% | $8.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 167.57K | +9.8% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Rockefeller Capital Management L.P. | 154.87K | -10.4% | $5.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 98.25K | +2.1% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | UBS Group AG | 69.62K | -30.7% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 48.12K | 新增 | $1.76M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 47.29K | -24.7% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 44.24K | +8.2% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 43.36K | -10.7% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 21.42K | 新增 | $783,476 | 0.0% | New | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 13.33K | 新增 | $487,624 | 0.0% | New | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 12.17K | -21.1% | $444,931 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 11.67K | -46.1% | $426,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 9.43K | 新增 | $344,892 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 6.51K | +0.5% | $240,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 5.87K | 0.0% | $214,720 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Assetmark, Inc | 1.91K | +8.2% | $69,812 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 513 | -15.3% | $18,747 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Fifth Third Bancorp | 500 | 新增 | $18,285 | 0.0% | New | 1 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 394 | 0.0% | $14,409 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 97 | -16.4% | $3,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 1 | 0.0% | $18 | 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
| Susquehanna International… | $1.76M | 0.0% |
| Citadel Advisors | $783,476 | 0.0% |
| Jane Street Group, Llc | $487,624 | 0.0% |
| Goldman Sachs Group | $344,892 | 0.0% |
| Fifth Third Bancorp | $18,285 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 85 持有人, 6.71M 股份, $237.36M 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: Q1 2026 ·
方法论 ·
通过API获取此数据