证券记录
PTMC
名称等待档案录入
26被追踪持有人
-2Δ持有人
4.62M持有股份
$193.06M报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -7.1% ·
股份流向 -6.0% ·
净新建仓位 -7.7%
— 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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -2 | 4.62M | $193.06M | — | −2 |
| Q1 2026 | 28 | +5 | 4.91M | $179.66M | +5 | — |
| Q4 2025 | 23 | -1 | 5.05M | $180.29M | — | −1 |
| Q3 2025 | 3 | +1 | 1.08M | $38.61M | +1 | — |
| Q2 2025 | 1 | — | 1.45K | $50,409 | — | — |
| Q2 2024 | 1 | — | 39.68K | $1.38M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 948.99K | -5.4% | $39.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 948.99K | -5.4% | $39.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 930.21K | -5.8% | $38.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 930.21K | -5.8% | $38.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 751.14K | -9.4% | $31.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 751.14K | -9.4% | $31.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 410.48K | -2.2% | $17.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 387.60K | -0.3% | $16.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Pacer Advisors, Inc. | 300.10K | +0.6% | $12.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 249.09K | +9.1% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 249.09K | +9.1% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 141.57K | -8.6% | $5.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 111.91K | -33.2% | $4.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 98.99K | +0.8% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 65.10K | -6.5% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 65.10K | -6.5% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 48.08K | +10.9% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 48.08K | +10.9% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 47.51K | +0.5% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 42.23K | -4.5% | $1.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 30.22K | +41.0% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 14.69K | +20.7% | $614,536 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 9.04K | -22.6% | $377,934 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 8.49K | +30.3% | $347,882 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 6.87K | -85.7% | $287,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 5.87K | 0.0% | $245,624 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 5.87K | 0.0% | $245,624 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 5.87K | 0.0% | $245,624 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 3.20K | +67.6% | $133,814 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 3.19K | +710.7% | $133,605 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 3.19K | +710.7% | $133,605 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 500 | 0.0% | $20,915 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 450 | -12.3% | $18,808 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 104 | +7.2% | $4,350 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 1 | 0.0% | $21 | 0.0% | Held | 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
| Jane Street Group, Llc | $487,624 | 曾为 0.0% |
| Goldman Sachs Group | $344,892 | 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): 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
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