证券记录 · 已归档季度
PTMN
名称等待档案录入
20被追踪持有人
+1Δ持有人
538.17K持有股份
$4.06M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +5.3% ·
股份流向 -30.0% ·
净新建仓位 +5.0%
— 公式
持股分散化 — 持有人增多，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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 17 | -3 | 589.98K | $4.31M | +1 | −4 |
| Q1 2026 | 20 | +1 | 538.17K | $4.06M | +3 | −2 |
| Q4 2025 | 19 | +1 | 930.69K | $11.05M | +1 | — |
| Q3 2025 | 6 | 0 | 198.48K | $2.29M | — | — |
| Q2 2025 | 4 | +1 | 255.15K | $3.19M | +1 | — |
| Q1 2025 | 2 | 0 | 86.53K | $1.24M | — | — |
| Q4 2024 | 2 | 0 | 111.30K | $1.82M | — | — |
| Q3 2024 | 2 | -2 | 85.77K | $1.59M | — | −2 |
| Q2 2024 | 4 | — | 124.88K | $2.45M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 105.42K | +0.7% | $792,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 105.42K | +0.7% | $792,736 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Legal & General Group Plc | 93.88K | 0.0% | $705,985 | 0.0% | Held | 2 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 86.75K | -65.3% | $662,793 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Marshall Wace ✦ | 69.66K | -31.1% | $523,852 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 69.66K | -31.1% | $523,852 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 37.06K | +4.9% | $278,699 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 29.95K | +12.6% | $225,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 29.95K | +12.6% | $225,208 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 25.34K | -81.6% | $190,587 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Millennium Management ✦ | 24.25K | -65.3% | $182,398 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 21.45K | -1.9% | $161,281 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 11.35K | +2.3% | $85,352 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Hrt Financial Lp | 10.21K | 新增 | $76,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | UBS Group AG | 6.12K | +636.9% | $45,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 6.12K | +636.9% | $45,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 6.12K | +636.9% | $45,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 4.80K | +285.2% | $35,634 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 4.80K | +285.2% | $35,634 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 3.73K | +51.5% | $28,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 3.73K | +51.5% | $28,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 3.73K | +51.5% | $28,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 3.15K | 新增 | $23,703 | 0.0% | New | 1 | SEC ↗ |
| 24 | Simplex Trading, Llc | 2.26K | +523.7% | $17,025 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.87K | -5.1% | $14,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 876 | +0.1% | $6,587 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 30 | 新增 | $226 | 0.0% | New | 1 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 9 | 0.0% | $68 | 0.0% | Held | 4 | 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
| Hrt Financial Lp | $76,000 | 0.0% |
| Bnp Paribas Financial Markets | $23,703 | 0.0% |
| Northwestern Mutual Wealth… | $226 | 0.0% |
已清仓
| Citadel Advisors | $586,224 | 曾为 0.0% |
| Jane Street Group, Llc | $251,885 | 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): 50 持有人, 1.65M 股份, $12.18M 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: Q1 2026 ·
方法论 ·
通过API获取此数据