Scheda del titolo
PTY
nome in attesa di acquisizione nel profilo
33Holder monitorati
-1Δ titolari
18.49MQuote detenute
$222.42MValore dichiarato
+2Nuove posizioni
−3Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -2.9% ·
flusso azionario +4.9% ·
nuove posizioni nette -3.0%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q2 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | -1 | 18.49M | $222.42M | +2 | −3 |
| Q1 2026 | 35 | -3 | 17.64M | $212.76M | +2 | −5 |
| Q4 2025 | 38 | +1 | 16.44M | $212.11M | +1 | — |
| Q3 2025 | 2 | -1 | 2.62M | $37.89M | — | −1 |
| Q2 2025 | 2 | +1 | 57.65K | $801,883 | +1 | — |
| Q4 2024 | 1 | 0 | 34.64K | $497,777 | +1 | −1 |
| Q3 2024 | 1 | +1 | 65.54K | $943,149 | +1 | — |
Chi lo detiene · Q2 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 2.72M | +0.2% | $32.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 2.65M | -3.5% | $31.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.60M | +0.6% | $31.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.60M | +0.6% | $31.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.45M | +14.5% | $29.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 2.45M | +14.5% | $29.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 1.49M | +7.9% | $17.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Invesco Ltd. | 1.49M | +7.9% | $17.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 1.30M | +12.9% | $15.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 949.38K | +13.4% | $11.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 931.88K | +14.0% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 931.88K | +14.0% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 638.18K | +6.3% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 638.18K | +6.3% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 638.18K | +6.3% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 441.51K | -3.8% | $5.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 336.24K | +7.8% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 336.24K | +7.8% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Truist Financial Corp | 309.62K | +7.5% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 260.45K | +12.7% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 260.45K | +12.7% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 257.09K | +313.7% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 176.46K | +0.7% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Stifel Financial Corp | 176.46K | +0.7% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 157.10K | -15.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS Group AG | 157.10K | -15.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | UBS Group AG | 157.10K | -15.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 127.52K | +84.5% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 105.32K | -0.7% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 102.91K | Nuovo | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 31 | Mariner, LLC | 77.65K | -40.5% | $934,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 66.21K | +11.2% | $796,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 60.52K | -71.1% | $728,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Jane Street Group, Llc | 60.52K | -71.1% | $728,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 52.53K | +27.1% | $631,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 52.53K | +27.1% | $631,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 51.65K | -15.7% | $621,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Captrust Financial Advisors | 40.14K | -62.4% | $482,936 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 31.25K | +4.8% | $375,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 30.34K | +59.0% | $364,948 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Nomura Holdings Inc | 20.00K | +35.1% | $240,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 19.03K | -11.2% | $228,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Corient Private Wealth LP | 15.47K | Nuovo | $186,109 | 0.0% | New | 1 | SEC ↗ |
| 44 | BlackRock ✦ (passivo) | 13.16K | 0.0% | $158,315 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 7.59K | -3.8% | $91,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 7.59K | -3.8% | $91,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 7.59K | -3.8% | $91,259 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 98 | -83.6% | $1,179 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Citadel Advisors | $1.24M | 0.0% |
| Corient Private Wealth LP | $186,109 | 0.0% |
Uscito
| Lido Advisors, LLC | $373,467 | era 0.0% |
| Northern Trust Corp | $293,745 | era 0.0% |
| Jones Financial Companies Lllp | $23,380 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 220 detentori, 33.42M azioni, $377.81M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q2 2026 ·
Metodologia ·
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