证券记录 · 已归档季度
ZTR
名称等待档案录入
27被追踪持有人
+1Δ持有人
4.43M持有股份
$27.91M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +3.8% ·
股份流向 -12.8% ·
净新建仓位 +3.7%
· 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 Q4 2025
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 | 24 | -1 | 4.15M | $28.31M | +1 | −2 |
| Q1 2026 | 26 | -1 | 3.95M | $26.14M | +3 | −4 |
| Q4 2025 | 27 | +1 | 4.43M | $27.91M | +1 | n/a |
| Q3 2025 | 2 | -2 | 1.36M | $8.76M | n/a | −2 |
| Q2 2025 | 3 | +1 | 41.94K | $261,292 | +1 | n/a |
| Q1 2025 | 1 | -1 | 47.00K | $280,602 | n/a | −1 |
| Q4 2024 | 2 | +1 | 39.99K | $234,318 | +1 | n/a |
| Q3 2024 | 1 | -1 | 32.32K | $200,390 | n/a | −1 |
| Q2 2024 | 2 | n/a | 69.33K | $378,190 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.43M | n/a | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 695.52K | -48.8% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Stifel Financial Corp | 672.99K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Capstone Investment Advisors, Llc | 370.22K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 245.24K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 244.53K | n/a | $1.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 138.95K | n/a | $875,379 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 124.89K | n/a | $786,832 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 89.08K | n/a | $561,189 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 71.43K | n/a | $450,013 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 69.31K | n/a | $436,672 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 56.03K | n/a | $353,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 44.51K | n/a | $280,436 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 42.03K | n/a | $264,820 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 25.32K | n/a | $159,537 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 24.21K | n/a | $152,510 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 20.43K | n/a | $128,693 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mariner, LLC | 13.96K | n/a | $87,924 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 10.75K | 新增 | $67,725 | 0.0% | New | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 10.34K | n/a | $65,129 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Hrt Financial Lp | 10.03K | n/a | $63,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 7.58K | n/a | $48,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 5.85K | n/a | $36,836 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Us Bancorp \De\ | 2.24K | n/a | $14,131 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 519 | n/a | $3,270 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 1 | n/a | $6 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 1 | -80.0% | $6 | 0.0% | ▼ Trim | 3 | 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
| Citadel Advisors | $67,725 | 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): 91 持有人, 10.58M 股份, $62.50M 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: Q4 2025 ·
方法论 ·
通过API获取此数据