证券记录 · 已归档季度
ZTR
名称等待档案录入
26被追踪持有人
-1Δ持有人
3.95M持有股份
$26.14M报告持仓市值
+3新建仓位
−4清仓
动量输入（同类管理人）：
持有人广度 -3.7% ·
股份流向 -10.9% ·
净新建仓位 -3.8%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 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 | 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.40M | -2.2% | $9.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Stifel Financial Corp | 687.60K | +2.2% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Capstone Investment Advisors, Llc | 370.22K | 0.0% | $2.45M | 0.0% | Held | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 289.82K | -58.3% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 252.79K | +3.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 246.55K | +0.5% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 142.71K | +2.7% | $944,768 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 101.04K | -19.1% | $668,891 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 86.70K | -2.7% | $573,982 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 79.80K | +11.7% | $528,306 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 59.95K | +7.0% | $397,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 45.66K | +2.6% | $302,233 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 40.90K | -2.7% | $270,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 23.92K | +131.4% | $158,349 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Creative Planning | 22.99K | -5.0% | $152,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 20.81K | -17.8% | $137,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 19.26K | 新增 | $127,514 | 0.0% | New | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 17.16K | -75.2% | $113,566 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 16.01K | -21.6% | $105,970 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Captrust Financial Advisors | 11.95K | 新增 | $79,089 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 6.04K | +3.2% | $39,965 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Us Bancorp \De\ | 2.24K | 0.0% | $14,849 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Cwm, Llc | 794 | -89.5% | $5,257 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 519 | 0.0% | $3,436 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2 | 新增 | $13 | 0.0% | New | 1 | SEC ↗ |
| 26 | Citigroup Inc | 1 | 0.0% | $7 | 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… | $127,514 | 0.0% |
| Captrust Financial Advisors | $79,089 | 0.0% |
| JPMorgan Chase | $13 | 0.0% |
已清仓
| Mariner, LLC | $87,924 | 曾为 0.0% |
| Citadel Advisors | $67,725 | 曾为 0.0% |
| Hrt Financial Lp | $63,000 | 曾为 0.0% |
| Fidelity (FMR) | $6 | 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): 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: Q1 2026 ·
方法论 ·
通过API获取此数据