PHB
प्रोफाइल इनजेस्ट के लिए नाम लंबित
मोमेंटम इनपुट (तुलनीय प्रबंधक):
धारक व्यापकता -2.9% ·
शेयर प्रवाह +4.3% ·
नई शुद्ध पोजीशन -3.0%
· सूत्र
केंद्रित संचय: कम धारकों में बढ़ती हिस्सेदारी
सभी स्वामित्व आँकड़े: केवल ट्रैक किए गए 13F मैनेजर, सामान्य-स्टॉक पोजीशन, रिपोर्टिंग अवधि Q1 2026
| तिमाही | होल्डर | Δ | शेयर | रिपोर्ट किया गया मूल्य | नया | एग्जिट |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 300 | $5,232 | n/a | n/a |
| Q2 2026 | 31 | -2 | 7.50M | $137.16M | +1 | −3 |
| Q1 2026 | 33 | -1 | 9.28M | $166.54M | +3 | −4 |
| Q4 2025 | 34 | 0 | 8.90M | $165.63M | n/a | n/a |
| Q3 2025 | 3 | -1 | 427.99K | $7.95M | n/a | −1 |
| Q2 2025 | 2 | 0 | 23.71K | $437,703 | n/a | n/a |
| Q1 2025 | 1 | 0 | 75.59K | $1.37M | n/a | n/a |
| Q4 2024 | 1 | +1 | 81.04K | $1.47M | +1 | n/a |
| Q2 2024 | 1 | n/a | 27.33K | $491,102 | n/a | n/a |
| # | मैनेजर | शेयर | Δ शेयर | वैल्यू | उनका वेट | होल्ड किया गया | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3.73M | +51.2% | $66.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Wells Fargo & Company/Mn | 1.67M | +1.9% | $29.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 852.08K | -14.1% | $15.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 737.53K | -47.2% | $13.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 413.26K | +2.4% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Truist Financial Corp | 301.67K | +3.9% | $5.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 293.48K | -14.3% | $5.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 271.36K | +1.3% | $4.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Jane Street Group, Llc | 239.62K | +268.8% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 170.22K | नया | $3.05M | 0.0% | New | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 110.76K | -5.2% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 104.10K | +155.0% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Lido Advisors, LLC | 77.07K | -0.9% | $1.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 14 | Royal Bank Of Canada | 48.87K | -0.2% | $876,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | HighTower Advisors, LLC | 45.05K | -0.2% | $808,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 36.19K | -58.3% | $649,236 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 34.08K | -36.2% | $611,391 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 31.14K | -5.3% | $558,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 24.99K | +6.0% | $444,327 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fifth Third Bancorp | 22.49K | नया | $403,399 | 0.0% | New | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 21.88K | -89.6% | $392,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 15.40K | नया | $276,261 | 0.0% | New | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 10.47K | -94.0% | $187,788 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Lazard Asset Management Llc | 7.80K | 0.0% | $139,932 | 0.0% | Held | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 4.86K | -24.2% | $86,459 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 3.71K | -30.2% | $66,629 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Blair William & Co/Il | 2.19K | 0.0% | $39,199 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Bank Of Montreal /Can/ | 1.61K | 0.0% | $28,902 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 29 | National Bank Of Canada /Fi/ | 1.00K | 0.0% | $17,940 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 656 | +2.3% | $11,777 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Franklin Resources Inc | 580 | 0.0% | $10,405 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 300 | 0.0% | $5,382 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 200 | 0.0% | $3,588 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = प्रबंधक के रिपोर्ट किए गए 13F इक्विटी मूल्य में उस पोज़िशन की हिस्सेदारी: conviction का माप। ✦ = curated manager।
नए खरीदार
| Citadel Advisors | $3.05M | 0.0% |
| Fifth Third Bancorp | $403,399 | 0.0% |
| Mariner, LLC | $276,261 | 0.0% |
बाहर निकला
| Baird Financial Group, Inc. | $1.63M | था 0.0% |
| Stifel Financial Corp | $295,796 | था 0.0% |
| Us Bancorp \De\ | $19,251 | था 0.0% |
| Citigroup Inc | $9,393 | था 0.0% |
पूर्ण-बाज़ार संदर्भ: सभी 13F फाइलरों में (SEC संरचित डेटा, Q1 2026): 108 धारक, 12.41M शेयर, $216.49M रिपोर्ट किया गया. यह ट्रैक किए गए यूनिवर्स के उपरोक्त आंकड़ों से भिन्न, पुरानी अवधि है और दोनों को कभी मिश्रित नहीं किया जाता।
इस सिक्योरिटी के ट्रैक किए गए धारक और क्या सबसे अधिक सामान्यतः रखते हैं: साझा स्वामित्व की गिनती, मौलिक संबंध नहीं।