PHDG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -27.3% ·
share flow -11.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 83.34K | +4.9% | $3.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 32.64K | +2993.7% | $1.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Jane Street Group, Llc | 28.00K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 20.82K | +3.3% | $852,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 16.22K | -0.9% | $664,211 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 6.51K | +51.5% | $266,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 5.67K | -9.3% | $232,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | UBS Group AG | 4.27K | -64.5% | $174,814 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $1.15M | 0.0% |
Exited
| Susquehanna International… | $1.41M | was 0.0% |
| Goldman Sachs Group | $1.20M | was 0.0% |
| Mariner, LLC | $501,423 | was 0.0% |
| Northwestern Mutual Wealth… | $3,779 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 1.06M shares, $28.19M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.