Security record · archived quarter
PHDG
name pending profile ingest
14Tracked holders
0Δ holders
223.86KShares held
$8.38MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 74.58K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 31.64K | -0.1% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 26.91K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 25.77K | n/a | $965,042 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 18.52K | n/a | $693,258 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 14.52K | n/a | $543,514 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 12.06K | n/a | $451,725 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 6.35K | n/a | $237,997 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 6.11K | n/a | $228,810 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 5.97K | n/a | $223,436 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.05K | +0.1% | $39,502 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 257 | n/a | $10,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 100 | n/a | $3,744 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 0 | n/a | $14 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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