PHI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.5% ·
aandelenstroom +4.5% ·
netto nieuwe posities +2.4%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 20.53K | $375,467 | n/a | −2 |
| Q2 2026 | 44 | +1 | 5.41M | $94.89M | +6 | −5 |
| Q1 2026 | 44 | +3 | 6.16M | $129.66M | +8 | −5 |
| Q4 2025 | 41 | +1 | 6.80M | $147.88M | +1 | n/a |
| Q3 2025 | 10 | 0 | 3.73M | $69.68M | +1 | −1 |
| Q2 2025 | 7 | +1 | 3.36M | $73.13M | +1 | n/a |
| Q1 2025 | 4 | +1 | 2.63M | $57.47M | +1 | n/a |
| Q4 2024 | 3 | -1 | 2.60M | $57.64M | n/a | −1 |
| Q3 2024 | 3 | 0 | 2.63M | $68.55M | +1 | −1 |
| Q2 2024 | 3 | n/a | 2.59M | $63.54M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 2.30M | -2.6% | $49.96M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 2 | Invesco Ltd. | 1.58M | n/a | $34.34M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 828.93K | +62.0% | $18.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 759.64K | +12.9% | $16.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Creative Planning | 241.18K | n/a | $5.24M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | American Century Companies Inc | 220.87K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 189.91K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Quantinno Capital Management LP | 82.37K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 65.33K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 62.69K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Northern Trust Corp | 51.32K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Citadel Advisors ✦ | 34.89K | +100.8% | $758,530 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Corient Private Wealth LP | 33.37K | n/a | $713,847 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 31.30K | n/a | $666,474 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cerity Partners LLC | 29.14K | n/a | $633,541 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citigroup Inc | 27.43K | n/a | $596,285 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Connor, Clark & Lunn Investment… | 24.83K | n/a | $539,891 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passief) | 23.64K | +5.6% | $513,912 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 21.29K | n/a | $462,823 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 20 | Mariner, LLC | 21.15K | n/a | $459,865 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 20.93K | +64.4% | $454,909 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Millennium Management ✦ | 20.76K | Nieuw | $451,344 | 0.0% | New | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 20.35K | n/a | $442,344 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Robeco Institutional Asset… | 15.13K | n/a | $328,905 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 14.04K | n/a | $305,229 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 13.81K | n/a | $300,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | First Trust Advisors Lp | 12.73K | n/a | $276,728 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 11.83K | -81.3% | $257,271 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Arrowstreet Capital ✦ | 11.56K | -79.4% | $251,358 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 9.14K | n/a | $198,660 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Fidelity (FMR) ✦ | 8.22K | -1.4% | $178,806 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Rhumbline Advisers | 8.13K | n/a | $176,655 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Legal & General Group Plc | 3.52K | n/a | $76,546 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Cwm, Llc | 2.59K | n/a | $56,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 1.58K | n/a | $34,405 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | UBS AM, a distinct business unit of… | 1.18K | n/a | $25,545 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 826 | -54.5% | $17,958 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Assetmark, Inc | 262 | n/a | $5,696 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 48 | n/a | $1,043 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 43 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Northwestern Mutual Wealth… | 22 | n/a | $478 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Millennium Management | $451,344 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 7.18M aandelen, $149.76M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer, Director · 550 aand · $9,911
Officer, Director · 270 aand · $4,882
Officer, Director · 230 aand · $4,156
Officer, Director · 250 aand · $4,512
Officer, Director · 700 aand · $12,628
Officer, Director · 50 aand · $965
Officer, Director · 200 aand · $3,858
Officer, Director · 350 aand · $6,762
Officer, Director · 300 aand · $5,799
Officer, Director · 260 aand · $5,031
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie