PHK
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +0.4% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 12.87M | $59.99M | +3 | −1 |
| Q1 2026 | 28 | +3 | 11.73M | $54.32M | +5 | −2 |
| Q4 2025 | 25 | 0 | 11.32M | $55.03M | — | — |
| Q3 2025 | 2 | 0 | 827.05K | $4.13M | — | — |
| Q2 2025 | 1 | -2 | 45.45K | $218,174 | — | −2 |
| Q1 2025 | 2 | 0 | 129.71K | $634,267 | — | — |
| Q4 2024 | 2 | +1 | 174.68K | $848,959 | +1 | — |
| Q3 2024 | 1 | 0 | 140.03K | $700,150 | — | — |
| Q2 2024 | 1 | — | 48.76K | $235,014 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.94M | — | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.66M | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.66M | — | $8.08M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 1.29M | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 1.29M | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 1.29M | — | $6.26M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Invesco Ltd. | 1.22M | — | $5.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.20M | — | $5.83M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.20M | — | $5.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 887.86K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 880.85K | — | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 840.36K | +2.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 840.36K | +2.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 840.36K | +2.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 840.36K | +2.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 301.74K | — | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 195.85K | — | $951,824 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 195.85K | — | $951,824 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 195.85K | — | $951,824 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 170.74K | — | $829,782 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jane Street Group, Llc | 169.09K | — | $821,797 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 149.64K | — | $727,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 149.64K | — | $727,000 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 142.12K | — | $690,709 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 142.12K | — | $690,709 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 82.08K | — | $398,907 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 61.54K | — | $299,073 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 39.89K | — | $193,869 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passief) | 33.76K | +935.6% | $164,086 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 17.38K | — | $85,506 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 14.79K | — | $71,860 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cibc World Market Inc. | 11.73K | — | $57,008 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Principal Financial Group Inc | 11.66K | — | $56,668 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 4.39K | — | $21,321 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.00K | — | $9,720 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 1.50K | — | $7,290 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 130 houders, 21.55M aandelen, $89.64M 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.