证券记录 · 已归档季度
PHK
名称等待档案录入
25被追踪持有人
0Δ持有人
11.32M持有股份
$55.03M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +0.4% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +2 | 12.86M | $59.92M | +3 | −2 |
| Q1 2026 | 28 | +3 | 11.73M | $54.32M | +5 | −2 |
| Q4 2025 | 25 | 0 | 11.32M | $55.03M | n/a | n/a |
| Q3 2025 | 2 | 0 | 827.05K | $4.13M | n/a | n/a |
| Q2 2025 | 1 | -2 | 45.45K | $218,174 | n/a | −2 |
| Q1 2025 | 2 | 0 | 129.71K | $634,267 | n/a | n/a |
| Q4 2024 | 2 | +1 | 174.68K | $848,959 | +1 | n/a |
| Q3 2024 | 1 | 0 | 140.03K | $700,150 | n/a | n/a |
| Q2 2024 | 1 | n/a | 48.76K | $235,014 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.94M | n/a | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.66M | n/a | $8.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.29M | n/a | $6.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Invesco Ltd. | 1.22M | n/a | $5.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 1.20M | n/a | $5.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 887.86K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 880.85K | n/a | $4.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 840.36K | +2.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Commonwealth Equity Services, Llc | 301.74K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 195.85K | n/a | $951,824 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Baird Financial Group, Inc. | 170.74K | n/a | $829,782 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 169.09K | n/a | $821,797 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 149.64K | n/a | $727,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Wells Fargo & Company/Mn | 142.12K | n/a | $690,709 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Mml Investors Services, Llc | 82.08K | n/a | $398,907 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 61.54K | n/a | $299,073 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 39.89K | n/a | $193,869 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (被动) | 33.76K | +935.6% | $164,086 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 17.38K | n/a | $85,506 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 14.79K | n/a | $71,860 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cibc World Market Inc. | 11.73K | n/a | $57,008 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Principal Financial Group Inc | 11.66K | n/a | $56,668 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 4.39K | n/a | $21,321 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 2.00K | n/a | $9,720 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fifth Third Bancorp | 1.50K | n/a | $7,290 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 130 持有人, 21.55M 股份, $89.64M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Oct 06
FLATTUM DAVID C
Director · 60.20K 股 @ 4.14 · $249,245
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据