Wertpapierdatensatz · archiviertes Quartal
PHK
Name ausstehend – Profil wird eingelesen
28Erfasste Halter
+3Δ Inhaber
11.73MGehaltene Aktien
$54.32MGemeldeter Wert
+5Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.0% ·
Aktienfluss +3.6% ·
neue Nettopositionen +10.7%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.47M | +27.3% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.29M | -22.6% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.29M | -22.6% | $5.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 1.27M | -1.8% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 1.27M | -1.8% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 1.27M | -1.8% | $5.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Invesco Ltd. | 1.25M | +2.6% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.25M | +4.0% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.25M | +4.0% | $5.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 941.25K | +6.9% | $4.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 926.77K | +4.4% | $4.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 851.21K | +1.3% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 851.21K | +1.3% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 286.62K | -5.0% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 206.50K | +5.4% | $956,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 206.50K | +5.4% | $956,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 206.50K | +5.4% | $956,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 185.77K | +30.7% | $860,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 185.77K | +30.7% | $860,126 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 172.51K | +1.0% | $798,717 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 142.27K | -15.9% | $658,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 142.27K | -15.9% | $658,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 138.61K | -7.4% | $642,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 138.61K | -7.4% | $642,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 64.42K | -21.5% | $298,281 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 51.59K | -16.2% | $238,877 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 41.45K | +3.9% | $191,922 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cwm, Llc | 34.16K | Neu | $158,170 | 0.0% | New | 1 | SEC ↗ |
| 29 | BlackRock ✦ (passiv) | 33.76K | 0.0% | $156,320 | 0.0% | Held | 4 | SEC ↗ |
| 30 | Nomura Holdings Inc | 30.30K | Neu | $140,289 | 0.0% | New | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 25.54K | +72.7% | $118,241 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Hrt Financial Lp | 24.96K | Neu | $115,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Captrust Financial Advisors | 21.51K | Neu | $99,578 | 0.0% | New | 1 | SEC ↗ |
| 34 | Cibc World Market Inc. | 11.73K | 0.0% | $54,310 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Principal Financial Group Inc | 11.28K | -3.3% | $52,217 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 10.70K | Neu | $49,532 | 0.0% | New | 1 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 10.70K | Neu | $49,532 | 0.0% | New | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.00K | 0.0% | $9,260 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.50K | 0.0% | $6,945 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Cwm, Llc | $158,170 | 0.0% |
| Nomura Holdings Inc | $140,289 | 0.0% |
| Hrt Financial Lp | $115,000 | 0.0% |
| Captrust Financial Advisors | $99,578 | 0.0% |
| Bank of New York Mellon Corp | $49,532 | 0.0% |
| Bank of New York Mellon Corp | $49,532 | 0.0% |
Ausgestiegen
| Wealth Enhancement Advisory… | $85,506 | war 0.0% |
| Rockefeller Capital… | $21,321 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 130 Inhaber, 21.55M Anteile, $89.64M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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