Wertpapierdatensatz · archiviertes Quartal
PHK
Name ausstehend – Profil wird eingelesen
29Erfasste Halter
+2Δ Inhaber
12.87MGehaltene Aktien
$59.99MGemeldeter Wert
+3Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.4% ·
Aktienfluss +10.0% ·
neue Nettopositionen +6.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 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 · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.46M | -0.2% | $11.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 1.83M | +42.1% | $8.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 1.83M | +42.1% | $8.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 1.40M | +10.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.36M | +9.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.36M | +9.3% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Invesco Ltd. | 1.30M | +4.1% | $6.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 986.47K | +6.4% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 922.88K | +8.4% | $4.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 922.88K | +8.4% | $4.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Cetera Investment Advisers | 916.05K | -2.7% | $4.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 350.45K | +88.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 350.45K | +88.7% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 269.89K | -5.8% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | IMC-Chicago, LLC | 179.41K | Neu | $836,051 | 0.0% | New | 1 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 178.53K | +3.5% | $831,950 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 175.21K | -15.2% | $816,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 175.21K | -15.2% | $816,484 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 135.29K | -2.4% | $630,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 135.29K | -2.4% | $630,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 72.18K | +12.0% | $336,352 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Jane Street Group, Llc | 61.11K | -57.0% | $284,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jane Street Group, Llc | 61.11K | -57.0% | $284,763 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 53.02K | +27.9% | $247,075 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 50.04K | -3.0% | $233,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Hrt Financial Lp | 35.21K | +41.0% | $164,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passiv) | 33.76K | 0.0% | $157,333 | 0.0% | Held | 5 | SEC ↗ |
| 31 | Captrust Financial Advisors | 21.37K | -0.6% | $99,594 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Creative Planning | 20.14K | Neu | $93,878 | 0.0% | New | 1 | SEC ↗ |
| 33 | Nomura Holdings Inc | 20.00K | -34.0% | $93,200 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 14.26K | -44.1% | $66,461 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Principal Financial Group Inc | 11.28K | 0.0% | $52,555 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 10.24K | -4.3% | $47,729 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 2.80K | Neu | $12,992 | 0.0% | New | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.00K | 0.0% | $9,320 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.50K | 0.0% | $6,990 | 0.0% | Held | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| IMC-Chicago, LLC | $836,051 | 0.0% |
| Creative Planning | $93,878 | 0.0% |
| JPMorgan Chase | $12,992 | 0.0% |
Ausgestiegen
| Cibc World Market Inc. | $54,310 | 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: Q2 2026 ·
Methodik ·
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