Wertpapierdatensatz · archiviertes Quartal
PHO
Name ausstehend, Profil-Einspeisung läuft
53Erfasste Halter
+2Δ Inhaber
7.84MGehaltene Aktien
$536.34MGemeldeter Wert
+2Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.9% ·
Aktienfluss -1.8% ·
neue Nettopositionen +3.8%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.34K | $975,902 | n/a | n/a |
| Q2 2026 | 56 | +2 | 7.44M | $513.99M | +5 | −4 |
| Q1 2026 | 56 | +2 | 8.01M | $535.55M | +3 | −1 |
| Q4 2025 | 53 | +2 | 7.84M | $536.34M | +2 | n/a |
| Q3 2025 | 4 | -1 | 1.54M | $110.70M | n/a | −1 |
| Q2 2025 | 3 | -2 | 56.89K | $3.98M | n/a | −2 |
| Q1 2025 | 3 | -1 | 44.06K | $2.84M | +1 | −2 |
| Q4 2024 | 4 | -1 | 24.33K | $1.60M | n/a | −1 |
| Q3 2024 | 5 | +3 | 53.33K | $3.76M | +3 | n/a |
| Q2 2024 | 2 | n/a | 34.00K | $2.21M | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.58M | n/a | $111.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.31M | -9.4% | $92.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 896.57K | n/a | $63.13M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | 1832 Asset Management L.P. | 520.18K | n/a | $36.63M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 435.26K | n/a | $30.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | UBS Group AG | 393.06K | n/a | $27.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Royal Bank Of Canada | 295.94K | n/a | $20.84M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Pnc Financial Services Group, Inc. | 290.58K | n/a | $20.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Cetera Investment Advisers | 234.03K | n/a | $16.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 186.97K | n/a | $13.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Wells Fargo & Company/Mn | 181.49K | n/a | $12.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 140.19K | n/a | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Blair William & Co/Il | 136.48K | n/a | $9.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 85.17K | n/a | $6.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Commonwealth Equity Services, Llc | 75.65K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 65.73K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 59.24K | n/a | $4.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 56.05K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 53.00K | n/a | $3.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mercer Global Advisors Inc /Adv | 51.04K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 49.23K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 49.18K | n/a | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 45.79K | n/a | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Corient Private Wealth LP | 270.87K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 37.28K | -42.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Cibc World Market Inc. | 34.40K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 32.65K | +30.9% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 31.05K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 28.22K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 26.75K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mml Investors Services, Llc | 24.46K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 23.21K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 15.32K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Truist Financial Corp | 14.06K | n/a | $989,881 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Baird Financial Group, Inc. | 12.70K | n/a | $893,849 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | National Bank Of Canada /Fi/ | 12.09K | n/a | $850,602 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 11.47K | n/a | $807,950 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Susquehanna International Group, Llp | 10.96K | n/a | $772,040 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Brown Advisory Inc | 10.44K | n/a | $735,356 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Neuberger Berman Group LLC | 10.35K | n/a | $728,879 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Bank Of Montreal /Can/ | 7.64K | n/a | $537,685 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 42 | Citadel Advisors ✦ | 6.57K | Neu | $462,379 | 0.0% | New | 1 | SEC ↗ |
| 43 | Wealthfront Advisers LLC | 6.33K | n/a | $445,551 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 5.41K | n/a | $381,160 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | TD Waterhouse Canada Inc. | 4.55K | n/a | $320,233 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Franklin Resources Inc | 4.36K | n/a | $306,845 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northern Trust Corp | 3.74K | n/a | $263,261 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Point72 Asset Management ✦ | 3.72K | Neu | $261,712 | 0.0% | New | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 2.89K | n/a | $203,483 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 1.54K | n/a | $108,571 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | BlackRock ✦ (passiv) | 1.06K | +18.1% | $74,915 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Assetmark, Inc | 608 | n/a | $42,809 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 80 | n/a | $5,633 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Citadel Advisors | $462,379 | 0.0% |
| Point72 Asset Management | $261,712 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 363 Inhaber, 12.22M Anteile, $798.15M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
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: Q4 2025 ·
Methodik ·
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