Effectdossier · gearchiveerd kwartaal
PHO
naam in afwachting van profielverwerking
53Gevolgde houders
+2Δ houders
7.84MGehouden aandelen
$536.34MGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.9% ·
aandelenstroom -1.8% ·
netto nieuwe posities +3.8%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +2 | 7.48M | $516.82M | +5 | −3 |
| Q1 2026 | 56 | +2 | 8.01M | $535.55M | +3 | −1 |
| Q4 2025 | 53 | +2 | 7.84M | $536.34M | +2 | — |
| Q3 2025 | 4 | -1 | 1.54M | $110.70M | — | −1 |
| Q2 2025 | 3 | -2 | 56.89K | $3.98M | — | −2 |
| Q1 2025 | 3 | -1 | 44.06K | $2.84M | +1 | −2 |
| Q4 2024 | 4 | -1 | 24.33K | $1.60M | — | −1 |
| Q3 2024 | 5 | +3 | 53.33K | $3.76M | +3 | — |
| Q2 2024 | 2 | — | 34.00K | $2.21M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.58M | — | $111.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.58M | — | $111.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.58M | — | $111.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.58M | — | $111.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.31M | -9.4% | $92.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.31M | -9.4% | $92.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.31M | -9.4% | $92.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.31M | -9.4% | $92.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 896.57K | — | $63.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | 1832 Asset Management L.P. | 520.18K | — | $36.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 435.26K | — | $30.65M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 435.26K | — | $30.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 435.26K | — | $30.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 393.06K | — | $27.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 393.06K | — | $27.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 393.06K | — | $27.68M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 393.06K | — | $27.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 295.94K | — | $20.84M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 295.94K | — | $20.84M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 295.94K | — | $20.84M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 295.94K | — | $20.84M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 295.94K | — | $20.84M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 290.58K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 290.58K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 290.58K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 290.58K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 290.58K | — | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 234.03K | — | $16.48M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 186.97K | — | $13.17M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 186.97K | — | $13.17M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 186.97K | — | $13.17M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 186.97K | — | $13.17M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 181.49K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 181.49K | — | $12.78M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 140.19K | — | $9.87M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 136.48K | — | $9.61M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 85.17K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 85.17K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 85.17K | — | $6.00M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 75.65K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Creative Planning | 65.73K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 59.24K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cerity Partners LLC | 59.24K | — | $4.17M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 56.05K | — | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 53.00K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 53.00K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 51.04K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Focus Partners Wealth | 49.23K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | HighTower Advisors, LLC | 49.18K | — | $3.46M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 45.79K | — | $3.22M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Corient Private Wealth LP | 270.87K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Corient Private Wealth LP | 270.87K | — | $3.08M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 37.28K | -42.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 37.28K | -42.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 37.28K | -42.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 37.28K | -42.3% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Cibc World Market Inc. | 34.40K | — | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 32.65K | +30.9% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Envestnet Asset Management Inc | 31.05K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 28.22K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 28.22K | — | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 26.75K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Mml Investors Services, Llc | 24.46K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Captrust Financial Advisors | 23.21K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Mariner, LLC | 15.32K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Mariner, LLC | 15.32K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Truist Financial Corp | 14.06K | — | $989,881 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Truist Financial Corp | 14.06K | — | $989,881 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Baird Financial Group, Inc. | 12.70K | — | $893,849 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Baird Financial Group, Inc. | 12.70K | — | $893,849 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 12.09K | — | $850,602 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 11.47K | — | $807,950 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Us Bancorp \De\ | 11.47K | — | $807,950 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 10.96K | — | $772,040 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Brown Advisory Inc | 10.44K | — | $735,356 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Brown Advisory Inc | 10.44K | — | $735,356 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Neuberger Berman Group LLC | 10.35K | — | $728,879 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Neuberger Berman Group LLC | 10.35K | — | $728,879 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 7.64K | — | $537,685 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 7.64K | — | $537,685 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 7.64K | — | $537,685 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 7.64K | — | $537,685 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 7.64K | — | $537,685 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Citadel Advisors ✦ | 6.57K | Nieuw | $462,379 | 0.0% | New | 1 | SEC ↗ |
| 85 | Wealthfront Advisers LLC | 6.33K | — | $445,551 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Quantinno Capital Management LP | 5.41K | — | $381,160 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | TD Waterhouse Canada Inc. | 4.55K | — | $320,233 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Franklin Resources Inc | 4.36K | — | $306,845 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Northern Trust Corp | 3.74K | — | $263,261 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Point72 Asset Management ✦ | 3.72K | Nieuw | $261,712 | 0.0% | New | 1 | SEC ↗ |
| 91 | Fifth Third Bancorp | 2.89K | — | $203,483 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | UBS AM, a distinct business unit of… | 1.54K | — | $108,571 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | BlackRock ✦ (passief) | 1.06K | +18.1% | $74,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | BlackRock ✦ (passief) | 1.06K | +18.1% | $74,915 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Assetmark, Inc | 608 | — | $42,809 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 80 | — | $5,633 | 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
| Citadel Advisors | $462,379 | 0.0% |
| Point72 Asset Management | $261,712 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 363 houders, 12.22M aandelen, $798.15M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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