Security record · archived quarter
PHO
name pending profile ingest
56Tracked holders
+2Δ holders
8.01MShares held
$535.55MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow +1.9% ·
net new positions +3.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.34K | $975,902 | n/a | −1 |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.57M | -0.9% | $104.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.32M | +1.1% | $88.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 836.10K | -6.8% | $55.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 667.47K | +69.8% | $44.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | 1832 Asset Management L.P. | 562.92K | +8.2% | $37.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 419.93K | -3.5% | $28.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 335.43K | +13.3% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Pnc Financial Services Group, Inc. | 295.26K | +1.6% | $19.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Cetera Investment Advisers | 221.76K | -5.2% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 205.35K | +13.2% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Cwm, Llc | 180.13K | +28.5% | $12.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 164.17K | +117.0% | $10.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 161.01K | -13.9% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Blair William & Co/Il | 142.05K | +4.1% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 73.86K | -13.3% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Creative Planning | 65.49K | -0.4% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 58.72K | +10.8% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Cerity Partners LLC | 58.15K | -1.8% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 56.10K | +22.5% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 51.40K | +4.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 49.50K | -3.0% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 48.63K | -1.2% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 40.79K | New | $2.73M | 0.0% | New | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 39.70K | -29.2% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 36.31K | +16.9% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 35.36K | -5.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Fidelity (FMR) ✦ | 32.67K | +0.1% | $2.18M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 29.65K | +5.1% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 23.69K | +2.1% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Corient Private Wealth LP | 19.25K | -92.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 18.73K | +1660.1% | $1.25M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | Mml Investors Services, Llc | 18.60K | -23.9% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | CIBC Bancorp USA Inc. | 18.45K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Mariner, LLC | 14.59K | -4.8% | $975,171 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 13.77K | +376.4% | $920,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Truist Financial Corp | 13.30K | -5.4% | $889,152 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Baird Financial Group, Inc. | 11.74K | -7.5% | $785,003 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 10.44K | -9.0% | $697,885 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Neuberger Berman Group LLC | 10.35K | 0.0% | $692,135 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 40 | National Bank Of Canada /Fi/ | 8.99K | -25.6% | $601,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 7.75K | -71.0% | $522,101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Brown Advisory Inc | 7.59K | -27.3% | $507,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 6.67K | -12.7% | $446,047 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 44 | Hrt Financial Lp | 6.32K | New | $422,000 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wealthfront Advisers LLC | 5.83K | -7.8% | $390,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Franklin Resources Inc | 5.72K | +31.3% | $382,573 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Susquehanna International Group, Llp | 5.65K | -48.5% | $377,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 5.51K | +1.8% | $368,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 4.43K | -2.7% | $298,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Point72 Asset Management ✦ | 4.30K | +15.6% | $287,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Cibc World Market Inc. | 3.69K | -89.3% | $246,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Lido Advisors, LLC | 3.50K | New | $234,157 | 0.0% | New | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 3.45K | -7.7% | $230,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 2.72K | +76.7% | $182,127 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 608 | 0.0% | $40,651 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 80 | 0.0% | $5,349 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Bnp Paribas Financial Markets | $2.73M | 0.0% |
| Hrt Financial Lp | $422,000 | 0.0% |
| Lido Advisors, LLC | $234,157 | 0.0% |
Exited
| Citadel Advisors | $462,379 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 363 holders, 12.22M shares, $798.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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