Catatan efek · kuartal yang diarsipkan
PHO
nama menunggu ingest profil
56Pemegang yang dilacak
+2Δ pemegang
8.01MSaham yang dipegang
$535.55MNilai yang dilaporkan
+3Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.7% ·
aliran saham +1.9% ·
posisi baru bersih +3.6%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Bnp Paribas Financial Markets | $2.73M | 0.0% |
| Hrt Financial Lp | $422,000 | 0.0% |
| Lido Advisors, LLC | $234,157 | 0.0% |
Telah keluar
| Citadel Advisors | $462,379 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 363 pemegang, 12.22M saham, $798.15M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API