증권 기록 · 과거 분기 (아카이브)
PHO
프로필 수집 대기 중
56추적 보유자
+2Δ 보유자
8.01M보유 주식 수
$535.55M보고 가치
+3신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +3.7% ·
주식 흐름 +1.9% ·
순 신규 포지션 +3.6%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.57M | -0.9% | $104.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.57M | -0.9% | $104.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.57M | -0.9% | $104.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.57M | -0.9% | $104.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.32M | +1.1% | $88.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.32M | +1.1% | $88.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.32M | +1.1% | $88.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.32M | +1.1% | $88.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 836.10K | -6.8% | $55.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 667.47K | +69.8% | $44.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 667.47K | +69.8% | $44.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 667.47K | +69.8% | $44.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 667.47K | +69.8% | $44.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | 1832 Asset Management L.P. | 562.92K | +8.2% | $37.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 419.93K | -3.5% | $28.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 419.93K | -3.5% | $28.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 419.93K | -3.5% | $28.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 335.43K | +13.3% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 335.43K | +13.3% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 335.43K | +13.3% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 335.43K | +13.3% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 335.43K | +13.3% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 295.26K | +1.6% | $19.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 295.26K | +1.6% | $19.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 295.26K | +1.6% | $19.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 295.26K | +1.6% | $19.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 295.26K | +1.6% | $19.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 221.76K | -5.2% | $14.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 205.35K | +13.2% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 205.35K | +13.2% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Cwm, Llc | 180.13K | +28.5% | $12.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 164.17K | +117.0% | $10.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 161.01K | -13.9% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 161.01K | -13.9% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 161.01K | -13.9% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 161.01K | -13.9% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Blair William & Co/Il | 142.05K | +4.1% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 73.86K | -13.3% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 73.86K | -13.3% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Creative Planning | 65.49K | -0.4% | $4.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 58.72K | +10.8% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 58.72K | +10.8% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cerity Partners LLC | 58.15K | -1.8% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cerity Partners LLC | 58.15K | -1.8% | $3.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 56.10K | +22.5% | $3.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 51.40K | +4.5% | $3.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 49.50K | -3.0% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Focus Partners Wealth | 48.63K | -1.2% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 40.79K | 신규 | $2.73M | 0.0% | New | 1 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 39.70K | -29.2% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Envestnet Asset Management Inc | 36.31K | +16.9% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 35.36K | -5.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 35.36K | -5.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 35.36K | -5.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 35.36K | -5.2% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 32.67K | +0.1% | $2.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 32.67K | +0.1% | $2.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 29.65K | +5.1% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 29.65K | +5.1% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Captrust Financial Advisors | 23.69K | +2.1% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Corient Private Wealth LP | 19.25K | -92.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | BlackRock ✦ (패시브) | 18.73K | +1660.1% | $1.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | BlackRock ✦ (패시브) | 18.73K | +1660.1% | $1.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 18.60K | -23.9% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | CIBC Bancorp USA Inc. | 18.45K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | CIBC Bancorp USA Inc. | 18.45K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Mariner, LLC | 14.59K | -4.8% | $975,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Mariner, LLC | 14.59K | -4.8% | $975,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Fifth Third Bancorp | 13.77K | +376.4% | $920,595 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Truist Financial Corp | 13.30K | -5.4% | $889,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Truist Financial Corp | 13.30K | -5.4% | $889,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Baird Financial Group, Inc. | 11.74K | -7.5% | $785,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Baird Financial Group, Inc. | 11.74K | -7.5% | $785,003 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Us Bancorp \De\ | 10.44K | -9.0% | $697,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Us Bancorp \De\ | 10.44K | -9.0% | $697,885 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Neuberger Berman Group LLC | 10.35K | 0.0% | $692,135 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Neuberger Berman Group LLC | 10.35K | 0.0% | $692,135 | 0.0% | Held | 2 | SEC ↗ |
| 78 | National Bank Of Canada /Fi/ | 8.99K | -25.6% | $601,205 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Wealth Enhancement Advisory… | 7.75K | -71.0% | $522,101 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Brown Advisory Inc | 7.59K | -27.3% | $507,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 6.67K | -12.7% | $446,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 6.67K | -12.7% | $446,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 6.67K | -12.7% | $446,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 6.67K | -12.7% | $446,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 6.67K | -12.7% | $446,047 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Hrt Financial Lp | 6.32K | 신규 | $422,000 | 0.0% | New | 1 | SEC ↗ |
| 87 | Wealthfront Advisers LLC | 5.83K | -7.8% | $390,128 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Franklin Resources Inc | 5.72K | +31.3% | $382,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Franklin Resources Inc | 5.72K | +31.3% | $382,573 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Susquehanna International Group, Llp | 5.65K | -48.5% | $377,492 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Quantinno Capital Management LP | 5.51K | +1.8% | $368,363 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | TD Waterhouse Canada Inc. | 4.43K | -2.7% | $298,178 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Point72 Asset Management ✦ | 4.30K | +15.6% | $287,297 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Cibc World Market Inc. | 3.69K | -89.3% | $246,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Lido Advisors, LLC | 3.50K | 신규 | $234,157 | 0.0% | New | 1 | SEC ↗ |
| 96 | Northern Trust Corp | 3.45K | -7.7% | $230,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 2.72K | +76.7% | $182,127 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Assetmark, Inc | 608 | 0.0% | $40,651 | 0.0% | Held | 2 | SEC ↗ |
| 99 | Russell Investments Group, Ltd. | 80 | 0.0% | $5,349 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Bnp Paribas Financial Markets | $2.73M | 0.0% |
| Hrt Financial Lp | $422,000 | 0.0% |
| Lido Advisors, LLC | $234,157 | 0.0% |
청산됨
| Citadel Advisors | $462,379 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 363 보유 기관, 12.22M 주식, $798.15M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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