سجل الورقة المالية · ربع مؤرشف
PHO
الاسم في انتظار استيعاب الملف الشخصي
57الحاملون المتتبعون
+2Δ المساهمون
7.48Mالأسهم المحتفظ بها
$516.82Mالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +3.6% ·
تدفق الأسهم -4.5% ·
المراكز الجديدة الصافية +3.5%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.60M | +2.2% | $110.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.60M | +2.2% | $110.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.60M | +2.2% | $110.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.60M | +2.2% | $110.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.30M | -1.4% | $90.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.30M | -1.4% | $90.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.30M | -1.4% | $90.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.30M | -1.4% | $90.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | LPL Financial LLC | 804.16K | -3.8% | $55.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | 1832 Asset Management L.P. | 606.07K | +7.7% | $41.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 346.91K | -17.4% | $23.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 346.91K | -17.4% | $23.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 346.91K | -17.4% | $23.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 323.31K | -3.6% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 323.31K | -3.6% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 323.31K | -3.6% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 323.31K | -3.6% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 323.31K | -3.6% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 302.91K | -54.6% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 302.91K | -54.6% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 302.91K | -54.6% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 302.91K | -54.6% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 302.91K | -54.6% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 287.44K | -2.6% | $19.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 287.44K | -2.6% | $19.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 287.44K | -2.6% | $19.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 287.44K | -2.6% | $19.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 287.44K | -2.6% | $19.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Cetera Investment Advisers | 199.88K | -9.9% | $13.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 192.92K | -6.1% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 192.92K | -6.1% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 166.19K | +3.2% | $11.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 166.19K | +3.2% | $11.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 166.19K | +3.2% | $11.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 166.19K | +3.2% | $11.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 166.19K | +3.2% | $11.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 156.10K | -4.9% | $10.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 144.53K | +1.8% | $9.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 123.67K | +110.6% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 123.67K | +110.6% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 77.12K | +4.4% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Stifel Financial Corp | 77.12K | +4.4% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Creative Planning | 64.89K | -0.9% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Focus Partners Wealth | 64.18K | +32.0% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 60.16K | +7.2% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Cerity Partners LLC | 55.62K | -4.3% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Cerity Partners LLC | 55.62K | -4.3% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 52.08K | +27.7% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 50.51K | +2.0% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 41.85K | +15.2% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 41.73K | +5.1% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | HighTower Advisors, LLC | 41.03K | -20.2% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 34.98K | -1.1% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 34.98K | -1.1% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 34.98K | -1.1% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 34.98K | -1.1% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 34.13K | +4.5% | $2.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 34.13K | +4.5% | $2.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 26.99K | -9.0% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 26.99K | -9.0% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Captrust Financial Advisors | 25.62K | +8.2% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Mml Investors Services, Llc | 24.56K | +32.0% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Corient Private Wealth LP | 20.94K | +8.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | BlackRock ✦ (سلبي) | 18.61K | -0.7% | $1.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | BlackRock ✦ (سلبي) | 18.61K | -0.7% | $1.29M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | CIBC Bancorp USA Inc. | 18.46K | +0.1% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | CIBC Bancorp USA Inc. | 18.46K | +0.1% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mariner, LLC | 15.06K | +3.3% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Mariner, LLC | 15.06K | +3.3% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Truist Financial Corp | 12.49K | -6.1% | $862,678 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Truist Financial Corp | 12.49K | -6.1% | $862,678 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Susquehanna International Group, Llp | 11.91K | +110.9% | $822,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Susquehanna International Group, Llp | 11.91K | +110.9% | $822,604 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Baird Financial Group, Inc. | 11.79K | +0.4% | $814,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Baird Financial Group, Inc. | 11.79K | +0.4% | $814,108 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Citadel Advisors ✦ | 10.70K | جديد | $739,432 | 0.0% | New | 1 | SEC ↗ |
| 77 | Neuberger Berman Group LLC | 10.35K | 0.0% | $715,117 | 0.0% | Held | 3 | SEC ↗ |
| 78 | Neuberger Berman Group LLC | 10.35K | 0.0% | $715,117 | 0.0% | Held | 3 | SEC ↗ |
| 79 | Us Bancorp \De\ | 9.88K | -5.4% | $682,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Us Bancorp \De\ | 9.88K | -5.4% | $682,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Goldman Sachs Group ✦ | 9.40K | جديد | $649,559 | 0.0% | New | 1 | SEC ↗ |
| 82 | National Bank Of Canada /Fi/ | 8.93K | -0.7% | $616,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Wealthfront Advisers LLC | 8.75K | +50.0% | $604,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Fifth Third Bancorp | 8.23K | -40.2% | $568,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Wealth Enhancement Advisory… | 8.23K | +6.1% | $567,933 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Brown Advisory Inc | 7.59K | 0.0% | $524,524 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Franklin Resources Inc | 6.21K | +8.6% | $429,333 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Franklin Resources Inc | 6.21K | +8.6% | $429,333 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 6.13K | -8.1% | $423,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 6.13K | -8.1% | $423,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 6.13K | -8.1% | $423,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 6.13K | -8.1% | $423,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 6.13K | -8.1% | $423,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Quantinno Capital Management LP | 5.51K | 0.0% | $380,594 | 0.0% | Held | 3 | SEC ↗ |
| 95 | TD Waterhouse Canada Inc. | 4.98K | +12.4% | $342,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Cibc World Market Inc. | 3.69K | 0.0% | $254,698 | 0.0% | Held | 3 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 3.22K | جديد | $222,576 | 0.0% | New | 1 | SEC ↗ |
| 98 | Northern Trust Corp | 3.20K | -7.3% | $221,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 2.66K | -2.2% | $183,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Assetmark, Inc | 608 | 0.0% | $42,001 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $739,432 | 0.0% |
| Goldman Sachs Group | $649,559 | 0.0% |
| AQR Capital Management | $222,576 | 0.0% |
تم الخروج
| Hrt Financial Lp | $422,000 | كان 0.0% |
| Point72 Asset Management | $287,297 | كان 0.0% |
| Lido Advisors, LLC | $234,157 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 363 المالكون, 12.22M الأسهم, $798.15M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API