Effectdossier · gearchiveerd kwartaal
PHO
naam in afwachting van profielverwerking
56Gevolgde houders
+2Δ houders
7.44MGehouden aandelen
$513.99MGerapporteerde waarde
+5Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.7% ·
aandelenstroom -4.4% ·
netto nieuwe posities +1.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.34K | $975,902 | n/a | n/a |
| 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 |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.60M | +2.2% | $110.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.30M | -1.4% | $90.11M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 804.16K | -3.8% | $55.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | 1832 Asset Management L.P. | 606.07K | +7.7% | $41.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 346.91K | -17.4% | $23.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 323.31K | -3.6% | $22.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 7 | UBS Group AG | 302.91K | -54.6% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 8 | Pnc Financial Services Group, Inc. | 287.44K | -2.6% | $19.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | Cetera Investment Advisers | 199.88K | -9.9% | $13.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 192.92K | -6.1% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 166.19K | +3.2% | $11.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Commonwealth Equity Services, Llc | 156.10K | -4.9% | $10.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Blair William & Co/Il | 144.53K | +1.8% | $9.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 123.67K | +110.6% | $8.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Stifel Financial Corp | 77.12K | +4.4% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Creative Planning | 64.89K | -0.9% | $4.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Focus Partners Wealth | 64.18K | +32.0% | $4.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 60.16K | +7.2% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 55.62K | -4.3% | $3.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Bnp Paribas Financial Markets | 52.08K | +27.7% | $3.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 50.51K | +2.0% | $3.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 41.85K | +15.2% | $2.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 41.73K | +5.1% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 34.98K | -1.1% | $2.40M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 25 | Fidelity (FMR) ✦ | 34.13K | +4.5% | $2.36M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 26 | Rockefeller Capital Management L.P. | 26.99K | -9.0% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 25.62K | +8.2% | $1.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 24.56K | +32.0% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 20.94K | +8.8% | $1.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passief) | 18.61K | -0.7% | $1.29M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 31 | CIBC Bancorp USA Inc. | 18.46K | +0.1% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Mariner, LLC | 15.06K | +3.3% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Truist Financial Corp | 12.49K | -6.1% | $862,678 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Susquehanna International Group, Llp | 11.91K | +110.9% | $822,604 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Baird Financial Group, Inc. | 11.79K | +0.4% | $814,108 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Citadel Advisors ✦ | 10.70K | Nieuw | $739,432 | 0.0% | New | 1 | SEC ↗ |
| 37 | Neuberger Berman Group LLC | 10.35K | 0.0% | $715,117 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 9.88K | -5.4% | $682,372 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Goldman Sachs Group ✦ | 9.40K | Nieuw | $649,559 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 8.93K | -0.7% | $616,953 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wealthfront Advisers LLC | 8.75K | +50.0% | $604,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 8.23K | -40.2% | $568,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 8.23K | +6.1% | $567,933 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Brown Advisory Inc | 7.59K | 0.0% | $524,524 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Franklin Resources Inc | 6.21K | +8.6% | $429,333 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Bank Of Montreal /Can/ | 6.13K | -8.1% | $423,342 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 47 | Quantinno Capital Management LP | 5.51K | 0.0% | $380,594 | 0.0% | Held | 3 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 4.98K | +12.4% | $342,936 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Cibc World Market Inc. | 3.69K | 0.0% | $254,698 | 0.0% | Held | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 3.22K | Nieuw | $222,576 | 0.0% | New | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 3.20K | -7.3% | $221,056 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 2.66K | -2.2% | $183,960 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Assetmark, Inc | 608 | 0.0% | $42,001 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Simplex Trading, Llc | 59 | Nieuw | $4,075 | 0.0% | New | 1 | SEC ↗ |
| 55 | Allspring Global Investments… | 28 | Nieuw | $1,944 | 0.0% | New | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 21 | -73.8% | $1,453 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $739,432 | 0.0% |
| Goldman Sachs Group | $649,559 | 0.0% |
| AQR Capital Management | $222,576 | 0.0% |
| Simplex Trading, Llc | $4,075 | 0.0% |
| Allspring Global Investments… | $1,944 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $3.44M | was 0.0% |
| Hrt Financial Lp | $422,000 | was 0.0% |
| Point72 Asset Management | $287,297 | was 0.0% |
| Lido Advisors, LLC | $234,157 | was 0.0% |
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 het vaakst nog meer 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: Q2 2026 ·
Methodologie ·
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