AI Holders Summary · Q1 2026

139 institutions reported PHK in Q1 2026. LPL Financial LLC leads at 14.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$11M2.5M0.00%Q1 2026 02

Orion Porfolio Solutions, LLC

CIK 0001360533

$6M1.3M0.05%Q1 2026 03

OSAIC HOLDINGS, INC.

CIK 0001677044

$6M1.3M0.01%Q1 2026 04

UBS Group AG

CIK 0001610520

$6M1.3M0.00%Q1 2026 05

Invesco Ltd.

CIK 0000914208

$6M1.2M0.00%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M1.2M0.00%Q1 2026 07

COHEN & STEERS, INC.

CIK 0001284812

$5M1.2M0.01%Q1 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M1.1M0.04%Q1 2026 09

Cetera Investment Advisers

CIK 0001666741

$4M941K0.00%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$4M927K0.00%Q1 2026 11

MORGAN STANLEY

CIK 0000895421

$4M851K0.00%Q1 2026 12

Orion Portfolio Solutions, LLC

CIK 0001802647

$3M550K0.01%Q1 2025 13

GraniteShares Advisors LLC

CIK 0001839545

$2M505K1.68%Q1 2026 14

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M448K0.10%Q1 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M376K0.00%Q1 2026 16

PARK AVENUE SECURITIES LLC

CIK 0001071640

$2M353K0.01%Q1 2026 17

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$2M350K0.02%Q1 2026 18

Kestra Advisory Services, LLC

CIK 0001830819

$1M308K0.01%Q1 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M287K0.00%Q1 2026 20

Rathbones Group PLC

CIK 0001351991

$1M263K0.00%Q1 2026

Page 1 of 7

119 more holders available. Log in →