HoldingsChannel.com
Funds Holding PHB
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN6,352,845$122,356 12/31/2019
     PHB6,352,845$122,356 12/31/2019
Invesco Ltd.3,916,455$75,430 12/31/2019
     PHB3,916,455$75,430 12/31/2019
Bank of America Corp DE1,479,886$28,503 12/31/2019
     PHB1,479,886$28,503 12/31/2019
Suntrust Banks Inc.1,171,693$22,298 09/30/2019
     PHB1,171,693$22,298 09/30/2019
Truist Financial Corp1,101,892$21,223 12/31/2019
     PHB1,101,892$21,223 12/31/2019
Envestnet Asset Management Inc.1,012,932$19,509 12/31/2019
     PHB1,012,932$19,509 12/31/2019
FormulaFolio Investments LLC976,873$18,815 12/31/2019
     PHB976,873$18,815 12/31/2019
UBS Group AG753,511$14,513 12/31/2019
     PHB753,511$14,513 12/31/2019
Moller Financial Services720,852$13,884 12/31/2019
     PHB720,852$13,884 12/31/2019
Prudent Investors Network705,594$13,589 12/31/2019
     PHB705,594$13,589 12/31/2019
Alliance Wealth Management Group586,860$11,303 12/31/2019
     PHB586,860$11,303 12/31/2019
Towercrest Capital Management586,861$11,303 12/31/2019
     PHB586,861$11,303 12/31/2019
Kingsview Wealth Management LLC518,806$9,992 12/31/2019
     PHB518,806$9,992 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC481,909$9,282 12/31/2019
     PHB481,909$9,282 12/31/2019
Anfield Capital Management LLC450,327$8,675 12/31/2019
     PHB450,327$8,675 12/31/2019
Lazard Asset Management LLC427,650$8,236 12/31/2019
     PHB427,650$8,236 12/31/2019
Jane Street Group LLC388,885$7,490 12/31/2019
     PHB388,885$7,490 12/31/2019
Morgan Stanley318,221$6,128 12/31/2019
     PHB318,221$6,128 12/31/2019
Fiera Capital Corp313,396$6,036 12/31/2019
     PHB313,396$6,036 12/31/2019
CLS Investments LLC292,972$5,643 12/31/2019
     PHB292,972$5,643 12/31/2019
Braun Bostich & Associates Inc.275,829$5,312 12/31/2019
     PHB275,829$5,312 12/31/2019
Cambridge Investment Research Advisors Inc.273,861$5,275 12/31/2019
     PHB273,861$5,275 12/31/2019
Assetmark Inc.249,669$4,809 12/31/2019
     PHB249,669$4,809 12/31/2019
LPL Financial LLC221,780$4,271 12/31/2019
     PHB221,780$4,271 12/31/2019
McAdam LLC198,084$3,815 12/31/2019
     PHB198,084$3,815 12/31/2019
Omega Financial Group LLC191,178$3,682 12/31/2019
     PHB191,178$3,682 12/31/2019
Atria Investments LLC170,139$3,277 12/31/2019
     PHB170,139$3,277 12/31/2019
Twele Capital Management Inc.166,028$3,198 12/31/2019
     PHB166,028$3,198 12/31/2019
Red Cedar Investment Management LLC161,034$3,102 12/31/2019
     PHB161,034$3,102 12/31/2019
Cascadia Advisory Services LLC160,589$3,093 12/31/2019
     PHB160,589$3,093 12/31/2019
Estate Counselors LLC158,300$3,049 12/31/2019
     PHB158,300$3,049 12/31/2019
Financial Advisory Service Inc.151,051$2,909 12/31/2019
     PHB151,051$2,909 12/31/2019
Foundations Investment Advisors LLC140,660$2,713 12/31/2019
     PHB140,660$2,713 12/31/2019
Portfolio Solutions LLC120,491$2,321 12/31/2019
     PHB120,491$2,321 12/31/2019
Asset Planning Services Ltd.118,204$2,275 12/31/2019
     PHB118,204$2,275 12/31/2019
Advisors Preferred LLC107,425$2,069 12/31/2019
     PHB107,425$2,069 12/31/2019
Baird Financial Group Inc.100,590$1,937 12/31/2019
     PHB100,590$1,937 12/31/2019
Lido Advisors LLC100,150$1,929 12/31/2019
     PHB100,150$1,929 12/31/2019
MML Investors Services LLC83,836$1,615 12/31/2019
     PHB83,836$1,615 12/31/2019
Ameriprise Financial Inc.80,958$1,558 12/31/2019
     PHB80,958$1,558 12/31/2019
Royal Bank of Canada76,807$1,480 12/31/2019
     PHB76,807$1,480 12/31/2019
Robinson Capital Management LLC76,142$1,466 12/31/2019
     PHB76,142$1,466 12/31/2019
Global Retirement Partners LLC71,814$1,383 12/31/2019
     PHB71,814$1,383 12/31/2019
Raymond James Financial Services Advisors Inc.71,522$1,378 12/31/2019
     PHB71,522$1,378 12/31/2019
Mirae Asset Global Investments Co. Ltd.59,915$1,154 12/31/2019
     PHB59,915$1,154 12/31/2019
Partnervest Advisory Services LLC58,431$1,125 12/31/2019
     PHB58,431$1,125 12/31/2019
AdvisorNet Financial Inc57,206$1,102 12/31/2019
     PHB57,206$1,102 12/31/2019
HighTower Advisors LLC55,504$1,079 12/31/2019
     PHB55,504$1,079 12/31/2019
Commonwealth Equity Services LLC54,603$1,051 12/31/2019
     PHB54,603$1,051 12/31/2019
Natixis Advisors L.P.53,686$1,034 12/31/2019
     PHB53,686$1,034 12/31/2019
Bank of New York Mellon Corp50,818$978 12/31/2019
     PHB50,818$978 12/31/2019
IFP Advisors Inc50,991$977 12/31/2019
     PHB50,991$977 12/31/2019
Nwam LLC49,256$949 12/31/2019
     PHB49,256$949 12/31/2019
AE Wealth Management LLC49,251$949 12/31/2019
     PHB49,251$949 12/31/2019
Hsbc Holdings PLC45,000$867 12/31/2019
     PHB45,000$867 12/31/2019
Islay Capital Management LLC42,056$810 12/31/2019
     PHB42,056$810 12/31/2019
Sawtooth Solutions LLC41,446$798 12/31/2019
     PHB41,446$798 12/31/2019
Sowell Financial Services LLC40,651$783 12/31/2019
     PHB40,651$783 12/31/2019
BB&T Securities LLC40,750$775 09/30/2019
     PHB40,750$775 09/30/2019
Advisor Group Inc.39,233$754 12/31/2019
     PHB39,233$754 12/31/2019
Renaissance Technologies LLC38,000$732 12/31/2019
     PHB38,000$732 12/31/2019
Hengehold Capital Management LLC36,942$712 12/31/2019
     PHB36,942$712 12/31/2019
Parallel Advisors LLC36,729$707 12/31/2019
     PHB36,729$707 12/31/2019
Fifth Third Securities Inc.36,562$704 12/31/2019
     PHB36,562$704 12/31/2019
Friedenthal Financial34,989$674 12/31/2019
     PHB34,989$674 12/31/2019
First National Corp MA ADV31,200$601 12/31/2019
     PHB31,200$601 12/31/2019
Schneider Downs Wealth Management Advisors LP30,306$584 12/31/2019
     PHB30,306$584 12/31/2019
Cedar Wealth Management LLC29,449$567 12/31/2019
     PHB29,449$567 12/31/2019
Wealthstreet Investment Advisors LLC29,450$567 12/31/2019
     PHB29,450$567 12/31/2019
Orion Portfolio Solutions LLC28,157$542 12/31/2019
     PHB28,157$542 12/31/2019
Dynamic Advisor Solutions LLC28,057$540 12/31/2019
     PHB28,057$540 12/31/2019
Mariner LLC27,421$528 12/31/2019
     PHB27,421$528 12/31/2019
Gladstone Institutional Advisory LLC24,928$480 12/31/2019
     PHB24,928$480 12/31/2019
Ameritas Investment Partners Inc.24,488$471 12/31/2019
     PHB24,488$471 12/31/2019
361 Capital LLC23,674$456 12/31/2019
     PHB23,674$456 12/31/2019
Stifel Financial Corp23,366$450 12/31/2019
     PHB23,366$450 12/31/2019
Natixis22,778$438 12/31/2019
     PHB22,778$438 12/31/2019
Aft Forsyth & Sober LLC22,475$433 12/31/2019
     PHB22,475$433 12/31/2019
Ladenburg Thalmann Financial Services Inc.21,961$423 12/31/2019
     PHB21,961$423 12/31/2019
Migdal Insurance & Financial Holdings Ltd.21,986$423 12/31/2019
     PHB21,986$423 12/31/2019
Cetera Advisor Networks LLC21,766$420 12/31/2019
     PHB21,766$420 12/31/2019
Steward Partners Investment Advisory LLC21,285$409 12/31/2019
     PHB21,285$409 12/31/2019
Janney Montgomery Scott LLC20,950$404 12/31/2019
     PHB20,950$404 12/31/2019
Homrich & Berg20,895$402 12/31/2019
     PHB20,895$402 12/31/2019
Optimum Investment Advisors20,400$393 12/31/2019
     PHB20,400$393 12/31/2019
Ausdal Financial Partners Inc.20,402$392 12/31/2019
     PHB20,402$392 12/31/2019
Raymond James & Associates20,132$388 12/31/2019
     PHB20,132$388 12/31/2019
Diligent Investors LLC19,377$373 12/31/2019
     PHB19,377$373 12/31/2019
Parsons Capital Management Inc. RI18,537$357 12/31/2019
     PHB18,537$357 12/31/2019
Evergreen Capital Management LLC18,475$356 12/31/2019
     PHB18,475$356 12/31/2019
Harborview Advisors LLC18,053$348 12/31/2019
     PHB18,053$348 12/31/2019
Claraphi Advisory Network LLC16,430$316 12/31/2019
     PHB16,430$316 12/31/2019
Hancock Whitney Corp16,000$308 12/31/2019
     PHB16,000$308 12/31/2019
Centaurus Financial Inc.14,459$278 12/31/2019
     PHB14,459$278 12/31/2019
Covenant Multifamily Offices LLC13,630$263 12/31/2019
     PHB13,630$263 12/31/2019
Oppenheimer & Co. Inc.13,313$256 12/31/2019
     PHB13,313$256 12/31/2019
OLD Mission Capital LLC13,135$253 12/31/2019
     PHB13,135$253 12/31/2019
Marquette Asset Management LLC12,675$244 12/31/2019
     PHB12,675$244 12/31/2019
Aft Forsyth & Company Inc.12,576$242 12/31/2019
     PHB12,576$242 12/31/2019
MRA Associates USA LLC12,709$242 09/30/2019
     PHB12,709$242 09/30/2019
Kohmann Bosshard Financial Services LLC12,438$240 12/31/2019
     PHB12,438$240 12/31/2019
Elevated Capital Advisors LLC12,424$239 12/31/2019
     PHB12,424$239 12/31/2019
TAP Consulting LLC12,175$234 12/31/2019
     PHB12,175$234 12/31/2019
Cambridge Advisors Inc.11,884$229 12/31/2019
     PHB11,884$229 12/31/2019
Tiedemann Advisors LLC11,796$228 12/31/2019
     PHB11,796$228 12/31/2019
Cypress Wealth Services LLC11,475$221 12/31/2019
     PHB11,475$221 12/31/2019
J.W. Cole Advisors Inc.10,015$193 12/31/2019
     PHB10,015$193 12/31/2019
Deutsche Bank AG9,524$183 12/31/2019
     PHB9,524$183 12/31/2019
Citigroup Inc.4,891$94 12/31/2019
     PHB4,891$94 12/31/2019
Enterprise Financial Services Corp4,099$79 12/31/2019
     PHB4,099$79 12/31/2019
Financial Gravity Wealth Inc.3,787$72 09/30/2019
     PHB3,787$72 09/30/2019
Sound Income Strategies LLC3,461$67 12/31/2019
     PHB3,461$67 12/31/2019
Benjamin F. Edwards & Company Inc.3,312$64 12/31/2019
     PHB3,312$64 12/31/2019
Benjamin Edwards Inc.2,846$55 12/31/2019
     PHB2,846$55 12/31/2019
Wealthcare Advisory Partners LLC1,647$32 12/31/2019
     PHB1,647$32 12/31/2019
Emerald Investment Partners LLC1,682$32 12/31/2019
     PHB1,682$32 12/31/2019
PNC Financial Services Group Inc.1,595$31 12/31/2019
     PHB1,595$31 12/31/2019
Synovus Financial Corp1,400$27 12/31/2019
     PHB1,400$27 12/31/2019
SRS Capital Advisors Inc.955$18 12/31/2019
     PHB955$18 12/31/2019
Flagship Harbor Advisors LLC911$18 12/31/2019
     PHB911$18 12/31/2019
US Bancorp DE712$14 12/31/2019
     PHB712$14 12/31/2019
FMR LLC707$14 12/31/2019
     PHB707$14 12/31/2019
Reilly Financial Advisors LLC700$13 12/31/2019
     PHB700$13 12/31/2019
NEXT Financial Group Inc650$13 12/31/2019
     PHB650$13 12/31/2019
CWM LLC539$10 12/31/2019
     PHB539$10 12/31/2019
Front Row Advisors LLC450$9 12/31/2019
     PHB450$9 12/31/2019
Pacitti Group Inc.440$8 12/31/2019
     PHB440$8 12/31/2019
Capital Investment Advisory Services LLC300$6 12/31/2019
     PHB300$6 12/31/2019
Sugarloaf Wealth Management LLC307$6 12/31/2019
     PHB307$6 12/31/2019
Gradient Investments LLC215$4 12/31/2019
     PHB215$4 12/31/2019
Advisory Services Network LLC215$4 12/31/2019
     PHB215$4 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC241$4 12/31/2019
     PHB241$4 12/31/2019
Rockefeller Capital Management L.P.207$4 12/31/2019
     PHB207$4 12/31/2019
Coastal Investment Advisors Inc.204$4 12/31/2019
     PHB204$4 12/31/2019
Creative Financial Designs Inc. ADV145$3 12/31/2019
     PHB145$3 12/31/2019
Prime Capital Investment Advisors LLC164$3 12/31/2019
     PHB164$3 12/31/2019
JPMorgan Chase & Co.105$2 12/31/2019
     PHB105$2 12/31/2019
Northwestern Mutual Wealth Management Co.121$2 12/31/2019
     PHB121$2 12/31/2019
Glassman Wealth Services90$2 12/31/2019
     PHB90$2 12/31/2019
Valeo Financial Advisors LLC107$2 12/31/2019
     PHB107$2 12/31/2019
Larson Financial Group LLC79$2 12/31/2019
     PHB79$2 12/31/2019
Harbor Investment Advisory LLC26$1 12/31/2019
     PHB26$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     PHB0$0 12/31/2019
Carroll Financial Associates Inc.5$0 12/31/2019
     PHB5$0 12/31/2019
BerganKDV Wealth Management LLC13$0 12/31/2019
     PHB13$0 12/31/2019
Joseph P. Lucia & Associates LLC0$0 12/31/2019
     PHB0$0 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     PHB1$0 12/31/2019

See Summary: Institutional Holders of PHB
See Details: Top 10 Hedge Funds Holding PHB
Also See: PHB Holdings Changes

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