HoldingsChannel.com
Funds Holding PHB
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN5,897,031$97,773 03/31/2020
     PHB5,897,031$97,773 03/31/2020
Invesco Ltd.2,556,748$42,391 03/31/2020
     PHB2,556,748$42,391 03/31/2020
Bank of America Corp DE1,974,940$32,745 03/31/2020
     PHB1,974,940$32,745 03/31/2020
Truist Financial Corp1,096,433$18,178 03/31/2020
     PHB1,096,433$18,178 03/31/2020
Jane Street Group LLC1,033,783$17,140 03/31/2020
     PHB1,033,783$17,140 03/31/2020
Envestnet Asset Management Inc.831,807$13,791 03/31/2020
     PHB831,807$13,791 03/31/2020
Moller Financial Services650,829$10,791 03/31/2020
     PHB650,829$10,791 03/31/2020
Alliance Wealth Management Group569,108$9,436 03/31/2020
     PHB569,108$9,436 03/31/2020
Towercrest Capital Management569,108$9,436 03/31/2020
     PHB569,108$9,436 03/31/2020
Morgan Stanley537,864$8,918 03/31/2020
     PHB537,864$8,918 03/31/2020
Kingsview Wealth Management LLC485,978$8,058 03/31/2020
     PHB485,978$8,058 03/31/2020
UBS Group AG465,454$7,717 03/31/2020
     PHB465,454$7,717 03/31/2020
Adviser Investments LLC431,676$7,157 03/31/2020
     PHB431,676$7,157 03/31/2020
Evergreen Capital Management LLC429,675$7,124 03/31/2020
     PHB429,675$7,124 03/31/2020
Lazard Asset Management LLC425,987$7,062 03/31/2020
     PHB425,987$7,062 03/31/2020
Cambridge Investment Research Advisors Inc.389,968$6,466 03/31/2020
     PHB389,968$6,466 03/31/2020
Fiera Capital Corp340,134$5,639 03/31/2020
     PHB340,134$5,639 03/31/2020
Qube Research & Technologies Ltd302,166$5,010 03/31/2020
     PHB302,166$5,010 03/31/2020
Anfield Capital Management LLC284,320$4,714 03/31/2020
     PHB284,320$4,714 03/31/2020
LPL Financial LLC254,717$4,223 03/31/2020
     PHB254,717$4,223 03/31/2020
McAdam LLC211,879$3,513 03/31/2020
     PHB211,879$3,513 03/31/2020
Flow Traders U.S. LLC193,186$3,203 03/31/2020
     PHB193,186$3,203 03/31/2020
Cascadia Advisory Services LLC160,589$3,093 12/31/2019
     PHB160,589$3,093 12/31/2019
CLS Investments LLC185,901$3,082 03/31/2020
     PHB185,901$3,082 03/31/2020
Omega Financial Group LLC157,306$2,608 03/31/2020
     PHB157,306$2,608 03/31/2020
Twele Capital Management Inc.152,162$2,523 03/31/2020
     PHB152,162$2,523 03/31/2020
Red Cedar Investment Management LLC149,643$2,481 03/31/2020
     PHB149,643$2,481 03/31/2020
Baird Financial Group Inc.121,989$2,023 03/31/2020
     PHB121,989$2,023 03/31/2020
Portfolio Solutions LLC114,861$1,904 03/31/2020
     PHB114,861$1,904 03/31/2020
Asset Planning Services Ltd.114,433$1,897 03/31/2020
     PHB114,433$1,897 03/31/2020
Friedenthal Financial $1,815 03/31/2020
     Invesco Senior Bank Loan ETF32,337$662 03/31/2020
     PHB34,802$577 03/31/2020
     Invesco HY Corporate Bond 2021 ETF26,019$576 03/31/2020
Financial Advisory Service Inc.108,537$1,800 03/31/2020
     PHB108,537$1,800 03/31/2020
Lido Advisors LLC108,300$1,796 03/31/2020
     PHB108,300$1,796 03/31/2020
Stephens Inc. AR104,908$1,739 03/31/2020
     PHB104,908$1,739 03/31/2020
MML Investors Services LLC96,111$1,594 03/31/2020
     PHB96,111$1,594 03/31/2020
FormulaFolio Investments LLC79,245$1,314 03/31/2020
     PHB79,245$1,314 03/31/2020
Advisor Group Holdings Inc.80,434$1,214 03/31/2020
     PHB80,434$1,214 03/31/2020
Royal Bank of Canada67,701$1,122 03/31/2020
     PHB67,701$1,122 03/31/2020
Deutsche Bank AG56,216$932 03/31/2020
     PHB56,216$932 03/31/2020
AdvisorNet Financial Inc55,820$926 03/31/2020
     PHB55,820$926 03/31/2020
Mirae Asset Global Investments Co. Ltd.54,520$904 03/31/2020
     PHB54,520$904 03/31/2020
Natixis Advisors L.P.54,372$901 03/31/2020
     PHB54,372$901 03/31/2020
Citadel Advisors LLC53,156$881 03/31/2020
     PHB53,156$881 03/31/2020
Advisor Group Inc.39,233$754 12/31/2019
     PHB39,233$754 12/31/2019
Hsbc Holdings PLC45,000$746 03/31/2020
     PHB45,000$746 03/31/2020
Commonwealth Equity Services LLC42,575$705 03/31/2020
     PHB42,575$705 03/31/2020
First National Corp MA ADV29,717$685 03/31/2020
     PHB29,717$685 03/31/2020
Ameriprise Financial Inc.40,590$673 03/31/2020
     PHB40,590$673 03/31/2020
Nwam LLC39,637$657 03/31/2020
     PHB39,637$657 03/31/2020
Bank of New York Mellon Corp39,458$655 03/31/2020
     PHB39,458$655 03/31/2020
Raymond James Financial Services Advisors Inc.37,494$622 03/31/2020
     PHB37,494$622 03/31/2020
Parallel Advisors LLC33,981$563 03/31/2020
     PHB33,981$563 03/31/2020
Stifel Financial Corp31,770$530 03/31/2020
     PHB31,770$530 03/31/2020
Orion Portfolio Solutions LLC31,810$527 03/31/2020
     PHB31,810$527 03/31/2020
Dynamic Advisor Solutions LLC29,760$493 03/31/2020
     PHB29,760$493 03/31/2020
Wealthstreet Investment Advisors LLC28,775$477 03/31/2020
     PHB28,775$477 03/31/2020
Fifth Third Securities Inc.28,512$473 03/31/2020
     PHB28,512$473 03/31/2020
Hengehold Capital Management LLC28,080$466 03/31/2020
     PHB28,080$466 03/31/2020
Ladenburg Thalmann Financial Services Inc.21,961$423 12/31/2019
     PHB21,961$423 12/31/2019
Cedar Wealth Management LLC24,866$412 03/31/2020
     PHB24,866$412 03/31/2020
Natixis24,605$408 03/31/2020
     PHB24,605$408 03/31/2020
Renaissance Technologies LLC24,500$406 03/31/2020
     PHB24,500$406 03/31/2020
Synovus Financial Corp24,178$400 03/31/2020
     PHB24,178$400 03/31/2020
361 Capital LLC23,315$387 03/31/2020
     PHB23,315$387 03/31/2020
Ausdal Financial Partners Inc.21,773$378 03/31/2020
     PHB21,773$378 03/31/2020
Ameritas Investment Partners Inc.22,508$373 03/31/2020
     PHB22,508$373 03/31/2020
M&T Bank Corp22,040$365 03/31/2020
     PHB22,040$365 03/31/2020
Migdal Insurance & Financial Holdings Ltd.21,477$356 03/31/2020
     PHB21,477$356 03/31/2020
Cetera Advisor Networks LLC21,174$351 03/31/2020
     PHB21,174$351 03/31/2020
Homrich & Berg20,917$347 03/31/2020
     PHB20,917$347 03/31/2020
Parsons Capital Management Inc. RI20,063$333 03/31/2020
     PHB20,063$333 03/31/2020
Optimum Investment Advisors19,100$317 03/31/2020
     PHB19,100$317 03/31/2020
Wakefield Asset Management LLLP19,072$316 03/31/2020
     PHB19,072$316 03/31/2020
Mariner LLC18,204$302 03/31/2020
     PHB18,204$302 03/31/2020
Raymond James & Associates17,992$298 03/31/2020
     PHB17,992$298 03/31/2020
Janney Montgomery Scott LLC17,787$295 03/31/2020
     PHB17,787$295 03/31/2020
OLD Mission Capital LLC17,709$294 03/31/2020
     PHB17,709$294 03/31/2020
Claraphi Advisory Network LLC16,943$281 03/31/2020
     PHB16,943$281 03/31/2020
Hancock Whitney Corp16,000$265 03/31/2020
     PHB16,000$265 03/31/2020
Steward Partners Investment Advisory LLC15,840$262 03/31/2020
     PHB15,840$262 03/31/2020
TAP Consulting LLC14,878$247 03/31/2020
     PHB14,878$247 03/31/2020
AE Wealth Management LLC14,838$246 03/31/2020
     PHB14,838$246 03/31/2020
Harborview Advisors LLC14,482$240 03/31/2020
     PHB14,482$240 03/31/2020
Elevated Capital Advisors LLC12,424$239 12/31/2019
     PHB12,424$239 12/31/2019
Centaurus Financial Inc.14,355$238 03/31/2020
     PHB14,355$238 03/31/2020
Clear Street Markets LLC14,133$234 03/31/2020
     PHB14,133$234 03/31/2020
Oppenheimer & Co. Inc.13,313$221 03/31/2020
     PHB13,313$221 03/31/2020
FDx Advisors Inc.1,066$213 03/31/2020
     PHB1,066$213 03/31/2020
Marquette Asset Management LLC12,675$210 03/31/2020
     PHB12,675$210 03/31/2020
Diligent Investors LLC12,290$204 03/31/2020
     PHB12,290$204 03/31/2020
Sowell Financial Services LLC12,256$203 03/31/2020
     PHB12,256$203 03/31/2020
Tiedemann Advisors LLC11,796$196 03/31/2020
     PHB11,796$196 03/31/2020
Enterprise Financial Services Corp11,498$191 03/31/2020
     PHB11,498$191 03/31/2020
Cambridge Advisors Inc.11,513$191 03/31/2020
     PHB11,513$191 03/31/2020
Aft Forsyth & Company Inc.11,484$190 03/31/2020
     PHB11,484$190 03/31/2020
Gladstone Institutional Advisory LLC11,127$184 03/31/2020
     PHB11,127$184 03/31/2020
Susquehanna International Group LLP10,933$181 03/31/2020
     PHB10,933$181 03/31/2020
Kohmann Bosshard Financial Services LLC8,405$139 03/31/2020
     PHB8,405$139 03/31/2020
Citigroup Inc.5,152$85 03/31/2020
     PHB5,152$85 03/31/2020
IFP Advisors Inc4,770$79 03/31/2020
     PHB4,770$79 03/31/2020
Benjamin Edwards Inc.4,526$75 03/31/2020
     PHB4,526$75 03/31/2020
Blair William & Co. IL4,278$71 03/31/2020
     PHB4,278$71 03/31/2020
Emerald Investment Partners LLC1,682$28 03/31/2020
     PHB1,682$28 03/31/2020
Wealthcare Advisory Partners LLC1,648$27 03/31/2020
     PHB1,648$27 03/31/2020
PNC Financial Services Group Inc.1,597$26 03/31/2020
     PHB1,597$26 03/31/2020
Tower Research Capital LLC TRC 1,200$20 03/31/2020
     PHB1,200$20 03/31/2020
Benjamin F. Edwards & Company Inc.1,127$19 03/31/2020
     PHB1,127$19 03/31/2020
SRS Capital Advisors Inc.955$16 03/31/2020
     PHB955$16 03/31/2020
Flagship Harbor Advisors LLC920$15 03/31/2020
     PHB920$15 03/31/2020
US Bancorp DE712$12 03/31/2020
     PHB712$12 03/31/2020
Proequities Inc.698$12 03/31/2020
     PHB698$12 03/31/2020
Reilly Financial Advisors LLC700$12 03/31/2020
     PHB700$12 03/31/2020
Truewealth LLC749$12 03/31/2020
     PHB749$12 03/31/2020
Loomis Sayles & Co. L P686$11 03/31/2020
     PHB686$11 03/31/2020
NEXT Financial Group Inc686$11 03/31/2020
     PHB686$11 03/31/2020
Front Row Advisors LLC450$8 03/31/2020
     PHB450$8 03/31/2020
MBE Wealth Management LLC430$7 03/31/2020
     PHB430$7 03/31/2020
Pacitti Group Inc.440$7 03/31/2020
     PHB440$7 03/31/2020
Capital Investment Advisory Services LLC300$5 03/31/2020
     PHB300$5 03/31/2020
Global Retirement Partners LLC282$5 03/31/2020
     PHB282$5 03/31/2020
Gradient Investments LLC215$4 03/31/2020
     PHB215$4 03/31/2020
Advisory Services Network LLC223$4 03/31/2020
     PHB223$4 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC244$4 03/31/2020
     PHB244$4 03/31/2020
Rockefeller Capital Management L.P.207$3 03/31/2020
     PHB207$3 03/31/2020
Creative Financial Designs Inc. ADV145$2 03/31/2020
     PHB145$2 03/31/2020
Aft Forsyth & Sober LLC100$2 03/31/2020
     PHB100$2 03/31/2020
Valeo Financial Advisors LLC108$2 03/31/2020
     PHB108$2 03/31/2020
Larson Financial Group LLC105$2 03/31/2020
     PHB105$2 03/31/2020
Islay Capital Management LLC136$2 03/31/2020
     PHB136$2 03/31/2020
Glassman Wealth Services90$1 03/31/2020
     PHB90$1 03/31/2020
Sugarloaf Wealth Management LLC52$1 03/31/2020
     PHB52$1 03/31/2020
Prime Capital Investment Advisors LLC33$1 03/31/2020
     PHB33$1 03/31/2020
FMR LLC1$0 03/31/2020
     PHB1$0 03/31/2020
Berkshire Money Management Inc.1$0 03/31/2020
     PHB1$0 03/31/2020
Carroll Financial Associates Inc.5$0 03/31/2020
     PHB5$0 03/31/2020
BerganKDV Wealth Management LLC29$0 03/31/2020
     PHB29$0 03/31/2020
Sofos Investments Inc.4$0 03/31/2020
     PHB4$0 03/31/2020
Joseph P. Lucia & Associates LLC0$0 03/31/2020
     PHB0$0 03/31/2020

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

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