HoldingsChannel.com
Funds Holding PHB
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN6,111,727$115,817 06/30/2019
     PHB6,111,727$115,817 06/30/2019
Invesco Ltd.2,960,370$56,099 06/30/2019
     PHB2,960,370$56,099 06/30/2019
Bank of America Corp DE1,484,665$28,134 06/30/2019
     PHB1,484,665$28,134 06/30/2019
Suntrust Banks Inc.1,176,784$22,301 06/30/2019
     PHB1,176,784$22,301 06/30/2019
FormulaFolio Investments LLC928,395$17,593 06/30/2019
     PHB928,395$17,593 06/30/2019
Envestnet Asset Management Inc.919,405$17,423 06/30/2019
     PHB919,405$17,423 06/30/2019
Moller Financial Services777,643$14,736 06/30/2019
     PHB777,643$14,736 06/30/2019
UBS Group AG639,530$12,119 06/30/2019
     PHB639,530$12,119 06/30/2019
Lazard Asset Management LLC547,846$10,381 06/30/2019
     PHB547,846$10,381 06/30/2019
Alliance Wealth Management Group533,981$10,119 06/30/2019
     PHB533,981$10,119 06/30/2019
Towercrest Capital Management533,980$10,119 06/30/2019
     PHB533,980$10,119 06/30/2019
Wilbanks Smith & Thomas Asset Management LLC401,440$7,607 06/30/2019
     PHB401,440$7,607 06/30/2019
United Services Automobile Association381,087$7,222 06/30/2019
     PHB381,087$7,222 06/30/2019
UBS Asset Management Americas Inc.375,363$7,113 06/30/2019
     PHB375,363$7,113 06/30/2019
Morgan Stanley363,851$6,895 06/30/2019
     PHB363,851$6,895 06/30/2019
Fiera Capital Corp303,011$5,742 06/30/2019
     PHB303,011$5,742 06/30/2019
CLS Investments LLC298,807$5,662 06/30/2019
     PHB298,807$5,662 06/30/2019
Braun Bostich & Associates Inc.253,060$4,795 06/30/2019
     PHB253,060$4,795 06/30/2019
Cambridge Investment Research Advisors Inc.221,567$4,199 06/30/2019
     PHB221,567$4,199 06/30/2019
Red Cedar Investment Management LLC215,895$4,091 06/30/2019
     PHB215,895$4,091 06/30/2019
Twele Capital Management Inc.195,646$3,707 06/30/2019
     PHB195,646$3,707 06/30/2019
McAdam LLC186,963$3,558 09/30/2019
     PHB186,963$3,558 09/30/2019
LPL Financial LLC178,871$3,390 06/30/2019
     PHB178,871$3,390 06/30/2019
PFS Investments Inc.17,598$3,340 06/30/2019
     PHB17,598$3,340 06/30/2019
Omega Financial Group LLC156,316$2,962 06/30/2019
     PHB156,316$2,962 06/30/2019
Financial Advisory Service Inc.152,018$2,881 06/30/2019
     PHB152,018$2,881 06/30/2019
Portfolio Solutions LLC146,454$2,775 06/30/2019
     PHB146,454$2,775 06/30/2019
Asset Planning Services Ltd.121,698$2,306 06/30/2019
     PHB121,698$2,306 06/30/2019
Foundations Investment Advisors LLC120,506$2,280 09/30/2019
     PHB120,506$2,280 09/30/2019
Baird Financial Group Inc.93,791$1,777 06/30/2019
     PHB93,791$1,777 06/30/2019
Advisors Preferred LLC93,216$1,770 06/30/2019
     PHB93,216$1,770 06/30/2019
MML Investors Services LLC92,533$1,754 06/30/2019
     PHB92,533$1,754 06/30/2019
Lido Advisors LLC90,562$1,716 06/30/2019
     PHB90,562$1,716 06/30/2019
Robinson Capital Management LLC76,142$1,443 09/30/2019
     PHB76,142$1,443 09/30/2019
Ameriprise Financial Inc.75,166$1,424 06/30/2019
     PHB75,166$1,424 06/30/2019
Royal Bank of Canada74,955$1,420 06/30/2019
     PHB74,955$1,420 06/30/2019
Partnervest Advisory Services LLC72,844$1,380 06/30/2019
     PHB72,844$1,380 06/30/2019
Raymond James Financial Services Advisors Inc.68,885$1,305 06/30/2019
     PHB68,885$1,305 06/30/2019
Mirae Asset Global Investments Co. Ltd.60,589$1,148 06/30/2019
     PHB60,589$1,148 06/30/2019
AdvisorNet Financial Inc60,127$1,139 06/30/2019
     PHB60,127$1,139 06/30/2019
Commonwealth Equity Services LLC60,027$1,137 06/30/2019
     PHB60,027$1,137 06/30/2019
Great Valley Advisor Group Inc.59,441$1,126 06/30/2019
     PHB59,441$1,126 06/30/2019
Diligent Investors LLC57,177$1,084 06/30/2019
     PHB57,177$1,084 06/30/2019
HighTower Advisors LLC57,017$1,083 06/30/2019
     PHB57,017$1,083 06/30/2019
Nwam LLC48,724$927 09/30/2019
     PHB48,724$927 09/30/2019
Hsbc Holdings PLC45,000$853 06/30/2019
     PHB45,000$853 06/30/2019
Stifel Financial Corp43,620$827 06/30/2019
     PHB43,620$827 06/30/2019
Bank of New York Mellon Corp42,804$811 06/30/2019
     PHB42,804$811 06/30/2019
Hengehold Capital Management LLC39,928$757 06/30/2019
     PHB39,928$757 06/30/2019
BB&T Securities LLC39,896$756 06/30/2019
     PHB39,896$756 06/30/2019
Johnson Investment Counsel Inc.39,323$745 06/30/2019
     PHB39,323$745 06/30/2019
Renaissance Technologies LLC37,841$717 06/30/2019
     PHB37,841$717 06/30/2019
Gladstone Institutional Advisory LLC36,939$700 06/30/2019
     PHB36,939$700 06/30/2019
Mariner LLC33,833$641 06/30/2019
     PHB33,833$641 06/30/2019
Citadel Advisors LLC33,743$639 06/30/2019
     PHB33,743$639 06/30/2019
Susquehanna International Group LLP31,325$594 06/30/2019
     PHB31,325$594 06/30/2019
Janney Montgomery Scott LLC30,085$570 06/30/2019
     PHB30,085$570 06/30/2019
Wealthstreet Investment Advisors LLC29,950$568 06/30/2019
     PHB29,950$568 06/30/2019
First National Corp MA ADV29,345$556 06/30/2019
     PHB29,345$556 06/30/2019
Advisor Group Inc.28,444$540 06/30/2019
     PHB28,444$540 06/30/2019
Ladenburg Thalmann Financial Services Inc.25,521$485 06/30/2019
     PHB25,521$485 06/30/2019
M&T Bank Corp25,505$483 06/30/2019
     PHB25,505$483 06/30/2019
Cetera Advisor Networks LLC25,191$479 06/30/2019
     PHB25,191$479 06/30/2019
Ameritas Investment Partners Inc.24,673$467 06/30/2019
     PHB24,673$467 06/30/2019
Migdal Insurance & Financial Holdings Ltd.24,164$458 06/30/2019
     PHB24,164$458 06/30/2019
Natixis22,731$431 06/30/2019
     PHB22,731$431 06/30/2019
Steward Partners Investment Advisory LLC22,682$429 06/30/2019
     PHB22,682$429 06/30/2019
Schneider Downs Wealth Management Advisors LP22,395$424 06/30/2019
     PHB22,395$424 06/30/2019
361 Capital LLC20,840$395 06/30/2019
     PHB20,840$395 06/30/2019
Optimum Investment Advisors20,400$387 06/30/2019
     PHB20,400$387 06/30/2019
Fifth Third Securities Inc.20,379$386 06/30/2019
     PHB20,379$386 06/30/2019
Homrich & Berg19,941$378 06/30/2019
     PHB19,941$378 06/30/2019
Legacy Private Trust Co.19,345$368 09/30/2019
     PHB19,345$368 09/30/2019
Dynamic Advisor Solutions LLC18,866$358 06/30/2019
     PHB18,866$358 06/30/2019
Raymond James & Associates18,705$354 06/30/2019
     PHB18,705$354 06/30/2019
Evergreen Capital Management LLC18,585$352 06/30/2019
     PHB18,585$352 06/30/2019
Jane Street Group LLC18,064$342 06/30/2019
     PHB18,064$342 06/30/2019
AE Wealth Management LLC17,649$334 06/30/2019
     PHB17,649$334 06/30/2019
Parsons Capital Management Inc. RI17,529$332 06/30/2019
     PHB17,529$332 06/30/2019
Two Sigma Securities LLC16,443$312 06/30/2019
     PHB16,443$312 06/30/2019
Deutsche Bank AG16,190$306 06/30/2019
     PHB16,190$306 06/30/2019
Hancock Whitney Corp16,000$303 06/30/2019
     PHB16,000$303 06/30/2019
Harborview Advisors LLC15,737$298 06/30/2019
     PHB15,737$298 06/30/2019
Atria Investments LLC15,647$295 06/30/2019
     PHB15,647$295 06/30/2019
Centaurus Financial Inc.14,814$281 06/30/2019
     PHB14,814$281 06/30/2019
Prime Capital Investment Advisors LLC13,819$262 06/30/2019
     PHB13,819$262 06/30/2019
Prospera Financial Services Inc13,633$259 06/30/2019
     PHB13,633$259 06/30/2019
Covenant Multifamily Offices LLC13,651$259 06/30/2019
     PHB13,651$259 06/30/2019
MRA Associates USA LLC13,497$256 06/30/2019
     PHB13,497$256 06/30/2019
Aft Forsyth & Company Inc.13,370$253 06/30/2019
     PHB13,370$253 06/30/2019
Oppenheimer & Co. Inc.13,313$252 06/30/2019
     PHB13,313$252 06/30/2019
Marquette Asset Management LLC12,675$240 06/30/2019
     PHB12,675$240 06/30/2019
Kohmann Bosshard Financial Services LLC12,448$237 09/30/2019
     PHB12,448$237 09/30/2019
Colton Groome Financial Advisors LLC11,951$226 06/30/2019
     PHB11,951$226 06/30/2019
Cambridge Advisors Inc.11,888$225 06/30/2019
     PHB11,888$225 06/30/2019
Tiedemann Advisors LLC11,796$223 06/30/2019
     PHB11,796$223 06/30/2019
Ausdal Financial Partners Inc.11,708$222 06/30/2019
     PHB11,708$222 06/30/2019
Cedar Wealth Management LLC11,621$220 06/30/2019
     PHB11,621$220 06/30/2019
Cypress Wealth Services LLC11,475$218 09/30/2019
     PHB11,475$218 09/30/2019
Kwmg LLC10,965$208 06/30/2019
     PHB10,965$208 06/30/2019
Sawtooth Solutions LLC10,358$196 06/30/2019
     PHB10,358$196 06/30/2019
Claraphi Advisory Network LLC10,168$193 06/30/2019
     PHB10,168$193 06/30/2019
Parallel Advisors LLC9,022$171 06/30/2019
     PHB9,022$171 06/30/2019
Citigroup Inc.4,891$93 06/30/2019
     PHB4,891$93 06/30/2019
Enterprise Financial Services Corp4,164$78 06/30/2019
     PHB4,164$78 06/30/2019
Financial Gravity Wealth Inc.3,787$72 09/30/2019
     PHB3,787$72 09/30/2019
Benjamin F. Edwards & Company Inc.3,311$63 06/30/2019
     PHB3,311$63 06/30/2019
Trustmark National Bank Trust Department2,687$51 06/30/2019
     PHB2,687$51 06/30/2019
Benjamin Edwards Inc.2,270$43 06/30/2019
     PHB2,270$43 06/30/2019
Reilly Financial Advisors LLC2,107$40 09/30/2019
     PHB2,107$40 09/30/2019
Wealthcare Advisory Partners LLC1,646$31 06/30/2019
     PHB1,646$31 06/30/2019
PNC Financial Services Group Inc.1,591$30 06/30/2019
     PHB1,591$30 06/30/2019
Essex Savings Bank1,495$28 06/30/2019
     PHB1,495$28 06/30/2019
Shine Investment Advisory Services Inc.1,187$22 06/30/2019
     PHB1,187$22 06/30/2019
SRS Capital Advisors Inc.955$18 06/30/2019
     PHB955$18 06/30/2019
Flagship Harbor Advisors LLC892$16 06/30/2019
     PHB892$16 06/30/2019
US Bancorp DE712$13 06/30/2019
     PHB712$13 06/30/2019
NEXT Financial Group Inc515$10 06/30/2019
     PHB515$10 06/30/2019
Front Row Advisors LLC450$9 06/30/2019
     PHB450$9 06/30/2019
Truvestments Capital LLC440$8 09/30/2019
     PHB440$8 09/30/2019
Doyle Wealth Management284$5 06/30/2019
     PHB284$5 06/30/2019
Gradient Investments LLC215$4 09/30/2019
     PHB215$4 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC239$4 09/30/2019
     PHB239$4 09/30/2019
Creative Financial Designs Inc. ADV197$4 06/30/2019
     PHB197$4 06/30/2019
Coastal Investment Advisors Inc.204$4 06/30/2019
     PHB204$4 06/30/2019
Vista Private Wealth Partners. LLC181$3 09/30/2019
     PHB181$3 09/30/2019
Valeo Financial Advisors LLC106$2 09/30/2019
     PHB106$2 09/30/2019
CWM LLC123$2 06/30/2019
     PHB123$2 06/30/2019
Glassman Wealth Services90$2 06/30/2019
     PHB90$2 06/30/2019
Larson Financial Group LLC75$1 09/30/2019
     PHB75$1 09/30/2019
Carroll Financial Associates Inc.5$0 09/30/2019
     PHB5$0 09/30/2019
Joseph P. Lucia & Associates LLC0$0 09/30/2019
     PHB0$0 09/30/2019
Proequities Inc.0$0 06/30/2019
     PHB0$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     PHB1$0 06/30/2019
Wakefield Asset Management LLLP1$0 06/30/2019
     PHB1$0 06/30/2019
BerganKDV Wealth Management LLC13$0 06/30/2019
     PHB13$0 06/30/2019

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

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Funds Holding PHB | www.HoldingsChannel.com

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