HoldingsChannel.com
On this page, we present all of the funds holding PHDG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PHDG, with a link to that fund's top holdings. The next columns indicate the amount of PHDG stock held by each of the funds holding PHDG, followed by the PHDG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 50 funds holding PHDG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Asset Allocation Strategies LLC. For more details on the positions held by Asset Allocation Strategies LLC (or by any of the other funds holding PHDG), click the fund name in the "Holder" column of the funds-holding-PHDG table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Asset Allocation Strategies LLC | 406,337 | $13,909 | 12/31/2023 |
| PHDG | 406,337 | $13,909 | 12/31/2023 |
| First PREMIER Bank | 368,670 | $13,560 | 03/31/2024 |
| PHDG | 368,670 | $13,560 | 03/31/2024 |
| Private Advisor Group LLC | 159,633 | $5,464 | 12/31/2023 |
| PHDG | 159,633 | $5,464 | 12/31/2023 |
| WealthPlan Investment Management LLC | 130,828 | $4,478 | 12/31/2023 |
| PHDG | 130,828 | $4,478 | 12/31/2023 |
| LPL Financial LLC | 116,783 | $3,997 | 12/31/2023 |
| PHDG | 116,783 | $3,997 | 12/31/2023 |
| Cetera Advisor Networks LLC | 110,638 | $3,787 | 12/31/2023 |
| PHDG | 110,638 | $3,787 | 12/31/2023 |
| Philip James Wealth Mangement LLC | 92,380 | $3,162 | 12/31/2023 |
| PHDG | 92,380 | $3,162 | 12/31/2023 |
| Patten Group Inc. | 82,478 | $3,034 | 03/31/2024 |
| PHDG | 82,478 | $3,034 | 03/31/2024 |
| Sowell Financial Services LLC | 58,422 | $2,000 | 12/31/2023 |
| PHDG | 58,422 | $2,000 | 12/31/2023 |
| Darwin Advisors LLC | 56,162 | $1,922 | 12/31/2023 |
| PHDG | 56,162 | $1,922 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 50,560 | $1,860 | 03/31/2024 |
| PHDG | 50,560 | $1,860 | 03/31/2024 |
| WealthPLAN Partners LLC | 52,350 | $1,792 | 12/31/2023 |
| PHDG | 52,350 | $1,792 | 12/31/2023 |
| Kestra Advisory Services LLC | 44,589 | $1,526 | 12/31/2023 |
| PHDG | 44,589 | $1,526 | 12/31/2023 |
| Lunt Capital Management Inc. | 38,216 | $1,406 | 03/31/2024 |
| PHDG | 38,216 | $1,406 | 03/31/2024 |
| Paul Damon & Associates Inc. | 34,622 | $1,273 | 03/31/2024 |
| PHDG | 34,622 | $1,273 | 03/31/2024 |
| Advisor Group Holdings Inc. | 36,737 | $1,258 | 12/31/2023 |
| PHDG | 36,737 | $1,258 | 12/31/2023 |
| Royal Bank of Canada | 33,773 | $1,156 | 12/31/2023 |
| PHDG | 33,773 | $1,156 | 12/31/2023 |
| Atria Investments LLC | 31,190 | $1,068 | 12/31/2023 |
| PHDG | 31,190 | $1,068 | 12/31/2023 |
| OLD Mission Capital LLC | 29,434 | $1,008 | 12/31/2023 |
| PHDG | 29,434 | $1,008 | 12/31/2023 |
| Geneos Wealth Management Inc. | 28,218 | $966 | 12/31/2023 |
| PHDG | 28,218 | $966 | 12/31/2023 |
| International Assets Investment Management LLC | 24,753 | $908 | 03/31/2024 |
| PHDG | 24,753 | $908 | 03/31/2024 |
| Anson Capital Inc. | 25,207 | $863 | 12/31/2023 |
| PHDG | 25,207 | $863 | 12/31/2023 |
| Jane Street Group LLC | 25,095 | $859 | 12/31/2023 |
| PHDG | 25,095 | $859 | 12/31/2023 |
| Natixis | 23,302 | $798 | 12/31/2023 |
| PHDG | 23,302 | $798 | 12/31/2023 |
| Mariner LLC | 20,172 | $690 | 12/31/2023 |
| PHDG | 20,172 | $690 | 12/31/2023 |
| Orion Portfolio Solutions LLC | 19,115 | $649 | 12/31/2023 |
| PHDG | 19,115 | $649 | 12/31/2023 |
| UBS Group AG | 18,371 | $629 | 12/31/2023 |
| PHDG | 18,371 | $629 | 12/31/2023 |
| Baron Financial Group LLC | 16,950 | $580 | 12/31/2023 |
| PHDG | 16,950 | $580 | 12/31/2023 |
| Morgan Stanley | 10,930 | $374 | 12/31/2023 |
| PHDG | 10,930 | $374 | 12/31/2023 |
| Connecticut Wealth Management LLC | 10,483 | $359 | 12/31/2023 |
| PHDG | 10,483 | $359 | 12/31/2023 |
| Commonwealth Equity Services LLC | 10,210 | $350 | 12/31/2023 |
| PHDG | 10,210 | $350 | 12/31/2023 |
| Citadel Advisors LLC | 8,290 | $284 | 12/31/2023 |
| PHDG | 8,290 | $284 | 12/31/2023 |
| Susquehanna International Group LLP | 6,221 | $213 | 12/31/2023 |
| PHDG | 6,221 | $213 | 12/31/2023 |
| HHM Wealth Advisors LLC | 4,372 | $150 | 12/31/2023 |
| PHDG | 4,372 | $150 | 12/31/2023 |
| Sunbelt Securities Inc. | 2,744 | $101 | 03/31/2024 |
| PHDG | 2,744 | $101 | 03/31/2024 |
| Clearstead Advisors LLC | 2,506 | $86 | 12/31/2023 |
| PHDG | 2,506 | $86 | 12/31/2023 |
| CWM LLC | 2,279 | $84 | 03/31/2024 |
| PHDG | 2,279 | $84 | 03/31/2024 |
| GeoWealth Management LLC | 1,785 | $61 | 12/31/2023 |
| PHDG | 1,785 | $61 | 12/31/2023 |
| Harbour Investments Inc. | 921 | $32 | 12/31/2023 |
| PHDG | 921 | $32 | 12/31/2023 |
| Advisory Services Network LLC | 695 | $24 | 12/31/2023 |
| PHDG | 695 | $24 | 12/31/2023 |
| Ameliora Wealth Management Ltd. | 576 | $21 | 03/31/2024 |
| PHDG | 576 | $21 | 03/31/2024 |
| IFP Advisors Inc | 600 | $21 | 12/31/2023 |
| PHDG | 600 | $21 | 12/31/2023 |
| Allworth Financial LP | 511 | $19 | 03/31/2024 |
| PHDG | 511 | $19 | 03/31/2024 |
| Private Trust Co. NA | 490 | $18 | 03/31/2024 |
| PHDG | 490 | $18 | 03/31/2024 |
| First Horizon Advisors Inc. | 424 | $15 | 12/31/2023 |
| PHDG | 424 | $15 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 317 | $10 | 12/31/2023 |
| PHDG | 317 | $10 | 12/31/2023 |
| Ronald Blue Trust Inc. | 128 | $4 | 12/31/2023 |
| PHDG | 128 | $4 | 12/31/2023 |
| Capital Analysts LLC | 21 | $1 | 12/31/2023 |
| PHDG | 21 | $1 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 2 | $0 | 03/31/2024 |
| PHDG | 2 | $0 | 03/31/2024 |
| Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
| PHDG | 0 | $0 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| PHDG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PHDG
See Details: Top 10 Hedge Funds Holding PHDG
Also See: PHDG Holdings Changes
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