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| Holder | Amount | Position Size
($ in 1000's) | As of |
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 Asset Allocation Strategies LLC | 397,693 | $14,627 | 03/31/2024 | | PHDG | 397,693 | $14,627 | 03/31/2024 | | First PREMIER Bank | 368,670 | $13,560 | 03/31/2024 | | PHDG | 368,670 | $13,560 | 03/31/2024 | | WealthPlan Investment Management LLC | 130,828 | $4,478 | 12/31/2023 | | PHDG | 130,828 | $4,478 | 12/31/2023 | | Philip James Wealth Mangement LLC | 103,725 | $3,815 | 03/31/2024 | | PHDG | 103,725 | $3,815 | 03/31/2024 | | Cetera Advisor Networks LLC | 110,638 | $3,787 | 12/31/2023 | | PHDG | 110,638 | $3,787 | 12/31/2023 | | LPL Financial LLC | 93,360 | $3,434 | 03/31/2024 | | PHDG | 93,360 | $3,434 | 03/31/2024 | | Private Advisor Group LLC | 87,520 | $3,219 | 03/31/2024 | | PHDG | 87,520 | $3,219 | 03/31/2024 | | Darwin Advisors LLC | 85,285 | $3,137 | 03/31/2024 | | PHDG | 85,285 | $3,137 | 03/31/2024 | | Patten Group Inc. | 82,478 | $3,034 | 03/31/2024 | | PHDG | 82,478 | $3,034 | 03/31/2024 | | Sowell Financial Services LLC | 59,473 | $2,187 | 03/31/2024 | | PHDG | 59,473 | $2,187 | 03/31/2024 | | Stratos Wealth Partners LTD. | 50,560 | $1,860 | 03/31/2024 | | PHDG | 50,560 | $1,860 | 03/31/2024 | | Kestra Advisory Services LLC | 44,589 | $1,526 | 12/31/2023 | | PHDG | 44,589 | $1,526 | 12/31/2023 | | Susquehanna International Group LLP | 38,970 | $1,433 | 03/31/2024 | | PHDG | 38,970 | $1,433 | 03/31/2024 | | Lunt Capital Management Inc. | 38,216 | $1,406 | 03/31/2024 | | PHDG | 38,216 | $1,406 | 03/31/2024 | | Advisor Group Holdings Inc. | 35,849 | $1,319 | 03/31/2024 | | PHDG | 35,849 | $1,319 | 03/31/2024 | | Paul Damon & Associates Inc. | 34,622 | $1,273 | 03/31/2024 | | PHDG | 34,622 | $1,273 | 03/31/2024 | | Geneos Wealth Management Inc. | 31,578 | $1,161 | 03/31/2024 | | PHDG | 31,578 | $1,161 | 03/31/2024 | | 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 | | Orion Portfolio Solutions LLC | 24,891 | $916 | 03/31/2024 | | PHDG | 24,891 | $916 | 03/31/2024 | | International Assets Investment Management LLC | 24,753 | $908 | 03/31/2024 | | PHDG | 24,753 | $908 | 03/31/2024 | | 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 | | UBS Group AG | 18,889 | $695 | 03/31/2024 | | PHDG | 18,889 | $695 | 03/31/2024 | | Mariner LLC | 20,172 | $690 | 12/31/2023 | | PHDG | 20,172 | $690 | 12/31/2023 | | Connecticut Wealth Management LLC | 10,483 | $386 | 03/31/2024 | | PHDG | 10,483 | $386 | 03/31/2024 | | Morgan Stanley | 10,930 | $374 | 12/31/2023 | | PHDG | 10,930 | $374 | 12/31/2023 | | Commonwealth Equity Services LLC | 8,059 | $296 | 03/31/2024 | | PHDG | 8,059 | $296 | 03/31/2024 | | Citadel Advisors LLC | 8,290 | $284 | 12/31/2023 | | PHDG | 8,290 | $284 | 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 | | SILVER OAK SECURITIES Inc | 2,531 | $93 | 03/31/2024 | | PHDG | 2,531 | $93 | 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 | | 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 | $16 | 03/31/2024 | | PHDG | 424 | $16 | 03/31/2024 | | Capital Analysts LLC | 21 | $1 | 12/31/2023 | | PHDG | 21 | $1 | 12/31/2023 | | Wells Fargo & Company MN | 0 | $0 | 03/31/2024 | | PHDG | 0 | $0 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | PHDG | 0 | $0 | 03/31/2024 |
See All: Funds Holding PHDG
See Details: Top 10 Hedge Funds Holding PHDG
Also See: PHDG Holdings Changes
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