40 tracked 13F filers disclose a position in PHDG as of the latest SEC 13F filings, a combined $30.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $3.0M | 79K | ▲+6.6% Added · +5K sh | Q1 2026 | |
| 2 | Blueprint Investment Partners LLC | $3.2M | 77K | ▲+21% Added · +14K sh | Q2 2026 | |
| 3 | Blueprint Financial Advisors LLC | $3.2M | 77K | ▲+21% Added · +14K sh | Q2 2026 | |
| 4 | Asset Allocation Strategies LLC | $2.4M | 59K | ▼−7.6% Reduced · −5K sh | Q2 2026 | |
| 5 | WFA of San Diego, LLC | $2.0M | 48K | ▼−3.2% Reduced · −2K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | $1.6M | 39K | ▼−3.4% Reduced · −1K sh | Q2 2026 | |
| 7 | OLD MISSION CAPITAL LLC | $1.5M | 39K | ▼−39% Reduced · −25K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 37K | ▲+45% Added · +12K sh | Q1 2026 | |
| 9 | Kovack Advisors, Inc. | $1.4M | 33K | ▼−0.9% Reduced · −305 sh | Q2 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $1.2M | 32K | ▲+0.2% Added · +53 sh | Q1 2026 | |
| 11 | First Growth Capital LLC | $1.1M | 26K | ▲+14% Added · +3K sh | Q2 2026 | |
| 12 | January Capital Advisors LLC | $964K | 24K | ▼−4.8% Reduced · −1K sh | Q2 2026 | |
| 13 | ROYAL BANK OF CANADA | $763K | 20K | ▼−25% Reduced · −7K sh | Q1 2026 | |
| 14 | Family Capital Management, Inc. | $821K | 20K | —Held | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $618K | 16K | ▼−12% Reduced · −2K sh | Q1 2026 | |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $658K | 16K | ▲Added Added · +16K sh | Q2 2026 | |
| 17 | Darwin Wealth Management, LLC | $658K | 16K | ▼−7.3% Reduced · −1K sh | Q2 2026 | |
| 18 | Mariner, LLC | $501K | 13K | ▼−8.6% Reduced · −1K sh | Q1 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $501K | 13K | ▼−5.3% Reduced · −744 sh | Q1 2026 | |
| 20 | Stratos Wealth Partners, LTD. | $530K | 13K | ▼−33% Reduced · −6K sh | Q2 2026 | |
| 21 | UBS Group AG | $455K | 12K | ▼−0.3% Reduced · −32 sh | Q1 2026 | |
| 22 | Connecticut Wealth Management, LLC | $429K | 10K | —Held | Q2 2026 | |
| 23 | Grant Private Wealth Management Inc | $279K | 7K | ▼−2.3% Reduced · −163 sh | Q2 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $236K | 6K | ▲+2.4% Added · +145 sh | Q1 2026 | |
| 25 | Ameritas Advisory Services, LLC | $217K | 5K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in PHDG and 3 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $832.5M |
| APPLE INCAAPL | 15 funds | $932.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $770.5M |
| VANGUARD S&P 500 ETFVOO | 15 funds | $590.0M |
| MICROSOFT CORPMSFT | 15 funds | $440.2M |
| AMAZON.COM INCAMZN | 15 funds | $425.6M |
| VANGUARD FTSE DEVELOPED ETFVEA | 15 funds | $344.0M |
| ALPHABET INC-CL AGOOGL | 15 funds | $298.0M |
| ALPHABET INC-CL CGOOG | 15 funds | $203.9M |
| JPMORGAN CHASE & COJPM | 15 funds | $180.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $180.2M |
| SCHWAB US DVD EQUITY ETFSCHD | 15 funds | $176.7M |
Ranked by how many of PHDG's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| GSYmc | 287 funds | $2.4B |
| GTOmc | 188 funds | $1.8B |
| VRIGmc | 160 funds | $806.0M |
| ICLOmc | 83 funds | $301.5M |
| RSPAmc | 77 funds | $228.1M |
| EFAAmc | 61 funds | $230.1M |
| QQAmc | 60 funds | $216.7M |
| PSRmc | 48 funds | $23.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PHDG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PHDG/capital-change-brief"
Use Arkolith's capital_change_brief for PHDG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PHDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.