The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query PHDG owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PHDG"
Use Arkolith to show who owns PHDG, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | $1.5M | 41K | ▼−17% Reduced · −8K sh | Q1 2026 | |
| 2 | Kovack Advisors, Inc. | $1.3M | 33K | ▼−6.2% Reduced · −2K sh | Q1 2026 | |
| 3 | Stratos Wealth Partners, LTD. | $735K | 19K | ▼−1.2% Reduced · −239 sh | Q1 2026 | |
| 4 | Orion Porfolio Solutions, LLC | $501K | 13K | ▼−5.3% Reduced · −744 sh | Q1 2026 | |
| 5 | Connecticut Wealth Management, LLC | $396K | 10K | —Held | Q1 2026 | |
| 6 | Ameritas Advisory Services, LLC | $200K | 5K | ▲New +5K sh | Q1 2026 | |
| 7 | CWM, LLC | $26K | 684 | ▲+166% Added · +427 sh | Q1 2026 | |
| 8 | Geneos Wealth Management Inc. | $4K | 114 | ▼−100% Reduced · −91K sh | Q1 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 11 funds | $2.2B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $2.0B |
| NVIDIA CORPNVDA | 11 funds | $1.8B |
| STE STR SPDR PT S&P 500 ETFSPYM | 11 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $1.4B |
| MICROSOFT CORPMSFT | 11 funds | $1.2B |
| AMAZON.COM INCAMZN | 11 funds | $1.0B |
| SS SPDR P S&P 500 GROWTH ETFSPYG | 11 funds | $978.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $975.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 11 funds | $903.4M |
| VANGUARD S&P 500 ETFVOO | 11 funds | $836.2M |
| SS SPDR P S&P 500 VALUE ETFSPYV | 11 funds | $795.7M |
Ranked by how many of PHDG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.