Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Savvy Advisors, Inc. (+4.5%).
16 tracked 13F filers disclose a position in PHEQ as of the latest SEC 13F filings, a combined $95.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.5M | $80.3M | ▼−12% Reduced · −356K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 243K | $7.8M | ▲+27% Added · +51K sh | Q1 2026 | |
| 3 | Susquehanna International Group, LLP | 65K | $2.1M | ▼−11% Reduced · −8K sh | Q1 2026 | |
| 4 | Sheets Smith Wealth Management | 55K | $1.9M | ▼−0.4% Reduced · −240 sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 24K | $778K | ▲+53% Added · +8K sh | Q1 2026 | |
| 6 | Savvy Advisors, Inc. | 23K | $720K | ▲+4.5% Added · +972 sh | Q1 2026 | |
| 7 | Jane Street Group, LLC | 19K | $592K | ▲New +19K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | 12K | $418K | ▼−71% Reduced · −29K sh | Q2 2026 | |
| 9 | Bank Of America Corp | 12K | $375K | ▲30× Added · +11K sh | Q1 2026 | |
| 10 | Bluedoor Private Wealth, LLC | 12K | $405K | ▲New +12K sh | Q2 2026 | |
| 11 | CWM, LLC | 7K | $228K | ▲New +7K sh | Q1 2026 | |
| 12 | Fifth Third Bancorp | 2K | $59K | ▲New +2K sh | Q1 2026 | |
| 13 | Farther Finance Advisors, LLC | 1K | $43K | —Held | Q1 2026 | |
| 14 | Aptus Capital Advisors, LLC | 306 | $11K | —Held | Q2 2026 | |
| 15 | CoreCap Advisors, LLC | 30 | $959 | ▼−87% Reduced · −194 sh | Q1 2026 | |
| 16 | UBS Group AG | 23 | $735 | ▲New +23 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.
Last quarter, 1 fund added to an existing position in PHEQ, while 1 reduced. 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 | Their position there |
|---|---|---|
| Aptus Collared Invest OppACIO | 4 funds | $863.9M |
| Nvidia CorpNVDA | 4 funds | $739.6M |
| Apple IncAAPL | 4 funds | $716.0M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $710.1M |
| Vanguard S&P 500 ETFVOO | 4 funds | $705.9M |
| Aptus Defined Risk ETFDRSK | 4 funds | $549.4M |
| Vanguard Total Intl StockVXUS | 4 funds | $525.5M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 4 funds | $518.7M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $438.7M |
| Microsoft CorpMSFT | 4 funds | $382.0M |
| Amazon.com IncAMZN | 4 funds | $335.1M |
| Alphabet Inc-CL CGOOG | 4 funds | $289.4M |
Ranked by how many of PHEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PHEQ.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 178 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 84 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 77 funds | $799.8M |
| XAGGmc | 71 funds | $582.5M |
| EVMOmc | 57 funds | $625.5M |
| EVLNmc | 52 funds | $1.2B |
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 PHEQ
This ETF 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/PHEQ/capital-change-brief"
Use Arkolith's capital_change_brief for PHEQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PHEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.