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 PHEQ 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/PHEQ"
Use Arkolith to show who owns PHEQ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $1.3M | 41K | ▼−30% Reduced · −18K sh | Q1 2026 | |
| 2 | CWM, LLC | $228K | 7K | ▲New +7K sh | Q1 2026 | |
| 3 | Aptus Capital Advisors, LLC | $10K | 306 | ▲New +306 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.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 88 funds | $3.5B |
| EVSMmc | 59 funds | $342.0M |
| CVIEFUND | 49 funds | $221.9M |
| XAGGmc | 43 funds | $498.1M |
| EVSDmc | 41 funds | $696.6M |
| CVLCFUND | 41 funds | $222.8M |
| EVMOmc | 36 funds | $524.2M |
| EVLNmc | 35 funds | $1.1B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 4 funds | $1.5B |
| STE STR SPDR PT S&P 500 ETFSPYM | 4 funds | $1.4B |
| NVIDIA CORPNVDA | 4 funds | $1.4B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $1.3B |
| MICROSOFT CORPMSFT | 4 funds | $986.5M |
| STE STR SPDR PT DW EU ETFSPDW | 4 funds | $899.7M |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 4 funds | $895.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $781.7M |
| AMAZON.COM INCAMZN | 4 funds | $731.0M |
| ISHARES S&P 500 GROWTH ETFIVW | 4 funds | $605.4M |
| ISHRS US E F R A ETF-USD INCDYNF | 4 funds | $587.3M |
| ISHARES S&P 500 VALUE ETFIVE | 4 funds | $585.7M |
Ranked by how many of PHEQ'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 PHEQ. 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.