16 tracked 13F filers disclose a position in PHEQ as of the latest SEC 13F filings, a combined $96.6M 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 | MORGAN STANLEY | $80.3M | 2.5M | ▼−12% Reduced · −356K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $7.8M | 243K | ▲+27% Added · +51K sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 65K | ▼−11% Reduced · −8K sh | Q1 2026 | |
| 4 | SHEETS SMITH WEALTH MANAGEMENT | $1.9M | 55K | ▼−0.4% Reduced · −240 sh | Q2 2026 | |
| 5 | Integrated Wealth Concepts LLC | $1.3M | 41K | ▼−30% Reduced · −18K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $778K | 24K | ▲+53% Added · +8K sh | Q1 2026 | |
| 7 | Savvy Advisors, Inc. | $720K | 23K | ▲+4.5% Added · +972 sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $592K | 19K | ▲New +19K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $375K | 12K | ▲30× Added · +11K sh | Q1 2026 | |
| 10 | BLUEDOOR PRIVATE WEALTH, LLC | $405K | 12K | ▲New +12K sh | Q2 2026 | |
| 11 | CWM, LLC | $228K | 7K | ▲New +7K sh | Q1 2026 | |
| 12 | FIFTH THIRD BANCORP | $59K | 2K | ▲New +2K sh | Q1 2026 | |
| 13 | Farther Finance Advisors, LLC | $43K | 1K | —Held | Q1 2026 | |
| 14 | Aptus Capital Advisors, LLC | $10K | 306 | ▲New +306 sh | Q1 2026 | |
| 15 | CoreCap Advisors, LLC | $959 | 30 | ▼−87% Reduced · −194 sh | Q1 2026 | |
| 16 | UBS Group AG | $735 | 23 | ▲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 opened a new position in PHEQ and 1 added to an existing one, while 1 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 |
|---|---|---|
| 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.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 142 funds | $3.9B |
| EVSMmc | 82 funds | $373.6M |
| CVIEFUND | 70 funds | $247.8M |
| EVSDmc | 63 funds | $765.0M |
| CVLCFUND | 63 funds | $507.4M |
| XAGGmc | 58 funds | $515.8M |
| EVMOmc | 49 funds | $602.2M |
| EVLNmc | 43 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.
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.