Among active 13F managers last quarter, 4 opened and 3 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). Over the last 180 days, 2 insiders bought and none sold, a net +$38K in open-market trades.
Funds lean in and no leg opposes.
20 tracked 13F filers disclose a position in PHIO as of the latest SEC 13F filings, a combined $670K 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 | Jane Street Group, LLC | 119K | $145K | ▲New +119K sh | Q1 2026 | |
| 2 | Geode Capital Management, LLC | 115K | $117K | ▼−22% Reduced · −33K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 94K | $97K | ▲+18% Added · +14K sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 47K | $48K | ▲New +47K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | 45K | $55K | ▲+5.9% Added · +3K sh | Q1 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 38K | $39K | —Held | Q2 2026 | |
| 7 | Two Sigma Investments, LP | 32K | $40K | ▲+124% Added · +18K sh | Q1 2026 | |
| 8 | UBS Group AG | 27K | $33K | ▲+214% Added · +18K sh | Q1 2026 | |
| 9 | XTX Topco Ltd | 25K | $30K | ▲New +25K sh | Q1 2026 | |
| 10 | Northern Trust Corp | 24K | $29K | —Held | Q1 2026 | |
| 11 | Bridgeway Capital Management, LLC | 12K | $12K | ▲New +12K sh | Q2 2026 | |
| 12 | Tower Research Capital LLC (TRC) | 8K | $9K | ▲New +8K sh | Q1 2026 | |
| 13 | Morgan Stanley | 6K | $7K | —Held | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 2K | $2K | ▲New +2K sh | Q1 2026 | |
| 15 | Spire Wealth Management | 2K | $2K | ▲New +2K sh | Q1 2026 | |
| 16 | SBI Securities Co., Ltd. | 1K | $1K | ▲+1.9% Added · +23 sh | Q2 2026 | |
| 17 | Citigroup Inc | 1K | $1K | ▲New +1K sh | Q1 2026 | |
| 18 | AssetMark, Inc | 110 | $113 | —Held | Q2 2026 | |
| 19 | Activest Wealth Management | 9 | $9 | —Held | Q2 2026 | |
| 20 | Caitong International Asset Management Co., Ltd | 6 | $6 | ▲+100% Added · +3 sh | 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, 4 funds opened a new position in PHIO and 3 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $4.9B |
| Amazon.com IncAMZN | 7 funds | $4.1B |
| Apple IncAAPL | 7 funds | $3.9B |
| Alphabet Inc-CL AGOOGL | 7 funds | $2.5B |
| Tesla IncTSLA | 7 funds | $1.8B |
| JPMorgan Chase & CoJPM | 7 funds | $1.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 7 funds | $1.4B |
| Costco Wholesale CorpCOST | 7 funds | $1.4B |
| Advanced Micro DevicesAMD | 7 funds | $1.4B |
| Eli Lilly & CoLLY | 7 funds | $1.3B |
| Lam Research CorpLRCX | 7 funds | $973.1M |
| Applied Materials IncAMAT | 7 funds | $970.9M |
Ranked by how many of PHIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PHIO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Plott Ronald Todd | Director | Buy (P) | 15K | $17K |
| Aug 18, 2026 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Buy (P) | 10K | $11K |
| Jun 26, 2026 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Buy (P) | 10K | $10K |
| Dec 31, 2025 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Buy (P) | 5K | $5K |
| Dec 23, 2025 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Buy (P) | 5K | $5K |
| Nov 21, 2025 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Buy (P) | 5K | $6K |
| Nov 18, 2025 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Buy (P) | 5K | $6K |
| Jun 10, 2025 | Bitterman Robert J | Chairman, Pres & CEO, Director | Buy (P) | 2K | $5K |
| Jun 10, 2025 | Ferrara Robert L | Director | Buy (P) | 3K | $6K |
| Jun 9, 2025 | Bitterman Robert J | Chairman, Pres & CEO, Director | Buy (P) | 2K | $4K |
| May 22, 2025 | Bitterman Robert J | Chairman, Pres & CEO, Director | Buy (P) | 1K | $2K |
| May 21, 2025 | Bitterman Robert J | Chairman, Pres & CEO, Director | Buy (P) | 3K | $5K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 6 | 1 | – |
Insiders Form 4 open-market | 2 | 0 | +$38K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PHIO
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/PHIO/capital-change-brief"
Use Arkolith's capital_change_brief for PHIO. 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 PHIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.