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 PHIO 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/PHIO"
Use Arkolith to show who owns PHIO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD FIDUCIARY TRUST CO | $47K | 38K | ▲New +38K sh | Q1 2026 | |
| 2 | SBI Securities Co., Ltd. | $1K | 1K | ▲+7.8% Added · +89 sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $134 | 110 | —Held | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 5, 2026 | Carson Lisa Cabott | Chief Financial Officer | Grant (A) | 47K | $0 |
| Feb 5, 2026 | Lockshin Curtis | Director | Grant (A) | 17K | $0 |
| Feb 5, 2026 | BRADFORD PATRICIA A | Director | Grant (A) | 19K | $0 |
| Feb 5, 2026 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Grant (A) | 120K | $0 |
| Feb 5, 2026 | Deming David H | Director | Grant (A) | 24K | $0 |
| Feb 5, 2026 | Freeman Jonathan E | Director | Grant (A) | 17K | $0 |
| 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 |
| Sep 11, 2025 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Tax withholding (F) | 4K | $10K |
| Sep 11, 2025 | Bitterman Robert J | Chairman, Pres. & CEO, Director | Grant (A) | 250K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 5 funds | $2.9B |
| NVIDIA CORPNVDA | 5 funds | $1.6B |
| APPLE INCAAPL | 5 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 5 funds | $936.3M |
| MICROSOFT CORPMSFT | 5 funds | $908.0M |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $843.4M |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $603.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $600.7M |
| VANGUARD FTSE DEVELOPED ETFVEA | 5 funds | $587.4M |
| BROADCOM INCAVGO | 5 funds | $548.2M |
| AMAZON.COM INCAMZN | 5 funds | $516.6M |
| ISHARES 1-3 YEAR TREASURY BOSHY | 5 funds | $291.5M |
Ranked by how many of PHIO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.