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 PHK 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/PHK"
Use Arkolith to show who owns PHK, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orion Porfolio Solutions, LLC | $6.1M | 1.3M | ▲+14% Added · +164K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.1M | 448K | ▼−24% Reduced · −142K sh | Q1 2026 | |
| 3 | PRINCIPAL SECURITIES, INC. | $1.6M | 350K | ▲+3.6% Added · +12K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $1.4M | 308K | ▼−22% Reduced · −88K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $589K | 127K | ▲+14% Added · +16K sh | Q1 2026 | |
| 6 | BENJAMIN EDWARDS INC | $579K | 125K | ▼−4.3% Reduced · −6K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | $482K | 104K | ▼−17% Reduced · −21K sh | Q1 2026 | |
| 8 | Kingsview Wealth Management, LLC | $390K | 84K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $298K | 64K | ▼−22% Reduced · −18K sh | Q1 2026 | |
| 10 | MGO ONE SEVEN LLC | $238K | 51K | ▲+24% Added · +10K sh | Q1 2026 | |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $173K | 37K | ▼−7.4% Reduced · −3K sh | Q1 2026 | |
| 12 | Pinnacle Financial Partners, Inc. | $164K | 35K | —Held | Q1 2026 | |
| 13 | RITHOLTZ WEALTH MANAGEMENT | $160K | 35K | ▲New +35K sh | Q1 2026 | |
| 14 | CWM, LLC | $158K | 34K | ▲New +34K sh | Q1 2026 | |
| 15 | BlackRock, Inc. | $156K | 34K | —Held | Q1 2026 | |
| 16 | Arkadios Wealth Advisors | $117K | 25K | ▲New +25K sh | Q1 2026 | |
| 17 | Wealthcare Advisory Partners LLC | $116K | 25K | —Held | Q1 2026 | |
| 18 | Moors & Cabot, Inc. | $113K | 25K | —Held | Q1 2026 | |
| 19 | Atria Investments, Inc | $106K | 23K | ▲+8.1% Added · +2K sh | Q1 2026 | |
| 20 | Stratos Wealth Partners, LTD. | $98K | 21K | —Held | Q1 2026 | |
| 21 | Williams Jones Wealth Management, LLC. | $98K | 21K | —Held | Q1 2026 | |
| 22 | BOOTHBAY FUND MANAGEMENT, LLC | $87K | 19K | ▲New +19K sh | Q1 2026 | |
| 23 | SCOTIA CAPITAL INC. | $73K | 16K | —Held | Q1 2026 | |
| 24 | INTEGRITY ALLIANCE, LLC. | $68K | 15K | ▼−42% Reduced · −11K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $59K | 13K | ▼−17% Reduced · −3K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 17, 2024 | UBS Group AG | 10% Owner | Other (J) | 2K | — |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 116 | $2.7M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 111 | $2.6M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 144 | $3.4M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 90 | $2.1M |
| Sep 18, 2023 | BANK OF AMERICA NA | Insider | Other (J) | 104 | $2.4M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 39 funds | $10.2B |
| APPLE INCAAPL | 38 funds | $12.3B |
| NVIDIA CORPNVDA | 38 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 38 funds | $7.0B |
| JPMORGAN CHASE & COJPM | 38 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 38 funds | $4.5B |
| BROADCOM INCAVGO | 38 funds | $4.2B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $3.6B |
| VISA INC-CLASS A SHARESV | 38 funds | $3.1B |
| COSTCO WHOLESALE CORPCOST | 38 funds | $3.0B |
| WALMART INCWMT | 38 funds | $2.9B |
| ELI LILLY & COLLY | 38 funds | $2.8B |
Ranked by how many of PHK'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 PHK. 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.