114 tracked 13F filers disclose a position in PHK as of the latest SEC 13F filings, a combined $85.3M 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 | LPL Financial LLC | $11.4M | 2.5M | ▲+27% Added · +529K sh | Q1 2026 | |
| 2 | Orion Porfolio Solutions, LLC | $6.1M | 1.3M | ▲+14% Added · +164K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $6.0M | 1.3M | ▼−23% Reduced · −375K sh | Q1 2026 | |
| 4 | UBS Group AG | $5.9M | 1.3M | ▼−1.8% Reduced · −23K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $5.8M | 1.2M | ▲+4.0% Added · +48K sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $5.0M | 1.1M | ▼−18% Reduced · −239K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $4.4M | 941K | ▲+6.8% Added · +60K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 927K | ▲+4.4% Added · +39K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $3.9M | 851K | ▲+1.3% Added · +11K sh | Q1 2026 | |
| 10 | GraniteShares Advisors LLC | $2.7M | 581K | ▲+15% Added · +76K sh | Q2 2026 | |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.1M | 448K | ▼−24% Reduced · −142K sh | Q1 2026 | |
| 12 | PRINCIPAL SECURITIES, INC. | $1.9M | 405K | ▲+16% Added · +56K sh | Q2 2026 | |
| 13 | RFG Advisory, LLC | $1.8M | 391K | ▲New +391K sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | $1.4M | 305K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 287K | ▼−5.0% Reduced · −15K sh | Q1 2026 | |
| 16 | Elm3 Financial Group, LLC | $1.2M | 265K | ▲+2.1% Added · +6K sh | Q2 2026 | |
| 17 | Marks Group Wealth Management, Inc | $1.2M | 261K | —Held | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $956K | 206K | ▲+5.4% Added · +11K sh | Q1 2026 | |
| 19 | Whipplewood Advisors, LLC | $942K | 202K | ▼−1.8% Reduced · −4K sh | Q2 2026 | |
| 20 | Shaker Financial Services, LLC | $945K | 200K | ▼−16% Reduced · −38K sh | Q2 2026 | |
| 21 | WELLS FARGO & COMPANY/MN | $860K | 186K | ▲+31% Added · +44K sh | Q1 2026 | |
| 22 | Apollon Wealth Management, LLC | $802K | 173K | ▼−3.6% Reduced · −7K sh | Q1 2026 | |
| 23 | Baird Financial Group, Inc. | $799K | 173K | ▲+1.0% Added · +2K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $659K | 142K | ▼−16% Reduced · −27K sh | Q1 2026 | |
| 25 | Creekside Partners | $662K | 142K | ▲+8.3% Added · +11K 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, 6 funds opened a new position in PHK and 15 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 46 funds | $5.8B |
| NVIDIA CORPNVDA | 45 funds | $11.7B |
| APPLE INCAAPL | 45 funds | $10.8B |
| AMAZON.COM INCAMZN | 44 funds | $6.9B |
| BROADCOM INCAVGO | 44 funds | $4.8B |
| META PLATFORMS INC-CLASS AMETA | 44 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $3.5B |
| JPMORGAN CHASE & COJPM | 43 funds | $3.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 43 funds | $2.5B |
| ELI LILLY & COLLY | 43 funds | $2.2B |
| CHEVRON CORPCVX | 43 funds | $1.5B |
Ranked by how many of PHK's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for PHK
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/PHK/capital-change-brief"
Use Arkolith's capital_change_brief for PHK. 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 PHK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.