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/PHO/capital-change-brief"
Use Arkolith's capital_change_brief for PHO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $104.7M | 1.6M | ▼−0.9% Reduced · −14K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $88.4M | 1.3M | ▲+1.1% Added · +14K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $55.9M | 836K | ▼−6.7% Reduced · −60K sh | Q1 2026 | |
| 4 | UBS Group AG | $44.6M | 667K | ▲+70% Added · +274K sh | Q1 2026 | |
| 5 | Perigon Wealth Management, LLC | $28.6M | 427K | ▲+11% Added · +43K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $28.1M | 420K | ▼−3.5% Reduced · −15K sh | Q1 2026 | |
| 7 | Atria Investments, Inc | $23.7M | 354K | ▲+676% Added · +308K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $22.4M | 335K | ▲+13% Added · +39K sh | Q1 2026 | |
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | $19.7M | 295K | ▲+1.6% Added · +5K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $14.8M | 222K | ▼−5.2% Reduced · −12K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $13.7M | 205K | ▲+13% Added · +24K sh | Q1 2026 | |
| 12 | CWM, LLC | $12.0M | 180K | ▲+28% Added · +40K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $11.0M | 164K | ▲+117% Added · +89K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $10.8M | 161K | ▼−14% Reduced · −26K sh | Q1 2026 | |
| 15 | BLAIR WILLIAM & CO/IL | $9.5M | 142K | ▲+4.1% Added · +6K sh | Q1 2026 | |
| 16 | Hamilton Wealth, LLC | $8.3M | 124K | ▲+5.0% Added · +6K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $5.7M | 85K | ▲+13% Added · +10K sh | Q1 2026 | |
| 18 | ALLSTREET CAPITAL ADVISORS LLC | $5.2M | 77K | ▲New +77K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $4.9M | 74K | ▼−13% Reduced · −11K sh | Q1 2026 | |
| 20 | D.A. DAVIDSON & CO. | $4.7M | 70K | ▲+63% Added · +27K sh | Q1 2026 | |
| 21 | Creative Planning | $4.4M | 65K | ▼−0.4% Reduced · −238 sh | Q1 2026 | |
| 22 | Bedell Frazier Investment Counselling, LLC | $4.1M | 62K | ▲+0.6% Added · +365 sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $3.9M | 59K | ▲+11% Added · +6K sh | Q1 2026 | |
| 24 | Linscomb Wealth, Inc. | $3.9M | 58K | ▲+5.1% Added · +3K sh | Q1 2026 | |
| 25 | Cerity Partners LLC | $3.9M | 58K | ▼−1.8% Reduced · −1K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 133 funds | $31.8B |
| MICROSOFT CORPMSFT | 133 funds | $29.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 133 funds | $21.5B |
| ALPHABET INC-CL CGOOG | 133 funds | $14.1B |
| BROADCOM INCAVGO | 133 funds | $13.2B |
| META PLATFORMS INC-CLASS AMETA | 133 funds | $10.9B |
| VISA INC-CLASS A SHARESV | 133 funds | $8.0B |
| ELI LILLY & COLLY | 133 funds | $7.5B |
| COSTCO WHOLESALE CORPCOST | 133 funds | $7.5B |
| EXXON MOBIL CORPXOM | 133 funds | $7.3B |
| HOME DEPOT INCHD | 133 funds | $5.7B |
| CHEVRON CORPCVX | 133 funds | $5.0B |
Ranked by how many of PHO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PHO. 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.