340 tracked 13F filers disclose a position in PHO as of the latest SEC 13F filings, a combined $775.9M 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 | 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 | $33.0M | 477K | ▲+12% Added · +50K sh | Q2 2026 | |
| 6 | Atria Investments, Inc | $31.7M | 459K | ▲+30% Added · +105K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $28.1M | 420K | ▼−3.5% Reduced · −15K 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 | Bluespring Wealth Management, LLC | $12.8M | 186K | ▲New +186K sh | Q2 2026 | |
| 13 | CWM, LLC | $12.0M | 180K | ▲+28% Added · +40K sh | Q1 2026 | |
| 14 | Prism Advisors, Inc. | $12.4M | 179K | ▼−3.9% Reduced · −7K sh | Q2 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $11.0M | 164K | ▲+117% Added · +89K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $10.8M | 161K | ▼−14% Reduced · −26K sh | Q1 2026 | |
| 17 | BLAIR WILLIAM & CO/IL | $10.0M | 145K | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 18 | Hamilton Wealth, LLC | $8.3M | 120K | ▼−2.9% Reduced · −4K sh | Q2 2026 | |
| 19 | D.A. DAVIDSON & CO. | $6.9M | 100K | ▲+42% Added · +30K sh | Q2 2026 | |
| 20 | WealthSpring Partners, LLC | $6.9M | 99K | ▲+2.7% Added · +3K sh | Q2 2026 | |
| 21 | Sage Capital Management, LLC | $6.7M | 97K | ▼−0.3% Reduced · −316 sh | Q2 2026 | |
| 22 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $5.9M | 84K | ▼−11% Reduced · −11K sh | Q2 2026 | |
| 23 | ALLSTREET CAPITAL ADVISORS LLC | $5.3M | 77K | ▲+0.3% Added · +227 sh | Q2 2026 | |
| 24 | Kestra Advisory Services, LLC | $5.3M | 76K | ▼−10% Reduced · −9K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $4.9M | 74K | ▼−13% Reduced · −11K 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.
Last quarter, 0 funds opened a new position in PHO and 18 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 |
|---|---|---|
| NVIDIA CORPNVDA | 197 funds | $85.3B |
| APPLE INCAAPL | 197 funds | $72.0B |
| AMAZON.COM INCAMZN | 196 funds | $46.7B |
| MICROSOFT CORPMSFT | 195 funds | $64.0B |
| ALPHABET INC-CL AGOOGL | 195 funds | $40.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 192 funds | $9.9B |
| ALPHABET INC-CL CGOOG | 191 funds | $28.4B |
| JPMORGAN CHASE & COJPM | 190 funds | $19.9B |
| ELI LILLY & COLLY | 189 funds | $17.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 188 funds | $11.9B |
| JOHNSON & JOHNSONJNJ | 187 funds | $12.9B |
| HOME DEPOT INCHD | 187 funds | $8.9B |
Ranked by how many of PHO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PHO
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.
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.