110 tracked 13F filers disclose a position in PHYL as of the latest SEC 13F filings, a combined $1.2B 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 | PRUDENTIAL FINANCIAL INC | $685.5M | 19.8M | ▲+48% Added · +6.5M sh | Q1 2026 | |
| 2 | State of New Jersey Common Pension Fund D | $75.9M | 2.2M | —Held | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $47.1M | 1.4M | ▲+28% Added · +296K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $46.2M | 1.3M | ▲+203% Added · +893K sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $43.7M | 1.3M | ▲+45% Added · +390K sh | Q1 2026 | |
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | $25.0M | 723K | ▲+28% Added · +158K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $18.0M | 521K | ▲+107% Added · +270K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $15.8M | 455K | ▲+7.6% Added · +32K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $13.1M | 378K | ▲+106% Added · +194K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $12.9M | 373K | ▲+11% Added · +38K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $11.3M | 328K | ▲+13% Added · +38K sh | Q1 2026 | |
| 12 | Inspire Advisors, LLC | $8.5M | 245K | ▼−28% Reduced · −96K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $8.0M | 232K | ▲+14% Added · +29K sh | Q1 2026 | |
| 14 | Ellenbecker Investment Group | $7.9M | 226K | ▲+24% Added · +43K sh | Q2 2026 | |
| 15 | RFG Advisory, LLC | $7.0M | 202K | ▼−14% Reduced · −34K sh | Q2 2026 | |
| 16 | OneDigital Investment Advisors LLC | $6.2M | 180K | ▲+28% Added · +40K sh | Q1 2026 | |
| 17 | Vestmark Advisory Solutions, Inc. | $5.7M | 166K | ▼−25% Reduced · −54K sh | Q1 2026 | |
| 18 | FIFTH THIRD SECURITIES, INC. | $5.7M | 164K | ▲+14% Added · +20K sh | Q2 2026 | |
| 19 | Advisory Resource Group | $5.6M | 161K | ▲+8.6% Added · +13K sh | Q2 2026 | |
| 20 | STIFEL FINANCIAL CORP | $5.5M | 157K | ▲+21% Added · +27K sh | Q1 2026 | |
| 21 | American Alpha Advisors, LLC | $5.3M | 154K | ▲+4.5% Added · +7K sh | Q1 2026 | |
| 22 | KFA Private Wealth Group, LLC | $5.0M | 145K | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 133K | ▲+39% Added · +37K sh | Q1 2026 | |
| 24 | HBW ADVISORY SERVICES LLC | $4.5M | 129K | ▲New +129K sh | Q2 2026 | |
| 25 | Ocean Park Asset Management, LLC | $4.4M | 128K | —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.
Last quarter, 9 funds opened a new position in PHYL and 27 added to an existing one, while 13 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 | 48 funds | $1.7B |
| APPLE INCAAPL | 47 funds | $3.1B |
| NVIDIA CORPNVDA | 47 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $1.7B |
| AMAZON.COM INCAMZN | 46 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 46 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 46 funds | $890.9M |
| JPMORGAN CHASE & COJPM | 46 funds | $794.8M |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $660.6M |
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $2.4B |
| BROADCOM INCAVGO | 45 funds | $897.4M |
| TESLA INCTSLA | 45 funds | $568.8M |
Ranked by how many of PHYL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PULSmc | 372 funds | $9.9B |
| PAAAmc | 202 funds | $6.1B |
| PHYLthis pageMF Closed and MF Open | 110 funds | $1.2B |
| PTRBmc | 72 funds | $670.4M |
| PSHSHRT DUR HGH YLD | 33 funds | $98.2M |
| PFRLFLOATING RT INC | 28 funds | $76.0M |
| PJFGJENNISON FOC GWT | 25 funds | $107.0M |
| PSDMmc | 23 funds | $72.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PHYL
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/PHYL/capital-change-brief"
Use Arkolith's capital_change_brief for PHYL. 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 PHYL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.