| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Federation des caisses Desjardins du Quebec | $204.9M | 5.80M | Added | Q1 2026 |
| 2 | Evanson Asset Management, LLC | $136.1M | 3.84M | Reduced | Q1 2026 |
| 3 | Bleakley Financial Group, LLC | $78.7M | 2.22M | Reduced | Q1 2026 |
| 4 | SPROTT INC. | $74.8M | 2.11M | Reduced | Q1 2026 |
| 5 | SouthState Bank Corp | $58.6M | 1.65M | Added | Q1 2026 |
| 6 | Beacon Pointe Advisors, LLC | $55.2M | 1.56M | Added | Q1 2026 |
| 7 | Kestra Advisory Services, LLC | $47.7M | 1.35M | Added | Q1 2026 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $39.4M | 1.11M | Reduced | Q1 2026 |
| 9 | 3EDGE Asset Management, LP | $29.5M | 863.4K | Reduced | Q1 2026 |
| 10 | SCOTIA CAPITAL INC. | $26.3M | 750.3K | Reduced | Q1 2026 |
| 11 | Private Advisor Group, LLC | $22.6M | 638.6K | Added | Q1 2026 |
| 12 | Integrated Wealth Concepts LLC | $22.6M | 637.5K | Added | Q1 2026 |
| 13 | Marex Group plc | $22.4M | 630.8K | Added | Q1 2026 |
| 14 | Cannell & Spears LLC | $21.9M | 617.3K | New | Q1 2026 |
| 15 | Cyndeo Wealth Partners, LLC | $20.0M | 563.1K | Reduced | Q1 2026 |
| 16 | Wealthcare Advisory Partners LLC | $19.1M | 539.0K | Added | Q1 2026 |
| 17 | Laird Norton Wetherby Trust Company, LLC | $19.0M | 536.7K | Reduced | Q1 2026 |
| 18 | Kingsview Wealth Management, LLC | $19.0M | 536.5K | Added | Q1 2026 |
| 19 | BIP Wealth, LLC | $18.0M | 506.7K | Added | Q1 2026 |
| 20 | Prospera Financial Services Inc | $17.4M | 489.8K | Added | Q1 2026 |
| 21 | Weiss Asset Management LP | $17.2M | 484.1K | New | Q1 2026 |
| 22 | TD Waterhouse Canada Inc. | $16.6M | 461.5K | Added | Q1 2026 |
| 23 | Sanctuary Advisors, LLC | $16.6M | 467.1K | Added | Q1 2026 |
| 24 | JOHNSON INVESTMENT COUNSEL INC | $16.2M | 456.7K | New | Q1 2026 |
| 25 | Tidal Investments LLC | $16.1M | 454.5K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia Corp ComNVDA | 184 funds | $40.7B |
| TATE STR SPDR S&P 500 ETF TSPY | 182 funds | $25.9B |
| LPHABET INCGOOG | 182 funds | $16.7B |
| Jpmorgan Chase & CoJPM | 182 funds | $15.5B |
| Exxon Mobil CorporationXOM | 182 funds | $9.4B |
| Apple IncAAPL | 181 funds | $46.4B |
| Microsoft CorpMSFT | 181 funds | $38.3B |
| Amazon.com IncAMZN | 181 funds | $26.4B |
| Lilly Eli & CompanyLLY | 181 funds | $10.6B |
| Tesla Motors IncTSLA | 181 funds | $6.6B |
| GOOGLE INCGOOGL | 180 funds | $25.7B |
| Meta Platforms, Inc.META | 180 funds | $14.0B |
Ranked by how many of PHYS'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PHYS. 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.