Who owns PHO
Which tracked institutional funds hold PHO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PHO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
34 tracked funds added or opened PHO while 28 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PHO’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PHO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PHO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 361 tracked filers holding PHO, 144 increased or opened the position and 149 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PHO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Bluespring Wealth Management, LLC$13M
- Coppell Advisory Solutions LLC$4M
- CITADEL ADVISORS LLC$739K
- GOLDMAN SACHS GROUP INC$650K
- Burnham & Co LLC$546K
Full exits 13
- CWM, LLC$12M
- Polianta Ltd$10M
- THRYVE WEALTH MANAGEMENT LLC$7M
- Bedell Frazier Investment Counselling, LLC$4M
- HighTower Advisors, LLC$3M
- DUDLEY & SHANLEY, INC.$2M
Largest adds
- Atria Investments, Inc$8M
- BANK OF AMERICA CORP /DE/$6M
- AMERIPRISE FINANCIAL INC$5M
- Perigon Wealth Management, LLC$4M
- 1832 Asset Management L.P.$4M
- D.A. DAVIDSON & CO.$2M
Largest trims
- UBS Group AG$24M
- Hamilton Wealth, LLC$8M
- RAYMOND JAMES FINANCIAL INC$4M
- Cetera Investment Advisers$1M
- Prime Capital Investment Advisors, LLC$1M
- Equitable Holdings, Inc.$504K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,600,010 | $111M | 15.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,304,435 | $90M | 12.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 804,161 | $56M | 7.5% | 2026-Q2 |
| 1832 Asset Management L.P. added | 606,065 | $42M | 5.7% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 477,462 | $33M | 4.5% | 2026-Q2 |
| Atria Investments, Inc added | 458,767 | $32M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 346,907 | $24M | 3.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 323,310 | $22M | 3.0% | 2026-Q2 |
| UBS Group AG trimmed | 302,906 | $21M | 2.8% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 287,435 | $20M | 2.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 199,876 | $14M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 192,918 | $13M | 1.8% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 185,547 | $13M | 1.7% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 179,122 | $12M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 166,194 | $11M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 156,103 | $11M | 1.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 144,533 | $10M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 123,674 | $9M | 1.2% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 119,988 | $8M | 1.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 99,888 | $7M | 0.9% | 2026-Q2 |
| WealthSpring Partners, LLC added | 99,343 | $7M | 0.9% | 2026-Q2 |
| Sage Capital Management, LLC trimmed | 96,853 | $7M | 0.9% | 2026-Q2 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed | 84,073 | $6M | 0.8% | 2026-Q2 |
| ALLSTREET CAPITAL ADVISORS LLC added | 77,391 | $5M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 77,121 | $5M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 76,069 | $5M | 0.7% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 70,056 | $5M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 64,890 | $4M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 64,178 | $4M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 60,160 | $4M | 0.6% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC trimmed | 57,388 | $4M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 56,740 | $4M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 55,621 | $4M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 53,879 | $4M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 52,081 | $4M | 0.5% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 51,008 | $4M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 50,505 | $3M | 0.5% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 50,405 | $3M | 0.5% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 48,790 | $3M | 0.5% | 2026-Q2 |
| COMMERCE BANK trimmed | 47,762 | $3M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,846 | $3M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 41,731 | $3M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 34,975 | $2M | 0.3% | 2026-Q2 |
| FMR LLC added | 34,127 | $2M | 0.3% | 2026-Q2 |
| Verity Asset Management, Inc. added | 33,126 | $2M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 31,985 | $2M | 0.3% | 2026-Q2 |
| Rockingstone Advisors LLC added | 31,209 | $2M | 0.3% | 2026-Q2 |
| SeaCrest Wealth Management, LLC added | 29,875 | $2M | 0.3% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc trimmed | 29,574 | $2M | 0.3% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 28,117 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 26,991 | $2M | 0.3% | 2026-Q2 |
| Hilltop Holdings Inc. | 26,150 | $2M | 0.2% | 2026-Q2 |
| Curbstone Financial Management Corp trimmed | 26,150 | $2M | 0.2% | 2026-Q2 |
| Bravias Capital Group, LLC added | 26,018 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 25,617 | $2M | 0.2% | 2026-Q2 |
| Trust Co | 25,075 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 24,558 | $2M | 0.2% | 2026-Q2 |
| GUARDIAN CAPITAL LP added | 23,900 | $2M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 22,896 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 22,829 | $2M | 0.2% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 22,823 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 22,033 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 21,751 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 20,936 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 20,407 | $1M | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 20,238 | $1M | 0.2% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 20,232 | $1M | 0.2% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 20,190 | $1M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 19,234 | $1M | 0.2% | 2026-Q2 |
| WEATHERLY ASSET MANAGEMENT L. P. | 18,972 | $1M | 0.2% | 2026-Q2 |
| BlackRock, Inc. trimmed | 18,606 | $1M | 0.2% | 2026-Q2 |
| MUSTICO FINANCIAL GROUP, INC. added | 18,583 | $1M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 18,459 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 18,276 | $1M | 0.2% | 2026-Q2 |
| Composition Wealth, LLC added | 18,148 | $1M | 0.2% | 2026-Q2 |
| Secure Asset Management, LLC trimmed | 16,542 | $1M | 0.2% | 2026-Q2 |
| American Institute for Advanced Investment Management, LLP trimmed | 16,330 | $1M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 16,255 | $1M | 0.2% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC | 16,193 | $1M | 0.1% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ | 16,159 | $1M | 0.2% | 2026-Q2 |
| Fox Hill Wealth Management trimmed | 16,105 | $1M | 0.2% | 2026-Q2 |
| Gouws Capital LLC | 16,000 | $1M | 0.1% | 2026-Q2 |
| Spire Wealth Management trimmed | 15,385 | $1M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 15,291 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 15,063 | $1M | 0.1% | 2026-Q2 |
| Glen Eagle Advisors, LLC trimmed | 14,800 | $1M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 14,727 | $1M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 14,143 | $977K | 0.1% | 2026-Q2 |
| FSM Wealth Advisors, LLC trimmed | 14,007 | $968K | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO | 13,942 | $963K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 13,892 | $960K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 13,799 | $953K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 13,250 | $919K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 12,894 | $891K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 12,814 | $885K | 0.1% | 2026-Q2 |
| Elk River Wealth Management LLC | 12,625 | $872K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 12,488 | $863K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 12,451 | $860K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 12,333 | $852K | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 104 | $4M | 0.6% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.