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-Q1 13F filings (latest filed 2026-05-26). 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
25 tracked funds added or opened PHO while 40 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 364 tracked filers holding PHO, 137 increased or opened the position and 137 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 2025-Q4 and 2026-Q1 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
- BNP PARIBAS FINANCIAL MARKETS$3M
- CIBC Bancorp USA Inc.$1M
- LexAurum Advisors, LLC$829K
- Trask Adam Roland$535K
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$512K
Full exits 9
- SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co$39M
- Murphy, Middleton, Hinkle & Parker, Inc.$6M
- AVALON CAPITAL MANAGEMENT$4M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- CIBC Private Wealth Group LLC$2M
- VAN ECK ASSOCIATES CORP$949K
Largest adds
- Atria Investments, Inc$20M
- UBS Group AG$17M
- Hamilton Wealth, LLC$14M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- CWM, LLC$2M
- D.A. DAVIDSON & CO.$2M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- LPL Financial LLC$7M
- BANK OF AMERICA CORP /DE/$7M
- MORGAN STANLEY$4M
- RAYMOND JAMES FINANCIAL INC$3M
- OSAIC HOLDINGS, INC.$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 1,565,665 | $105M | 12.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,322,472 | $88M | 10.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 836,098 | $56M | 6.7% | 2026-Q1 |
| UBS Group AG added | 667,470 | $45M | 5.3% | 2026-Q1 |
| 1832 Asset Management L.P. added | 562,918 | $38M | 4.5% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 427,217 | $29M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 419,926 | $28M | 3.4% | 2026-Q1 |
| Atria Investments, Inc added | 353,972 | $24M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 335,431 | $22M | 2.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 295,258 | $20M | 2.4% | 2026-Q1 |
| Hamilton Wealth, LLC added | 247,036 | $17M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 221,756 | $15M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 205,355 | $14M | 1.6% | 2026-Q1 |
| Prism Advisors, Inc. added | 186,428 | $12M | 1.5% | 2026-Q1 |
| CWM, LLC added | 180,133 | $12M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 164,173 | $11M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 161,010 | $11M | 1.3% | 2026-Q1 |
| Polianta Ltd | 153,700 | $10M | 1.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 142,050 | $9M | 1.1% | 2026-Q1 |
| THRYVE WEALTH MANAGEMENT LLC added | 100,872 | $7M | 0.8% | 2026-Q1 |
| Sage Capital Management, LLC trimmed | 97,169 | $6M | 0.8% | 2026-Q1 |
| WealthSpring Partners, LLC added | 96,687 | $6M | 0.8% | 2026-Q1 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed | 94,896 | $6M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 84,836 | $6M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 73,856 | $5M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 70,106 | $5M | 0.6% | 2026-Q1 |
| Conservest Capital Advisors, Inc. trimmed | 68,420 | $5M | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 65,492 | $4M | 0.5% | 2026-Q1 |
| Bedell Frazier Investment Counselling, LLC added | 61,554 | $4M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 58,720 | $4M | 0.5% | 2026-Q1 |
| Linscomb Wealth, Inc. added | 58,408 | $4M | 0.5% | 2026-Q1 |
| Cerity Partners LLC trimmed | 58,147 | $4M | 0.5% | 2026-Q1 |
| Raab & Moskowitz Asset Management LLC trimmed | 57,755 | $4M | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 56,090 | $4M | 0.4% | 2026-Q1 |
| COMMERCE BANK trimmed | 55,822 | $4M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 56,101 | $4M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 52,004 | $3M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 51,399 | $3M | 0.4% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. trimmed | 50,548 | $3M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 49,501 | $3M | 0.4% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 49,397 | $3M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 48,626 | $3M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 40,793 | $3M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 39,695 | $3M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 36,312 | $2M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 35,359 | $2M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 31,981 | $2M | 0.3% | 2026-Q1 |
| DUDLEY & SHANLEY, INC. | 32,780 | $2M | 0.3% | 2026-Q1 |
| Verity Asset Management, Inc. added | 32,729 | $2M | 0.3% | 2026-Q1 |
| FMR LLC added | 32,673 | $2M | 0.3% | 2026-Q1 |
| Rockingstone Advisors LLC trimmed | 31,084 | $2M | 0.2% | 2026-Q1 |
| O'ROURKE & COMPANY, Inc trimmed | 29,661 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 29,649 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 28,273 | $2M | 0.2% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 27,259 | $2M | 0.2% | 2026-Q1 |
| Curbstone Financial Management Corp | 26,700 | $2M | 0.2% | 2026-Q1 |
| Hilltop Holdings Inc. | 26,150 | $2M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 25,896 | $2M | 0.2% | 2026-Q1 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 25,462 | $2M | 0.2% | 2026-Q1 |
| Bravias Capital Group, LLC added | 25,242 | $2M | 0.2% | 2026-Q1 |
| Trust Co | 25,075 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 24,751 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 23,863 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 23,686 | $2M | 0.2% | 2026-Q1 |
| GUARDIAN CAPITAL LP added | 23,300 | $2M | 0.2% | 2026-Q1 |
| PFG Investments, LLC added | 20,379 | $1M | 0.2% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 20,208 | $1M | 0.2% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 20,190 | $1M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 19,364 | $1M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 19,347 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 19,246 | $1M | 0.2% | 2026-Q1 |
| WEATHERLY ASSET MANAGEMENT L. P. | 18,972 | $1M | 0.2% | 2026-Q1 |
| BlackRock, Inc. added | 18,727 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 18,601 | $1M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 18,534 | $1M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 18,449 | $1M | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 18,347 | $1M | 0.1% | 2026-Q1 |
| MUSTICO FINANCIAL GROUP, INC. added | 17,420 | $1M | 0.1% | 2026-Q1 |
| Composition Wealth, LLC | 18,004 | $1M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 16,966 | $1M | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC added | 16,595 | $1M | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 16,500 | $1M | 0.1% | 2026-Q1 |
| American Institute for Advanced Investment Management, LLP trimmed | 16,440 | $1M | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 16,255 | $1M | 0.1% | 2026-Q1 |
| Fox Hill Wealth Management trimmed | 16,230 | $1M | 0.1% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC | 16,193 | $1M | 0.1% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 16,159 | $1M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 16,102 | $1M | 0.1% | 2026-Q1 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co new | 198,306 | $39M | 4.7% | 2025-Q4 stale |
| Gitterman Wealth Management, LLC trimmed | 368,922 | $27M | 3.2% | 2025-Q3 stale |
| Strive Asset Management, LLC added | 91,856 | $7M | 0.8% | 2025-Q3 stale |
| Murphy, Middleton, Hinkle & Parker, Inc. new | 9,484 | $6M | 0.8% | 2025-Q4 stale |
| AVALON CAPITAL MANAGEMENT added | 57,292 | $4M | 0.5% | 2025-Q4 stale |
| Money Design Co.,Ltd. trimmed | 55,953 | $4M | 0.5% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 30,127 | $2M | 0.3% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 25,621 | $2M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 24,007 | $2M | 0.2% | 2025-Q4 stale |
| Nilsine Partners, LLC trimmed | 20,428 | $1M | 0.2% | 2025-Q3 stale |
| Private Wealth Advisors, LLC added | 21,540 | $1M | 0.2% | 2025-Q1 stale |
| Glenmede Investment Management, LP trimmed | 17,615 | $1M | 0.2% | 2025-Q3 stale |
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.