PHEQ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -8.4% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.51M | -12.4% | $80.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 242.71K | +26.8% | $7.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Susquehanna International Group, Llp | 65.43K | -10.9% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 24.33K | +52.7% | $777,802 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Jane Street Group, Llc | 18.53K | New | $592,229 | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 11.74K | New | $375,303 | 0.0% | New | 1 | SEC ↗ |
| 7 | Cwm, Llc | 7.15K | New | $228,365 | 0.0% | New | 1 | SEC ↗ |
| 8 | Fifth Third Bancorp | 1.83K | New | $58,578 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 23 | New | $735 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $592,229 | 0.0% |
| Bank Of America Corp /De/ | $375,303 | 0.0% |
| Cwm, Llc | $228,365 | 0.0% |
| Fifth Third Bancorp | $58,578 | 0.0% |
| UBS Group AG | $735 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 18 holders, 3.34M shares, $102.44M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.