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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
16 filers reported a long position in PHEQ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| MORGAN STANLEY | $98.6M | 2.9M | +13.4% |
| LPL Financial LLC | $10.7M | 309.2K | +27.4% |
| Wayfinding Financial, LLC | $3.2M | 93.9K | -28.9% |
| SHEETS SMITH WEALTH MANAGEMENT | $1.9M | 54.6K | -0.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 44.2K | -32.4% |
| OSAIC HOLDINGS, INC. | $931.3K | 26.9K | +10.7% |
| OLD MISSION CAPITAL LLC | $866K | 25.1K | New |
| Savvy Advisors, Inc. | $786.2K | 22.7K | +0.9% |
| Integrated Wealth Concepts LLC | $417.7K | 12.1K | -70.6% |
| BLUEDOOR PRIVATE WEALTH, LLC | $405K | 11.7K | New |
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