PHEQ

PARAMETRIC HEDGED EQUITY ETF

Who Owns This Stock

Who Owns PHEQ

Dealer / Bank75.3%2 holders

Other24.7%14 holders

Based on Q4 2025 13F filings + AC behavioral model

16 institutional holders

Top Holders

1.★Morgan Stanley IMdealer_bank

$66426.4B

2.★Morgan Stanley IMdealer_bank

$27033.1B

3.★FIDUCIENT ADVISORS LLCother_unclassified

$7946.4B

4.▲LPL Financial LLCother_unclassified

+105.3%$6232.7B

5.★Convergence Financial, LLCother_unclassified

$3012.3B

6.▲Integrated Wealth Concepts LLCother_unclassified

+1.4%$1914.6B

7.★SHEETS SMITH WEALTH MANAGEMENTother_unclassified

$1815.3B

8.★SUSQUEHANNA INTERNATIONAL GROUP, LLPother_unclassified

$1609.9B

9.★OLD MISSION CAPITAL LLCother_unclassified

$1279.6B

10.★SUSQUEHANNA INTERNATIONAL GROUP, LLPother_unclassified

$780.9B

11.▲Savvy Advisors, Inc.other_unclassified

+0.0%$702.3B

12.★OSAIC HOLDINGS, INC.other_unclassified

$519.3B

13.SMITH, MOORE & CO.other_unclassified

0.0%$252.4B

14.Concurrent Investment Advisors, LLCother_unclassified

0.0%$216.1B

15.COMERICA BANKdealer_bank

0.0%$49.6B

16.★Farther Finance Advisors, LLCother_unclassified

$43.2B

17.▼COMERICA BANKdealer_bank

-14.0%$42.6B

18.★CoreCap Advisors, LLCother_unclassified

$7.3B

19.▲Wayfinding Financial, LLCother_unclassified

+0.6%$4.4B

20.★Morgan Stanley IMdealer_bank

$37M

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Dealer / Bank(75.3%)

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Facilitating

Other(24.7%)

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Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.