Parametric Hedged Equity ETF
$35.41+0.6%
+$4.7M
Net Activity
+3.93% total shares
Institutions Holding
16
Popularity Rank
#8931
Avg Weight
0.10%
Total Value
$119.9M
16 institutions currently hold PHEQ, with 8 net buyers and 12 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
12
Net Buying Institutions
8
Top 5 by Value
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Across its top 16 institutional holders, PHEQ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).
PHEQ ranks #8931 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
16 institutions disclose a position in PHEQ, but none treat it as a major bet — even Wayfinding Financial, LLC, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
LPL Financial LLC has added to its PHEQ position for two straight quarters, increasing it by $4.5M to reach $10.7M today.
Wayfinding Financial, LLC has trimmed its PHEQ position for two straight quarters, cutting it by $1.1M while still holding $3.2M.
PHEQ is up 0.6% today, and institutions have been net buyers of $4.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$15.4M
Total Buy Value
$10.2M
Total Sell Value
8
Net Buyers
12
Net Sellers
PHEQ
Q2 2026
Top 5 Institutional Movers
+$18.2M
-$6.1M
+$2.9M
-$975.0K
+$866.0K
PHEQ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
61774R874
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,252
Total reported value
$1.3T
Held by 5252 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,145
Total reported value
$670.7B
Held by 5145 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,075
Total reported value
$1.1T
Held by 5075 institutions — one of the most-tracked stocks on AlphaSMO
Access PHEQ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PHEQCLI
npx alphasmo stocks get PHEQ