目前共有 18 家機構持有 PHEQ，以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| MORGAN STANLEY | US$8032.4萬 | 0.00% |
| LPL Financial LLC | US$775.6萬 | 0.00% |
| Convergence Financial, LLC | US$614.6萬 | 0.65% |
| Wayfinding Financial, LLC | US$422.0萬 | 1.83% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | US$209.1萬 | 0.00% |
| SHEETS SMITH WEALTH MANAGEMENT | US$175.3萬 | 0.20% |
| Integrated Wealth Concepts LLC | US$131.3萬 | 0.01% |
| OSAIC HOLDINGS, INC. | US$77.8萬 | 0.00% |
| Savvy Advisors, Inc. | US$72.0萬 | 0.02% |
| JANE STREET GROUP, LLC | US$59.2萬 | 0.00% |
| BANK OF AMERICA CORP /DE/ | US$37.5萬 | 0.00% |
| SMITH, MOORE & CO. | US$24.8萬 | 0.02% |
| CWM, LLC | US$22.8萬 | 0.00% |
| FIFTH THIRD BANCORP | US$5.9萬 | 0.00% |
| Farther Finance Advisors, LLC | US$4.3萬 | 0.00% |
| Aptus Capital Advisors, LLC | US$9779.0 | 0.00% |
| CoreCap Advisors, LLC | US$959.0 | 0.00% |
| UBS Group AG | US$735.0 | 0.00% |