Who owns PHEQ?
Parametric Hedged Equity ETF · Parametric
16 institutions reported holding PHEQ, worth $119.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PHEQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $98.6M | 2,851,047 | +337,537 shares |
| LPL Financial LLC | Fort Mill, SC | $10.7M | 309,167 | +66,462 shares |
| Wayfinding Financial, LLC | Lynnwood, WA | $3.2M | 93,892 | −38,171 shares |
| Sheets Smith Wealth Management | Winston-Salem, NC | $1.9M | 54,623 | −240 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.5M | 44,206 | −21,224 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $931K | 26,931 | +2,603 shares |
| Old Mission Capital LLC | Chicago, IL | $866K | 25,050 | New position |
| Integrated Wealth Concepts LLC | Waltham, MA | $835K | 24,164 | −16,918 shares |
| Savvy Advisors, Inc. | New York, NY | $786K | 22,741 | +207 shares |
| Bluedoor Private Wealth, LLC | Beverly, MA | $405K | 11,715 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PHEQ?
16 institutional managers reported holding PHEQ in Form 13F filings for June 30, 2026, worth $119.9M in total. The largest reported position was held by Morgan Stanley, at $98.6M.
Did institutions buy or sell PHEQ last quarter?
Reported 13F value rose 12.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PHEQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.