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Public ownership evidence

Parametric Hedged Equity ETF (PHEQ) Ownership Disclosures

Read PHEQ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-1526,931$931,283None
OLD MISSION CAPITAL LLC2026-06-302026-08-1525,050$866,008None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1529,340$1,014,319None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,866$513,935None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15590$20,255None
Wayfinding Financial, LLC2026-06-302026-08-1493,892$3,245,000None
MORGAN STANLEY2026-06-302026-08-14830,000$28,694,096None
MORGAN STANLEY2026-06-302026-08-142,021,047$69,870,020None
Regatta Research & Money Management2026-06-302026-08-13590$20,391None
Regatta Research & Money Management2026-06-302026-08-13488$16,871None
Integrated Wealth Concepts LLC2026-06-302026-08-1324,164$835,378None
Aptus Capital Advisors, LLC2026-06-302026-08-13306$10,579None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13200$6,914None
LPL Financial LLC2026-06-302026-08-08309,167$10,688,278None
FIFTH THIRD BANCORP2026-06-302026-08-061,833$63,369None
Savvy Advisors, Inc.2026-06-302026-08-0422,741$786,191None
Farther Finance Advisors, LLC2026-06-302026-07-181,167$40,345None
BLUEDOOR PRIVATE WEALTH, LLC2026-06-302026-07-1711,715$405,002None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗Wayfinding Financial, LLC ↗MORGAN STANLEY ↗MORGAN STANLEY ↗Regatta Research & Money Management ↗Regatta Research & Money Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.