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Parametric Hedged Equity ETF (PHEQ)

CUSIP: 61774R874 | NYSE | 33 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC419,556
0.0% of portfolio›$14.9M
Sheets Smith Wealth Management54,623
0.2% of portfolio›$1.9M
Bluedoor Private Wealth, LLC19,221
0.3% of portfolio›$682.2K
Blue Jean Financial LLC16,418
0.4% of portfolio›$581.1K
Fifth Third Bancorp1,809
0.0% of portfolio›$64.0K
Farther Finance Advisors, LLC1,067
0.0% of portfolio›$37.8K
Assetmark, Inc765
0.0% of portfolio›$27.1K
StyleTurnoverLocationFiled
LPL Financial LLC
419,556$14.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Sheets Smith Wealth Management
54,623$1.9M0.2%CoreLowWinston-Salem, NC2026-10-16
Bluedoor Private Wealth, LLC
19,221$682.2K0.3%CoreLowBeverly, MA2026-11-05
Blue Jean Financial LLC
16,418$581.1K0.4%GrowthVery HighAlbany, NY2026-10-20
Fifth Third Bancorp
1,809$64.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
1,067$37.8K0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
765$27.1K0.0%ETFLowConcord, CA2026-10-21