HolderBook

PHOENIX MTR INC (PEVM)

Institutional ownership reported to the SEC as of Q2 2025, across 13 quarters.

3
Reporting holders
$5.3K
Reported value
0.1%
Of shares outstanding
0.0%
Held as options
-14
Holder change

Institutions report 37,511 shares against 49,280,432 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Vanguard Personalized Indexing Management, LLC$3.5K25,1440.00%3q-64.8%-$6.5K
Ground Swell Capital, LLC$1.5K10,7370.00%2q-79.2%-$5.8K
OSAIC HOLDINGS, INC.$2291,6300.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20253$5.3K37,5111020.0%
Q1 202517$467.0K1,341,5567810.0%
Q4 202410$138.3K461,0755220.0%
Q3 20246$63.0K167,6631320.0%
Q2 20247$53.3K157,9743030.0%
Q1 20246$345.8K432,1702310.0%
Q4 20236$379.9K363,8513210.0%
Q3 20234$40.0K36,9102100.0%
Q2 20233$15.3K20,6961110.0%
Q1 20233$2337,1172100.0%
Q4 20225$16.8K15,8323020.0%
Q3 20223$23.0K14,8763000.0%
Q2 20225$635.0K133,9865000.0%