Who owns PHIN
Which tracked institutional funds hold PHIN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PHIN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
86 tracked funds added or opened PHIN while 55 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PHIN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PHIN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PHIN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 385 tracked filers holding PHIN, 167 increased or opened the position and 181 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PHIN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- VANGUARD PORTFOLIO MANAGEMENT LLC$172M
- VANGUARD CAPITAL MANAGEMENT LLC$110M
- T. Rowe Price Investment Management, Inc.$24M
- VANGUARD FIDUCIARY TRUST CO$17M
- FRANKLIN RESOURCES INC$9M
- WINTON GROUP Ltd$6M
Full exits 15
- VANGUARD GROUP INC$263M
- Freestone Grove Partners LP$35M
- Brandywine Global Investment Management, LLC$8M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$8M
- ExodusPoint Capital Management, LP$7M
- CIBC Private Wealth Group LLC$2M
Largest adds
- FMR LLC$46M
- VICTORY CAPITAL MANAGEMENT INC$42M
- Invesco Ltd.$37M
- DIMENSIONAL FUND ADVISORS LP$16M
- Amundi$13M
- AMERICAN CENTURY COMPANIES INC$13M
Largest trims
- BlackRock, Inc.$80M
- Voss Capital, LP$45M
- ADVISORY RESEARCH INC$14M
- HITE Hedge Asset Management LLC$14M
- Atom Investors LP$7M
- D. E. Shaw & Co., Inc.$7M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,089,037 | $280M | 9.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,512,703 | $172M | 6.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,336,499 | $160M | 5.6% | 2026-Q1 |
| FMR LLC added | 1,842,800 | $126M | 4.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,663,420 | $114M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,611,237 | $110M | 3.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 1,523,009 | $104M | 3.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,386,085 | $95M | 3.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,169,876 | $80M | 2.8% | 2026-Q1 |
| Invesco Ltd. added | 965,258 | $66M | 2.3% | 2026-Q1 |
| Voss Capital, LP trimmed | 920,025 | $63M | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 871,761 | $60M | 2.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 799,031 | $55M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 686,641 | $47M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 556,747 | $38M | 1.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 513,970 | $35M | 1.2% | 2026-Q1 |
| ION Fund Management Ltd trimmed | 510,000 | $35M | 1.2% | 2026-Q1 |
| Lodge Hill Capital, LLC added | 2,381,150 | $34M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 453,609 | $31M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 440,468 | $30M | 1.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 420,419 | $29M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 383,075 | $26M | 0.9% | 2026-Q1 |
| Prevatt Capital Ltd added | 380,000 | $26M | 0.9% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. new | 355,730 | $24M | 0.9% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 341,478 | $23M | 0.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 333,697 | $23M | 0.8% | 2026-Q1 |
| Medina Value Partners, LLC trimmed | 263,422 | $18M | 0.6% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 257,333 | $18M | 0.6% | 2026-Q1 |
| BANYAN CAPITAL MANAGEMENT, INC. trimmed | 255,523 | $17M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 262,868 | $17M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 252,568 | $17M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 245,072 | $17M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 234,849 | $16M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 209,843 | $14M | 0.5% | 2026-Q1 |
| Amundi added | 200,693 | $14M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC added | 184,368 | $13M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 182,882 | $13M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 181,684 | $12M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 177,725 | $12M | 0.4% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 171,257 | $12M | 0.4% | 2026-Q1 |
| Engine Capital Management, LP | 170,622 | $12M | 0.4% | 2026-Q1 |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 163,600 | $11M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 142,863 | $10M | 0.3% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 142,110 | $10M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 140,408 | $10M | 0.3% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 137,754 | $9M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 133,886 | $9M | 0.3% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC trimmed | 132,555 | $9M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 131,979 | $9M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 124,754 | $9M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 123,300 | $8M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 117,593 | $8M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 116,510 | $8M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 115,528 | $8M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 112,359 | $8M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 105,679 | $7M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 98,338 | $7M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 94,977 | $7M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 93,738 | $6M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 90,805 | $6M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 92,616 | $6M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd trimmed | 86,526 | $6M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 82,423 | $6M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 82,024 | $6M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 76,016 | $5M | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 75,956 | $5M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 74,686 | $5M | 0.2% | 2026-Q1 |
| Weiss Asset Management LP added | 72,300 | $5M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 72,050 | $5M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 70,836 | $5M | 0.2% | 2026-Q1 |
| Swedbank AB | 66,752 | $5M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 66,274 | $5M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 63,292 | $4M | 0.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 62,527 | $4M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 55,460 | $4M | 0.1% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 52,513 | $4M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 54,595 | $4M | 0.1% | 2026-Q1 |
| Creative Planning added | 52,872 | $4M | 0.1% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC trimmed | 48,475 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 52,779 | $3M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 46,834 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,195,407 | $263M | 9.2% | 2025-Q4 stale |
| Freestone Grove Partners LP added | 557,097 | $35M | 1.2% | 2025-Q4 stale |
| Ion Asset Management Ltd. trimmed | 533,469 | $31M | 1.1% | 2025-Q3 stale |
| NORGES BANK trimmed | 664,242 | $31M | 1.1% | 2025-Q3 stale |
| FIFTHDELTA Ltd trimmed | 659,280 | $29M | 1.0% | 2025-Q2 stale |
| Pacer Advisors, Inc. trimmed | 291,206 | $13M | 0.5% | 2025-Q2 stale |
| Point72 Asset Management, L.P. trimmed | 289,054 | $13M | 0.5% | 2025-Q2 stale |
| Invenomic Capital Management LP new | 229,254 | $10M | 0.4% | 2025-Q2 stale |
| Foundry Partners, LLC added | 216,488 | $9M | 0.3% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 133,554 | $8M | 0.3% | 2025-Q4 stale |
| STIFEL FINANCIAL CORP trimmed | 138,714 | $8M | 0.3% | 2025-Q3 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 124,299 | $8M | 0.3% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 105,766 | $7M | 0.2% | 2025-Q4 stale |
| Covalis Capital LLP trimmed | 120,337 | $5M | 0.2% | 2025-Q2 stale |
| Woodline Partners LP new | 112,864 | $5M | 0.2% | 2025-Q1 stale |
| ALPS ADVISORS INC trimmed | 101,634 | $5M | 0.2% | 2025-Q2 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed | 90,000 | $4M | 0.1% | 2025-Q2 stale |
| SG Capital Management LLC new | 67,817 | $4M | 0.1% | 2025-Q3 stale |
| Assenagon Asset Management S.A. trimmed | 67,251 | $4M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.