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-Q2 13F filings (latest filed 2026-09-22). 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
96 tracked funds added or opened PHIN while 60 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 361 tracked filers holding PHIN, 155 increased or opened the position and 188 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 6
- Freestone Grove Partners LP$23M
- GFS Advisors, LLC$5M
- Turas Capital Management LP$2M
- Jupiter Topco LLC$1M
- MorganRosel Wealth Management, LLC$972K
- Aquatic Capital Management LLC$951K
Full exits 37
- LSV ASSET MANAGEMENT$95M
- Lodge Hill Capital, LLC$34M
- T. Rowe Price Investment Management, Inc.$24M
- Amundi$14M
- FRANKLIN RESOURCES INC$9M
- JANE STREET GROUP, LLC$7M
Largest adds
- BlackRock, Inc.$197M
- FMR LLC$61M
- PRICE T ROWE ASSOCIATES INC /MD/$51M
- VANGUARD PORTFOLIO MANAGEMENT LLC$37M
- AMERICAN CENTURY COMPANIES INC$36M
- DIMENSIONAL FUND ADVISORS LP$35M
Largest trims
- Voss Capital, LP$43M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$28M
- Qube Research & Technologies Ltd$16M
- BANK OF AMERICA CORP /DE/$5M
- MEEDER ASSET MANAGEMENT INC$2M
- SCHRODER INVESTMENT MANAGEMENT GROUP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,794,628 | $477M | 16.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,538,124 | $209M | 7.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,361,225 | $194M | 6.9% | 2026-Q2 |
| FMR LLC added | 2,276,933 | $188M | 6.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,817,953 | $150M | 5.3% | 2026-Q2 |
| STATE STREET CORP added | 1,603,644 | $132M | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,603,382 | $132M | 4.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,225,366 | $101M | 3.6% | 2026-Q2 |
| Invesco Ltd. added | 1,055,326 | $87M | 3.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 878,570 | $72M | 2.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 772,668 | $64M | 2.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 736,722 | $61M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 640,461 | $53M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 617,110 | $51M | 1.8% | 2026-Q2 |
| ION Fund Management Ltd added | 547,684 | $45M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 470,411 | $39M | 1.4% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 426,553 | $35M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 394,129 | $32M | 1.1% | 2026-Q2 |
| Prevatt Capital Ltd | 380,000 | $31M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 368,771 | $30M | 1.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 322,014 | $27M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 298,734 | $25M | 0.9% | 2026-Q2 |
| Medina Value Partners, LLC added | 298,155 | $25M | 0.9% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 273,442 | $23M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 256,156 | $21M | 0.7% | 2026-Q2 |
| HEARTLAND ADVISORS INC trimmed | 252,333 | $21M | 0.7% | 2026-Q2 |
| Voss Capital, LP trimmed | 243,317 | $20M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 224,924 | $18M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 207,915 | $17M | 0.6% | 2026-Q2 |
| BANYAN CAPITAL MANAGEMENT, INC. trimmed | 189,567 | $16M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC added | 187,685 | $15M | 0.5% | 2026-Q2 |
| Engine Capital Management, LP | 170,622 | $14M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 169,673 | $14M | 0.5% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 169,590 | $14M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 168,106 | $14M | 0.5% | 2026-Q2 |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 163,500 | $13M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 156,421 | $13M | 0.5% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 155,920 | $13M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 154,339 | $13M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC added | 142,284 | $12M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 135,159 | $11M | 0.4% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 133,860 | $11M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 131,763 | $11M | 0.4% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 130,721 | $11M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 128,872 | $11M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 127,524 | $11M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 124,334 | $10M | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 120,217 | $10M | 0.3% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 113,193 | $9M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 103,447 | $9M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 100,862 | $8M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 92,282 | $8M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 88,678 | $7M | 0.3% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 87,396 | $7M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 84,888 | $7M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 79,857 | $7M | 0.2% | 2026-Q2 |
| Swiss National Bank | 76,016 | $6M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 73,490 | $6M | 0.2% | 2026-Q2 |
| Creative Planning added | 69,713 | $6M | 0.2% | 2026-Q2 |
| Swedbank AB | 66,752 | $5M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 66,618 | $5M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 62,450 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 59,326 | $5M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 58,380 | $5M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 57,033 | $4M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 54,940 | $5M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 52,628 | $4M | 0.2% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 51,677 | $4M | 0.2% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 48,494 | $4M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 47,299 | $4M | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 46,410 | $4M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 45,531 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 45,328 | $4M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 43,395 | $4M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 42,830 | $4M | 0.1% | 2026-Q2 |
| Ballast Asset Management, LP trimmed | 41,737 | $3M | 0.1% | 2026-Q2 |
| Steigerwald, Gordon & Koch Inc. trimmed | 41,159 | $3M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 40,124 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 40,114 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 39,328 | $3M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC | 38,500 | $3M | 0.1% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC trimmed | 37,968 | $3M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 36,103 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 32,588 | $3M | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP trimmed | 31,940 | $3M | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 31,773 | $3M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 30,181 | $2M | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 29,184 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 29,034 | $2M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 27,922 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 26,676 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 25,127 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 23,177 | $2M | 0.1% | 2026-Q2 |
| Elo Mutual Pension Insurance Co added | 23,076 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 22,884 | $2M | 0.1% | 2026-Q2 |
| Turas Capital Management LP new | 21,945 | $2M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 21,745 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 21,721 | $2M | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC added | 20,787 | $2M | 0.1% | 2026-Q2 |
| GFS Advisors, LLC new | 474 | $5M | 0.2% | 2026-Q2 |
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.