Who owns PHYL
Which tracked institutional funds hold PHYL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PHYL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
41 tracked funds added or opened PHYL while 20 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
PHYL’s largest tracked holder by dollar value, PRUDENTIAL FINANCIAL INC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PHYL 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 127 tracked filers holding PHYL, 83 increased or opened the position and 53 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 PHYL 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 10
- Integrated Wealth Concepts LLC$5M
- HBW ADVISORY SERVICES LLC$4M
- GAINLINE FINANCIAL PARTNERS, LLC$4M
- 49 WEALTH MANAGEMENT, LLC$3M
- ALONGSIDE, LLC$3M
- Turner Financial Group, Inc.$2M
Full exits 11
- Capital Analysts, LLC$17M
- Cambridge Investment Research Advisors, Inc.$4M
- Thrivent Financial for Lutherans$2M
- PARK AVENUE SECURITIES LLC$2M
- Baer Investment Advisory LLC$2M
- Gibbs Wealth Management$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$34M
- AMERIPRISE FINANCIAL INC$7M
- ENVESTNET ASSET MANAGEMENT INC$6M
- PNC Financial Services Group, Inc.$4M
- PRUDENTIAL FINANCIAL INC$3M
- Advyzon Investment Management, LLC$3M
Largest trims
- LPL Financial LLC$4M
- Spectrum Wealth Advisory Group, LLC$3M
- OLD MISSION CAPITAL LLC$2M
- JANE STREET GROUP, LLC$2M
- Breakwater Capital Group$1M
- RFG Advisory, LLC$1M
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 |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC trimmed | 19,750,440 | $689M | 54.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,300,545 | $80M | 6.4% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 2,175,000 | $76M | 6.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,515,098 | $53M | 4.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,463,076 | $51M | 4.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 831,843 | $29M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 541,401 | $19M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 446,767 | $16M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 402,951 | $14M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 345,255 | $12M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 338,055 | $12M | 0.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 263,673 | $9M | 0.7% | 2026-Q2 |
| Inspire Advisors, LLC added | 251,737 | $9M | 0.7% | 2026-Q2 |
| Ellenbecker Investment Group added | 225,923 | $8M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 209,495 | $7M | 0.6% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 201,671 | $7M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 196,728 | $7M | 0.5% | 2026-Q2 |
| CacheTech Inc. added | 181,313 | $6M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 175,940 | $6M | 0.5% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 163,757 | $6M | 0.5% | 2026-Q2 |
| Advisory Resource Group added | 160,895 | $6M | 0.4% | 2026-Q2 |
| Adams Wealth Management added | 155,126 | $5M | 0.4% | 2026-Q2 |
| American Alpha Advisors, LLC trimmed | 153,056 | $5M | 0.4% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 151,989 | $5M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 146,793 | $5M | 0.4% | 2026-Q2 |
| KFA Private Wealth Group, LLC added | 144,685 | $5M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 133,264 | $5M | 0.4% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 132,951 | $5M | 0.4% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC new | 128,680 | $4M | 0.4% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 128,300 | $4M | 0.4% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 127,575 | $4M | 0.4% | 2026-Q2 |
| Clarity Retirement & Wealth, LLC added | 122,668 | $4M | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC added | 110,347 | $4M | 0.3% | 2026-Q2 |
| GAINLINE FINANCIAL PARTNERS, LLC new | 106,216 | $4M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 100,068 | $3M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 99,871 | $3M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 98,005 | $3M | 0.3% | 2026-Q2 |
| Smartleaf Asset Management LLC | 97,623 | $3M | 0.3% | 2026-Q2 |
| Keenan, LLC added | 92,264 | $3M | 0.3% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC new | 88,121 | $3M | 0.2% | 2026-Q2 |
| ALONGSIDE, LLC added | 88,121 | $3M | 0.2% | 2026-Q2 |
| Breakwater Capital Group trimmed | 80,731 | $3M | 0.2% | 2026-Q2 |
| First Citizens Financial Corp added | 73,581 | $3M | 0.2% | 2026-Q2 |
| PFW Advisors LLC trimmed | 67,184 | $2M | 0.2% | 2026-Q2 |
| Seros Financial, LLC added | 66,993 | $2M | 0.2% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC added | 59,114 | $2M | 0.2% | 2026-Q2 |
| Turner Financial Group, Inc. new | 54,769 | $2M | 0.2% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 51,931 | $2M | 0.1% | 2026-Q2 |
| Fjell Capital, LLC trimmed | 51,138 | $2M | 0.1% | 2026-Q2 |
| MRA Advisory Group trimmed | 49,794 | $2M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 48,991 | $2M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 44,769 | $2M | 0.1% | 2026-Q2 |
| TrustBank added | 44,751 | $2M | 0.1% | 2026-Q2 |
| InTrack Investment Management Inc added | 41,729 | $1M | 0.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 39,327 | $1M | 0.1% | 2026-Q2 |
| Hoxton Planning & Management, LLC added | 37,612 | $1M | 0.1% | 2026-Q2 |
| MBE Wealth Management, LLC added | 35,909 | $1M | 0.1% | 2026-Q2 |
| Connecticut Capital Management Group, LLC added | 34,289 | $1M | 0.1% | 2026-Q2 |
| Global Assets Advisory, LLC new | 33,785 | $1M | 0.1% | 2026-Q2 |
| Blom & Howell Financial Planning, Inc. added | 32,214 | $1M | 0.1% | 2026-Q2 |
| Smith Partners Wealth Management, LLC added | 29,560 | $1M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 29,042 | $1M | 0.1% | 2026-Q2 |
| Freedom Financial Partners LLC added | 28,478 | $993K | 0.1% | 2026-Q2 |
| Mendota Financial Group, LLC added | 28,016 | $977K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 27,285 | $952K | 0.1% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC trimmed | 25,119 | $876K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 24,097 | $841K | 0.1% | 2026-Q2 |
| Integrity Financial Corp /WA trimmed | 23,967 | $841K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 22,085 | $770K | 0.1% | 2026-Q2 |
| JT Stratford LLC added | 21,638 | $755K | 0.1% | 2026-Q2 |
| Ducere Wealth Management LLC added | 21,397 | $746K | 0.1% | 2026-Q2 |
| KWB Wealth added | 21,321 | $744K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 20,426 | $712K | 0.1% | 2026-Q2 |
| Veracity Capital LLC added | 17,793 | $621K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 17,469 | $609K | 0.0% | 2026-Q2 |
| Town Capital LLC added | 14,700 | $513K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 13,245 | $462K | 0.0% | 2026-Q2 |
| Austin Wealth Management, LLC trimmed | 13,067 | $456K | 0.0% | 2026-Q2 |
| Bensler, LLC added | 12,983 | $453K | 0.0% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 12,869 | $449K | 0.0% | 2026-Q2 |
| HICKS CAPITAL MANAGEMENT LLC trimmed | 12,398 | $432K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 11,797 | $411K | 0.0% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS added | 11,458 | $400K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 11,167 | $389K | 0.0% | 2026-Q2 |
| COFG Advisors, LLC new | 11,080 | $386K | 0.0% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC | 10,831 | $378K | 0.0% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 10,296 | $359K | 0.0% | 2026-Q2 |
| Bison Wealth, LLC added | 9,813 | $343K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,678 | $338K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. new | 9,558 | $333K | 0.0% | 2026-Q2 |
| Gaddis Premier Wealth Advisors LLC trimmed | 9,161 | $320K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 8,685 | $303K | 0.0% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 8,321 | $290K | 0.0% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 7,501 | $264K | 0.0% | 2026-Q2 |
| New Insight Wealth Advisors new | 7,352 | $256K | 0.0% | 2026-Q2 |
| Petros Family Wealth, LLC trimmed | 7,176 | $250K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,106 | $248K | 0.0% | 2026-Q2 |
| Walleye Partners, LLC new | 6,584 | $230K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 6,420 | $224K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 6,276 | $219K | 0.0% | 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.