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-Q1 13F filings. 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
43 tracked funds added or opened PHYL while 16 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
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 0.2% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 125 tracked filers holding PHYL, 95 increased or opened the position and 34 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 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 11
- KFA Private Wealth Group, LLC$5M
- Spectrum Wealth Advisory Group, LLC$4M
- Advyzon Investment Management, LLC$3M
- Seros Financial, LLC$2M
- OLD MISSION CAPITAL LLC$2M
- Baer Investment Advisory LLC$2M
Full exits 6
- Foguth Wealth Management, LLC.$6M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- J.W. COLE ADVISORS, INC.$1M
- ROVIN CAPITAL /UT/ /ADV$1M
- FFG RETIREMENT ADVISORS LLC$1M
- Claro Advisors Inc.$776K
Largest adds
- PRUDENTIAL FINANCIAL INC$212M
- RAYMOND JAMES FINANCIAL INC$31M
- State of New Jersey Common Pension Fund D$14M
- AMERIPRISE FINANCIAL INC$13M
- ENVESTNET ASSET MANAGEMENT INC$9M
- WELLS FARGO & COMPANY/MN$9M
Largest trims
- Thrivent Financial for Lutherans$11M
- Inspire Advisors, LLC$4M
- PFW Advisors LLC$2M
- Vestmark Advisory Solutions, Inc.$2M
- JANE STREET GROUP, LLC$2M
- Equitable Holdings, Inc.$838K
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 |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC added | 19,794,108 | $685M | 56.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 2,175,000 | $75M | 6.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,360,007 | $47M | 3.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,333,765 | $46M | 3.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,261,120 | $44M | 3.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 723,228 | $25M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 520,828 | $18M | 1.5% | 2026-Q1 |
| Capital Analysts, LLC added | 487,663 | $17M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 455,159 | $16M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 377,707 | $13M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 372,705 | $13M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 327,513 | $11M | 0.9% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 245,488 | $9M | 0.7% | 2026-Q1 |
| RFG Advisory, LLC added | 235,187 | $8M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 232,300 | $8M | 0.7% | 2026-Q1 |
| Ellenbecker Investment Group added | 182,603 | $6M | 0.5% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 179,621 | $6M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 165,721 | $6M | 0.5% | 2026-Q1 |
| CacheTech Inc. added | 158,473 | $5M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 157,413 | $5M | 0.4% | 2026-Q1 |
| American Alpha Advisors, LLC added | 153,538 | $5M | 0.4% | 2026-Q1 |
| Adams Wealth Management added | 149,093 | $5M | 0.4% | 2026-Q1 |
| Advisory Resource Group added | 148,164 | $5M | 0.4% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 144,072 | $5M | 0.4% | 2026-Q1 |
| KFA Private Wealth Group, LLC new | 141,233 | $5M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 133,200 | $5M | 0.4% | 2026-Q1 |
| Ocean Park Asset Management, LLC | 128,300 | $4M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 127,079 | $4M | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 121,146 | $4M | 0.3% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC new | 110,177 | $4M | 0.3% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 108,624 | $4M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 108,066 | $4M | 0.3% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 104,016 | $4M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 97,623 | $3M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 95,942 | $3M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 87,292 | $3M | 0.2% | 2026-Q1 |
| Keenan, LLC added | 84,136 | $3M | 0.2% | 2026-Q1 |
| Advyzon Investment Management, LLC new | 80,299 | $3M | 0.2% | 2026-Q1 |
| Clarity Retirement & Wealth, LLC added | 68,012 | $2M | 0.2% | 2026-Q1 |
| PFW Advisors LLC trimmed | 67,232 | $2M | 0.2% | 2026-Q1 |
| First Citizens Financial Corp added | 64,399 | $2M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 64,192 | $2M | 0.2% | 2026-Q1 |
| Seros Financial, LLC new | 61,709 | $2M | 0.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC new | 60,886 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 58,781 | $2M | 0.2% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC added | 56,494 | $2M | 0.2% | 2026-Q1 |
| MRA Advisory Group added | 51,714 | $2M | 0.1% | 2026-Q1 |
| Fjell Capital, LLC added | 51,166 | $2M | 0.1% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 50,465 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 48,868 | $2M | 0.1% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 46,375 | $2M | 0.1% | 2026-Q1 |
| Baer Investment Advisory LLC new | 46,375 | $2M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC new | 44,189 | $2M | 0.1% | 2026-Q1 |
| Gibbs Wealth Management trimmed | 43,224 | $1M | 0.1% | 2026-Q1 |
| M Holdings Securities, Inc. added | 41,413 | $1M | 0.1% | 2026-Q1 |
| InTrack Investment Management Inc added | 40,955 | $1M | 0.1% | 2026-Q1 |
| TrustBank trimmed | 39,750 | $1M | 0.1% | 2026-Q1 |
| Hoxton Planning & Management, LLC added | 37,391 | $1M | 0.1% | 2026-Q1 |
| Connecticut Capital Management Group, LLC trimmed | 33,610 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 29,104 | $1M | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 28,373 | $983K | 0.1% | 2026-Q1 |
| Freedom Financial Partners LLC trimmed | 28,148 | $975K | 0.1% | 2026-Q1 |
| Integrity Financial Corp /WA added | 26,212 | $913K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 24,920 | $863K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 22,406 | $776K | 0.1% | 2026-Q1 |
| MBE Wealth Management, LLC added | 21,948 | $760K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 20,133 | $697K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors added | 20,020 | $693K | 0.1% | 2026-Q1 |
| Smith Partners Wealth Management, LLC added | 18,608 | $644K | 0.1% | 2026-Q1 |
| JT Stratford LLC added | 18,586 | $644K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 17,577 | $609K | 0.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 17,016 | $589K | 0.0% | 2026-Q1 |
| Ducere Wealth Management LLC new | 16,187 | $561K | 0.0% | 2026-Q1 |
| Veracity Capital LLC added | 15,358 | $532K | 0.0% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 14,721 | $510K | 0.0% | 2026-Q1 |
| HICKS CAPITAL MANAGEMENT LLC trimmed | 14,241 | $493K | 0.0% | 2026-Q1 |
| Austin Wealth Management, LLC added | 13,284 | $463K | 0.0% | 2026-Q1 |
| STEPHENS INC /AR/ added | 13,174 | $456K | 0.0% | 2026-Q1 |
| ALEXANDER LABRUNERIE & CO., INC. added | 11,746 | $407K | 0.0% | 2026-Q1 |
| KELLEHER FINANCIAL ADVISORS added | 11,300 | $391K | 0.0% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 10,831 | $375K | 0.0% | 2026-Q1 |
| Gaddis Premier Wealth Advisors LLC added | 10,619 | $368K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 10,521 | $364K | 0.0% | 2026-Q1 |
| Bison Wealth, LLC added | 9,780 | $343K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,533 | $330K | 0.0% | 2026-Q1 |
| Petros Family Wealth, LLC trimmed | 9,527 | $330K | 0.0% | 2026-Q1 |
| Foguth Wealth Management, LLC. added | 170,817 | $6M | 0.5% | 2025-Q4 stale |
| Redhawk Wealth Advisors, Inc. new | 161,121 | $6M | 0.5% | 2025-Q3 stale |
| Signal Advisors Wealth, LLC trimmed | 157,783 | $6M | 0.5% | 2025-Q2 stale |
| Counterpoint Mutual Funds LLC | 100,000 | $3M | 0.3% | 2025-Q1 stale |
| COMMONWEALTH EQUITY SERVICES, LLC added | 60,975 | $2M | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 40,384 | $1M | 0.1% | 2025-Q4 stale |
| ROVIN CAPITAL /UT/ /ADV added | 39,984 | $1M | 0.1% | 2025-Q4 stale |
| FFG RETIREMENT ADVISORS LLC trimmed | 31,842 | $1M | 0.1% | 2025-Q4 stale |
| Austin Private Wealth, LLC added | 25,721 | $896K | 0.1% | 2025-Q1 stale |
| Claro Advisors Inc. added | 21,861 | $776K | 0.1% | 2025-Q4 stale |
| Horst & Graben Wealth Management LLC added | 17,525 | $610K | 0.0% | 2025-Q1 stale |
| Better Money Decisions, LLC trimmed | 14,250 | $506K | 0.0% | 2025-Q2 stale |
| Hilltop Holdings Inc. added | 11,095 | $394K | 0.0% | 2025-Q4 stale |
| PFG Advisors added | 9,368 | $335K | 0.0% | 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.