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Security record

PHI

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Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
44Tracked holders
+1Δ holders
5.41MShares held
$94.89MReported value
+6New positions
−5Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.3% · share flow -12.1% · net new positions +2.3%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 44 +1 5.41M $94.89M +6 −5
Q1 2026 44 +3 6.16M $129.66M +8 −5
Q4 2025 41 +1 6.80M $147.88M +1
Q3 2025 10 0 3.73M $69.68M +1 −1
Q2 2025 7 +1 3.36M $73.13M +1
Q1 2025 4 +1 2.63M $57.47M +1
Q4 2024 3 -1 2.60M $57.64M −1
Q3 2024 3 0 2.63M $68.55M +1 −1
Q2 2024 3 2.59M $63.54M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies 2.33M +0.3% $40.89M 0.1% ▲ Add 9 SEC ↗
2 BlackRock (passive) 402.75K -52.2% $7.06M 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (passive) 402.75K -52.2% $7.06M 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (passive) 402.75K -52.2% $7.06M 0.0% ▼ Trim 5 SEC ↗
5 Jane Street Group, Llc 398.29K -0.5% $6.98M 0.0% ▼ Trim 2 SEC ↗
6 Jane Street Group, Llc 398.29K -0.5% $6.98M 0.0% ▼ Trim 2 SEC ↗
7 Morgan Stanley 384.31K -51.6% $6.73M 0.0% ▼ Trim 4 SEC ↗
8 Morgan Stanley 384.31K -51.6% $6.73M 0.0% ▼ Trim 4 SEC ↗
9 Morgan Stanley 384.31K -51.6% $6.73M 0.0% ▼ Trim 4 SEC ↗
10 Morgan Stanley 384.31K -51.6% $6.73M 0.0% ▼ Trim 4 SEC ↗
11 Morgan Stanley 384.31K -51.6% $6.73M 0.0% ▼ Trim 4 SEC ↗
12 Morgan Stanley 384.31K -51.6% $6.73M 0.0% ▼ Trim 4 SEC ↗
13 Morgan Stanley 384.31K -51.6% $6.73M 0.0% ▼ Trim 4 SEC ↗
14 Goldman Sachs Group 319.71K +21.6% $5.60M 0.0% ▲ Add 4 SEC ↗
15 Goldman Sachs Group 319.71K +21.6% $5.60M 0.0% ▲ Add 4 SEC ↗
16 American Century Companies Inc 300.12K +10.3% $5.26M 0.0% ▲ Add 3 SEC ↗
17 Dimensional Fund Advisors Lp 145.57K -22.4% $2.56M 0.0% ▼ Trim 3 SEC ↗
18 Dimensional Fund Advisors Lp 145.57K -22.4% $2.56M 0.0% ▼ Trim 3 SEC ↗
19 Dimensional Fund Advisors Lp 145.57K -22.4% $2.56M 0.0% ▼ Trim 3 SEC ↗
20 Quantinno Capital Management LP 127.36K +5.2% $2.23M 0.0% ▲ Add 3 SEC ↗
21 Qube Research & Technologies Ltd 121.15K +950.1% $2.12M 0.0% ▲ Add 2 SEC ↗
22 D. E. Shaw & Co. 103.63K +907.7% $1.82M 0.0% ▲ Add 2 SEC ↗
23 Susquehanna International Group, Llp 103.15K +650.8% $1.81M 0.0% ▲ Add 2 SEC ↗
24 Citadel Advisors 95.75K +21.3% $1.68M 0.0% ▲ Add 6 SEC ↗
25 Robeco Institutional Asset… 75.55K +581.6% $1.32M 0.0% ▲ Add 3 SEC ↗
26 Creative Planning 64.30K -73.0% $1.13M 0.0% ▼ Trim 3 SEC ↗
27 Creative Planning 64.30K -73.0% $1.13M 0.0% ▼ Trim 3 SEC ↗
28 UBS Group AG 62.09K +3300.2% $1.09M 0.0% ▲ Add 3 SEC ↗
29 UBS Group AG 62.09K +3300.2% $1.09M 0.0% ▲ Add 3 SEC ↗
30 UBS Group AG 62.09K +3300.2% $1.09M 0.0% ▲ Add 3 SEC ↗
31 Two Sigma Investments 52.10K +60.2% $912,757 0.0% ▲ Add 4 SEC ↗
32 Connor, Clark & Lunn Investment… 45.43K +217.6% $796,004 0.0% ▲ Add 3 SEC ↗
33 Connor, Clark & Lunn Investment… 45.43K +217.6% $796,004 0.0% ▲ Add 3 SEC ↗
34 Millennium Management 40.16K -70.7% $703,656 0.0% ▼ Trim 3 SEC ↗
35 Northern Trust Corp 34.77K -32.1% $609,258 0.0% ▼ Trim 3 SEC ↗
36 Northern Trust Corp 34.77K -32.1% $609,258 0.0% ▼ Trim 3 SEC ↗
37 State Street Global Advisors (passive) 25.51K +4.4% $447,005 0.0% ▲ Add 7 SEC ↗
38 Arrowstreet Capital 22.64K New $396,670 0.0% New 1 SEC ↗
39 Point72 Asset Management 20.60K -1.0% $360,912 0.0% ▼ Trim 2 SEC ↗
40 Hrt Financial Lp 16.79K -72.0% $294,000 0.0% ▼ Trim 3 SEC ↗
41 Bank Of America Corp /De/ 14.74K New $258,245 0.0% New 1 SEC ↗
42 Cerity Partners LLC 14.22K -9.6% $249,082 0.0% ▼ Trim 3 SEC ↗
43 Cerity Partners LLC 14.22K -9.6% $249,082 0.0% ▼ Trim 3 SEC ↗
44 Bnp Paribas Financial Markets 14.17K +354200.0% $248,293 0.0% ▲ Add 2 SEC ↗
45 First Trust Advisors Lp 12.92K -27.9% $226,372 0.0% ▼ Trim 3 SEC ↗
46 Wealth Enhancement Advisory… 10.89K New $201,637 0.0% New 1 SEC ↗
47 Hsbc Holdings Plc 10.77K New $189,033 0.0% New 1 SEC ↗
48 Pnc Financial Services Group, Inc. 10.28K -61.2% $180,019 0.0% ▼ Trim 3 SEC ↗
49 Pnc Financial Services Group, Inc. 10.28K -61.2% $180,019 0.0% ▼ Trim 3 SEC ↗
50 Pnc Financial Services Group, Inc. 10.28K -61.2% $180,019 0.0% ▼ Trim 3 SEC ↗
51 Rhumbline Advisers 8.63K +13.2% $151,282 0.0% ▲ Add 3 SEC ↗
52 Citigroup Inc 6.03K -68.1% $105,558 0.0% ▼ Trim 3 SEC ↗
53 Legal & General Group Plc 3.52K 0.0% $61,618 0.0% Held 3 SEC ↗
54 Legal & General Group Plc 3.52K 0.0% $61,618 0.0% Held 3 SEC ↗
55 UBS AM, a distinct business unit of… 3.31K 0.0% $58,026 0.0% Held 3 SEC ↗
56 Us Bancorp \De\ 3.19K -82.2% $55,959 0.0% ▼ Trim 3 SEC ↗
57 Us Bancorp \De\ 3.19K -82.2% $55,959 0.0% ▼ Trim 3 SEC ↗
58 Fidelity (FMR) 1.83K -55.5% $32,039 0.0% ▼ Trim 5 SEC ↗
59 Fidelity (FMR) 1.83K -55.5% $32,039 0.0% ▼ Trim 5 SEC ↗
60 Wells Fargo & Company/Mn 1.54K -4.8% $26,926 0.0% ▼ Trim 3 SEC ↗
61 JPMorgan Chase 1.33K +73.9% $24,312 0.0% ▲ Add 4 SEC ↗
62 JPMorgan Chase 1.33K +73.9% $24,312 0.0% ▲ Add 4 SEC ↗
63 JPMorgan Chase 1.33K +73.9% $24,312 0.0% ▲ Add 4 SEC ↗
64 JPMorgan Chase 1.33K +73.9% $24,312 0.0% ▲ Add 4 SEC ↗
65 Rockefeller Capital Management L.P. 849 -64.3% $14,874 0.0% ▼ Trim 2 SEC ↗
66 Rockefeller Capital Management L.P. 849 -64.3% $14,874 0.0% ▼ Trim 2 SEC ↗
67 Assetmark, Inc 445 +98.7% $7,796 0.0% ▲ Add 3 SEC ↗
68 Jones Financial Companies Lllp 266 New $4,801 0.0% New 1 SEC ↗
69 Royal Bank Of Canada 43 0.0% $1,000 0.0% Held 3 SEC ↗
70 Royal Bank Of Canada 43 0.0% $1,000 0.0% Held 3 SEC ↗
71 Osaic Holdings, Inc. 55 -32.9% $963 0.0% ▼ Trim 3 SEC ↗
72 Deutsche Bank Ag\ 40 New $701 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Arrowstreet Capital $396,670 0.0%
Bank Of America Corp /De/ $258,245 0.0%
Wealth Enhancement Advisory… $201,637 0.0%
Hsbc Holdings Plc $189,033 0.0%
Jones Financial Companies Lllp $4,801 0.0%
Deutsche Bank Ag\ $701 0.0%

Exited

Stifel Financial Corp $1.42M was 0.0%
Mariner, LLC $467,519 was 0.0%
Corient Private Wealth LP $361,388 was 0.0%
Envestnet Asset Management Inc $299,470 was 0.0%
Barclays Plc $55,314 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 100 holders, 7.18M shares, $149.76M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 2.52K sh · $47,905

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 1.92K sh · $36,538

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 520 sh · $9,901

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 1.42K sh · $27,065

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 640 sh · $12,205

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 1.71K sh · $32,644

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 1.30K sh · $24,843

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 720 sh · $13,766

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 500 sh · $9,575

Aug 19 Victorio-Aquino Marilyn…

Officer, Director · 150 sh · $2,878

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API