PHI
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 |
| 3 | Jane Street Group, Llc | 398.29K | -0.5% | $6.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 384.31K | -51.6% | $6.73M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 5 | Goldman Sachs Group ✦ | 319.71K | +21.6% | $5.60M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | American Century Companies Inc | 300.12K | +10.3% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 145.57K | -22.4% | $2.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 8 | Quantinno Capital Management LP | 127.36K | +5.2% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Qube Research & Technologies Ltd | 121.15K | +950.1% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 103.63K | +907.7% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 103.15K | +650.8% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 95.75K | +21.3% | $1.68M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Robeco Institutional Asset… | 75.55K | +581.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Creative Planning | 64.30K | -73.0% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | UBS Group AG | 62.09K | +3300.2% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Two Sigma Investments ✦ | 52.10K | +60.2% | $912,757 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Connor, Clark & Lunn Investment… | 45.43K | +217.6% | $796,004 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 40.16K | -70.7% | $703,656 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Northern Trust Corp | 34.77K | -32.1% | $609,258 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | State Street Global Advisors ✦ (passive) | 25.51K | +4.4% | $447,005 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 21 | Arrowstreet Capital ✦ | 22.64K | New | $396,670 | 0.0% | New | 1 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 20.60K | -1.0% | $360,912 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 16.79K | -72.0% | $294,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 14.74K | New | $258,245 | 0.0% | New | 1 | SEC ↗ |
| 25 | Cerity Partners LLC | 14.22K | -9.6% | $249,082 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Bnp Paribas Financial Markets | 14.17K | +354200.0% | $248,293 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | First Trust Advisors Lp | 12.92K | -27.9% | $226,372 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 10.89K | New | $201,637 | 0.0% | New | 1 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 10.77K | New | $189,033 | 0.0% | New | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 10.28K | -61.2% | $180,019 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Rhumbline Advisers | 8.63K | +13.2% | $151,282 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citigroup Inc | 6.03K | -68.1% | $105,558 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Legal & General Group Plc | 3.52K | 0.0% | $61,618 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 34 | UBS AM, a distinct business unit of… | 3.31K | 0.0% | $58,026 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 3.19K | -82.2% | $55,959 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Fidelity (FMR) ✦ | 1.83K | -55.5% | $32,039 | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 37 | Wells Fargo & Company/Mn | 1.54K | -4.8% | $26,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.33K | +73.9% | $24,312 | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 39 | Rockefeller Capital Management L.P. | 849 | -64.3% | $14,874 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Assetmark, Inc | 445 | +98.7% | $7,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 266 | New | $4,801 | 0.0% | New | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 43 | 0.0% | $1,000 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 43 | Osaic Holdings, Inc. | 55 | -32.9% | $963 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 550 sh · $9,911
Officer, Director · 270 sh · $4,882
Officer, Director · 230 sh · $4,156
Officer, Director · 250 sh · $4,512
Officer, Director · 700 sh · $12,628
Officer, Director · 50 sh · $965
Officer, Director · 200 sh · $3,858
Officer, Director · 350 sh · $6,762
Officer, Director · 300 sh · $5,799
Officer, Director · 260 sh · $5,031
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology