PHIO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +23.1% ·
share flow +7.7% ·
net new positions +18.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +3 | 569.02K | $582,500 | +3 | — |
| Q1 2026 | 13 | +2 | 528.40K | $644,279 | +4 | −2 |
| Q4 2025 | 11 | +1 | 307.23K | $322,587 | +1 | — |
| Q3 2025 | 3 | 0 | 151.53K | $375,802 | — | — |
| Q2 2025 | 2 | 0 | 106.36K | $249,943 | — | — |
| Q1 2025 | 1 | 0 | 41.59K | $54,060 | +1 | −1 |
| Q4 2024 | 1 | +1 | 44.53K | $80,147 | +1 | — |
| Q2 2024 | 2 | — | 49.83K | $34,820 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jane Street Group, Llc | 117.75K | -1.2% | $120,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Jane Street Group, Llc | 117.75K | -1.2% | $120,699 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 114.57K | -22.2% | $117,437 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 114.57K | -22.2% | $117,437 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 94.26K | +18.0% | $96,619 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Nomura Asset Management… | 50.00K | New | $51,000 | 0.0% | New | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 47.50K | +5.6% | $48,688 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 47.15K | New | $48,329 | 0.0% | New | 1 | SEC ↗ |
| 9 | Northern Trust Corp | 27.77K | +16.9% | $28,462 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 27.77K | +16.9% | $28,462 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 21.50K | -33.8% | $22,039 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Hrt Financial Lp | 13.18K | -62.0% | $13,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citigroup Inc | 11.61K | +1032.2% | $11,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 10.00K | 0.0% | $10,250 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 6.00K | 0.0% | $6,150 | 0.0% | Held | 4 | SEC ↗ |
| 16 | UBS Group AG | 5.39K | -80.0% | $5,522 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.00K | 0.0% | $2,060 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Barclays Plc | 231 | New | $237 | 0.0% | New | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 110 | 0.0% | $113 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Asset Management… | $51,000 | 0.0% |
| Citadel Advisors | $48,329 | 0.0% |
| Barclays Plc | $237 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 668.49K shares, $749,016 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)
Director · 15.00K sh @ 1.14 · $17,100
Officer, Director · Chairman, Pres. & CEO · 10.00K sh @ 1.06 · $10,600
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology