Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
99 institutional managers reported holding PHI for the quarter ended Mar 31, 2026. Together they hold about 3% of shares outstanding; the top 10 hold 3%. 21 opened new positions; 13 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Renaissance Technologies | 2.33M | 1.08% | $49.0M | added +1.3% | ≤2013 |
| BlackRock | 843.3k | 0.39% | $17.8M | added +1.7% | 2021 Q1 |
| Morgan Stanley | 794.9k | 0.37% | $16.7M | added +4.6% | ≤2013 |
| Crossmark Global Holdings, INC. | 473.8k | 0.22% | $10.0M | unchanged | 2025 Q1 |
| Jane Street | 400.5k | 0.18% | $8.4M | opened | 2022 Q2 |
| American Century Companies INC | 272.1k | 0.13% | $5.7M | added +23.2% | 2021 Q1 |
| Goldman Sachs | 262.9k | 0.12% | $5.5M | added +2121.6% | 2024 Q1 |
| Creative Planning | 238.0k | 0.11% | $5.0M | trimmed -1.3% | 2022 Q4 |
| Dimensional Fund Advisors | 187.5k | 0.09% | $3.9M | trimmed -1.3% | ≤2013 |
| Millennium Management | 137.0k | 0.06% | $2.9M | added +560% | 2025 Q2 |
| Quantinno Capital Management LP | 121.1k | 0.06% | $2.5M | added +47% | 2024 Q2 |
| Vident Advisory, LLC | 96.6k | 0.04% | $2.0M | added +24.5% | 2022 Q2 |
| Citadel Advisors | 78.9k | 0.04% | $1.7M | added +126.2% | 2024 Q3 |
| Stifel Financial CORP | 67.5k | 0.03% | $1.4M | added +3.3% | 2025 Q2 |
| Glenmede Trust CO NA | 63.1k | 0.03% | $1.3M | unchanged | 2025 Q1 |
| HRT Financial LP | 60.0k | 0.03% | $1.3M | added +334.5% | 2025 Q4 |
| Northern Trust | 51.2k | 0.02% | $1.1M | unchanged | ≤2013 |
| Guggenheim Capital LLC | 42.6k | 0.02% | $896k | added +9.2% | ≤2013 |
| GAMCO (Gabelli) | 42.0k | 0.02% | $884k | unchanged | ≤2013 |
| Two Sigma | 32.5k | 0.01% | $684k | added +55.4% | 2025 Q3 |
| Vanguard Group | 31.4k | 0.01% | $661k | added +5.5% | 2020 Q3 |
| PNC Financial Services Group, INC. | 26.5k | 0.01% | $558k | added +24.4% | 2016 Q4 |
| State Street | 24.4k | 0.01% | $514k | added +3.4% | ≤2013 |
| Sequoia Financial Advisors, LLC | 24.0k | 0.01% | $505k | added +0.8% | 2023 Q4 |
| Mariner, LLC | 22.2k | 0.01% | $467k | added +4.9% | 2025 Q4 |
| Laird Norton Wetherby Trust Company, LLC | 21.5k | 0.01% | $452k | added +3.8% | 2017 Q1 |
| Point72 | 20.8k | 0.01% | $438k | opened | 2026 Q1 |
| XTX Topco LTD | 18.9k | <0.01% | $399k | opened | 2026 Q1 |
| Citigroup INC | 18.9k | <0.01% | $397k | trimmed -31.2% | ≤2013 |
| US Bancorp \DE\ | 17.9k | <0.01% | $378k | trimmed -11.8% | ≤2013 |
| First Trust Advisors LP | 17.9k | <0.01% | $377k | added +40.8% | 2025 Q4 |
| Corient Private Wealth LLC | 17.6k | <0.01% | $370k | added +5.3% | 2023 Q4 |
| Engineers Gate Manager LP | 16.3k | <0.01% | $343k | opened | 2026 Q1 |
| Ballentine Partners, LLC | 16.0k | <0.01% | $337k | added +31.3% | 2023 Q4 |
| O'shaughnessy Asset Management, LLC | 15.8k | <0.01% | $333k | added +5% | 2023 Q4 |
| Cerity Partners LLC | 15.7k | <0.01% | $331k | trimmed -46.1% | 2023 Q4 |
| Evergreen Capital Management LLC | 15.5k | <0.01% | $326k | unchanged | 2025 Q2 |
| Brooklyn Investment Group | 14.5k | <0.01% | $305k | trimmed -37.4% | 2024 Q4 |
| Connor, Clark & Lunn Investment Management LTD. | 14.3k | <0.01% | $301k | trimmed -42.4% | 2025 Q2 |
| Envestnet Asset Management INC | 14.2k | <0.01% | $300k | added +1.4% | 2025 Q2 |
| Susquehanna International Group | 13.7k | <0.01% | $289k | opened | 2026 Q1 |
| IEQ Capital, LLC | 13.7k | <0.01% | $289k | trimmed -5.3% | 2025 Q4 |
| Schonfeld Strategic Advisors | 13.3k | <0.01% | $280k | opened | 2026 Q1 |
| Parallel Advisors, LLC | 11.8k | <0.01% | $248k | added +40.2% | 2016 Q4 |
| Qube Research & Technologies LTD | 11.5k | <0.01% | $243k | opened | 2025 Q3 |
| Robeco Institutional Asset Management B.v. | 11.1k | <0.01% | $233k | trimmed -26.7% | 2022 Q4 |
| Ethic INC. | 10.3k | <0.01% | $217k | added +4.7% | 2025 Q4 |
| Syon Capital LLC | 10.3k | <0.01% | $217k | added +5.4% | 2025 Q4 |
| D. E. Shaw | 10.3k | <0.01% | $216k | opened | 2026 Q1 |
| Hantz Financial Services, INC. | 10.1k | <0.01% | $213k | trimmed -39.2% | 2025 Q1 |
Largest 50 of 99 shown; the full ranked, searchable register is at boothcheck.com/holders/PHI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.