PhiniaPHIN
13F holders, Q1 2024 (March 31)346holders
10famous investors
$38.42avg. 13F price*
At the end of Q1 2024, 346 institutions reported holding Phinia Inc. (PHIN) in their 13F filings. The largest holders were BlackRock Inc. ($222.9M), Vanguard Group Inc. ($207.8M) and Cooper Creek Partners Management LLC ($69.8M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), John W. Rogers Jr. (0.1% of Ariel Investments's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Phinia Inc.
- CUSIP
- 71880K101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $147.7M |
| Exits | 44 | $110.1M |
Ownership 346 holders
| BlackRock Inc. | 0.01% | Reduce -1.0% | 5,800,117 | $222.9M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 5,408,495 | $207.8M |
| Cooper Creek Partners Management LLC | 2.88% | Reduce -31.9% | 1,815,106 | $69.8M |
| State Street Corp. | 0.00% | Add +0.8% | 1,565,965 | $60.2M |
| FIFTHDELTA Ltd | 7.96% | Reduce -23.4% | 1,164,855 | $44.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.8% | 1,102,696 | $42.4M |
| First Trust Advisors LP | 0.04% | New | 1,049,470 | $40.3M |
| Millennium Management | 0.03% | Add +146.7% | 997,616 | $38.3M |
| Morgan Stanley | 0.00% | Add +27.6% | 980,549 | $37.7M |
| Storebrand Asset Management As | 0.12% | Reduce -23.3% | 918,768 | $35.3M |
| Norges Bank | 0.01% | Add +50.4% | 838,978 | $32.2M |
| LSV Asset Management | 0.06% | Add +0.8% | 774,777 | $29.8M |
| American Century Companies Inc. | 0.02% | Add +35.0% | 757,456 | $29.1M |
| Geode Capital Management, LLC | 0.00% | Add +4.7% | 731,164 | $28.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +93.0% | 650,990 | $25.0M |
| Ion Asset Management Ltd. | 1.83% | Add +3.2% | 650,000 | $25.0M |
| Medina Value Partners, LLC | 11.97% | New | 635,982 | $24.4M |
| Ninety One UK Ltd | 0.06% | Reduce -2.5% | 555,915 | $21.4M |
| Kailix Advisors LLC | 11.53% | Reduce -5.1% | 512,895 | $19.7M |
| Harris Associates (Oakmark Funds) | 0.03% | Reduce -74.6% | 508,279 | $19.5M |
| Invesco Ltd. | 0.00% | Add +7.4% | 508,095 | $19.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.1% | 475,691 | $18.3M |
| Boston Partners | 0.02% | Reduce -2.4% | 452,461 | $17.4M |
| Jacobs Levy Equity Management, Inc. | 0.08% | Add +3027.2% | 438,180 | $16.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -0.2% | 389,225 | $15.0M |
| Covalis Capital LLP | 1.67% | Reduce -30.5% | 350,167 | $13.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -21.6% | 341,390 | $13.1M |
| Jane Street Group, LLC | 0.02% | Add +29.4% | 338,653 | $13.0M |
| Citadel Advisors | 0.01% | Reduce -67.2% | 314,266 | $12.1M |
| Voss Capital, LP | 0.98% | New | 307,641 | $11.8M |
| HRT Financial LP | 0.07% | Add +583.7% | 301,039 | $11.6M |
| Bank of America Corp. | 0.00% | Add +293.0% | 277,560 | $10.7M |
| Engine Capital Management, LP | 2.10% | New | 270,622 | $10.4M |
| Merewether Investment Management, LP | 0.55% | New | 267,000 | $10.3M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 264,976 | $10.2M |
| Wellington Management Group LLP | 0.00% | Add +6.3% | 260,564 | $10.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +89.3% | 250,543 | $9.6M |
| AQR Capital Management | 0.02% | Reduce -25.0% | 249,122 | $9.6M |
| Peregrine Capital Management LLC | 0.27% | Reduce -5.7% | 243,993 | $9.4M |
| Banyan Capital Management, Inc. | 5.31% | Add +0.8% | 243,520 | $9.4M |
| Principal Financial Group Inc. | 0.01% | Add +0.1% | 240,960 | $9.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -21.8% | 239,616 | $9.2M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +1147.3% | 237,046 | $9.1M |
| Bank of Nova Scotia | 0.02% | Add +32.9% | 222,000 | $8.5M |
| FIL Ltd | 0.01% | Add +56.7% | 221,200 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 206,190 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +112.7% | 196,686 | $7.6M |
| Ancora Advisors LLC | 0.17% | Add +4.3% | 196,460 | $7.5M |
| Two Sigma Investments, LP | 0.02% | Add +1920.2% | 187,882 | $7.2M |
| Kestrel Investment Management Corp. | 4.33% | Reduce -0.7% | 168,600 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 165,859 | $6.4M |
| Advisory Research Inc. | 1.15% | New | 150,575 | $5.8M |
| Ariel Investments | 0.06% | Add +0.1% | 148,531 | $5.7M |
| Citigroup Inc. | 0.01% | Add +188.8% | 140,680 | $5.4M |
| Sei Investments Co. | 0.01% | Add +4.5% | 136,883 | $5.3M |
| Gotham Asset Management | 0.08% | Reduce -0.7% | 134,071 | $5.2M |
| Ballast Asset Management, LP | 2.78% | Add +10.0% | 133,477 | $5.1M |
| Old North State Wealth Management, LLC | 3.31% | Add +6.2% | 131,855 | $5.1M |
| ING Groep NV | 0.03% | Add +82.9% | 128,000 | $4.9M |
| Legal & General Group Plc | 0.00% | Reduce -0.8% | 127,828 | $4.9M |
| Kent Lake Capital LLC | 2.10% | Reduce -37.5% | 125,000 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -5.8% | 122,497 | $4.7M |
| Vision One Management Partners, LP | 2.74% | Reduce -56.1% | 121,414 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -28.0% | 115,107 | $4.4M |
| ExodusPoint Capital Management, LP | 0.05% | Add +594.8% | 108,648 | $4.2M |
| UBS Group AG | 0.00% | Add +13.9% | 104,724 | $4.0M |
| Squarepoint Ops LLC | 0.02% | Reduce -41.3% | 99,237 | $3.8M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.2% | 98,644 | $3.8M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -75.6% | 97,299 | $3.7M |
| Public Sector Pension Investment Board | 0.03% | Reduce -1.2% | 95,691 | $3.7M |
| Engineers Gate Manager LP | 0.10% | Add +130.5% | 95,173 | $3.7M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -59.1% | 93,438 | $3.6M |
| Swiss National Bank | 0.00% | Reduce -0.5% | 92,116 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | New | 91,402 | $3.5M |
| WINTON GROUP Ltd | 0.25% | Add +20.4% | 90,836 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.1% | 89,481 | $3.4M |
| Marshall Wace, LLP | 0.01% | New | 82,599 | $3.2M |
| FMR LLC | 0.00% | Add +13.2% | 80,728 | $3.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.5% | 74,405 | $2.9M |
| III Capital Management | 1.12% | Reduce -42.0% | 72,052 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Add +44.0% | 70,917 | $2.7M |
| GAMCO Investors | 0.03% | No change | 69,780 | $2.7M |
| Atom Investors LP | 0.32% | New | 66,928 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +658.8% | 66,806 | $2.6M |
| Amundi | 0.00% | Add +6507300.0% | 65,074 | $2.4M |
| Credit Suisse AG/ | 0.00% | Add +25.9% | 60,518 | $2.3M |
| Alaska Permanent Fund Corp | 0.03% | Add +151.9% | 59,383 | $2.3M |
| Trexquant Investment LP | 0.04% | New | 57,767 | $2.2M |
| Occudo Quantitative Strategies LP | 0.36% | Reduce -27.1% | 53,695 | $2.1M |
| Wittenberg Investment Management, Inc. | 0.69% | Reduce -5.1% | 52,107 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.15% | Reduce -55.0% | 51,736 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -2.6% | 51,361 | $2.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +20.4% | 50,755 | $2.0M |
| Bank of Montreal | 0.00% | Add +106.5% | 48,685 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -8.7% | 47,111 | $1.8M |
| Walleye Capital LLC | 0.02% | Add +330.6% | 46,535 | $1.8M |
| Gabelli Funds LLC | 0.01% | Reduce -12.2% | 46,500 | $1.8M |
| Aviva PLC | 0.01% | New | 46,476 | $1.8M |
| Easterly Investment Partners LLC | 0.13% | Add +26.8% | 45,940 | $1.8M |
| Steigerwald, Gordon & Koch Inc. | 0.22% | Reduce -1.1% | 45,137 | $1.7M |
| Roumell Asset Management, LLC | 3.25% | New | 45,000 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | New | 44,700 | $1.7M |
| Diametric Capital, LP | 0.95% | Add +31.6% | 44,200 | $1.7M |
| HITE Hedge Asset Management LLC | 0.16% | Add +33.6% | 41,720 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | New | 41,500 | $1.6M |
| Texas Permanent School Fund Corp. | 0.01% | Add +1.3% | 40,858 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 40,500 | $1.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +93.9% | 40,138 | $1.5M |
| SG Americas Securities, LLC | 0.01% | New | 39,195 | $1.5M |
| Formula Growth Ltd. | 0.47% | Add +54.4% | 38,600 | $1.5M |
| US Bancorp \de | 0.00% | Add +78.4% | 38,110 | $1.5M |
| Renaissance Technologies | 0.00% | New | 37,800 | $1.5M |
| Boothbay Fund Management, LLC | 0.04% | Add +4.2% | 36,603 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +147.0% | 36,512 | $1.4M |
| Algert Global LLC | 0.05% | New | 35,450 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -31.2% | 32,875 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +215.9% | 30,733 | $1.2M |
| Man Group plc | 0.00% | Add +57.3% | 30,274 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -10.0% | 28,746 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.0% | 28,440 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 27,597 | $1.1M |
| Jump Financial, LLC | 0.03% | Add +126.4% | 27,062 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Add +36.9% | 26,753 | $1.0M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.6% | 26,023 | $1.0M |
| Swedbank AB | 0.00% | No change | 25,552 | $982K |
| Quantbot Technologies LP | 0.05% | New | 25,351 | $974K |
| Jade Capital Advisors, LLC | 0.72% | New | 25,000 | $961K |
| AXA S.A. | 0.00% | Reduce -6.2% | 24,516 | $942K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.3% | 23,100 | $888K |
| Vest Financial, LLC | 0.02% | New | 22,603 | $869K |
| Amalgamated Bank | 0.01% | Reduce -8.1% | 21,876 | $841K |
| Hennessy Advisors Inc. | 0.04% | Add +69.5% | 21,700 | $834K |
| Janus Henderson Group PLC | 0.00% | Reduce -38.4% | 21,641 | $832K |
| Arbor Wealth Advisors LLC | 0.78% | No change | 21,581 | $829K |
| Prelude Capital Management, LLC | 0.06% | Add +46.2% | 21,519 | $827K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.8% | 21,041 | $809K |
| Great Lakes Advisors, LLC | 0.01% | Add +1.2% | 20,681 | $795K |
| Comerica Bank | 0.00% | Reduce -13.0% | 20,581 | $791K |
| SageView Advisory Group, LLC | 0.04% | New | 28,448 | $789K |
| Acadian Asset Management LLC | 0.00% | Reduce -40.1% | 20,509 | $787K |
| Tudor Investment Corporation | 0.01% | No change | 20,000 | $769K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 19,906 | $765K |
| Maryland State Retirement & Pension System | 0.01% | No change | 20,527 | $746K |
| Voya Investment Management LLC | 0.00% | Reduce -1.9% | 19,378 | $745K |
| Mariner, LLC | 0.00% | Add +0.2% | 18,710 | $719K |
| Gendell Jeffrey L | 0.03% | New | 18,465 | $710K |
| Voloridge Investment Management, LLC | 0.00% | New | 17,940 | $689K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 16,612 | $638K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +8.5% | 16,527 | $635K |
| Torno Capital, LLC | 0.13% | New | 16,000 | $615K |
| Gsa Capital Partners LLP | 0.04% | New | 14,679 | $564K |
| Hancock Whitney Corp. | 0.02% | New | 14,350 | $551K |
| Holocene Advisors, LP | 0.00% | Add +10.3% | 14,348 | $551K |
| Nebula Research & Development LLC | 0.12% | New | 14,247 | $548K |
| XTX Topco Ltd | 0.07% | New | 14,198 | $546K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +3.2% | 13,889 | $534K |
| Franklin Resources Inc. | 0.00% | Add +5.0% | 13,727 | $528K |
| Seven Eight Capital, LP | 0.05% | New | 13,516 | $519K |
| Quantinno Capital Management LP | 0.01% | New | 13,447 | $517K |
| Macquarie Group Ltd. | 0.00% | Add +4.3% | 13,359 | $513K |
| Commerce Bank | 0.00% | Add +1.5% | 13,202 | $507K |
| Arizona State Retirement System | 0.00% | Reduce -2.4% | 12,830 | $493K |
| Barclays PLC | 0.00% | Reduce -42.5% | 12,784 | $491K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.3% | 12,765 | $491K |
| Searle & Co. | 0.12% | New | 12,500 | $480K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.2% | 12,488 | $480K |
| Captrust Financial Advisors | 0.00% | Reduce -28.0% | 11,894 | $457K |
| Long Road Investment Counsel, LLC | 0.19% | Add +19.4% | 11,706 | $450K |
| UniSuper Management Pty Ltd | 0.00% | New | 11,621 | $447K |
| Natixis Advisors, LLC | 0.00% | Reduce -64.3% | 11,599 | $446K |
| HighTower Advisors, LLC | 0.00% | New | 10,945 | $418K |
| Yorktown Management & Research Co Inc | 0.38% | No change | 10,470 | $402K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 10,094 | $388K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 10,082 | $387K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.9% | 9,465 | $364K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 9,103 | $350K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.1% | 8,937 | $343K |
| Cresset Asset Management, LLC | 0.00% | New | 8,768 | $337K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -67.1% | 8,720 | $335K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.2% | 8,641 | $332K |
| Federated Hermes, Inc. | 0.00% | Reduce -23.8% | 8,552 | $329K |
| Mount Lucas Management LP | 0.10% | Reduce -8.0% | 8,131 | $312K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -1.6% | 8,043 | $309K |
| Marathon Trading Investment Management LLC | 0.12% | New | 8,000 | $307K |
| Lecap Asset Management Ltd. | 0.06% | New | 7,906 | $304K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -48.0% | 7,838 | $301K |
| Teacher Retirement System of Texas | 0.00% | New | 7,750 | $298K |
| Counterpoint Mutual Funds LLC | 0.07% | New | 7,739 | $297K |
| Fractal Investments LLC | 0.05% | No change | 7,500 | $288K |
| LMR Partners LLP | 0.01% | New | 7,301 | $281K |
| Acorn Financial Advisory Services Inc. | 0.05% | New | 6,809 | $262K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -11.7% | 6,683 | $257K |
| Cerity Partners LLC | 0.00% | New | 6,655 | $255K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 6,593 | $253K |
| GYL Financial Synergies, LLC | 0.02% | New | 6,521 | $251K |
| Guggenheim Capital LLC | 0.00% | Reduce -17.4% | 6,512 | $250K |
| Turtle Creek Asset Management Inc. | 0.01% | Reduce -5.9% | 6,400 | $246K |
| CHICAGO TRUST Co NA | 0.05% | New | 6,372 | $245K |
| Verition Fund Management LLC | 0.00% | New | 6,327 | $243K |
| Deutsche Bank AG | 0.00% | Reduce -46.7% | 6,188 | $238K |
| Corton Capital Inc. | 0.09% | Reduce -54.4% | 6,176 | $237K |
| Panagora Asset Management Inc. | 0.00% | New | 6,171 | $237K |
| Point72 (DIFC) Ltd | 0.02% | — | 6,156 | $237K |
| Pathstone Holdings, LLC | 0.00% | New | 5,844 | $225K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +144.9% | 5,740 | $221K |
| Oak Thistle LLC | 0.20% | Reduce -86.6% | 5,720 | $220K |
| Shelton Capital Management | 0.01% | New | 5,694 | $219K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.5% | 5,648 | $217K |
| IFP Advisors, Inc | 0.01% | Reduce -0.5% | 5,628 | $216K |
| Corient Private Wealth LP | 0.00% | New | 5,574 | $214K |
| Praxis Investment Management Inc. | 0.01% | New | 5,290 | $203K |
| Quent Capital, LLC | 0.02% | New | 5,251 | $202K |
| Aigen Investment Management, LP | 0.04% | New | 5,250 | $202K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.0% | 5,165 | $199K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,040 | $194K |
| BNP Paribas | 0.01% | — | 4,966 | $191K |
| Investors Research Corp | 0.04% | Reduce -4.4% | 4,670 | $179K |
| Trivant Custom Portfolio Group, LLC | 0.07% | No change | 2,750 | $106K |
| American International Group, Inc. | 0.00% | Reduce -1.1% | 2,549 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.7% | 2,528 | $97K |
| FNY Investment Advisers, LLC | 0.05% | Reduce -18.2% | 2,250 | $86K |
| Rothschild Investment LLC | 0.00% | No change | 1,675 | $64K |
| Central Pacific Bank - Trust Division | 0.01% | — | 1,600 | $63K |
| EntryPoint Capital, LLC | 0.05% | New | 1,570 | $60K |
| Cape Investment Advisory, Inc. | 0.02% | Add +0.7% | 1,309 | $50K |
| First Pacific Financial | 0.01% | Reduce -14.5% | 1,251 | $48K |
| Cwm, LLC | 0.00% | Add +23.3% | 1,182 | $45K |
| Parkside Financial Bank & Trust | 0.01% | Add +17.2% | 1,160 | $45K |
| Gladius Capital Management LP | 0.04% | Reduce -83.1% | 1,128 | $43K |
| Castleark Management LLC | 0.00% | No change | 1,114 | $43K |
| Whittier Trust Co. | 0.00% | Reduce -4.2% | 1,072 | $41K |
| Oakworth Capital, Inc. | 0.00% | No change | 996 | $38K |
| Bessemer Group Inc. | 0.00% | Reduce -0.7% | 895 | $35K |
| MetLife Investment Management, LLC | 0.00% | Add +0.3% | 910 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +121.4% | 890 | $34K |
| Quarry LP | 0.01% | Reduce -34.5% | 800 | $31K |
| Lazard Asset Management LLC | 0.00% | Reduce -1.1% | 746 | $28K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -15.6% | 722 | $28K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 671 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -25.1% | 575 | $22K |
| Global Trust Asset Management, LLC | 0.01% | New | 567 | $22K |
| GAMMA Investing LLC | 0.00% | Add +26.7% | 565 | $22K |
| Solstein Capital, LLC | 0.01% | New | 550 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.8% | 538 | $21K |
| Parallel Advisors, LLC | 0.00% | Add +19.9% | 410 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | New | 379 | $15K |
| Montag A & Associates Inc. | 0.00% | No change | 380 | $15K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -0.8% | 370 | $14K |
| AlphaCentric Advisors LLC | 0.01% | Reduce -11.5% | 353 | $14K |
| Truvestments Capital LLC | 0.01% | Reduce -64.0% | 347 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | New | 322 | $13K |
| Signaturefd, LLC | 0.00% | No change | 322 | $12K |
| Creative Financial Designs Inc. | 0.00% | New | 302 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.3% | 301 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 290 | $11K |
| CENTRAL TRUST Co | 0.00% | Add +2.5% | 281 | $11K |
| Quadrant Capital Group LLC | 0.00% | Reduce -7.2% | 271 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.1% | 232 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 239 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -11.7% | 212 | $8K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +8.0% | 217 | $8K |
| Dynamic Wealth Strategies, LLC | 0.01% | Reduce -38.6% | 202 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 201 | $8K |
| Sound Income Strategies, LLC | 0.00% | Add +3.9% | 188 | $7K |
| UMB Bank, n.a. | 0.00% | Add +13.3% | 171 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -40.1% | 170 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Add +2716.7% | 169 | $6K |
| Atlas Capital Advisors Inc. | 0.00% | New | 162 | $6K |
| TD Private Client Wealth LLC | 0.00% | Add +41.4% | 157 | $6K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 152 | $6K |
| United Community Bank | 0.00% | Reduce -15.6% | 151 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.3% | 150 | $6K |
| Lindbrook Capital, LLC | 0.00% | New | 147 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 145 | $6K |
| AdvisorNet Financial, Inc | 0.00% | New | 144 | $6K |
| Versant Capital Management, Inc | 0.00% | New | 143 | $5K |
| Mather Group, Llc. | 0.00% | New | 167 | $5K |
| Lanark Financial, Inc. | 0.00% | Reduce -7.9% | 152 | $5K |
| Fernwood Investment Management, LLC | 0.00% | New | 128 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 119 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.5% | 115 | $4K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -1.8% | 112 | $4K |
| Optimum Investment Advisors | 0.00% | Add +1.1% | 89 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 86 | $3K |
| Allworth Financial LP | 0.00% | Add +7.8% | 83 | $3K |
| National Bank of Canada | 0.00% | Reduce -77.5% | 71 | $3K |
| HM Payson & Co. | 0.00% | Reduce -79.1% | 80 | $3K |
| Covestor Ltd | 0.00% | Reduce -22.2% | 84 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -21.5% | 84 | $3K |
| Larson Financial Group LLC | 0.00% | Add +1.3% | 77 | $3K |
| Riverview Trust Co | 0.00% | New | 75 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.3% | 72 | $3K |
| Westside Investment Management, Inc. | 0.00% | Reduce -46.9% | 68 | $3K |
| Aspire Private Capital, LLC | 0.00% | Reduce -2.9% | 68 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +34.0% | 63 | $2K |
| Sittner & Nelson, LLC | 0.00% | No change | 60 | $2K |
| Highlander Capital Management, LLC | 0.00% | No change | 60 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 60 | $2K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 59 | $2K |
| MCF Advisors LLC | 0.00% | Reduce -15.2% | 56 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 50 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +19.6% | 55 | $2K |
| Smithfield Trust Co | 0.00% | No change | 48 | $2K |
| Grove Bank & Trust | 0.00% | No change | 51 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $2K |
| Avior Wealth Management, LLC | 0.00% | New | 41 | $2K |
| Anchor Investment Management, LLC | 0.00% | New | 40 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 40 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 37 | $1K |
| Proffitt & Goodson Inc. | 0.00% | No change | 32 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 27 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 30 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 27 | $1K |
| PrairieView Partners, LLC | 0.00% | No change | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.9% | 23 | $1K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.00% | No change | 26 | $999 |
| Huntington National Bank | 0.00% | Reduce -21.9% | 25 | $960 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 20 | $769 |
| Blue Trust, Inc. | 0.00% | Reduce -69.7% | 20 | $768 |
| Gradient Investments LLC | 0.00% | No change | 19 | $730 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -94.6% | 18 | $692 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 17 | $654 |
| Fortitude Family Office, LLC | 0.00% | New | 17 | $653 |
| ClariVest Asset Management LLC | 0.00% | New | 15 | $576 |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 12 | $462 |
| Red Tortoise LLC | 0.00% | No change | 12 | $461 |
| Sachetta, LLC | 0.00% | No change | 14 | $425 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 10 | $384 |
| Key Financial Inc | 0.00% | No change | 10 | $384 |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $308 |
| Westend Capital Management, LLC | 0.00% | — | 8 | $307 |
| SJS Investment Consulting Inc. | 0.00% | No change | 7 | $270 |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 7 | $269 |
| LRI Investments, LLC | 0.00% | — | 6 | $231 |
| Zions Bancorporation, N.A. | 0.00% | No change | 5 | $192 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $192 |
| Dunhill Financial, LLC | 0.00% | Add +25.0% | 5 | $179 |
| Birchbrook, Inc. | 0.00% | No change | 4 | $158 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -33.3% | 4 | $154 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $154 |
| Raleigh Capital Management Inc. | 0.00% | Add +33.3% | 4 | $153 |
| Pineridge Advisors LLC | 0.00% | No change | 3 | $115 |
| TFO Wealth Partners, LLC | 0.00% | No change | 2 | $77 |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.0% | 1 | $46 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $39 |
| Principal Securities, Inc. | 0.00% | Reduce -90.9% | 1 | $38 |
"% of holder's portfolio" is PHIN's weight in each manager's 13F, not the share of Phinia Inc. the manager owns.