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Funds Holding PHYL

On this page, we present all of the funds holding PHYL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PHYL, with a link to that fund's top holdings. The next columns indicate the amount of PHYL stock held by each of the funds holding PHYL, followed by the PHYL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding PHYL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Prudential Financial Inc.. For more details on the positions held by Prudential Financial Inc. (or by any of the other funds holding PHYL), click the fund name in the "Holder" column of the funds-holding-PHYL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Prudential Financial Inc.1,376,600$47,892 12/31/2023
     PHYL1,376,600$47,892 12/31/2023
Wright Fund Managment LLC224,700$7,817 12/31/2023
     PHYL224,700$7,817 12/31/2023
Envestnet Asset Management Inc.196,303$6,829 12/31/2023
     PHYL196,303$6,829 12/31/2023
PFW Advisors LLC137,753$4,825 03/31/2024
     PHYL137,753$4,825 03/31/2024
Advisor Group Holdings Inc.119,037$4,142 12/31/2023
     PHYL119,037$4,142 12/31/2023
Adams Wealth Management75,765$2,636 12/31/2023
     PHYL75,765$2,636 12/31/2023
MML Investors Services LLC57,584$2,003 12/31/2023
     PHYL57,584$2,003 12/31/2023
Resources Investment Advisors LLC.56,908$1,980 12/31/2023
     PHYL56,908$1,980 12/31/2023
LPL Financial LLC51,458$1,790 12/31/2023
     PHYL51,458$1,790 12/31/2023
First Citizens Financial Corp32,529$1,132 12/31/2023
     PHYL32,529$1,132 12/31/2023
Park Avenue Securities LLC32,192$1,128 03/31/2024
     PHYL32,192$1,128 03/31/2024
Financial Connections Group Inc.23,487$817 12/31/2023
     PHYL23,487$817 12/31/2023
Financial Advisory Corp UT ADV22,947$804 03/31/2024
     PHYL22,947$804 03/31/2024
Garden State Investment Advisory Services LLC19,492$678 12/31/2023
     PHYL19,492$678 12/31/2023
Raymond James & Associates14,000$490 03/31/2024
     PHYL14,000$490 03/31/2024
Truist Financial Corp13,242$461 12/31/2023
     PHYL13,242$461 12/31/2023
Equitable Holdings Inc.13,050$454 12/31/2023
     PHYL13,050$454 12/31/2023
BlackDiamond Wealth Management Inc.6,965$240 12/31/2023
     PHYL6,965$240 12/31/2023
Private Trust Co. NA3,000$105 03/31/2024
     PHYL3,000$105 03/31/2024
Morgan Stanley1,255$44 12/31/2023
     PHYL1,255$44 12/31/2023
FMR LLC636$22 12/31/2023
     PHYL636$22 12/31/2023
Northwestern Mutual Wealth Management Co.535$19 12/31/2023
     PHYL535$19 12/31/2023
Stephenson National Bank & Trust445$16 03/31/2024
     PHYL445$16 03/31/2024
Creative Financial Designs Inc. ADV342$12 12/31/2023
     PHYL342$12 12/31/2023
Proequities Inc.0$0 12/31/2023
     PHYL0$0 12/31/2023

See Summary: Institutional Holders of PHYL
See Details: Top 10 Hedge Funds Holding PHYL
Also See: PHYL Holdings Changes

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