| 94K |
| $97K |
| +18.0% |
| 0.811% |
| 0.00% |
| 4 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 50K | $51K | — | 0.430% | 0.00% |
| 5 | Cetera Investment Advisers | 48K | $49K | +5.6% | 0.409% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 47K | $48K | — | 0.406% | 0.00% |
| 7 | VANGUARD FIDUCIARY TRUST CO | 38K | $39K | 0.0% | 0.329% | 0.00% |
| 8 | NORTHERN TRUST CORP | 28K | $28K | +16.9% | 0.239% | 0.00% |
| 9 | TWO SIGMA INVESTMENTS, LP | 22K | $22K | -33.8% | 0.185% | 0.00% |
| 10 | XTX Topco Ltd | 18K | $19K | -25.7% | 0.159% | 0.00% |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12K | $12K | — | 0.103% | 0.00% |
| 12 | CITIGROUP INC | 12K | $12K | +1032.2% | 0.100% | 0.00% |
| 13 | CAPTRUST FINANCIAL ADVISORS | 10K | $10K | 0.0% | 0.086% | 0.00% |
| 14 | Tower Research Capital LLC (TRC) | 6K | $6K | -18.6% | 0.053% | 0.00% |
| 15 | MORGAN STANLEY | 6K | $6K | 0.0% | 0.052% | 0.00% |
| 16 | UBS Group AG | 5K | $6K | -80.0% | 0.046% | 0.00% |
| 17 | OSAIC HOLDINGS, INC. | 2K | $2K | 0.0% | 0.017% | 0.00% |
| 18 | Spire Wealth Management | 2K | $2K | -0.5% | 0.017% | 0.00% |
| 19 | SBI Securities Co., Ltd. | 1K | $1K | +1.9% | 0.011% | 0.00% |
| 20 | BARCLAYS PLC | 231 | $237 | — | 0.002% | 0.00% |
| 21 | ASSETMARK, INC | 110 | $113 | 0.0% | 0.001% | 0.00% |
| 22 | HRT FINANCIAL LP | 13K | $13 | — | 0.113% | 0.00% |
| 23 | Activest Wealth Management | 9 | $9 | 0.0% | 0.000% | 0.00% |
| 24 | Caitong International Asset Management Co., Ltd | 6 | $6 | +100.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PHIO — a direct measure of their conviction.
| 0.87% |
| +0.26 pp |
| $0M |
| +2.8% |
| Q4 2024 | 12 | +71% | 0.61% | +0.36 pp | $0M | +29% |
| Q3 2024 | 7 | — | 0.25% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
4 institutions opened new positions in PHIO during Q2 2026, while 4 fully exited. 2 added to existing positions and 17 trimmed.
PHIO institutional ownership fell by 0.18 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 91.0% of all reported 13F value in PHIO, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Phio Pharmaceuticals Corp. (PHIO) Institutional Ownership