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PHX Minerals Inc (PHXUSD)

CUSIP: 69291A100 | EU | 146 institutional holders

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
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Institutional Holders — Q1 2025

Edenbrook Capital, LLC3,606,085
4.2% of portfolio›$14.2M
Dimensional Fund Advisors LP1,847,837
0.0% of portfolio›$7.3M
Punch & Associates Investment Management, Inc.1,582,234
0.4% of portfolio›$6.2M
Vanguard Group Inc1,432,314
0.0% of portfolio›$5.7M
RBF Capital, LLC569,860
0.1% of portfolio›$2.3M
Ancora Advisors LLCA465,427
0.0% of portfolio›$1.8M
Russell Investments Group, Ltd.465,389
0.0% of portfolio›$1.8M
Bridgeway Capital Management, LLC425,400
0.0% of portfolio›$1.7M
BlackRock, Inc.421,658
0.0% of portfolio›$1.7M
Millennium Management LLC385,160
0.0% of portfolio›$1.5M
Geode Capital Management, LLC303,524
0.0% of portfolio›$1.2M
Truffle Hound Capital, LLC290,000
0.4% of portfolio›$1.1M
Susquehanna International Group, LLP239,422
0.0% of portfolio›$945.7K
Bank of New York Mellon Corp227,678
0.0% of portfolio›$899.3K
Empowered Funds, LLC144,520
0.0% of portfolio›$570.9K
Jane Street Group, LLC119,829
0.0% of portfolio›$473.3K
Wells Fargo & Company114,121
0.0% of portfolio›$450.8K
State Street Corp100,856
0.0% of portfolio›$398.4K
Morgan Stanley93,916
0.0% of portfolio›$371.0K
Arrowstreet Capital, Limited Partnership73,302
0.0% of portfolio›$289.5K
Northern Trust Corp70,416
0.0% of portfolio›$278.1K
Royal Bank of Canada62,242
0.0% of portfolio›$246.0K
Requisite Capital Management, LLC58,578
0.1% of portfolio›$231.4K
Goldman Sachs Group Inc54,134
0.0% of portfolio›$213.8K
American Century Companies Inc52,622
0.0% of portfolio›$207.9K
Squarepoint Ops LLC51,766
0.0% of portfolio›$204.5K
Qube Research & Technologies Ltd50,564
0.0% of portfolio›$199.7K
Schonfeld Strategic Advisors LLC49,368
0.0% of portfolio›$195.0K
Mesirow Financial Investment Management, Inc.47,542
0.0% of portfolio›$172.1K
Aventail Capital Group, LP42,300
0.0% of portfolio›$167.1K
Jain Global LLC40,450
0.0% of portfolio›$159.8K
Stifel Financial Corp40,417
0.0% of portfolio›$159.6K
Balyasny Asset Management L.P.40,262
0.0% of portfolio›$159.0K
Y-Intercept (Hong Kong) Ltd31,108
0.0% of portfolio›$122.9K
Bank of America Corp29,791
0.0% of portfolio›$117.7K
Campbell & Co Investment Adviser LLC25,076
0.0% of portfolio›$99.1K
Cerity Partners LLC24,582
0.0% of portfolio›$97.1K
PFG Investments, LLC24,499
0.0% of portfolio›$96.8K
LMR Partners LLP21,723
0.0% of portfolio›$85.8K
Modern Wealth Management, LLC21,000
0.0% of portfolio›$83.0K
HRT Financial LP20,773
0.0% of portfolio›$82
Oppenheimer Asset Management Inc.19,674
0.0% of portfolio›$77.7K
Omers Administration Corp19,500
0.0% of portfolio›$77.0K
Point72 Asia (Singapore) Pte. Ltd.18,598
0.0% of portfolio›$73.5K
Charles Schwab Investment Management Inc18,580
0.0% of portfolio›$73.4K
Total Wealth Planning & Management, Inc.18,100
0.1% of portfolio›$71.5K
Robotti Robert17,177
0.0% of portfolio›$67.8K
Citigroup Inc15,784
0.0% of portfolio›$62.3K
James Investment Research, Inc.15,500
0.0% of portfolio›$61.2K
NewEdge Advisors, LLC15,500
0.0% of portfolio›$61.2K
Mraz, Amerine & Associates, Inc.14,299
0.0% of portfolio›$57.2K
Cubist Systematic Strategies, LLC6,861
0.0% of portfolio›$27.1K
UBS Group AG5,882
0.0% of portfolio›$23.2K
Ulland Investment Advisors, LLC2,000
0.0% of portfolio›$8
Barclays PLC1,976
0.0% of portfolio›$7.8K
PNC Financial Services Group, Inc.1,000
0.0% of portfolio›$4.0K
Tower Research Capital LLC (TRC)935
0.0% of portfolio›$3.7K
Point72 (Difc) Ltd590
0.0% of portfolio›$2.3K
Maryland Capital Advisors Inc.500
0.0% of portfolio›$2.0K
Chelsea Counsel Co340
0.0% of portfolio›$1.3K
BNP Paribas Financial Markets168
0.0% of portfolio›$664
SBI Securities Co., Ltd.108
0.0% of portfolio›$427
JPMorgan Chase & Co40
0.0% of portfolio›$158
FMR LLC1
0.0% of portfolio›$4
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Edenbrook Capital, LLC
3,606,085$14.2M4.2%Deep ValueVery LowMt. Kisco, NY2025-05-15
Dimensional Fund Advisors LP
1,847,837$7.3M0.0%IndexLowAustin, TX2025-05-13
Punch & Associates Investment Management, Inc.
1,582,234$6.2M0.4%Deep ValueMediumEdina, MN2025-05-15
Vanguard Group Inc
1,432,314$5.7M0.0%N/AN/AValley Forge, PA2025-05-09
RBF Capital, LLC
569,860$2.3M0.1%ValueLowReno, NV2025-05-15
Ancora Advisors LLCActivist
465,427$1.8M0.0%ValueMediumCleveland, OH2025-05-15
Russell Investments Group, Ltd.
465,389$1.8M0.0%CoreLowSeattle, WA2025-05-13
Bridgeway Capital Management, LLC
425,400$1.7M0.0%Deep ValueMediumHouston, TX2025-05-15
BlackRock, Inc.
421,658$1.7M0.0%IndexVery LowNew York, NY2025-05-02
Millennium Management LLC
385,160$1.5M0.0%CoreVery HighNew York, NY2025-05-15
Geode Capital Management, LLC
303,524$1.2M0.0%IndexVery LowBoston, MA2025-05-13
Truffle Hound Capital, LLC
290,000$1.1M0.4%YieldHighBethesda, MD2025-05-09
Susquehanna International Group, LLP
239,422$945.7K0.0%GrowthHighBala Cynwyd, PA2025-05-14
Bank of New York Mellon Corp
227,678$899.3K0.0%CoreLowNew York, NY2025-04-29
Empowered Funds, LLC
144,520$570.9K0.0%ValueMediumNewtown Square, PA2025-05-16
Jane Street Group, LLC
119,829$473.3K0.0%CoreVery HighNew York, NY2025-05-19
Wells Fargo & Company
114,121$450.8K0.0%CoreLowSan Francisco, CA2025-05-13
State Street Corp
100,856$398.4K0.0%IndexVery LowBoston, MA2025-05-15
Morgan Stanley
93,916$371.0K0.0%CoreLowNew York, NY2025-05-15
Arrowstreet Capital, Limited Partnership
73,302$289.5K0.0%GARPHighBoston, MA2025-05-14
Northern Trust Corp
70,416$278.1K0.0%IndexVery LowChicago, IL2025-05-13
Royal Bank of Canada
62,242$246.0K0.0%CoreLowToronto, Australia2025-11-21
Requisite Capital Management, LLC
58,578$231.4K0.1%ETFMediumDallas, TX2025-04-15
Goldman Sachs Group Inc
54,134$213.8K0.0%CoreMediumNew York, NY2025-06-27
American Century Companies Inc
52,622$207.9K0.0%GARPMediumKansas City, MO2025-05-13
Squarepoint Ops LLC
51,766$204.5K0.0%GARPVery HighNew York, NY2025-08-27
Qube Research & Technologies Ltd
50,564$199.7K0.0%ValueVery HighLondon, United Kingdom2025-05-15
Schonfeld Strategic Advisors LLC
49,368$195.0K0.0%GARPVery HighNew York, NY2025-05-15
Mesirow Financial Investment Management, Inc.
47,542$172.1K0.0%CoreLowChicago, IL2025-05-08
Aventail Capital Group, LP
42,300$167.1K0.0%ValueVery HighNew York, NY2025-05-15
Jain Global LLC
40,450$159.8K0.0%GARPVery HighNew York, NY2025-05-15
Stifel Financial Corp
40,417$159.6K0.0%CoreLowSt. Louis, MO2025-05-14
Balyasny Asset Management L.P.
40,262$159.0K0.0%CoreVery HighChicago, IL2025-05-15
Y-Intercept (Hong Kong) Ltd
31,108$122.9K0.0%ValueVery HighHong Kong, South Korea2025-05-06
Bank of America Corp
29,791$117.7K0.0%CoreLowCharlotte, NC2025-05-15
Campbell & Co Investment Adviser LLC
25,076$99.1K0.0%Deep ValueVery HighBaltimore, MD2025-05-14
Cerity Partners LLC
24,582$97.1K0.0%IndexLowNew York, NY2025-04-30
PFG Investments, LLC
24,499$96.8K0.0%CoreLowWoodbury, NY2025-04-22
LMR Partners LLP
21,723$85.8K0.0%GARPVery HighLondon, United Kingdom2025-05-15
Modern Wealth Management, LLC
21,000$83.0K0.0%ETFMediumKansas City, MO2025-06-02
HRT Financial LP
20,773$820.0%GARPVery HighNew York, NY2025-05-15
Oppenheimer Asset Management Inc.
19,674$77.7K0.0%CoreMediumNew York, NY2025-04-23
Omers Administration Corp
19,500$77.0K0.0%CoreHighToronto, Australia2025-05-14
Point72 Asia (Singapore) Pte. Ltd.
18,598$73.5K0.0%Agg GrowthN/ASingapore, Turkey2025-05-15
Charles Schwab Investment Management Inc
18,580$73.4K0.0%IndexVery LowSan Francisco, CA2025-09-15
Total Wealth Planning & Management, Inc.
18,100$71.5K0.1%CoreMediumPonte Vedra Beach, FL2025-04-24
Robotti Robert
17,177$67.8K0.0%Deep ValueLowNew York, NY2025-05-13
Citigroup Inc
15,784$62.3K0.0%CoreMediumNew York, NY2025-05-12
James Investment Research, Inc.
15,500$61.2K0.0%CoreLowAlpha, OH2025-05-02
NewEdge Advisors, LLC
15,500$61.2K0.0%CoreLowNew Orleans, LA2025-05-15
Mraz, Amerine & Associates, Inc.
14,299$57.2K0.0%Deep ValueLowModesto, CA2025-07-24
Cubist Systematic Strategies, LLC
6,861$27.1K0.0%ValueHighStamford, CT2025-05-15
UBS Group AG
5,882$23.2K0.0%CoreMediumZurich, Switzerland2025-05-13
Ulland Investment Advisors, LLC
2,000$80.0%GrowthVery LowMinneapolis, MN2025-04-15
Barclays PLC
1,976$7.8K0.0%CoreMediumLondon, United Kingdom2026-03-17
PNC Financial Services Group, Inc.
1,000$4.0K0.0%GrowthVery LowPittsburgh, PA2025-05-09
Tower Research Capital LLC (TRC)
935$3.7K0.0%GARPVery HighNew York, NY2025-05-15
Point72 (Difc) Ltd
590$2.3K0.0%N/AN/ADubai, Canada2025-05-15
Maryland Capital Advisors Inc.
500$2.0K0.0%ETFVery LowChester, MD2025-05-06
Chelsea Counsel Co
340$1.3K0.0%CoreVery LowWoodland Hills, CA2025-05-22
BNP Paribas Financial Markets
168$6640.0%CoreMediumParis, India2025-05-14
SBI Securities Co., Ltd.
108$4270.0%Agg GrowthLowTokyo, Mexico2025-05-02
JPMorgan Chase & Co
40$1580.0%GrowthMediumNew York, NY2025-05-12
FMR LLC
1$40.0%GrowthMediumBoston, MA2026-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-05-14