NEW YORK, NY
PHENIXFIN CORPPFXNZ— Latest position per institution from SEC 13F filings
15
Institutional holders
495.70K
Total shares held
19.42M
Estimated value
24.79K
Avg. position size
ADALTA CAPITAL MANAGEMENT LLC
CIK 1698926
Shares
175.57K
Value
6.86M
Filed
Mar 31, 2026
AMERICAN FINANCIAL GROUP INC
CIK 1042046
Shares
64.33K
Value
2.51M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
54.96K
Value
2.15M
Filed
Mar 31, 2026
22NW, LP
CIK 1694297
Shares
43.12K
Value
1.68M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
23.94K
Value
935.02K
Filed
Mar 31, 2026
BULLDOG INVESTORS, LLP
CIK 1504304
Shares
19.22K
Value
750.65K
Filed
Mar 31, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
17.82K
Value
752.78K
Filed
Dec 31, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
15.43K
Value
734.31K
Filed
Sep 30, 2024
LEGAL & GENERAL GROUP PLC
CIK 764068
Shares
15.14K
Value
601.82K
Filed
Mar 31, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 1442056
Shares
14.55K
Value
552.21K
Filed
Jun 30, 2023
GREENWICH INVESTMENT MANAGEMENT, INC.
CIK 1456511
Shares
10.63K
Value
330.00
Filed
Dec 31, 2022
ALPHACENTRIC ADVISORS LLC
CIK 1913464
Shares
10.30K
Value
507.07K
Filed
Dec 31, 2024
CROSSINGBRIDGE ADVISORS, LLC
CIK 1770024
Shares
10.30K
Value
507.07K
Filed
Dec 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
9.94K
Value
438.31K
Filed
Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
5.35K
Value
224.13K
Filed
Dec 31, 2023
COMPAGNIE LOMBARD ODIER SCMA
CIK 1615423
Shares
2.50K
Value
123.08K
Filed
Dec 31, 2024
RETIREMENT GROUP, LLC
CIK 1740491
Shares
1.15K
Value
50.89K
Filed
Mar 31, 2024
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC
CIK 1881590
Shares
583.00
Value
27.00
Filed
Sep 30, 2024
UBS GROUP AG
CIK 1610520
Shares
488.00
Value
19.06K
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
400.00
Value
15.62K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ADALTA CAPITAL MANAGEMENT LLC | 1698926 | 175.57K | 6.86M | Mar 31, 2026 |
| 2 | AMERICAN FINANCIAL GROUP INC | 1042046 | 64.33K | 2.51M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 54.96K | 2.15M | Mar 31, 2026 |
| 4 | 22NW, LP | 1694297 | 43.12K | 1.68M | Mar 31, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 23.94K | 935.02K | Mar 31, 2026 |
| 6 | BULLDOG INVESTORS, LLP | 1504304 | 19.22K | 750.65K | Mar 31, 2026 |
| 7 | ALMITAS CAPITAL LLC | 1596468 | 17.82K | 752.78K | Dec 31, 2023 |
| 8 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 15.43K | 734.31K | Sep 30, 2024 |
| 9 | LEGAL & GENERAL GROUP PLC | 764068 | 15.14K | 601.82K | Mar 31, 2026 |
| 10 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | 14.55K | 552.21K | Jun 30, 2023 |
| 11 | GREENWICH INVESTMENT MANAGEMENT, INC. | 1456511 | 10.63K | 330.00 | Dec 31, 2022 |
| 12 | ALPHACENTRIC ADVISORS LLC | 1913464 | 10.30K | 507.07K | Dec 31, 2024 |
| 13 | CROSSINGBRIDGE ADVISORS, LLC | 1770024 | 10.30K | 507.07K | Dec 31, 2024 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 9.94K | 438.31K | Mar 31, 2024 |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 5.35K | 224.13K | Dec 31, 2023 |
| 16 | COMPAGNIE LOMBARD ODIER SCMA | 1615423 | 2.50K | 123.08K | Dec 31, 2024 |
| 17 | RETIREMENT GROUP, LLC | 1740491 | 1.15K | 50.89K | Mar 31, 2024 |
| 18 | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 1881590 | 583.00 | 27.00 | Sep 30, 2024 |
| 19 | UBS GROUP AG | 1610520 | 488.00 | 19.06K | Mar 31, 2026 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 400.00 | 15.62K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.