As of the latest SEC filings, PHINIA INC. (PHIN) is held by 343 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $155,775,325.84 in market value, representing 0.17% of its portfolio.
Funds holding PHINIA INC. (PHIN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHIN
- CIK:
- 0001968915
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $155,775,325.84 | 2,276,086 | Mar 31, 2026 | May 26, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.43% | $100,808,696.88 | 1,387,976 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $76,704,882.84 | 1,120,761 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.09% | $63,829,128.76 | 932,629 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $56,913,745.84 | 831,586 | Mar 31, 2026 | May 28, 2026 |
|
FCDTX
Fidelity Stock Selector Small Cap Fund
|
MF | Fidelity | 0.60% | $41,478,024.90 | 574,886 | Apr 30, 2026 | Jun 26, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 0.79% | $40,043,250.00 | 555,000 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $36,194,630.88 | 528,852 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.19% | $35,443,976.10 | 491,254 | Apr 30, 2026 | Jun 24, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 0.69% | $30,798,000.00 | 450,000 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $28,935,610.72 | 422,788 | Mar 31, 2026 | May 28, 2026 |
|
FSOPX
Fidelity Series Small Cap Opportunities Fund
|
MF | Fidelity | 0.54% | $27,353,075.10 | 379,114 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.08% | $27,178,039.20 | 376,688 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.33% | $25,328,959.60 | 370,090 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.17% | $23,458,768.16 | 342,764 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.15% | $23,308,851.15 | 323,061 | Apr 30, 2026 | Jun 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.56% | $22,957,102.96 | 335,434 | Mar 31, 2026 | May 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.18% | $22,373,172.88 | 326,902 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.21% | $20,517,611.85 | 282,495 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.15% | $20,232,735.90 | 280,426 | Apr 30, 2026 | Jun 29, 2026 |
|
FZAOX
Fidelity Advisor Small Cap Fund
|
MF | Fidelity | 0.79% | $17,634,564.00 | 242,800 | Feb 28, 2026 | Apr 24, 2026 |
|
XSMO
Invesco S&P SmallCap Momentum ETF
|
ETF | Invesco | 0.62% | $17,124,225.30 | 237,342 | Apr 30, 2026 | Jun 26, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.17% | $16,411,227.60 | 239,790 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.20% | $15,207,416.25 | 210,775 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $14,596,741.62 | 200,974 | Feb 28, 2026 | Apr 24, 2026 |
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