Who owns PDX (PDX)
Which tracked institutional funds hold PDX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PDX is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PDX’s largest tracked holder by dollar value, Saba Capital Management, L.P., sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PDX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 100 tracked filers holding PDX, 53 increased or opened the position and 40 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PDX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Pathstone Holdings, LLC$9M
- Navis Wealth Advisors, LLC$1M
- NORTHERN TRUST CORP$1M
- Concurrent Investment Advisors, LLC$760K
Full exits 1
- JANE STREET GROUP, LLC$836K
Largest adds
- Saba Capital Management, L.P.$14M
- Almitas Capital LLC$9M
- MORGAN STANLEY$6M
- BANK OF AMERICA CORP /DE/$5M
- WELLS FARGO & COMPANY/MN$5M
- COHEN & STEERS, INC.$4M
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$5M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1M
- STIFEL FINANCIAL CORP$941K
- CFO CAPITAL MANAGEMENT LLC$500K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Saba Capital Management, L.P. trimmed | 6,416,087 | $142M | 25.8% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 1,253,348 | $28M | 5.0% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 1,138,597 | $25M | 4.6% | 2026-Q1 |
| COHEN & STEERS, INC. added | 1,021,789 | $23M | 4.1% | 2026-Q1 |
| UBS Group AG added | 999,725 | $22M | 4.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 978,814 | $22M | 3.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 953,643 | $21M | 3.8% | 2026-Q1 |
| MORGAN STANLEY added | 914,798 | $20M | 3.7% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 853,530 | $19M | 3.4% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 852,325 | $19M | 3.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 772,043 | $17M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 709,274 | $16M | 2.8% | 2026-Q1 |
| Almitas Capital LLC added | 541,492 | $12M | 2.2% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 484,764 | $11M | 1.9% | 2026-Q1 |
| Pathstone Holdings, LLC added | 388,722 | $9M | 1.6% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 358,918 | $8M | 1.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 339,026 | $7M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 331,674 | $7M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 250,000 | $6M | 1.0% | 2026-Q1 |
| Altium Capital Management LLC added | 157,700 | $3M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 149,352 | $3M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 133,055 | $3M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 118,998 | $3M | 0.5% | 2026-Q1 |
| Rareview Capital LLC added | 90,004 | $2M | 0.4% | 2026-Q1 |
| CHOREO, LLC trimmed | 89,631 | $2M | 0.4% | 2026-Q1 |
| SMITH, MOORE & CO. added | 87,566 | $2M | 0.4% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 86,165 | $2M | 0.3% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 75,833 | $2M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 75,833 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 66,909 | $1M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 63,378 | $1M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 62,120 | $1M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 53,558 | $1M | 0.2% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 49,164 | $1M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 49,079 | $1M | 0.2% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 36,300 | $801K | 0.1% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS added | 35,201 | $777K | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 34,828 | $768K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 34,450 | $760K | 0.1% | 2026-Q1 |
| Family Manage LLC trimmed | 34,252 | $756K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 32,136 | $709K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 31,277 | $690K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 31,253 | $689K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC added | 30,600 | $675K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 29,665 | $654K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 28,282 | $624K | 0.1% | 2026-Q1 |
| VIRTUE ASSET MANAGEMENT LLC trimmed | 27,956 | $617K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 24,244 | $535K | 0.1% | 2026-Q1 |
| Stolper Co added | 40,357 | $531K | 0.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 23,945 | $528K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP new | 21,943 | $484K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 21,700 | $479K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 20,775 | $458K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 19,844 | $438K | 0.1% | 2026-Q1 |
| Aprio Wealth Management, LLC trimmed | 19,779 | $436K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 18,503 | $408K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 18,049 | $399K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. | 17,750 | $392K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 18,189 | $385K | 0.1% | 2026-Q1 |
| Investment Management Trust, LLC new | 16,740 | $369K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 16,301 | $360K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 16,275 | $359K | 0.1% | 2026-Q1 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 16,028 | $354K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 15,421 | $340K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. | 15,079 | $333K | 0.1% | 2026-Q1 |
| Abel Hall, LLC new | 15,000 | $331K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,047 | $310K | 0.1% | 2026-Q1 |
| Flatrock Wealth Partners LLC | 13,575 | $301K | 0.1% | 2026-Q1 |
| CFO CAPITAL MANAGEMENT LLC trimmed | 13,647 | $301K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 12,443 | $274K | 0.0% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 12,206 | $269K | 0.0% | 2026-Q1 |
| BROWN ADVISORY INC new | 12,022 | $265K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 10,500 | $232K | 0.0% | 2026-Q1 |
| SPIREPOINT PRIVATE CLIENT, LLC | 10,321 | $228K | 0.0% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 10,224 | $226K | 0.0% | 2026-Q1 |
| Cynosure Group, LLC added | 10,158 | $224K | 0.0% | 2026-Q1 |
| MAI Capital Management | 10,000 | $221K | 0.0% | 2026-Q1 |
| &PARTNERS added | 9,945 | $219K | 0.0% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 2,089,726 | $51M | 9.3% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 162,910 | $4M | 0.7% | 2025-Q3 stale |
| TORONTO DOMINION BANK new | 105,323 | $3M | 0.5% | 2025-Q3 stale |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 79,139 | $2M | 0.4% | 2025-Q1 stale |
| COUNTRY TRUST BANK | 46,722 | $1M | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 44,506 | $836K | 0.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 25,733 | $483K | 0.1% | 2025-Q4 stale |
| WCG Wealth Advisors LLC new | 23,981 | $450K | 0.1% | 2025-Q4 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new | 15,828 | $395K | 0.1% | 2025-Q3 stale |
| Phraction Management LLC | 14,971 | $369K | 0.1% | 2025-Q2 stale |
| OneDigital Investment Advisors LLC new | 14,500 | $356K | 0.1% | 2025-Q1 stale |
| Virtu Financial LLC added | 18,111 | $340K | 0.1% | 2025-Q4 stale |
| Tanglewood Legacy Advisors, LLC | 13,449 | $335K | 0.1% | 2025-Q3 stale |
| Baird Financial Group, Inc. added | 12,800 | $319K | 0.1% | 2025-Q3 stale |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 11,804 | $294K | 0.1% | 2025-Q3 stale |
| XTX Topco Ltd new | 15,224 | $286K | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 15,016 | $282K | 0.1% | 2025-Q4 stale |
| Hilltop Holdings Inc. | 11,075 | $273K | 0.0% | 2025-Q2 stale |
| CSS LLC/IL | 13,460 | $253K | 0.0% | 2025-Q4 stale |
| Warren Street Wealth Advisors, LLC | 9,000 | $224K | 0.0% | 2025-Q3 stale |
| EVOKE WEALTH, LLC added | 8,995 | $222K | 0.0% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC | 9,000 | $221K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.