Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 6 added or opened and 25 trimmed or exited — on balance reducing.
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 4.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.1pp 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 2026-Q1 and 2026-Q2, across 96 tracked filers holding PDX, 48 increased or opened the position and 43 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 2026-Q1 and 2026-Q2 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Atlas Wealth LLC$657K
Full exits 7
- COHEN & STEERS, INC.$23M
- Cambridge Investment Research Advisors, Inc.$6M
- Navis Wealth Advisors, LLC$1M
- Family Manage LLC$756K
- Kestra Advisory Services, LLC$689K
- HighTower Advisors, LLC$624K
Largest adds
- STIFEL FINANCIAL CORP$778K
- WELLS FARGO & COMPANY/MN$766K
- RAYMOND JAMES FINANCIAL INC$450K
- Noble Wealth Management PBC$396K
Largest trims
- Saba Capital Management, L.P.$8M
- Thomas J. Herzfeld Advisors, Inc.$5M
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$4M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Pathstone Holdings, LLC$2M
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. | 6,416,087 | $134M | 29.3% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 1,101,509 | $23M | 5.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 1,095,075 | $23M | 5.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,047,230 | $22M | 4.8% | 2026-Q2 |
| UBS Group AG added | 1,016,475 | $21M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,002,602 | $21M | 4.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 879,336 | $18M | 4.0% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 837,548 | $17M | 3.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 793,540 | $17M | 3.6% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 701,289 | $15M | 3.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 695,177 | $14M | 3.2% | 2026-Q2 |
| Almitas Capital LLC added | 549,495 | $11M | 2.5% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT added | 489,829 | $10M | 2.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 388,769 | $8M | 1.8% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 341,810 | $7M | 1.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 308,991 | $6M | 1.4% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 263,425 | $5M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 179,862 | $4M | 0.8% | 2026-Q2 |
| Altium Capital Management LLC | 157,700 | $3M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 116,886 | $2M | 0.5% | 2026-Q2 |
| Rareview Capital LLC added | 98,718 | $2M | 0.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 113,183 | $2M | 0.5% | 2026-Q2 |
| SMITH, MOORE & CO. added | 88,674 | $2M | 0.4% | 2026-Q2 |
| CHOREO, LLC trimmed | 79,531 | $2M | 0.4% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 75,733 | $2M | 0.3% | 2026-Q2 |
| Invesco Ltd. added | 75,453 | $2M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 74,633 | $2M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 74,369 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 71,649 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 58,694 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 54,663 | $1M | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC added | 51,425 | $1M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP | 49,079 | $1M | 0.2% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 45,419 | $946K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 42,628 | $888K | 0.2% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 36,300 | $756K | 0.2% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 35,036 | $729K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 34,867 | $726K | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 34,828 | $725K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 34,459 | $717K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 32,048 | $667K | 0.1% | 2026-Q2 |
| Atlas Wealth LLC new | 31,579 | $657K | 0.1% | 2026-Q2 |
| VIRTUE ASSET MANAGEMENT LLC | 27,956 | $582K | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 23,334 | $489K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 22,700 | $473K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 21,015 | $438K | 0.1% | 2026-Q2 |
| Aprio Wealth Management, LLC | 19,779 | $412K | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 19,779 | $412K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 19,075 | $397K | 0.1% | 2026-Q2 |
| Indivisible Partners new | 18,003 | $375K | 0.1% | 2026-Q2 |
| Investment Management Trust, LLC added | 17,871 | $372K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. | 17,750 | $370K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 17,335 | $361K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 16,209 | $349K | 0.1% | 2026-Q2 |
| ISLAY CAPITAL MANAGEMENT, LLC added | 16,047 | $334K | 0.1% | 2026-Q2 |
| Abel Hall, LLC | 15,000 | $312K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 14,635 | $305K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,137 | $294K | 0.1% | 2026-Q2 |
| Flatrock Wealth Partners LLC added | 13,586 | $285K | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 13,483 | $281K | 0.1% | 2026-Q2 |
| Creative Planning added | 13,251 | $276K | 0.1% | 2026-Q2 |
| CSS LLC/IL trimmed | 12,960 | $270K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 12,917 | $269K | 0.1% | 2026-Q2 |
| PFG Investments, LLC new | 12,297 | $256K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC | 12,206 | $254K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 12,022 | $250K | 0.1% | 2026-Q2 |
| Meadowbrook Wealth Management, LLC new | 11,700 | $245K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 11,500 | $240K | 0.1% | 2026-Q2 |
| &PARTNERS added | 10,780 | $224K | 0.0% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 10,769 | $224K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 10,500 | $219K | 0.0% | 2026-Q2 |
| Cynosure Group, LLC added | 10,347 | $215K | 0.0% | 2026-Q2 |
| SPIREPOINT PRIVATE CLIENT, LLC | 10,321 | $215K | 0.0% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 10,268 | $214K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC | 8,550 | $178K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC added | 6,163 | $128K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. | 6,053 | $126K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 5,000 | $104K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 4,696 | $98K | 0.0% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 4,500 | $94K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 3,783 | $79K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp added | 4,651 | $78K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 3,481 | $72K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 2,107 | $44K | 0.0% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC | 1,965 | $41K | 0.0% | 2026-Q2 |
| Cornerstone National Bank & Trust Co | 1,500 | $31K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 1,509 | $31K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 875 | $18K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 675 | $14K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 623 | $13K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 625 | $13K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 600 | $12K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 200 | $4K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 150 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 100 | $2K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 68 | $1K | 0.0% | 2026-Q2 |
| COHEN & STEERS, INC. added | 1,021,789 | $23M | 4.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 250,000 | $6M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Kovitz Investment Group Partners, LLC trimmed | 162,910 | $4M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| TORONTO DOMINION BANK new | 105,323 | $3M | 0.6% | 2025-Q3 stale (3 quarters behind) |
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.