Who owns PEXL
Which tracked institutional funds hold PEXL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PEXL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
6 tracked funds added or opened PEXL while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
PEXL’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PEXL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PEXL 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 22 tracked filers holding PEXL, 12 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 PEXL 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.
Full exits 5
- CWM, LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- THOROUGHBRED FINANCIAL SERVICES, LLC$1M
- CITADEL ADVISORS LLC$849K
- JANE STREET GROUP, LLC$552K
Largest adds
- Visionary Horizons, LLC$3M
- LPL Financial LLC$2M
- MML INVESTORS SERVICES, LLC$532K
- OSAIC HOLDINGS, INC.$441K
- HARBOUR INVESTMENTS, INC.$337K
- Western Wealth Management, LLC$298K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$724K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 65,575 | $5M | 20.2% | 2026-Q2 |
| Visionary Horizons, LLC added | 43,085 | $3M | 13.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 22,645 | $2M | 7.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 16,479 | $1M | 5.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 15,769 | $1M | 4.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 10,296 | $781K | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 8,136 | $617K | 2.5% | 2026-Q2 |
| Western Wealth Management, LLC added | 6,578 | $499K | 2.0% | 2026-Q2 |
| Signature Equity Partners, LLC added | 6,134 | $465K | 1.9% | 2026-Q2 |
| WILLNER & HELLER, LLC added | 4,645 | $352K | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 4,021 | $305K | 1.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,086 | $234K | 1.0% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 2,745 | $208K | 0.8% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 815 | $62K | 0.3% | 2026-Q2 |
| ASSETMARK, INC new | 700 | $53K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 419 | $32K | 0.1% | 2026-Q2 |
| Kozak & Associates, Inc. added | 292 | $22K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 255 | $19K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 200 | $15K | 0.1% | 2026-Q2 |
| Abound Wealth Management | 100 | $8K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 80 | $6K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 19 | $1K | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 58,258 | $3M | 13.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 34,031 | $2M | 8.1% | 2026-Q1 stale (1 quarter behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 19,344 | $1M | 4.6% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 14,465 | $849K | 3.5% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 9,415 | $552K | 2.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 16 | $939 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Garton & Associates Financial Advisors LLC new | 120 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PFG Advisors added | 7,552 | $433K | 1.8% | 2025-Q3 stale (3 quarters behind) |
| Nova Wealth Management, Inc. trimmed | 2,348 | $122K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 15 | $779 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.