Who owns PFIX (PFIX)
Which tracked institutional funds hold PFIX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFIX 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
19 tracked funds added or opened PFIX while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
PFIX’s largest tracked holder by dollar value, Tidal Investments 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PFIX 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 63 tracked filers holding PFIX, 49 increased or opened the position and 19 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 PFIX 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 13
- Tidal Investments LLC$11M
- PFG Advisors$9M
- Thomas J. Herzfeld Advisors, Inc.$5M
- Point72 Asset Management, L.P.$2M
- Belpointe Asset Management LLC$1M
- Pekin Hardy Strauss, Inc.$1M
Full exits 4
- JANE STREET GROUP, LLC$7M
- CITADEL ADVISORS LLC$976K
- Professional Financial Advisors, LLC$897K
- Quadrature Capital Ltd$648K
Largest adds
- LPL Financial LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
- GOLDMAN SACHS GROUP INC$4M
- Drum Hill Capital, LLC$1M
- Anchor Investment Management, LLC$503K
- OSAIC HOLDINGS, INC.$312K
Largest trims
- Trek Financial, LLC$12M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Hilltop Holdings Inc.$1M
- Urban Wealth Management, LLC$497K
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 |
|---|---|---|---|---|
| Tidal Investments LLC added | 241,598 | $11M | 11.2% | 2026-Q1 |
| PFG Advisors new | 190,575 | $9M | 8.9% | 2026-Q1 |
| LPL Financial LLC added | 159,005 | $7M | 7.4% | 2026-Q1 |
| Drum Hill Capital, LLC added | 143,638 | $7M | 6.7% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 117,701 | $5M | 5.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 109,539 | $5M | 5.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 100,000 | $5M | 4.6% | 2026-Q1 |
| Holcombe Financial, Inc. added | 99,551 | $5M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 69,722 | $3M | 3.2% | 2026-Q1 |
| Point72 Asset Management, L.P. new | 32,600 | $2M | 1.5% | 2026-Q1 |
| Belpointe Asset Management LLC added | 31,894 | $1M | 1.5% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 27,015 | $1M | 1.3% | 2026-Q1 |
| Fortis Capital Advisors, LLC added | 24,520 | $1M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 24,451 | $1M | 1.1% | 2026-Q1 |
| Catawba River Capital new | 22,434 | $1M | 1.0% | 2026-Q1 |
| FSA Investment Group, LLC added | 21,631 | $1M | 1.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 20,873 | $965K | 1.0% | 2026-Q1 |
| Anchor Investment Management, LLC added | 20,445 | $945K | 0.9% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 19,675 | $910K | 0.9% | 2026-Q1 |
| HRT FINANCIAL LP added | 18,172 | $840K | 0.8% | 2026-Q1 |
| CVS HEALTH Corp new | 14,500 | $670K | 0.7% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. added | 12,551 | $604K | 0.6% | 2026-Q1 |
| Urban Wealth Management, LLC trimmed | 12,927 | $598K | 0.6% | 2026-Q1 |
| CHOREO, LLC trimmed | 11,485 | $531K | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 11,202 | $518K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 10,221 | $473K | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,848 | $409K | 0.4% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 6,719 | $311K | 0.3% | 2026-Q1 |
| GRIFFIN ASSET MANAGEMENT, INC. new | 6,667 | $308K | 0.3% | 2026-Q1 |
| Cambridge Advisors Inc. added | 6,182 | $286K | 0.3% | 2026-Q1 |
| Trek Financial, LLC trimmed | 5,662 | $262K | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 5,413 | $250K | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. new | 5,005 | $231K | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC trimmed | 4,815 | $223K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 4,568 | $211K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,507 | $205K | 0.2% | 2026-Q1 |
| Luminist Capital LLC added | 3,653 | $169K | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 3,026 | $140K | 0.1% | 2026-Q1 |
| Capital Advisor Network LLC new | 2,528 | $117K | 0.1% | 2026-Q1 |
| Ball & Co Wealth Management Inc. new | 2,118 | $97K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,002 | $93K | 0.1% | 2026-Q1 |
| Colonial Trust Co / SC added | 1,750 | $81K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,682 | $78K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. new | 955 | $44K | 0.0% | 2026-Q1 |
| Archer Investment Corp | 802 | $37K | 0.0% | 2026-Q1 |
| Copia Wealth Management | 745 | $34K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC new | 600 | $28K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC | 600 | $28K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 545 | $25K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 446 | $21K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 342 | $16K | 0.0% | 2026-Q1 |
| Game Plan Financial Advisors, LLC new | 300 | $14K | 0.0% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 289 | $13K | 0.0% | 2026-Q1 |
| POM Investment Strategies, LLC new | 176 | $8K | 0.0% | 2026-Q1 |
| Merkkuri Wealth Advisors LLC new | 144 | $7K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 127 | $6K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 75 | $3K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 49 | $2K | 0.0% | 2026-Q1 |
| Essential Partners LLC new | 43 | $2K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 17 | $776 | 0.0% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC new | 16 | $740 | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 15 | $702 | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 1 | $47 | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 151,777 | $7M | 7.3% | 2025-Q4 stale |
| Ausdal Financial Partners, Inc. added | 86,032 | $4M | 4.2% | 2025-Q3 stale |
| Advyzon Investment Management, LLC added | 61,855 | $3M | 3.0% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 22,623 | $1M | 1.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 20,361 | $976K | 1.0% | 2025-Q4 stale |
| Professional Financial Advisors, LLC added | 18,721 | $897K | 0.9% | 2025-Q4 stale |
| Stratos Wealth Advisors, LLC added | 16,167 | $779K | 0.8% | 2025-Q3 stale |
| Maridea Wealth Management LLC trimmed | 13,622 | $720K | 0.7% | 2025-Q2 stale |
| Compound Planning, Inc. new | 13,333 | $705K | 0.7% | 2025-Q2 stale |
| Quadrature Capital Ltd new | 13,514 | $648K | 0.7% | 2025-Q4 stale |
| NAPA WEALTH MANAGEMENT added | 10,415 | $502K | 0.5% | 2025-Q3 stale |
| Global Endowment Management, LP | 8,000 | $383K | 0.4% | 2025-Q4 stale |
| Ferguson Shapiro LLC trimmed | 7,626 | $370K | 0.4% | 2025-Q1 stale |
| Cetera Investment Advisers trimmed | 7,285 | $349K | 0.4% | 2025-Q4 stale |
| J HAGAN CAPITAL, INC. added | 7,031 | $339K | 0.3% | 2025-Q3 stale |
| AVAII WEALTH MANAGEMENT, LLC new | 4,871 | $257K | 0.3% | 2025-Q2 stale |
| COMPASS CAPITAL CORP /MA/ /ADV new | 4,318 | $233K | 0.2% | 2025-Q2 stale |
| INTEGRITY ALLIANCE, LLC. trimmed | 4,785 | $231K | 0.2% | 2025-Q3 stale |
| S.A. Mason LLC | 1,431 | $76K | 0.1% | 2025-Q2 stale |
| Reyes Financial Architecture, Inc. added | 1,485 | $72K | 0.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,004 | $53K | 0.1% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. added | 757 | $36K | 0.0% | 2025-Q3 stale |
| UBS Group AG added | 668 | $32K | 0.0% | 2025-Q3 stale |
| TUCKER ASSET MANAGEMENT LLC new | 316 | $15K | 0.0% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. trimmed | 193 | $9K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC | 80 | $4K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 58 | $3K | 0.0% | 2025-Q4 stale |
| Transce3nd, LLC added | 18 | $951 | 0.0% | 2025-Q2 stale |
| Guerra Advisors Inc new | 19 | $915 | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC | 9 | $431 | 0.0% | 2025-Q4 stale |
| MAI Capital Management | 6 | $288 | 0.0% | 2025-Q4 stale |
| Capital A Wealth Management, LLC new | 2 | $80 | 0.0% | 2025-Q2 stale |
| Creekmur Asset Management LLC | 0 | $5 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.