Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
10 tracked funds added or opened PFIX while 20 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
PFIX’s largest tracked holder by dollar value, JANE STREET GROUP, 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 2026-Q1 and 2026-Q2, across 55 tracked filers holding PFIX, 33 increased or opened the position and 44 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 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 7
- JANE STREET GROUP, LLC$28M
- CITADEL ADVISORS LLC$6M
- GTS SECURITIES LLC$4M
- Ausdal Financial Partners, Inc.$3M
- Advyzon Investment Management, LLC$3M
- THOR TRADING ADVISORS, LLC$2M
Full exits 12
- Tidal Investments LLC$11M
- Thomas J. Herzfeld Advisors, Inc.$5M
- GOLDMAN SACHS GROUP INC$5M
- Belpointe Asset Management LLC$1M
- Fortis Capital Advisors, LLC$1M
- HighTower Advisors, LLC$1M
Largest adds
- Pekin Hardy Strauss, Inc.$6M
- Capital Advisor Network LLC$414K
- FSA Investment Group, LLC$319K
Largest trims
- PFG Advisors$8M
- LPL Financial LLC$6M
- ENVESTNET ASSET MANAGEMENT INC$5M
- Point72 Asset Management, L.P.$1M
- OSAIC HOLDINGS, INC.$362K
- Drum Hill Capital, LLC$333K
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 |
|---|---|---|---|---|
| JANE STREET GROUP, LLC added | 641,661 | $28M | 24.3% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 162,217 | $7M | 6.1% | 2026-Q2 |
| Drum Hill Capital, LLC added | 145,456 | $6M | 5.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 142,237 | $6M | 5.4% | 2026-Q2 |
| Holcombe Financial, Inc. trimmed | 99,238 | $4M | 3.8% | 2026-Q2 |
| GTS SECURITIES LLC added | 91,811 | $4M | 3.5% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 71,734 | $3M | 2.7% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 70,177 | $3M | 2.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 69,391 | $3M | 2.6% | 2026-Q2 |
| THOR TRADING ADVISORS, LLC new | 38,094 | $2M | 1.4% | 2026-Q2 |
| FSA Investment Group, LLC added | 30,422 | $1M | 1.2% | 2026-Q2 |
| Catawba River Capital added | 24,974 | $1M | 0.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 20,330 | $881K | 0.8% | 2026-Q2 |
| Maridea Wealth Management LLC added | 16,701 | $724K | 0.6% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 14,677 | $636K | 0.6% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 14,424 | $599K | 0.5% | 2026-Q2 |
| Capital Advisor Network LLC added | 12,235 | $531K | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,103 | $525K | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 8,754 | $380K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,495 | $368K | 0.3% | 2026-Q2 |
| PFG Advisors trimmed | 8,443 | $366K | 0.3% | 2026-Q2 |
| Global Endowment Management, LP | 8,000 | $347K | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 6,911 | $300K | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. added | 6,755 | $293K | 0.3% | 2026-Q2 |
| Cambridge Advisors Inc. trimmed | 6,178 | $268K | 0.2% | 2026-Q2 |
| LANE BROTHERS & CO INC new | 5,625 | $244K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 5,300 | $230K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 5,262 | $228K | 0.2% | 2026-Q2 |
| Ancora Advisors LLC new | 5,100 | $221K | 0.2% | 2026-Q2 |
| Bright Futures Wealth Management, LLC. new | 4,937 | $214K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 4,882 | $212K | 0.2% | 2026-Q2 |
| Luminist Capital LLC added | 4,841 | $203K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 4,675 | $203K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 2,539 | $110K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 2,012 | $87K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,682 | $73K | 0.1% | 2026-Q2 |
| Reyes Financial Architecture, Inc. trimmed | 1,216 | $53K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,113 | $48K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC trimmed | 750 | $33K | 0.0% | 2026-Q2 |
| Copia Wealth Management | 745 | $32K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 600 | $26K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 558 | $24K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 555 | $24K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 545 | $24K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 342 | $15K | 0.0% | 2026-Q2 |
| POM Investment Strategies, LLC added | 207 | $9K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 193 | $8K | 0.0% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 87 | $4K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 82 | $4K | 0.0% | 2026-Q2 |
| Key Capital Management, INC new | 70 | $3K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 49 | $2K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 45 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 16 | $697 | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 9 | $390 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 1 | $44 | 0.0% | 2026-Q2 |
| Tidal Investments LLC new | 241,598 | $11M | 9.7% | 2026-Q1 stale (1 quarter behind) |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 117,701 | $5M | 4.7% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 100,000 | $5M | 4.0% | 2026-Q1 stale (1 quarter behind) |
| Belpointe Asset Management LLC added | 31,894 | $1M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Fortis Capital Advisors, LLC added | 24,520 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 24,451 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 20,873 | $965K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Anchor Investment Management, LLC added | 20,445 | $945K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 18,172 | $840K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| CVS HEALTH Corp new | 14,500 | $670K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Urban Wealth Management, LLC trimmed | 12,927 | $598K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| CHOREO, LLC trimmed | 11,485 | $531K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| GRIFFIN ASSET MANAGEMENT, INC. new | 6,667 | $308K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Trek Financial, LLC trimmed | 5,662 | $262K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| OPPENHEIMER & CO INC new | 5,413 | $250K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Comprehensive Money Management Services LLC trimmed | 4,815 | $223K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PRIVATE TRUST CO NA new | 3,026 | $140K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ball & Co Wealth Management Inc. new | 2,118 | $97K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Geneos Wealth Management Inc. new | 955 | $44K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Archer Investment Corp | 802 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HIGHLINE WEALTH PARTNERS LLC new | 600 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Rockefeller Capital Management L.P. added | 446 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Game Plan Financial Advisors, LLC new | 300 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC added | 289 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Merkkuri Wealth Advisors LLC new | 144 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 127 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 75 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Essential Partners LLC new | 43 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Professional Financial Advisors, LLC added | 18,721 | $897K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Quadrature Capital Ltd new | 13,514 | $648K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Cetera Investment Advisers trimmed | 7,285 | $349K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| TUCKER ASSET MANAGEMENT LLC new | 316 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC | 80 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Advisors, LLC added | 16,167 | $779K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| NAPA WEALTH MANAGEMENT added | 10,415 | $502K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| J HAGAN CAPITAL, INC. added | 7,031 | $339K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| INTEGRITY ALLIANCE, LLC. trimmed | 4,785 | $231K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 757 | $36K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Newbridge Financial Services Group, Inc. trimmed | 193 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 22,623 | $1M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| Compound Planning, Inc. new | 13,333 | $705K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| AVAII WEALTH MANAGEMENT, LLC new | 4,871 | $257K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| COMPASS CAPITAL CORP /MA/ /ADV new | 4,318 | $233K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| S.A. Mason LLC | 1,431 | $76K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,004 | $53K | 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.