Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

63
Institutional holders
1,649,357
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Tidal Investments LLC added241,598$11M11.2%2026-Q1
PFG Advisors new190,575$9M8.9%2026-Q1
LPL Financial LLC added159,005$7M7.4%2026-Q1
Drum Hill Capital, LLC added143,638$7M6.7%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed117,701$5M5.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added109,539$5M5.1%2026-Q1
GOLDMAN SACHS GROUP INC added100,000$5M4.6%2026-Q1
Holcombe Financial, Inc. added99,551$5M4.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed69,722$3M3.2%2026-Q1
Point72 Asset Management, L.P. new32,600$2M1.5%2026-Q1
Belpointe Asset Management LLC added31,894$1M1.5%2026-Q1
Pekin Hardy Strauss, Inc. added27,015$1M1.3%2026-Q1
Fortis Capital Advisors, LLC added24,520$1M1.1%2026-Q1
HighTower Advisors, LLC added24,451$1M1.1%2026-Q1
Catawba River Capital new22,434$1M1.0%2026-Q1
FSA Investment Group, LLC added21,631$1M1.0%2026-Q1
OLD MISSION CAPITAL LLC trimmed20,873$965K1.0%2026-Q1
Anchor Investment Management, LLC added20,445$945K0.9%2026-Q1
Hilltop Holdings Inc. trimmed19,675$910K0.9%2026-Q1
HRT FINANCIAL LP added18,172$840K0.8%2026-Q1
CVS HEALTH Corp new14,500$670K0.7%2026-Q1
B. Riley Wealth Advisors, Inc. added12,551$604K0.6%2026-Q1
Urban Wealth Management, LLC trimmed12,927$598K0.6%2026-Q1
CHOREO, LLC trimmed11,485$531K0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed11,202$518K0.5%2026-Q1
OSAIC HOLDINGS, INC. added10,221$473K0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added8,848$409K0.4%2026-Q1
Savvy Advisors, Inc. trimmed6,719$311K0.3%2026-Q1
GRIFFIN ASSET MANAGEMENT, INC. new6,667$308K0.3%2026-Q1
Cambridge Advisors Inc. added6,182$286K0.3%2026-Q1
Trek Financial, LLC trimmed5,662$262K0.3%2026-Q1
OPPENHEIMER & CO INC new5,413$250K0.3%2026-Q1
SMITH, MOORE & CO. new5,005$231K0.2%2026-Q1
Comprehensive Money Management Services LLC trimmed4,815$223K0.2%2026-Q1
BANK OF MONTREAL /CAN/ added4,568$211K0.2%2026-Q1
Farther Finance Advisors, LLC added4,507$205K0.2%2026-Q1
Luminist Capital LLC added3,653$169K0.2%2026-Q1
PRIVATE TRUST CO NA new3,026$140K0.1%2026-Q1
Capital Advisor Network LLC new2,528$117K0.1%2026-Q1
Ball & Co Wealth Management Inc. new2,118$97K0.1%2026-Q1
MORGAN STANLEY added2,002$93K0.1%2026-Q1
Colonial Trust Co / SC added1,750$81K0.1%2026-Q1
Steward Partners Investment Advisory, LLC added1,682$78K0.1%2026-Q1
Geneos Wealth Management Inc. new955$44K0.0%2026-Q1
Archer Investment Corp802$37K0.0%2026-Q1
Copia Wealth Management745$34K0.0%2026-Q1
HIGHLINE WEALTH PARTNERS LLC new600$28K0.0%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC600$28K0.0%2026-Q1
US BANCORP \DE\545$25K0.0%2026-Q1
Rockefeller Capital Management L.P. added446$21K0.0%2026-Q1
Triumph Capital Management342$16K0.0%2026-Q1
Game Plan Financial Advisors, LLC new300$14K0.0%2026-Q1
SIMPLEX TRADING, LLC added289$13K0.0%2026-Q1
POM Investment Strategies, LLC new176$8K0.0%2026-Q1
Merkkuri Wealth Advisors LLC new144$7K0.0%2026-Q1
Advisory Services Network, LLC trimmed127$6K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed75$3K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed49$2K0.0%2026-Q1
Essential Partners LLC new43$2K0.0%2026-Q1
WELLS FARGO & COMPANY/MN added17$7760.0%2026-Q1
Atlantic Edge Private Wealth Management, LLC new16$7400.0%2026-Q1
AE Wealth Management LLC trimmed15$7020.0%2026-Q1
DHJJ Financial Advisors, Ltd.1$470.0%2026-Q1
JANE STREET GROUP, LLC added151,777$7M7.3%2025-Q4 stale
Ausdal Financial Partners, Inc. added86,032$4M4.2%2025-Q3 stale
Advyzon Investment Management, LLC added61,855$3M3.0%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added22,623$1M1.2%2025-Q2 stale
CITADEL ADVISORS LLC added20,361$976K1.0%2025-Q4 stale
Professional Financial Advisors, LLC added18,721$897K0.9%2025-Q4 stale
Stratos Wealth Advisors, LLC added16,167$779K0.8%2025-Q3 stale
Maridea Wealth Management LLC trimmed13,622$720K0.7%2025-Q2 stale
Compound Planning, Inc. new13,333$705K0.7%2025-Q2 stale
Quadrature Capital Ltd new13,514$648K0.7%2025-Q4 stale
NAPA WEALTH MANAGEMENT added10,415$502K0.5%2025-Q3 stale
Global Endowment Management, LP8,000$383K0.4%2025-Q4 stale
Ferguson Shapiro LLC trimmed7,626$370K0.4%2025-Q1 stale
Cetera Investment Advisers trimmed7,285$349K0.4%2025-Q4 stale
J HAGAN CAPITAL, INC. added7,031$339K0.3%2025-Q3 stale
AVAII WEALTH MANAGEMENT, LLC new4,871$257K0.3%2025-Q2 stale
COMPASS CAPITAL CORP /MA/ /ADV new4,318$233K0.2%2025-Q2 stale
INTEGRITY ALLIANCE, LLC. trimmed4,785$231K0.2%2025-Q3 stale
S.A. Mason LLC1,431$76K0.1%2025-Q2 stale
Reyes Financial Architecture, Inc. added1,485$72K0.1%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new1,004$53K0.1%2025-Q2 stale
PRINCIPAL SECURITIES, INC. added757$36K0.0%2025-Q3 stale
UBS Group AG added668$32K0.0%2025-Q3 stale
TUCKER ASSET MANAGEMENT LLC new316$15K0.0%2025-Q4 stale
Newbridge Financial Services Group, Inc. trimmed193$9K0.0%2025-Q3 stale
NewEdge Advisors, LLC80$4K0.0%2025-Q4 stale
JPMORGAN CHASE & CO trimmed58$3K0.0%2025-Q4 stale
Transce3nd, LLC added18$9510.0%2025-Q2 stale
Guerra Advisors Inc new19$9150.0%2025-Q3 stale
Global Retirement Partners, LLC9$4310.0%2025-Q4 stale
MAI Capital Management6$2880.0%2025-Q4 stale
Capital A Wealth Management, LLC new2$800.0%2025-Q2 stale
Creekmur Asset Management LLC0$50.0%2025-Q3 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership