Who owns PFXF
Which tracked institutional funds hold PFXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PFXF 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
35 tracked funds added or opened PFXF while 21 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
PFXF’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 PFXF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PFXF 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 220 tracked filers holding PFXF, 123 increased or opened the position and 90 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 PFXF 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 9
- Parkway Wealth Management Group, LLC$15M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- OPUS INVESTMENT MANAGEMENT INC$3M
- Merit Financial Group, LLC$2M
- Tassel Capital Management, Inc.$1M
- Brookstone Capital Management$795K
Full exits 8
- PARK AVENUE SECURITIES LLC$5M
- Cambridge Investment Research Advisors, Inc.$4M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
- Janney Montgomery Scott LLC$1M
- Signature Wealth Management Group$1M
- Proficio Capital Partners LLC$1M
Largest adds
- BANK OF AMERICA CORP /DE/$15M
- MML INVESTORS SERVICES, LLC$10M
- Inspire Advisors, LLC$7M
- Quadrature Capital Ltd$6M
- Goldstone Financial Group, LLC$5M
- Mezzasalma Advisors, LLC$5M
Largest trims
- Tradewinds Capital Management, LLC$11M
- BLAIR WILLIAM & CO/IL$3M
- Private Advisor Group, LLC$2M
- Carmel Capital Partners, LLC$2M
- Sigma Planning Corp$2M
- Creative Planning$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 6,108,970 | $109M | 16.1% | 2026-Q2 |
| LPL Financial LLC added | 3,401,334 | $61M | 9.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,310,082 | $59M | 8.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,875,142 | $33M | 5.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,859,806 | $33M | 4.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,680,246 | $30M | 4.4% | 2026-Q2 |
| Tanager Wealth Management LLP trimmed | 1,530,332 | $27M | 4.0% | 2026-Q2 |
| State of Wisconsin - Board of Commissioners of Public Lands | 1,525,220 | $27M | 4.0% | 2026-Q2 |
| Parkway Wealth Management Group, LLC new | 819,373 | $15M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 725,100 | $13M | 1.9% | 2026-Q2 |
| UBS Group AG added | 707,243 | $13M | 1.9% | 2026-Q2 |
| Good Steward Wealth Advisors,LLC trimmed | 596,179 | $11M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 563,094 | $10M | 1.5% | 2026-Q2 |
| Wealth Intelligence, LLC added | 546,751 | $10M | 1.4% | 2026-Q2 |
| Dougherty & Associates, LLC trimmed | 509,426 | $9M | 1.3% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 479,602 | $9M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 479,349 | $9M | 1.3% | 2026-Q2 |
| Inspire Advisors, LLC added | 455,118 | $8M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 398,553 | $7M | 1.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 383,649 | $7M | 1.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 344,948 | $6M | 0.9% | 2026-Q2 |
| Quadrature Capital Ltd added | 333,871 | $6M | 0.9% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 329,960 | $6M | 0.9% | 2026-Q2 |
| Investors Research Corp added | 313,386 | $6M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 303,551 | $5M | 0.8% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 303,219 | $5M | 0.8% | 2026-Q2 |
| Silver Coast Investments LLC trimmed | 302,566 | $5M | 0.8% | 2026-Q2 |
| Carmel Capital Partners, LLC trimmed | 296,250 | $5M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 279,191 | $5M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 264,810 | $5M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 249,761 | $4M | 0.7% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 243,898 | $4M | 0.6% | 2026-Q2 |
| Apella Capital, LLC trimmed | 243,819 | $4M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 242,204 | $4M | 0.6% | 2026-Q2 |
| Capital Square, LLC trimmed | 233,334 | $4M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 232,180 | $4M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 206,717 | $4M | 0.5% | 2026-Q2 |
| OPUS INVESTMENT MANAGEMENT INC new | 187,450 | $3M | 0.5% | 2026-Q2 |
| NTV Asset Management LLC added | 178,572 | $3M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 168,557 | $3M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 164,121 | $3M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 162,371 | $3M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 149,059 | $3M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 146,989 | $3M | 0.4% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 146,160 | $3M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 143,109 | $3M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 139,457 | $2M | 0.4% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 136,655 | $2M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC new | 135,637 | $2M | 0.4% | 2026-Q2 |
| Measured Risk Portfolios, Inc. trimmed | 126,044 | $2M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 111,320 | $2M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 110,694 | $2M | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 110,614 | $2M | 0.3% | 2026-Q2 |
| Meridian Financial Partners LLC added | 110,458 | $2M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 102,870 | $2M | 0.3% | 2026-Q2 |
| MSH Capital Advisors LLC trimmed | 100,447 | $2M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 99,969 | $2M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 97,657 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 93,268 | $2M | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 89,944 | $2M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 89,663 | $2M | 0.2% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT added | 88,618 | $2M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 87,785 | $2M | 0.2% | 2026-Q2 |
| Cassady Wealth & Retirement Planning, LLC added | 87,363 | $2M | 0.2% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 82,819 | $1M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 79,689 | $1M | 0.2% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 77,580 | $1M | 0.2% | 2026-Q2 |
| RHODES INVESTMENT ADVISORS INC /ADV trimmed | 77,469 | $1M | 0.2% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 74,481 | $1M | 0.2% | 2026-Q2 |
| Tandem Financial, LLC added | 67,946 | $1M | 0.2% | 2026-Q2 |
| Tassel Capital Management, Inc. new | 67,648 | $1M | 0.2% | 2026-Q2 |
| Fortis Capital Management LLC added | 61,691 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 59,940 | $1M | 0.2% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 57,412 | $1M | 0.1% | 2026-Q2 |
| Powell Investment Advisors, LLC | 53,244 | $950K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 51,983 | $927K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 51,341 | $916K | 0.1% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 51,290 | $915K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 50,500 | $901K | 0.1% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. trimmed | 49,476 | $883K | 0.1% | 2026-Q2 |
| &PARTNERS added | 49,367 | $881K | 0.1% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 48,773 | $870K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 48,720 | $869K | 0.1% | 2026-Q2 |
| Guild Investment Management, Inc. trimmed | 44,830 | $800K | 0.1% | 2026-Q2 |
| SHP Wealth Management added | 44,640 | $796K | 0.1% | 2026-Q2 |
| Brookstone Capital Management new | 44,561 | $795K | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 43,683 | $779K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 42,639 | $761K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 41,571 | $742K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 41,361 | $738K | 0.1% | 2026-Q2 |
| LRI Investments, LLC new | 40,000 | $714K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 38,601 | $689K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 37,789 | $674K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 37,788 | $674K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 36,952 | $659K | 0.1% | 2026-Q2 |
| WEALTH ALLIANCE, LLC trimmed | 36,824 | $657K | 0.1% | 2026-Q2 |
| Texas Yale Capital Corp. added | 36,714 | $655K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 35,470 | $633K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 35,336 | $630K | 0.1% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 32,395 | $578K | 0.1% | 2026-Q2 |
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.