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Institutional Ownership · SEC Form 13F

Who owns PFXF (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

213
Institutional holders
35,919,340
Shares held (tracked funds)

How the tape is positioned

31 tracked funds added or opened PFXF while 16 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

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 0.1% 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 2025-Q4 and 2026-Q1, across 213 tracked filers holding PFXF, 119 increased or opened the position and 87 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 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 3

  • Tradewinds Capital Management, LLC$11M
  • Goldstone Financial Group, LLC$3M
  • FIRST MANHATTAN CO. LLC.$591K

Full exits 3

  • Brendel Financial Advisors LLC$3M
  • PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
  • CITADEL ADVISORS LLC$1M

Largest adds

  • MORGAN STANLEY$12M
  • BANK OF AMERICA CORP /DE/$12M
  • LPL Financial LLC$4M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
  • ROYAL BANK OF CANADA$3M
  • Tanager Wealth Management LLP$2M

Largest trims

  • MML INVESTORS SERVICES, LLC$6M
  • Mezzasalma Advisors, LLC$2M
  • Wealth Intelligence, LLC$1M
  • PARK AVENUE SECURITIES LLC$1M
  • UBS Group AG$1M
  • Mariner, LLC$854K

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
BANK OF AMERICA CORP /DE/ added5,351,204$94M14.3%2026-Q1
MORGAN STANLEY added3,266,167$57M8.8%2026-Q1
LPL Financial LLC added3,216,238$56M8.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,917,692$34M5.1%2026-Q1
WELLS FARGO & COMPANY/MN added1,814,226$32M4.9%2026-Q1
Tanager Wealth Management LLP added1,587,632$28M4.3%2026-Q1
State of Wisconsin - Board of Commissioners of Public Lands1,525,220$27M4.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,148,172$20M3.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added660,091$12M1.8%2026-Q1
Tradewinds Capital Management, LLC new631,540$11M1.7%2026-Q1
Good Steward Wealth Advisors,LLC added600,022$11M1.6%2026-Q1
UBS Group AG trimmed556,951$10M1.5%2026-Q1
Wealth Intelligence, LLC trimmed544,001$10M1.5%2026-Q1
Dougherty & Associates, LLC added512,478$9M1.4%2026-Q1
ROYAL BANK OF CANADA added484,045$8M1.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added476,908$8M1.3%2026-Q1
Carmel Capital Partners, LLC added394,621$7M1.1%2026-Q1
OSAIC HOLDINGS, INC. added367,773$6M1.0%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC trimmed365,583$6M1.0%2026-Q1
Concurrent Investment Advisors, LLC added341,258$6M0.9%2026-Q1
Silver Coast Investments LLC added303,819$5M0.8%2026-Q1
PARK AVENUE SECURITIES LLC trimmed295,801$5M0.8%2026-Q1
Investors Research Corp added294,161$5M0.8%2026-Q1
Capital Square, LLC added271,190$5M0.8%2026-Q1
Apella Capital, LLC trimmed247,993$5M0.7%2026-Q1
Sound Income Strategies, LLC trimmed251,262$4M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added243,501$4M0.7%2026-Q1
Steward Partners Investment Advisory, LLC trimmed242,957$4M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added242,550$4M0.6%2026-Q1
Wealthcare Advisory Partners LLC added218,685$4M0.6%2026-Q1
AMERIPRISE FINANCIAL INC added216,648$4M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added207,164$4M0.6%2026-Q1
Goldstone Financial Group, LLC new179,898$3M0.5%2026-Q1
NTV Asset Management LLC added177,272$3M0.5%2026-Q1
LARCH CAPITAL PARTNERS LLC added176,444$3M0.5%2026-Q1
Private Advisor Group, LLC trimmed173,424$3M0.5%2026-Q1
Kestra Advisory Services, LLC added167,222$3M0.4%2026-Q1
Equitable Holdings, Inc. added164,154$3M0.4%2026-Q1
BLAIR WILLIAM & CO/IL trimmed161,661$3M0.4%2026-Q1
Sanctuary Advisors, LLC added157,933$3M0.4%2026-Q1
TRUIST FINANCIAL CORP trimmed156,776$3M0.4%2026-Q1
Rockefeller Capital Management L.P. trimmed156,240$3M0.4%2026-Q1
AssuredPartners Investment Advisors, LLC trimmed139,754$2M0.4%2026-Q1
CASTLEKEEP INVESTMENT ADVISORS LLC134,528$2M0.4%2026-Q1
Measured Risk Portfolios, Inc. trimmed131,003$2M0.4%2026-Q1
Sigma Planning Corp added124,872$2M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added114,952$2M0.3%2026-Q1
Lido Advisors, LLC trimmed114,223$2M0.3%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added110,391$2M0.3%2026-Q1
Chicago Partners Investment Group LLC added103,094$2M0.3%2026-Q1
Meridian Financial Partners LLC added107,529$2M0.3%2026-Q1
Mirae Asset Global Investments Co., Ltd. added107,105$2M0.3%2026-Q1
Creative Planning trimmed103,062$2M0.3%2026-Q1
GUGGENHEIM CAPITAL LLC added102,774$2M0.3%2026-Q1
MSH Capital Advisors LLC trimmed100,598$2M0.3%2026-Q1
OneDigital Investment Advisors LLC trimmed97,732$2M0.3%2026-Q1
Cetera Investment Advisers added92,821$2M0.2%2026-Q1
Guild Investment Management, Inc. added89,260$2M0.2%2026-Q1
STIFEL FINANCIAL CORP added88,552$2M0.2%2026-Q1
HOWARD WEALTH MANAGEMENT, LLC added88,386$2M0.2%2026-Q1
D.A. DAVIDSON & CO. added87,624$2M0.2%2026-Q1
Joseph P. Lucia & Associates, LLC trimmed85,884$2M0.2%2026-Q1
Janney Montgomery Scott LLC added85,014$1M0.2%2026-Q1
INSIGNEO ADVISORY SERVICES, LLC added83,200$1M0.2%2026-Q1
Signature Wealth Management Group added82,466$1M0.2%2026-Q1
RHODES INVESTMENT ADVISORS INC /ADV trimmed80,269$1M0.2%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed79,961$1M0.2%2026-Q1
Atria Investments, Inc trimmed78,634$1M0.2%2026-Q1
SHEETS SMITH WEALTH MANAGEMENT added78,145$1M0.2%2026-Q1
Cassady Wealth & Retirement Planning, LLC added73,605$1M0.2%2026-Q1
SAX WEALTH ADVISORS, LLC75,622$1M0.2%2026-Q1
Avidian Wealth Enterprises, LLC trimmed75,328$1M0.2%2026-Q1
Proficio Capital Partners LLC added70,150$1M0.2%2026-Q1
Tandem Financial, LLC added67,057$1M0.2%2026-Q1
Fortis Capital Management LLC added61,189$1M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed60,275$1M0.2%2026-Q1
Inspire Advisors, LLC added59,439$1M0.2%2026-Q1
HighTower Advisors, LLC trimmed57,853$1M0.2%2026-Q1
Etesian Wealth Advisors, Inc. added54,449$955K0.1%2026-Q1
Stratos Investment Management, LLC added53,910$946K0.1%2026-Q1
Powell Investment Advisors, LLC53,244$934K0.1%2026-Q1
Hyposwiss Advisors SA52,710$925K0.1%2026-Q1
Sowell Financial Services LLC added48,996$859K0.1%2026-Q1
&PARTNERS added48,930$858K0.1%2026-Q1
ROMAN BUTLER FULLERTON & CO trimmed47,967$856K0.1%2026-Q1
Farther Finance Advisors, LLC added48,042$844K0.1%2026-Q1
MPWM ADVISORY SOLUTIONS, LLC added47,577$835K0.1%2026-Q1
Mariner, LLC trimmed47,243$829K0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed45,843$804K0.1%2026-Q1
OpenArc Corporate Advisory, LLC added42,489$745K0.1%2026-Q1
WEALTH ALLIANCE, LLC added40,844$716K0.1%2026-Q1
Comprehensive Wealth Management, LLC trimmed2,137,955$36M5.5%2025-Q1 stale
L2 Asset Management, LLC added267,021$5M0.7%2025-Q2 stale
Brendel Financial Advisors LLC added163,097$3M0.4%2025-Q4 stale
Atria Wealth Solutions, Inc. added107,167$2M0.3%2025-Q2 stale
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added79,064$1M0.2%2025-Q4 stale
CITADEL ADVISORS LLC added69,307$1M0.2%2025-Q4 stale
Evanson Asset Management, LLC added55,679$953K0.1%2025-Q2 stale
Global Financial Private Client, LLC trimmed52,591$881K0.1%2025-Q1 stale
MIDLAND WEALTH ADVISORS LLC51,105$857K0.1%2025-Q1 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