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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 5,351,204 | $94M | 14.3% | 2026-Q1 |
| MORGAN STANLEY added | 3,266,167 | $57M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 3,216,238 | $56M | 8.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,917,692 | $34M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,814,226 | $32M | 4.9% | 2026-Q1 |
| Tanager Wealth Management LLP added | 1,587,632 | $28M | 4.3% | 2026-Q1 |
| State of Wisconsin - Board of Commissioners of Public Lands | 1,525,220 | $27M | 4.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,148,172 | $20M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 660,091 | $12M | 1.8% | 2026-Q1 |
| Tradewinds Capital Management, LLC new | 631,540 | $11M | 1.7% | 2026-Q1 |
| Good Steward Wealth Advisors,LLC added | 600,022 | $11M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 556,951 | $10M | 1.5% | 2026-Q1 |
| Wealth Intelligence, LLC trimmed | 544,001 | $10M | 1.5% | 2026-Q1 |
| Dougherty & Associates, LLC added | 512,478 | $9M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 484,045 | $8M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 476,908 | $8M | 1.3% | 2026-Q1 |
| Carmel Capital Partners, LLC added | 394,621 | $7M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 367,773 | $6M | 1.0% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 365,583 | $6M | 1.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 341,258 | $6M | 0.9% | 2026-Q1 |
| Silver Coast Investments LLC added | 303,819 | $5M | 0.8% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 295,801 | $5M | 0.8% | 2026-Q1 |
| Investors Research Corp added | 294,161 | $5M | 0.8% | 2026-Q1 |
| Capital Square, LLC added | 271,190 | $5M | 0.8% | 2026-Q1 |
| Apella Capital, LLC trimmed | 247,993 | $5M | 0.7% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 251,262 | $4M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 243,501 | $4M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 242,957 | $4M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 242,550 | $4M | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 218,685 | $4M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 216,648 | $4M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 207,164 | $4M | 0.6% | 2026-Q1 |
| Goldstone Financial Group, LLC new | 179,898 | $3M | 0.5% | 2026-Q1 |
| NTV Asset Management LLC added | 177,272 | $3M | 0.5% | 2026-Q1 |
| LARCH CAPITAL PARTNERS LLC added | 176,444 | $3M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 173,424 | $3M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 167,222 | $3M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 164,154 | $3M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 161,661 | $3M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 157,933 | $3M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 156,776 | $3M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 156,240 | $3M | 0.4% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 139,754 | $2M | 0.4% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 134,528 | $2M | 0.4% | 2026-Q1 |
| Measured Risk Portfolios, Inc. trimmed | 131,003 | $2M | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 124,872 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 114,952 | $2M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 114,223 | $2M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 110,391 | $2M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 103,094 | $2M | 0.3% | 2026-Q1 |
| Meridian Financial Partners LLC added | 107,529 | $2M | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 107,105 | $2M | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 103,062 | $2M | 0.3% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 102,774 | $2M | 0.3% | 2026-Q1 |
| MSH Capital Advisors LLC trimmed | 100,598 | $2M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 97,732 | $2M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 92,821 | $2M | 0.2% | 2026-Q1 |
| Guild Investment Management, Inc. added | 89,260 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 88,552 | $2M | 0.2% | 2026-Q1 |
| HOWARD WEALTH MANAGEMENT, LLC added | 88,386 | $2M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 87,624 | $2M | 0.2% | 2026-Q1 |
| Joseph P. Lucia & Associates, LLC trimmed | 85,884 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 85,014 | $1M | 0.2% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 83,200 | $1M | 0.2% | 2026-Q1 |
| Signature Wealth Management Group added | 82,466 | $1M | 0.2% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV trimmed | 80,269 | $1M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 79,961 | $1M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 78,634 | $1M | 0.2% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT added | 78,145 | $1M | 0.2% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC added | 73,605 | $1M | 0.2% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 75,622 | $1M | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 75,328 | $1M | 0.2% | 2026-Q1 |
| Proficio Capital Partners LLC added | 70,150 | $1M | 0.2% | 2026-Q1 |
| Tandem Financial, LLC added | 67,057 | $1M | 0.2% | 2026-Q1 |
| Fortis Capital Management LLC added | 61,189 | $1M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 60,275 | $1M | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC added | 59,439 | $1M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 57,853 | $1M | 0.2% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 54,449 | $955K | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC added | 53,910 | $946K | 0.1% | 2026-Q1 |
| Powell Investment Advisors, LLC | 53,244 | $934K | 0.1% | 2026-Q1 |
| Hyposwiss Advisors SA | 52,710 | $925K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 48,996 | $859K | 0.1% | 2026-Q1 |
| &PARTNERS added | 48,930 | $858K | 0.1% | 2026-Q1 |
| ROMAN BUTLER FULLERTON & CO trimmed | 47,967 | $856K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 48,042 | $844K | 0.1% | 2026-Q1 |
| MPWM ADVISORY SOLUTIONS, LLC added | 47,577 | $835K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 47,243 | $829K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 45,843 | $804K | 0.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 42,489 | $745K | 0.1% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 40,844 | $716K | 0.1% | 2026-Q1 |
| Comprehensive Wealth Management, LLC trimmed | 2,137,955 | $36M | 5.5% | 2025-Q1 stale |
| L2 Asset Management, LLC added | 267,021 | $5M | 0.7% | 2025-Q2 stale |
| Brendel Financial Advisors LLC added | 163,097 | $3M | 0.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 107,167 | $2M | 0.3% | 2025-Q2 stale |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 79,064 | $1M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 69,307 | $1M | 0.2% | 2025-Q4 stale |
| Evanson Asset Management, LLC added | 55,679 | $953K | 0.1% | 2025-Q2 stale |
| Global Financial Private Client, LLC trimmed | 52,591 | $881K | 0.1% | 2025-Q1 stale |
| MIDLAND WEALTH ADVISORS LLC | 51,105 | $857K | 0.1% | 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.
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.