Who owns PGX (PGX)
Which tracked institutional funds hold PGX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PGX 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
24 tracked funds added or opened PGX while 59 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
PGX’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% 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 PGX 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 416 tracked filers holding PGX, 169 increased or opened the position and 198 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 PGX 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 7
- CITADEL ADVISORS LLC$5M
- Banque Transatlantique SA$4M
- CIBC Bancorp USA Inc.$1M
- Glaxis Capital Management, LLC$1M
- Arkadios Wealth Advisors$844K
- Trask Adam Roland$698K
Full exits 12
- FIRST TRUST ADVISORS LP$22M
- Mader & Shannon Wealth Management, Inc.$14M
- Quadrature Capital Ltd$7M
- TRANSATLANTIQUE PRIVATE WEALTH LLC$3M
- Global Retirement Partners, LLC$2M
- COMERICA BANK$2M
Largest adds
- UBS Group AG$41M
- Bramshill Investments, LLC$30M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11M
- STONEBRIDGE ADVISORS LLC$4M
- Cordoba Advisory Partners LLC$2M
- FIFTH THIRD BANCORP$2M
Largest trims
- COHEN & STEERS, INC.$21M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18M
- Spectrum Asset Management, Inc.$18M
- JPMORGAN CHASE & CO$15M
- New England Private Wealth Advisors LLC$13M
- MORGAN STANLEY$13M
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 | 81,133,531 | $883M | 41.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 15,125,247 | $165M | 7.8% | 2026-Q1 |
| Bramshill Investments, LLC added | 10,278,204 | $112M | 5.3% | 2026-Q1 |
| UBS Group AG added | 9,258,895 | $101M | 4.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,347,751 | $69M | 3.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,312,734 | $58M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,131,366 | $45M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,061,509 | $44M | 2.1% | 2026-Q1 |
| Spectrum Asset Management, Inc. trimmed | 3,902,745 | $42M | 2.0% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 3,482,215 | $38M | 1.8% | 2026-Q1 |
| Allworth Financial LP added | 3,367,778 | $37M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,956,073 | $32M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,737,072 | $30M | 1.4% | 2026-Q1 |
| Clearstead Advisors, LLC added | 1,697,789 | $18M | 0.9% | 2026-Q1 |
| Checchi Capital Advisers, LLC added | 1,389,774 | $15M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,229,982 | $13M | 0.6% | 2026-Q1 |
| STONEBRIDGE ADVISORS LLC added | 1,223,779 | $13M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,131,378 | $12M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,125,887 | $12M | 0.6% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 1,017,472 | $11M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 954,689 | $10M | 0.5% | 2026-Q1 |
| MAI Capital Management added | 938,873 | $10M | 0.5% | 2026-Q1 |
| Trinity Legacy Partners, LLC added | 736,148 | $8M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 751,277 | $8M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 692,249 | $8M | 0.4% | 2026-Q1 |
| Prairiewood Capital, LLC added | 680,404 | $7M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 672,722 | $7M | 0.3% | 2026-Q1 |
| Manske Wealth Management added | 664,411 | $7M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 663,212 | $7M | 0.3% | 2026-Q1 |
| Investors Research Corp added | 578,277 | $6M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 540,038 | $6M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 537,436 | $6M | 0.3% | 2026-Q1 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed | 530,142 | $6M | 0.3% | 2026-Q1 |
| Creative Planning added | 523,278 | $6M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 494,356 | $5M | 0.3% | 2026-Q1 |
| McAdam, LLC added | 480,087 | $5M | 0.2% | 2026-Q1 |
| Cordoba Advisory Partners LLC added | 458,900 | $5M | 0.2% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 451,487 | $5M | 0.2% | 2026-Q1 |
| PLIMOTH TRUST CO LLC added | 440,393 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 435,531 | $5M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 413,477 | $4M | 0.2% | 2026-Q1 |
| NOESIS CAPITAL MANGEMENT CORP trimmed | 405,487 | $4M | 0.2% | 2026-Q1 |
| Field & Main Bank trimmed | 393,033 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 375,515 | $4M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 25,268 | $4M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 363,959 | $4M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 362,745 | $4M | 0.2% | 2026-Q1 |
| Compass Financial Group, Inc. (Ohio) added | 357,778 | $4M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 354,246 | $4M | 0.2% | 2026-Q1 |
| Banque Transatlantique SA new | 326,172 | $4M | 0.2% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 315,639 | $3M | 0.2% | 2026-Q1 |
| Arkos Global Advisors trimmed | 312,676 | $3M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 310,360 | $3M | 0.2% | 2026-Q1 |
| Charles Schwab Trust Co added | 307,169 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 304,303 | $3M | 0.2% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 303,146 | $3M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 296,689 | $3M | 0.2% | 2026-Q1 |
| FIRST HAWAIIAN BANK added | 273,162 | $3M | 0.1% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC trimmed | 248,499 | $3M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 224,902 | $2M | 0.1% | 2026-Q1 |
| Intrepid Financial Planning Group LLC trimmed | 221,034 | $2M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 199,079 | $2M | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 188,225 | $2M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 193,447 | $2M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 186,386 | $2M | 0.1% | 2026-Q1 |
| First PREMIER Bank trimmed | 174,328 | $2M | 0.1% | 2026-Q1 |
| BRIGHTON SECURITIES CORP. added | 167,863 | $2M | 0.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 166,453 | $2M | 0.1% | 2026-Q1 |
| NewSquare Capital LLC added | 165,744 | $2M | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 161,601 | $2M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 158,201 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 157,507 | $2M | 0.1% | 2026-Q1 |
| WHITE PINE CAPITAL LLC trimmed | 153,019 | $2M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 148,086 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 146,141 | $2M | 0.1% | 2026-Q1 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 145,528 | $2M | 0.1% | 2026-Q1 |
| PURSUIT WEALTH STRATEGIES, LLC trimmed | 143,722 | $2M | 0.1% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 140,795 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 130,556 | $1M | 0.1% | 2026-Q1 |
| Tudor Financial Inc. trimmed | 446 | $1M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 127,983 | $1M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 1,966,427 | $22M | 1.0% | 2025-Q4 stale |
| Mader & Shannon Wealth Management, Inc. | 1,245,561 | $14M | 0.7% | 2025-Q4 stale |
| Centiva Capital, LP new | 900,000 | $10M | 0.5% | 2025-Q2 stale |
| Migdal Insurance & Financial Holdings Ltd. | 850,000 | $9M | 0.4% | 2025-Q2 stale |
| Quadrature Capital Ltd added | 600,848 | $7M | 0.3% | 2025-Q4 stale |
| Advisors Preferred, LLC added | 547,692 | $6M | 0.3% | 2025-Q3 stale |
| Garrett Wealth Advisory Group, LLC added | 534,289 | $6M | 0.3% | 2025-Q1 stale |
| EXCHANGE TRADED CONCEPTS, LLC new | 446,029 | $5M | 0.2% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 396,645 | $4M | 0.2% | 2025-Q1 stale |
| SG Americas Securities, LLC added | 382,831 | $4M | 0.2% | 2025-Q3 stale |
| Harfst & Associates, Inc. added | 306,267 | $4M | 0.2% | 2025-Q3 stale |
| Live Oak Investment Partners trimmed | 317,859 | $3M | 0.2% | 2025-Q3 stale |
| TRANSATLANTIQUE PRIVATE WEALTH LLC added | 270,002 | $3M | 0.1% | 2025-Q4 stale |
| Boothe Investment Group, Inc. added | 249,835 | $3M | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC trimmed | 217,238 | $2M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 176,424 | $2M | 0.1% | 2025-Q1 stale |
| COMERICA BANK added | 167,288 | $2M | 0.1% | 2025-Q4 stale |
| StoneCrest Wealth Management, Inc. trimmed | 165,349 | $2M | 0.1% | 2025-Q1 stale |
| GC Wealth Management RIA, LLC new | 161,799 | $2M | 0.1% | 2025-Q4 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.