Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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
38 tracked funds added or opened PGX while 39 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
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 0.0% 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 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 2026-Q1 and 2026-Q2, across 395 tracked filers holding PGX, 162 increased or opened the position and 207 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 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
- Centiva Capital, LP$75M
- FIRST TRUST ADVISORS LP$19M
- Quadrature Capital Ltd$4M
- Global Retirement Partners, LLC$2M
- Waterloo Capital, L.P.$907K
- NICOLET BANKSHARES INC$889K
Full exits 15
- BESSEMER GROUP INC$38M
- Cambridge Investment Research Advisors, Inc.$8M
- Janney Montgomery Scott LLC$5M
- CITADEL ADVISORS LLC$5M
- Modern Wealth Management, LLC$4M
- Arkos Global Advisors$3M
Largest adds
- BANK OF AMERICA CORP /DE/$61M
- JPMORGAN CHASE & CO$33M
- Bramshill Investments, LLC$13M
- Spectrum Asset Management, Inc.$11M
- Cetera Investment Advisers$5M
- Integrated Wealth Concepts LLC$5M
Largest trims
- WELLS FARGO & COMPANY/MN$43M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Creative Planning$5M
- McAdam, LLC$4M
- LPL Financial LLC$4M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
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 | 87,102,654 | $944M | 44.5% | 2026-Q2 |
| Bramshill Investments, LLC added | 11,489,931 | $125M | 5.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 11,223,526 | $122M | 5.7% | 2026-Q2 |
| UBS Group AG added | 9,505,898 | $103M | 4.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,080,319 | $77M | 3.6% | 2026-Q2 |
| Centiva Capital, LP added | 6,910,000 | $75M | 3.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,224,145 | $67M | 3.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,960,339 | $54M | 2.5% | 2026-Q2 |
| Spectrum Asset Management, Inc. added | 4,953,026 | $54M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 4,211,587 | $46M | 2.2% | 2026-Q2 |
| Allworth Financial LP added | 3,438,874 | $37M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,970,097 | $32M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,828,776 | $31M | 1.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 1,796,651 | $19M | 0.9% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 1,569,752 | $17M | 0.8% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1,567,477 | $17M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,297,425 | $14M | 0.7% | 2026-Q2 |
| STONEBRIDGE ADVISORS LLC added | 1,230,714 | $13M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,048,095 | $11M | 0.5% | 2026-Q2 |
| MAI Capital Management added | 978,076 | $11M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 976,257 | $11M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 961,695 | $10M | 0.5% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 932,608 | $10M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 901,059 | $10M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 862,477 | $9M | 0.4% | 2026-Q2 |
| Trinity Legacy Partners, LLC added | 830,570 | $9M | 0.4% | 2026-Q2 |
| Manske Wealth Management added | 751,282 | $8M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 711,465 | $8M | 0.4% | 2026-Q2 |
| Prairiewood Capital, LLC trimmed | 657,946 | $7M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 653,421 | $7M | 0.3% | 2026-Q2 |
| Investors Research Corp added | 609,077 | $7M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 585,174 | $6M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 535,327 | $6M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 534,768 | $6M | 0.3% | 2026-Q2 |
| Banque Transatlantique SA added | 485,094 | $5M | 0.2% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 465,571 | $5M | 0.2% | 2026-Q2 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed | 461,090 | $5M | 0.2% | 2026-Q2 |
| PLIMOTH TRUST CO LLC added | 457,054 | $5M | 0.2% | 2026-Q2 |
| NOESIS CAPITAL MANGEMENT CORP added | 454,412 | $5M | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 443,454 | $5M | 0.2% | 2026-Q2 |
| Field & Main Bank added | 401,291 | $4M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 384,353 | $4M | 0.2% | 2026-Q2 |
| Compass Financial Group, Inc. (Ohio) added | 383,598 | $4M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 382,748 | $4M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 356,176 | $4M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 347,240 | $4M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 327,492 | $4M | 0.2% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 313,399 | $3M | 0.2% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 307,033 | $3M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 305,685 | $3M | 0.2% | 2026-Q2 |
| FIRST HAWAIIAN BANK added | 278,337 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 260,059 | $3M | 0.1% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC trimmed | 242,182 | $3M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 225,466 | $2M | 0.1% | 2026-Q2 |
| NewSquare Capital LLC added | 209,997 | $2M | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC added | 202,467 | $2M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 202,239 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 198,758 | $2M | 0.1% | 2026-Q2 |
| SHEPHERD KAPLAN KROCHUK, LLC added | 196,205 | $2M | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 182,265 | $2M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 180,336 | $2M | 0.1% | 2026-Q2 |
| BRIGHTON SECURITIES CORP. added | 176,237 | $2M | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 171,062 | $2M | 0.1% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 162,964 | $2M | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 157,648 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 154,623 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 152,069 | $2M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 146,281 | $2M | 0.1% | 2026-Q2 |
| WHITE PINE CAPITAL LLC trimmed | 142,003 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 140,182 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 125,852 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 122,366 | $1M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 119,187 | $1M | 0.1% | 2026-Q2 |
| Wealth Advisory Solutions, LLC added | 118,381 | $1M | 0.1% | 2026-Q2 |
| IBEX WEALTH ADVISORS trimmed | 117,940 | $1M | 0.1% | 2026-Q2 |
| KG Capital Management trimmed | 116,480 | $1M | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. added | 114,587 | $1M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 113,963 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 112,055 | $1M | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 109,308 | $1M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 108,788 | $1M | 0.1% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 104,483 | $1M | 0.1% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 99,433 | $1M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 97,846 | $1M | 0.0% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 95,787 | $1M | 0.0% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ trimmed | 94,468 | $1M | 0.0% | 2026-Q2 |
| Jackson, Grant Investment Advisers, Inc. trimmed | 94,278 | $1M | 0.0% | 2026-Q2 |
| Pines Wealth Management, LLC added | 86,465 | $937K | 0.0% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 85,448 | $926K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC | 83,983 | $910K | 0.0% | 2026-Q2 |
| Waterloo Capital, L.P. new | 83,634 | $907K | 0.0% | 2026-Q2 |
| Cane Capital Partners, LLC trimmed | 82,517 | $894K | 0.0% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 81,980 | $889K | 0.0% | 2026-Q2 |
| NICOLET BANKSHARES INC new | 81,400 | $889K | 0.0% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 80,150 | $872K | 0.0% | 2026-Q2 |
| ACUTE INVESTMENT ADVISORY, LLC added | 77,378 | $839K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 76,106 | $825K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 75,125 | $814K | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 74,961 | $813K | 0.0% | 2026-Q2 |
| Tudor Financial Inc. added | 477 | $2M | 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.