Who owns PXED
Which tracked institutional funds hold PXED, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PXED company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
30 tracked funds added or opened PXED while 15 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
PXED’s largest tracked holder by dollar value, Apollo Management Holdings, L.P., sizes it at 13.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PXED 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 93 tracked filers holding PXED, 65 increased or opened the position and 37 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 PXED 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 10
- HEARTLAND ADVISORS INC$2M
- Trexquant Investment LP$2M
- BANK OF AMERICA CORP /DE/$1M
- PDT Partners, LLC$956K
- JACOBS LEVY EQUITY MANAGEMENT, INC$868K
- Pacific Ridge Capital Partners, LLC$823K
Full exits 9
- Van Berkom & Associates Inc.$43M
- MARSHALL WACE, LLP$4M
- Caisse de depot et placement du Quebec$3M
- Bastion Asset Management Inc.$2M
- SEVEN GRAND MANAGERS, LLC$2M
- LMR Partners LLP$661K
Largest adds
- Apollo Management Holdings, L.P.$35M
- WELLINGTON MANAGEMENT GROUP LLP$9M
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- First Eagle Investment Management, LLC$5M
- BlackRock, Inc.$2M
- SEGALL BRYANT & HAMILL, LLC$2M
Largest trims
- VICTORY CAPITAL MANAGEMENT INC$7M
- Alyeska Investment Group, L.P.$6M
- CITADEL ADVISORS LLC$3M
- FMR LLC$3M
- MILLENNIUM MANAGEMENT LLC$856K
- GOLDMAN SACHS GROUP INC$477K
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 |
|---|---|---|---|---|
| Apollo Management Holdings, L.P. added | 24,901,320 | $818M | 79.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 743,112 | $24M | 2.4% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 659,360 | $22M | 2.1% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 415,510 | $14M | 1.3% | 2026-Q2 |
| BlackRock, Inc. added | 384,179 | $13M | 1.2% | 2026-Q2 |
| FIL Ltd | 250,000 | $8M | 0.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 224,932 | $7M | 0.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 119,736 | $4M | 0.4% | 2026-Q2 |
| STATE STREET CORP added | 115,975 | $4M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 94,623 | $3M | 0.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 83,821 | $3M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 73,233 | $2M | 0.2% | 2026-Q2 |
| HEARTLAND ADVISORS INC new | 73,005 | $2M | 0.2% | 2026-Q2 |
| Curated Wealth Partners LLC added | 65,005 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 60,380 | $2M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 57,696 | $2M | 0.2% | 2026-Q2 |
| Trexquant Investment LP new | 51,273 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 49,956 | $2M | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 47,493 | $2M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 46,296 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 42,684 | $1M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 39,216 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 37,252 | $1M | 0.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 36,859 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 36,677 | $1M | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 35,856 | $1M | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 33,164 | $1M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 33,020 | $1M | 0.1% | 2026-Q2 |
| PDT Partners, LLC new | 29,100 | $956K | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 26,413 | $868K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 26,379 | $867K | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 25,309 | $831K | 0.1% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC new | 25,067 | $823K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 23,680 | $778K | 0.1% | 2026-Q2 |
| Jump Financial, LLC new | 22,504 | $739K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 21,252 | $698K | 0.1% | 2026-Q2 |
| CWC Advisors, LLC. new | 19,150 | $629K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 18,954 | $623K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 18,159 | $597K | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO new | 15,576 | $512K | 0.0% | 2026-Q2 |
| Man Group plc added | 14,798 | $486K | 0.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 13,584 | $446K | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 13,183 | $433K | 0.0% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 11,075 | $364K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 11,063 | $363K | 0.0% | 2026-Q2 |
| Harbor Advisors LLC | 10,000 | $328K | 0.0% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 9,168 | $301K | 0.0% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 8,458 | $281K | 0.0% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 8,557 | $281K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 8,477 | $278K | 0.0% | 2026-Q2 |
| R Squared Ltd trimmed | 8,315 | $273K | 0.0% | 2026-Q2 |
| Aquatic Capital Management LLC new | 7,862 | $258K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 6,873 | $226K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 6,810 | $224K | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 6,600 | $217K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 6,475 | $213K | 0.0% | 2026-Q2 |
| Invesco Ltd. new | 6,423 | $211K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 6,001 | $197K | 0.0% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC new | 5,811 | $191K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,851 | $159K | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 3,444 | $113K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 2,501 | $82K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,460 | $81K | 0.0% | 2026-Q2 |
| State of Wyoming trimmed | 2,376 | $78K | 0.0% | 2026-Q2 |
| STRS OHIO added | 2,000 | $66K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 1,956 | $64K | 0.0% | 2026-Q2 |
| New Vernon Capital Holdings II LLC new | 1,849 | $61K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 1,700 | $56K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 1,644 | $54K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,625 | $53K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 1,332 | $44K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 1,292 | $42K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,182 | $39K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC new | 1,000 | $33K | 0.0% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 945 | $31K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 914 | $30K | 0.0% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 800 | $26K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 665 | $22K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 402 | $13K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 103 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 70 | $2K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 70 | $2K | 0.0% | 2026-Q2 |
| Quarry LP trimmed | 60 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 51 | $2K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 36 | $1K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 31 | $1K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 24 | $788 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. new | 15 | $493 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 4 | $131 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 3 | $99 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 2 | $66 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 2 | $66 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC | 2 | $66 | 0.0% | 2026-Q2 |
| Van Berkom & Associates Inc. trimmed | 1,370,381 | $43M | 4.2% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP trimmed | 120,728 | $4M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Caisse de depot et placement du Quebec new | 107,294 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Bastion Asset Management Inc. new | 67,817 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| LOOMIS SAYLES & CO L P new | 237,333 | $7M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC new | 118,009 | $4M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Schonfeld Strategic Advisors LLC new | 66,751 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
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.