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Institutional Ownership · SEC Form 13F

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

82
Institutional holders
30,397,393
Shares held (tracked funds)

How the tape is positioned

21 tracked funds added or opened PXED 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

PXED’s largest tracked holder by dollar value, Apollo Management Holdings, L.P., sizes it at 15.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 15.2pp 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 2025-Q4 and 2026-Q1, across 82 tracked filers holding PXED, 55 increased or opened the position and 30 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 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 9

  • Caisse de depot et placement du Quebec$3M
  • Bastion Asset Management Inc.$2M
  • VANGUARD CAPITAL MANAGEMENT LLC$1M
  • MILLENNIUM MANAGEMENT LLC$1M
  • AMERICAN CENTURY COMPANIES INC$1M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$919K

Full exits 9

  • LOOMIS SAYLES & CO L P$7M
  • VANGUARD GROUP INC$4M
  • Schonfeld Strategic Advisors LLC$2M
  • Hood River Capital Management LLC$2M
  • Polar Asset Management Partners Inc.$2M
  • Manatuck Hill Partners, LLC$1M

Largest adds

  • Apollo Management Holdings, L.P.$29M
  • WELLINGTON MANAGEMENT GROUP LLP$5M
  • First Eagle Investment Management, LLC$3M
  • BlackRock, Inc.$2M
  • GOLDMAN SACHS GROUP INC$2M
  • STATE STREET CORP$988K

Largest trims

  • FMR LLC$6M
  • MARSHALL WACE, LLP$2M
  • UBS Group AG$2M
  • Van Berkom & Associates Inc.$2M
  • CITADEL ADVISORS LLC$777K
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$372K

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
Apollo Management Holdings, L.P.24,901,319$783M80.2%2026-Q1
Van Berkom & Associates Inc. trimmed1,370,381$43M4.4%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed677,332$21M2.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added486,127$15M1.6%2026-Q1
BlackRock, Inc. added332,112$10M1.1%2026-Q1
First Eagle Investment Management, LLC added275,810$9M0.9%2026-Q1
FIL Ltd250,000$8M0.8%2026-Q1
Alyeska Investment Group, L.P. trimmed243,555$8M0.8%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed235,322$7M0.8%2026-Q1
CITADEL ADVISORS LLC trimmed147,167$5M0.5%2026-Q1
MARSHALL WACE, LLP trimmed120,728$4M0.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added110,859$3M0.4%2026-Q1
Caisse de depot et placement du Quebec new107,294$3M0.3%2026-Q1
STATE STREET CORP added98,053$3M0.3%2026-Q1
FMR LLC trimmed92,157$3M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added67,320$2M0.2%2026-Q1
Bastion Asset Management Inc. new67,817$2M0.2%2026-Q1
Curated Wealth Partners LLC65,000$2M0.2%2026-Q1
SEVEN GRAND MANAGERS, LLC50,000$2M0.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new46,330$1M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC new46,169$1M0.1%2026-Q1
AMERICAN CENTURY COMPANIES INC new40,259$1M0.1%2026-Q1
MORGAN STANLEY added39,322$1M0.1%2026-Q1
NORTHERN TRUST CORP added34,799$1M0.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed33,869$1M0.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new29,222$919K0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP new27,615$869K0.1%2026-Q1
SEGALL BRYANT & HAMILL, LLC new27,261$858K0.1%2026-Q1
UBS Group AG trimmed26,035$819K0.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new25,441$800K0.1%2026-Q1
READYSTATE ASSET MANAGEMENT LP21,854$688K0.1%2026-Q1
LMR Partners LLP21,000$661K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed20,824$655K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added20,667$650K0.1%2026-Q1
Longaeva Partners L.P. trimmed20,568$647K0.1%2026-Q1
Ghisallo Capital Management LLC20,000$629K0.1%2026-Q1
State of Tennessee, Department of Treasury added17,262$543K0.1%2026-Q1
Walleye Capital LLC added16,162$508K0.1%2026-Q1
XTX Topco Ltd added16,061$505K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC new15,667$493K0.1%2026-Q1
Man Group plc new12,629$397K0.0%2026-Q1
JANE STREET GROUP, LLC new11,526$363K0.0%2026-Q1
Bank of New York Mellon Corp added10,969$345K0.0%2026-Q1
DEUTSCHE BANK AG\ added10,824$341K0.0%2026-Q1
BARCLAYS PLC added10,564$332K0.0%2026-Q1
Harbor Advisors LLC10,000$315K0.0%2026-Q1
R Squared Ltd new9,538$300K0.0%2026-Q1
HSBC HOLDINGS PLC new9,439$300K0.0%2026-Q1
Quadrature Capital Ltd new7,756$244K0.0%2026-Q1
PRUDENTIAL FINANCIAL INC new6,700$211K0.0%2026-Q1
State of Wyoming new4,796$151K0.0%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC new4,390$138K0.0%2026-Q1
RHUMBLINE ADVISERS added3,776$119K0.0%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added2,813$88K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,343$74K0.0%2026-Q1
JPMORGAN CHASE & CO added2,012$63K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,820$57K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND new1,700$53K0.0%2026-Q1
Vanguard Global Advisers, LLC new1,644$52K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,501$47K0.0%2026-Q1
CWM, LLC added1,352$43K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,332$42K0.0%2026-Q1
STRS OHIO900$28K0.0%2026-Q1
Legal & General Group Plc trimmed444$14K0.0%2026-Q1
Ameritas Investment Partners, Inc.402$13K0.0%2026-Q1
Russell Investments Group, Ltd.392$12K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed268$8K0.0%2026-Q1
ROYAL BANK OF CANADA added250$8K0.0%2026-Q1
CITIGROUP INC added251$8K0.0%2026-Q1
EverSource Wealth Advisors, LLC new44$3K0.0%2026-Q1
Sterling Capital Management LLC trimmed70$2K0.0%2026-Q1
Essential Partners LLC new68$2K0.0%2026-Q1
Allworth Financial LP new41$1K0.0%2026-Q1
Covestor Ltd new16$1K0.0%2026-Q1
Root Financial Partners, LLC new23$7240.0%2026-Q1
Arax Advisory Partners new20$6290.0%2026-Q1
ROTHSCHILD INVESTMENT LLC new16$5030.0%2026-Q1
MAI Capital Management new8$2520.0%2026-Q1
IFP Advisors, Inc new7$2200.0%2026-Q1
Sunbelt Securities, Inc. new6$1890.0%2026-Q1
True Wealth Design, LLC new2$630.0%2026-Q1
SJS Investment Consulting Inc. new1$320.0%2026-Q1
LOOMIS SAYLES & CO L P new237,333$7M0.7%2025-Q4 stale
VANGUARD GROUP INC new118,009$4M0.4%2025-Q4 stale
Schonfeld Strategic Advisors LLC new66,751$2M0.2%2025-Q4 stale
Hood River Capital Management LLC new56,223$2M0.2%2025-Q4 stale
Polar Asset Management Partners Inc. new55,000$2M0.2%2025-Q4 stale
Manatuck Hill Partners, LLC new45,000$1M0.1%2025-Q4 stale
SEI INVESTMENTS CO new25,426$770K0.1%2025-Q4 stale
Verition Fund Management LLC new22,973$696K0.1%2025-Q4 stale
RENAISSANCE TECHNOLOGIES LLC new21,200$642K0.1%2025-Q4 stale
BANK OF AMERICA CORP /DE/ new10,678$324K0.0%2025-Q4 stale
D. E. Shaw & Co., Inc. new7,500$227K0.0%2025-Q4 stale
Sandia Investment Management LP new5,302$161K0.0%2025-Q4 stale
MetLife Investment Management, LLC new3,028$92K0.0%2025-Q4 stale
Quarry LP new237$7K0.0%2025-Q4 stale
AMALGAMATED BANK new156$5K0.0%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.

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