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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Apollo Management Holdings, L.P. | 24,901,319 | $783M | 80.2% | 2026-Q1 |
| Van Berkom & Associates Inc. trimmed | 1,370,381 | $43M | 4.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 677,332 | $21M | 2.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 486,127 | $15M | 1.6% | 2026-Q1 |
| BlackRock, Inc. added | 332,112 | $10M | 1.1% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 275,810 | $9M | 0.9% | 2026-Q1 |
| FIL Ltd | 250,000 | $8M | 0.8% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 243,555 | $8M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 235,322 | $7M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 147,167 | $5M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 120,728 | $4M | 0.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 110,859 | $3M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec new | 107,294 | $3M | 0.3% | 2026-Q1 |
| STATE STREET CORP added | 98,053 | $3M | 0.3% | 2026-Q1 |
| FMR LLC trimmed | 92,157 | $3M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 67,320 | $2M | 0.2% | 2026-Q1 |
| Bastion Asset Management Inc. new | 67,817 | $2M | 0.2% | 2026-Q1 |
| Curated Wealth Partners LLC | 65,000 | $2M | 0.2% | 2026-Q1 |
| SEVEN GRAND MANAGERS, LLC | 50,000 | $2M | 0.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 46,330 | $1M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC new | 46,169 | $1M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC new | 40,259 | $1M | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 39,322 | $1M | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 34,799 | $1M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 33,869 | $1M | 0.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 29,222 | $919K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 27,615 | $869K | 0.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC new | 27,261 | $858K | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 26,035 | $819K | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 25,441 | $800K | 0.1% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP | 21,854 | $688K | 0.1% | 2026-Q1 |
| LMR Partners LLP | 21,000 | $661K | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 20,824 | $655K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 20,667 | $650K | 0.1% | 2026-Q1 |
| Longaeva Partners L.P. trimmed | 20,568 | $647K | 0.1% | 2026-Q1 |
| Ghisallo Capital Management LLC | 20,000 | $629K | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 17,262 | $543K | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 16,162 | $508K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 16,061 | $505K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 15,667 | $493K | 0.1% | 2026-Q1 |
| Man Group plc new | 12,629 | $397K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 11,526 | $363K | 0.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 10,969 | $345K | 0.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 10,824 | $341K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 10,564 | $332K | 0.0% | 2026-Q1 |
| Harbor Advisors LLC | 10,000 | $315K | 0.0% | 2026-Q1 |
| R Squared Ltd new | 9,538 | $300K | 0.0% | 2026-Q1 |
| HSBC HOLDINGS PLC new | 9,439 | $300K | 0.0% | 2026-Q1 |
| Quadrature Capital Ltd new | 7,756 | $244K | 0.0% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC new | 6,700 | $211K | 0.0% | 2026-Q1 |
| State of Wyoming new | 4,796 | $151K | 0.0% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 4,390 | $138K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 3,776 | $119K | 0.0% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,813 | $88K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,343 | $74K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,012 | $63K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,820 | $57K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 1,700 | $53K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,644 | $52K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,501 | $47K | 0.0% | 2026-Q1 |
| CWM, LLC added | 1,352 | $43K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,332 | $42K | 0.0% | 2026-Q1 |
| STRS OHIO | 900 | $28K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 444 | $14K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 402 | $13K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 392 | $12K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 268 | $8K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 250 | $8K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 251 | $8K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC new | 44 | $3K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 70 | $2K | 0.0% | 2026-Q1 |
| Essential Partners LLC new | 68 | $2K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 41 | $1K | 0.0% | 2026-Q1 |
| Covestor Ltd new | 16 | $1K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 23 | $724 | 0.0% | 2026-Q1 |
| Arax Advisory Partners new | 20 | $629 | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC new | 16 | $503 | 0.0% | 2026-Q1 |
| MAI Capital Management new | 8 | $252 | 0.0% | 2026-Q1 |
| IFP Advisors, Inc new | 7 | $220 | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. new | 6 | $189 | 0.0% | 2026-Q1 |
| True Wealth Design, LLC new | 2 | $63 | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. new | 1 | $32 | 0.0% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 237,333 | $7M | 0.7% | 2025-Q4 stale |
| VANGUARD GROUP INC new | 118,009 | $4M | 0.4% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC new | 66,751 | $2M | 0.2% | 2025-Q4 stale |
| Hood River Capital Management LLC new | 56,223 | $2M | 0.2% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. new | 55,000 | $2M | 0.2% | 2025-Q4 stale |
| Manatuck Hill Partners, LLC new | 45,000 | $1M | 0.1% | 2025-Q4 stale |
| SEI INVESTMENTS CO new | 25,426 | $770K | 0.1% | 2025-Q4 stale |
| Verition Fund Management LLC new | 22,973 | $696K | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC new | 21,200 | $642K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 10,678 | $324K | 0.0% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. new | 7,500 | $227K | 0.0% | 2025-Q4 stale |
| Sandia Investment Management LP new | 5,302 | $161K | 0.0% | 2025-Q4 stale |
| MetLife Investment Management, LLC new | 3,028 | $92K | 0.0% | 2025-Q4 stale |
| Quarry LP new | 237 | $7K | 0.0% | 2025-Q4 stale |
| AMALGAMATED BANK new | 156 | $5K | 0.0% | 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.
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.