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Institutional Ownership · SEC Form 13F

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.

93
Institutional holders
29M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Apollo Management Holdings, L.P. added24,901,320$818M79.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added743,112$24M2.4%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed659,360$22M2.1%2026-Q2
First Eagle Investment Management, LLC added415,510$14M1.3%2026-Q2
BlackRock, Inc. added384,179$13M1.2%2026-Q2
FIL Ltd250,000$8M0.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added224,932$7M0.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added119,736$4M0.4%2026-Q2
STATE STREET CORP added115,975$4M0.4%2026-Q2
AMERICAN CENTURY COMPANIES INC added94,623$3M0.3%2026-Q2
SEGALL BRYANT & HAMILL, LLC added83,821$3M0.3%2026-Q2
MORGAN STANLEY added73,233$2M0.2%2026-Q2
HEARTLAND ADVISORS INC new73,005$2M0.2%2026-Q2
Curated Wealth Partners LLC added65,005$2M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added60,380$2M0.2%2026-Q2
Alyeska Investment Group, L.P. trimmed57,696$2M0.2%2026-Q2
Trexquant Investment LP new51,273$2M0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed49,956$2M0.2%2026-Q2
Walleye Capital LLC added47,493$2M0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP added46,296$2M0.1%2026-Q2
JPMORGAN CHASE & CO added42,684$1M0.1%2026-Q2
NORTHERN TRUST CORP added39,216$1M0.1%2026-Q2
XTX Topco Ltd added37,252$1M0.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added36,859$1M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed36,677$1M0.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added35,856$1M0.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added33,164$1M0.1%2026-Q2
BANK OF AMERICA CORP /DE/ added33,020$1M0.1%2026-Q2
PDT Partners, LLC new29,100$956K0.1%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC new26,413$868K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added26,379$867K0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed25,309$831K0.1%2026-Q2
Pacific Ridge Capital Partners, LLC new25,067$823K0.1%2026-Q2
UBS Group AG trimmed23,680$778K0.1%2026-Q2
Jump Financial, LLC new22,504$739K0.1%2026-Q2
READYSTATE ASSET MANAGEMENT LP trimmed21,252$698K0.1%2026-Q2
CWC Advisors, LLC. new19,150$629K0.1%2026-Q2
Nuveen, LLC new18,954$623K0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed18,159$597K0.1%2026-Q2
EQUITABLE TRUST CO new15,576$512K0.0%2026-Q2
Man Group plc added14,798$486K0.0%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new13,584$446K0.0%2026-Q2
DEUTSCHE BANK AG\ added13,183$433K0.0%2026-Q2
Point72 Asset Management, L.P. new11,075$364K0.0%2026-Q2
Bank of New York Mellon Corp added11,063$363K0.0%2026-Q2
Harbor Advisors LLC10,000$328K0.0%2026-Q2
State of Tennessee, Department of Treasury trimmed9,168$301K0.0%2026-Q2
HSBC HOLDINGS PLC trimmed8,458$281K0.0%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH new8,557$281K0.0%2026-Q2
BARCLAYS PLC trimmed8,477$278K0.0%2026-Q2
R Squared Ltd trimmed8,315$273K0.0%2026-Q2
Aquatic Capital Management LLC new7,862$258K0.0%2026-Q2
Brevan Howard Capital Management LP new6,873$226K0.0%2026-Q2
PRUDENTIAL FINANCIAL INC added6,810$224K0.0%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed6,600$217K0.0%2026-Q2
Quadrature Capital Ltd trimmed6,475$213K0.0%2026-Q2
Invesco Ltd. new6,423$211K0.0%2026-Q2
RHUMBLINE ADVISERS added6,001$197K0.0%2026-Q2
MEEDER ASSET MANAGEMENT INC new5,811$191K0.0%2026-Q2
WELLS FARGO & COMPANY/MN added4,851$159K0.0%2026-Q2
MetLife Investment Management, LLC added3,444$113K0.0%2026-Q2
CITIGROUP INC added2,501$82K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,460$81K0.0%2026-Q2
State of Wyoming trimmed2,376$78K0.0%2026-Q2
STRS OHIO added2,000$66K0.0%2026-Q2
Legal & General Group Plc added1,956$64K0.0%2026-Q2
New Vernon Capital Holdings II LLC new1,849$61K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND1,700$56K0.0%2026-Q2
Vanguard Global Advisers, LLC1,644$54K0.0%2026-Q2
Russell Investments Group, Ltd. added1,625$53K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey1,332$44K0.0%2026-Q2
FMR LLC trimmed1,292$42K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,182$39K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC new1,000$33K0.0%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed945$31K0.0%2026-Q2
ROYAL BANK OF CANADA added914$30K0.0%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new800$26K0.0%2026-Q2
Arax Advisory Partners added665$22K0.0%2026-Q2
Ameritas Investment Partners, Inc.402$13K0.0%2026-Q2
Allworth Financial LP added103$3K0.0%2026-Q2
Integrated Wealth Concepts LLC new70$2K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed70$2K0.0%2026-Q2
Quarry LP trimmed60$2K0.0%2026-Q2
EverSource Wealth Advisors, LLC added51$2K0.0%2026-Q2
Essential Partners LLC trimmed36$1K0.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added31$1K0.0%2026-Q2
Sterling Capital Management LLC trimmed24$7880.0%2026-Q2
SBI Securities Co., Ltd. new15$4930.0%2026-Q2
IFP Advisors, Inc trimmed4$1310.0%2026-Q2
Clearstead Advisors, LLC new3$990.0%2026-Q2
Farther Finance Advisors, LLC new2$660.0%2026-Q2
SJS Investment Consulting Inc. added2$660.0%2026-Q2
True Wealth Design, LLC2$660.0%2026-Q2
Van Berkom & Associates Inc. trimmed1,370,381$43M4.2%2026-Q1 stale (1 quarter behind)
MARSHALL WACE, LLP trimmed120,728$4M0.4%2026-Q1 stale (1 quarter behind)
Caisse de depot et placement du Quebec new107,294$3M0.3%2026-Q1 stale (1 quarter behind)
Bastion Asset Management Inc. new67,817$2M0.2%2026-Q1 stale (1 quarter behind)
LOOMIS SAYLES & CO L P new237,333$7M0.7%2025-Q4 stale (2 quarters behind)
VANGUARD GROUP INC new118,009$4M0.3%2025-Q4 stale (2 quarters behind)
Schonfeld Strategic Advisors LLC new66,751$2M0.2%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.

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