Who owns PXF
Which tracked institutional funds hold PXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PXF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 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
53 tracked funds added or opened PXF while 19 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
PXF’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PXF 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 241 tracked filers holding PXF, 113 increased or opened the position and 81 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 PXF 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 6
- FIRST AMERICAN TRUST, FSB$23M
- CIBC Bancorp USA Inc.$9M
- Independent Advisor Alliance$7M
- Cambridge Investment Research Advisors, Inc.$2M
- Vanguard National Trust Co$977K
- Private Advisor Group, LLC$521K
Full exits 10
- CIBC Private Wealth Group LLC$9M
- HRT FINANCIAL LP$4M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- Nalls Sherbakoff Group, LLC$2M
- VANGUARD GROUP INC$1M
- CITADEL ADVISORS LLC$955K
Largest adds
- Invesco Ltd.$145M
- UBS Group AG$34M
- Corient Private Wealth LLC$27M
- LPL Financial LLC$22M
- WELLS FARGO & COMPANY/MN$9M
- BANK OF AMERICA CORP /DE/$9M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$109M
- Bank of New York Mellon Corp$12M
- RAYMOND JAMES FINANCIAL INC$3M
- VICTORY CAPITAL MANAGEMENT INC$2M
- Arlington Financial Advisors, LLC$969K
- AlphaCore Capital LLC$768K
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 10,242,344 | $716M | 34.2% | 2026-Q1 |
| Invesco Ltd. added | 6,133,105 | $429M | 20.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,360,246 | $95M | 4.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 963,927 | $67M | 3.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 954,217 | $67M | 3.2% | 2026-Q1 |
| LPL Financial LLC added | 883,311 | $62M | 2.9% | 2026-Q1 |
| UBS Group AG added | 677,998 | $47M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 649,503 | $45M | 2.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 579,402 | $41M | 1.9% | 2026-Q1 |
| Corient Private Wealth LLC added | 439,205 | $31M | 1.5% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 387,859 | $27M | 1.3% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB new | 334,207 | $23M | 1.1% | 2026-Q1 |
| Charles Schwab Trust Co trimmed | 333,037 | $23M | 1.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 321,362 | $22M | 1.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 323,646 | $21M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 269,215 | $18M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 216,926 | $15M | 0.7% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 201,083 | $14M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 200,829 | $14M | 0.7% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 192,934 | $13M | 0.6% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 171,534 | $12M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 142,456 | $10M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 265,940 | $10M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 141,552 | $10M | 0.5% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 133,057 | $9M | 0.4% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 128,968 | $9M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 125,379 | $9M | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 117,448 | $8M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 113,022 | $8M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 105,422 | $7M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 90,976 | $6M | 0.3% | 2026-Q1 |
| Creative Planning added | 88,222 | $6M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 87,755 | $6M | 0.3% | 2026-Q1 |
| Retirement Planning Group, LLC added | 87,083 | $6M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 86,546 | $6M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 81,285 | $6M | 0.3% | 2026-Q1 |
| Three Bridge Wealth Advisors, LLC trimmed | 79,121 | $6M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 73,344 | $5M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 70,003 | $5M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 67,287 | $5M | 0.2% | 2026-Q1 |
| Garden State Investment Advisory Services LLC added | 65,470 | $5M | 0.2% | 2026-Q1 |
| Archer Investment Corp trimmed | 64,920 | $5M | 0.2% | 2026-Q1 |
| Verum Partners LLC trimmed | 64,640 | $5M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 66,361 | $4M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 63,489 | $4M | 0.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA | 62,800 | $4M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 59,330 | $4M | 0.2% | 2026-Q1 |
| Foster Victor Wealth Advisors, LLC trimmed | 55,195 | $4M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 56,692 | $4M | 0.2% | 2026-Q1 |
| Centurion Wealth Management LLC trimmed | 56,529 | $4M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 53,152 | $4M | 0.2% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 52,202 | $4M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 50,518 | $4M | 0.2% | 2026-Q1 |
| KWB Wealth trimmed | 50,020 | $3M | 0.2% | 2026-Q1 |
| Cedar Point Capital Partners, LLC added | 42,158 | $3M | 0.1% | 2026-Q1 |
| Red Tortoise LLC trimmed | 39,758 | $3M | 0.1% | 2026-Q1 |
| Proficio Capital Partners LLC added | 36,580 | $3M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 36,544 | $3M | 0.1% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC added | 36,335 | $3M | 0.1% | 2026-Q1 |
| FMR LLC added | 36,110 | $3M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 35,527 | $2M | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 33,471 | $2M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 32,794 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 32,737 | $2M | 0.1% | 2026-Q1 |
| CIDEL ASSET MANAGEMENT INC trimmed | 28,645 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 25,911 | $2M | 0.1% | 2026-Q1 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 25,378 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 25,120 | $2M | 0.1% | 2026-Q1 |
| Shakespeare Wealth Management, LLC trimmed | 24,724 | $2M | 0.1% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. | 24,243 | $2M | 0.1% | 2026-Q1 |
| FLAGSTAR ADVISORS INC added | 23,996 | $2M | 0.1% | 2026-Q1 |
| Aries Wealth Management trimmed | 22,932 | $2M | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 21,818 | $2M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 20,553 | $1M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 20,689 | $1M | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 20,316 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 19,964 | $1M | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 18,943 | $1M | 0.1% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 17,699 | $1M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 15,971 | $1M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 16,928 | $1M | 0.1% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 15,727 | $1M | 0.1% | 2026-Q1 |
| Key Financial Inc added | 15,647 | $1M | 0.1% | 2026-Q1 |
| Rather & Kittrell, Inc. trimmed | 15,334 | $1M | 0.1% | 2026-Q1 |
| Savant Capital, LLC | 15,097 | $1M | 0.1% | 2026-Q1 |
| Targeted Financial Services LLC added | 15,029 | $1M | 0.1% | 2026-Q1 |
| CIBC Private Wealth Group LLC added | 133,360 | $9M | 0.4% | 2025-Q4 stale |
| Callan Capital, LLC trimmed | 105,664 | $5M | 0.3% | 2025-Q1 stale |
| Redhawk Wealth Advisors, Inc. new | 83,720 | $5M | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 61,934 | $4M | 0.2% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 62,800 | $4M | 0.2% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 41,924 | $3M | 0.1% | 2025-Q4 stale |
| Nalls Sherbakoff Group, LLC trimmed | 25,075 | $2M | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 29,715 | $2M | 0.1% | 2025-Q1 stale |
| GOLDMAN SACHS GROUP INC added | 25,119 | $1M | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 22,396 | $1M | 0.1% | 2025-Q2 stale |
| Lowe Wealth Advisors, LLC trimmed | 18,951 | $1M | 0.1% | 2025-Q3 stale |
| Fortis Capital Advisors, LLC | 20,000 | $1M | 0.1% | 2025-Q2 stale |
| Belpointe Asset Management LLC | 20,000 | $1M | 0.1% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 16,350 | $1M | 0.1% | 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.