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-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on PXF is one-sided between 2026-Q1 and 2026-Q2: 71 added or opened and 14 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 242 tracked filers holding PXF, 125 increased or opened the position and 82 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 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 8
- GOLDMAN SACHS GROUP INC$3M
- JANE STREET GROUP, LLC$3M
- BASSO CAPITAL MANAGEMENT, L.P.$2M
- Meeder Advisory Services, Inc.$2M
- Richmond Investment Services, LLC$761K
- Freedom Day Solutions, LLC$667K
Full exits 8
- Independent Advisor Alliance$7M
- HighTower Advisors, LLC$6M
- Foster Victor Wealth Advisors, LLC$4M
- Red Tortoise LLC$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Shakespeare Wealth Management, LLC$2M
Largest adds
- AMERIPRISE FINANCIAL INC$23M
- MORGAN STANLEY$10M
- LPL Financial LLC$10M
- Invesco Ltd.$10M
- WELLS FARGO & COMPANY/MN$7M
- BANK OF AMERICA CORP /DE/$6M
Largest trims
- VICTORY CAPITAL MANAGEMENT INC$9M
- Equitable Holdings, Inc.$3M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
- RAYMOND JAMES FINANCIAL INC$1M
- Centurion Wealth Management LLC$787K
- Private Advisor Group, LLC$297K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 9,433,390 | $714M | 32.8% | 2026-Q2 |
| Invesco Ltd. trimmed | 5,796,563 | $438M | 20.2% | 2026-Q2 |
| MORGAN STANLEY added | 1,392,160 | $105M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 974,901 | $74M | 3.4% | 2026-Q2 |
| LPL Financial LLC added | 951,359 | $72M | 3.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 924,845 | $70M | 3.2% | 2026-Q2 |
| UBS Group AG added | 702,113 | $53M | 2.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 687,127 | $52M | 2.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 590,254 | $45M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 441,718 | $33M | 1.5% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 430,753 | $33M | 1.5% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 392,494 | $30M | 1.4% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 378,090 | $29M | 1.3% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 326,302 | $25M | 1.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 290,102 | $22M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 243,782 | $18M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 241,543 | $18M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 211,863 | $16M | 0.7% | 2026-Q2 |
| Arlington Financial Advisors, LLC trimmed | 192,286 | $15M | 0.7% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 190,060 | $14M | 0.7% | 2026-Q2 |
| Maltin Wealth Management, Inc. added | 181,827 | $14M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 177,551 | $13M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 145,105 | $11M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 144,507 | $11M | 0.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 133,057 | $10M | 0.5% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 126,990 | $10M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 124,982 | $9M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 120,271 | $9M | 0.4% | 2026-Q2 |
| Breakwater Capital Group added | 118,700 | $9M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 95,495 | $7M | 0.3% | 2026-Q2 |
| Creative Planning added | 93,213 | $7M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 90,300 | $7M | 0.3% | 2026-Q2 |
| Retirement Planning Group, LLC added | 88,860 | $7M | 0.3% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 84,622 | $6M | 0.3% | 2026-Q2 |
| Three Bridge Wealth Advisors, LLC added | 79,227 | $6M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 77,294 | $6M | 0.3% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 76,892 | $6M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 74,595 | $6M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 69,433 | $5M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 67,457 | $5M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 67,414 | $5M | 0.2% | 2026-Q2 |
| Archer Investment Corp added | 66,433 | $5M | 0.2% | 2026-Q2 |
| Verum Partners LLC trimmed | 64,459 | $5M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 62,800 | $5M | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 61,220 | $5M | 0.2% | 2026-Q2 |
| Proficio Capital Partners LLC added | 58,700 | $4M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 58,572 | $4M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 57,546 | $4M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 57,217 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 52,354 | $4M | 0.2% | 2026-Q2 |
| MAI Capital Management trimmed | 50,493 | $4M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 45,894 | $3M | 0.2% | 2026-Q2 |
| KWB Wealth trimmed | 45,541 | $3M | 0.2% | 2026-Q2 |
| Cedar Point Capital Partners, LLC added | 43,538 | $3M | 0.2% | 2026-Q2 |
| BIP Wealth, LLC added | 43,077 | $3M | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 41,829 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 38,484 | $3M | 0.1% | 2026-Q2 |
| FMR LLC added | 38,093 | $3M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 37,707 | $3M | 0.1% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 35,536 | $3M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 35,393 | $3M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 31,595 | $2M | 0.1% | 2026-Q2 |
| CIDEL ASSET MANAGEMENT INC added | 31,366 | $2M | 0.1% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 29,466 | $2M | 0.1% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 28,289 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 26,440 | $2M | 0.1% | 2026-Q2 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 25,378 | $2M | 0.1% | 2026-Q2 |
| Meeder Advisory Services, Inc. new | 25,210 | $2M | 0.1% | 2026-Q2 |
| Nalls Sherbakoff Group, LLC trimmed | 25,025 | $2M | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 24,243 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,440 | $2M | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC added | 22,922 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 22,864 | $2M | 0.1% | 2026-Q2 |
| Aries Wealth Management trimmed | 22,316 | $2M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 22,140 | $2M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 22,021 | $2M | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 22,001 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 20,814 | $2M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 20,364 | $2M | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 19,670 | $1M | 0.1% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 16,554 | $1M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 16,070 | $1M | 0.1% | 2026-Q2 |
| Key Financial Inc added | 15,726 | $1M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 15,503 | $1M | 0.1% | 2026-Q2 |
| Targeted Financial Services LLC trimmed | 14,867 | $1M | 0.1% | 2026-Q2 |
| Rather & Kittrell, Inc. trimmed | 14,766 | $1M | 0.1% | 2026-Q2 |
| Rathbones Group PLC | 14,600 | $1M | 0.1% | 2026-Q2 |
| Vanguard National Trust Co | 13,971 | $1M | 0.0% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 13,424 | $1M | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 13,414 | $1M | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 12,939 | $979K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 12,907 | $976K | 0.0% | 2026-Q2 |
| Lido Advisors, LLC added | 12,616 | $954K | 0.0% | 2026-Q2 |
| Colonial River Investments, LLC trimmed | 12,533 | $948K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 12,309 | $931K | 0.0% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 12,084 | $914K | 0.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,009 | $908K | 0.0% | 2026-Q2 |
| Atlas Legacy Advisors, LLC trimmed | 11,751 | $889K | 0.0% | 2026-Q2 |
| Octavia Wealth Advisors, LLC added | 11,710 | $886K | 0.0% | 2026-Q2 |
| PDS Planning, Inc added | 11,665 | $882K | 0.0% | 2026-Q2 |
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.