Who owns PXH
Which tracked institutional funds hold PXH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PXH company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 PXH is one-sided between 2025-Q4 and 2026-Q1: 47 added or opened and 15 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
PXH’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 PXH 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 224 tracked filers holding PXH, 120 increased or opened the position and 65 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 PXH 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 3
- TRUIST FINANCIAL CORP$10M
- Ascentis Independent Advisors$2M
- CITADEL ADVISORS LLC$2M
Full exits 7
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$3M
- Choice Wealth Advisors, LLC$3M
- ORG Partners LLC$2M
- NewEdge Advisors, LLC$1M
- IFG Advisory, LLC$577K
Largest adds
- MORGAN STANLEY$24M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$15M
- WELLS FARGO & COMPANY/MN$11M
- AMERIPRISE FINANCIAL INC$11M
- ENVESTNET ASSET MANAGEMENT INC$8M
- Axiom Financial Strategies, LLC$7M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- Daiwa Securities Group Inc.$12M
- LPL Financial LLC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Orion Porfolio Solutions, LLC$1M
- OSAIC HOLDINGS, INC.$1M
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 | 23,213,718 | $625M | 40.3% | 2026-Q1 |
| FMR LLC added | 3,279,751 | $88M | 5.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,204,321 | $86M | 5.6% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 3,051,133 | $79M | 5.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,640,744 | $71M | 4.6% | 2026-Q1 |
| MORGAN STANLEY added | 2,060,915 | $55M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,686,830 | $45M | 2.9% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | 1,626,753 | $44M | 2.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,613,465 | $43M | 2.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,456,617 | $39M | 2.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 948,008 | $26M | 1.6% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 690,500 | $19M | 1.2% | 2026-Q1 |
| CIDEL ASSET MANAGEMENT INC added | 619,812 | $17M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 598,323 | $16M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 576,038 | $16M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 536,561 | $14M | 0.9% | 2026-Q1 |
| Axiom Financial Strategies, LLC added | 512,912 | $14M | 0.9% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | 460,425 | $12M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 446,096 | $12M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 401,720 | $11M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 357,262 | $10M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 352,774 | $9M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 336,805 | $9M | 0.6% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 303,907 | $8M | 0.5% | 2026-Q1 |
| Virtus Family Office LLC added | 273,371 | $7M | 0.5% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 254,086 | $7M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 219,915 | $6M | 0.4% | 2026-Q1 |
| Aries Wealth Management added | 215,564 | $6M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 214,867 | $6M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 196,406 | $5M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 175,127 | $5M | 0.3% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 173,809 | $5M | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 172,339 | $5M | 0.3% | 2026-Q1 |
| Professional Financial Management, Inc. added | 147,307 | $4M | 0.3% | 2026-Q1 |
| LMCG INVESTMENTS, LLC added | 146,957 | $4M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 142,858 | $4M | 0.2% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 137,551 | $4M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 137,007 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 132,708 | $4M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 118,905 | $3M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 112,888 | $3M | 0.2% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 110,371 | $3M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 108,233 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS added | 106,384 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 104,340 | $3M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 90,105 | $2M | 0.2% | 2026-Q1 |
| Financial Management Professionals, Inc. trimmed | 87,534 | $2M | 0.2% | 2026-Q1 |
| Sepio Capital, LP added | 87,279 | $2M | 0.2% | 2026-Q1 |
| KWB Wealth trimmed | 87,961 | $2M | 0.1% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC added | 82,658 | $2M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 80,109 | $2M | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors new | 76,281 | $2M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 76,212 | $2M | 0.1% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB added | 73,802 | $2M | 0.1% | 2026-Q1 |
| Charles Schwab Trust Co trimmed | 73,639 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 75,969 | $2M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 73,304 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 68,188 | $2M | 0.1% | 2026-Q1 |
| Connecticut Capital Management Group, LLC trimmed | 67,179 | $2M | 0.1% | 2026-Q1 |
| TrueMark Investments, LLC added | 58,576 | $2M | 0.1% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 58,576 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 57,139 | $2M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 55,170 | $1M | 0.1% | 2026-Q1 |
| Sightline Wealth Advisors, LLC added | 54,553 | $1M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 53,078 | $1M | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 51,035 | $1M | 0.1% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 47,812 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 43,333 | $1M | 0.1% | 2026-Q1 |
| TopTier Wealth Management, LLC added | 41,409 | $1M | 0.1% | 2026-Q1 |
| Goldstein Advisors, LLC trimmed | 40,767 | $1M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 46,590 | $1M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 40,625 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 38,527 | $1M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 38,266 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 38,234 | $1M | 0.1% | 2026-Q1 |
| Accel Wealth Management added | 35,965 | $968K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 34,225 | $921K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 33,837 | $911K | 0.1% | 2026-Q1 |
| Rathbones Group PLC | 32,180 | $866K | 0.1% | 2026-Q1 |
| Rollins Financial Advisors, LLC added | 31,646 | $852K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 30,961 | $833K | 0.1% | 2026-Q1 |
| Net Worth Advisory Group added | 30,218 | $813K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 29,500 | $794K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,021 | $781K | 0.1% | 2026-Q1 |
| Apeiron RIA LLC added | 28,915 | $778K | 0.1% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 28,766 | $774K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 28,767 | $774K | 0.0% | 2026-Q1 |
| Red Tortoise LLC trimmed | 27,150 | $731K | 0.0% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC new | 193,369 | $5M | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 217,283 | $5M | 0.3% | 2025-Q1 stale |
| Quantum Portfolio Management LLC added | 143,354 | $4M | 0.2% | 2025-Q3 stale |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 133,198 | $3M | 0.2% | 2025-Q4 stale |
| Choice Wealth Advisors, LLC new | 98,903 | $3M | 0.2% | 2025-Q4 stale |
| ORG Partners LLC added | 76,145 | $2M | 0.1% | 2025-Q4 stale |
| Crossmark Global Holdings, Inc. trimmed | 75,432 | $2M | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 80,754 | $2M | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 75,627 | $2M | 0.1% | 2025-Q2 stale |
| Lowe Wealth Advisors, LLC added | 54,559 | $1M | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 51,710 | $1M | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 58,473 | $1M | 0.1% | 2025-Q1 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.