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-Q2 13F filings (latest filed 2026-08-20). 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
49 tracked funds added or opened PXH while 17 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
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 2026-Q1 and 2026-Q2, across 224 tracked filers holding PXH, 120 increased or opened the position and 84 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 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 6
- GOLDMAN SACHS GROUP INC$9M
- AXXCESS WEALTH MANAGEMENT, LLC$5M
- NewEdge Advisors, LLC$2M
- Layline Advisors, LLC$1M
- BIP Wealth, LLC$769K
- IFG Advisory, LLC$666K
Full exits 10
- Itau Unibanco Holding S.A.$79M
- HighTower Advisors, LLC$16M
- FOSTER & MOTLEY INC$4M
- Integrated Wealth Concepts LLC$2M
- Financial Management Professionals, Inc.$2M
- Ascentis Independent Advisors$2M
Largest adds
- AMERIPRISE FINANCIAL INC$17M
- OLD MISSION CAPITAL LLC$13M
- Daiwa Securities Group Inc.$10M
- WELLS FARGO & COMPANY/MN$7M
- MORGAN STANLEY$5M
- ENVESTNET ASSET MANAGEMENT INC$5M
Largest trims
- Invesco Ltd.$22M
- Sanctuary Advisors, LLC$2M
- CIBC WORLD MARKET INC.$727K
- Apeiron RIA LLC$412K
- Steward Partners Investment Advisory, LLC$391K
- Private Advisor Group, LLC$306K
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 | 22,449,418 | $626M | 41.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,697,374 | $103M | 6.8% | 2026-Q2 |
| FMR LLC added | 3,296,679 | $92M | 6.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,782,825 | $78M | 5.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,165,758 | $60M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,659,271 | $46M | 3.0% | 2026-Q2 |
| LPL Financial LLC added | 1,634,942 | $46M | 3.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 1,626,753 | $45M | 3.0% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 1,040,500 | $29M | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 939,735 | $26M | 1.7% | 2026-Q2 |
| UBS Group AG added | 676,784 | $19M | 1.2% | 2026-Q2 |
| CIDEL ASSET MANAGEMENT INC added | 658,764 | $18M | 1.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 647,334 | $18M | 1.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 613,565 | $17M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 599,415 | $17M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 570,132 | $16M | 1.0% | 2026-Q2 |
| Axiom Financial Strategies, LLC trimmed | 507,955 | $14M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 502,972 | $14M | 0.9% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD | 460,425 | $13M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 408,545 | $11M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 399,445 | $11M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 352,045 | $10M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 330,254 | $9M | 0.6% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 307,636 | $9M | 0.6% | 2026-Q2 |
| Virtus Family Office LLC added | 279,203 | $8M | 0.5% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 268,027 | $7M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 225,495 | $6M | 0.4% | 2026-Q2 |
| Aries Wealth Management | 215,564 | $6M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 208,006 | $6M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 207,554 | $6M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 188,532 | $5M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 175,489 | $5M | 0.3% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC trimmed | 173,244 | $5M | 0.3% | 2026-Q2 |
| Professional Financial Management, Inc. added | 161,390 | $4M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 156,476 | $4M | 0.3% | 2026-Q2 |
| LMCG INVESTMENTS, LLC added | 149,270 | $4M | 0.3% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 148,211 | $4M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 146,110 | $4M | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 141,208 | $4M | 0.3% | 2026-Q2 |
| Creative Planning added | 140,355 | $4M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 140,179 | $4M | 0.3% | 2026-Q2 |
| Trademark Financial Management, LLC added | 113,392 | $3M | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 108,673 | $3M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 108,254 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS added | 106,548 | $3M | 0.2% | 2026-Q2 |
| SigFig Wealth Management, LLC trimmed | 106,364 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 92,820 | $3M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 89,439 | $2M | 0.2% | 2026-Q2 |
| Sepio Capital, LP added | 87,307 | $2M | 0.2% | 2026-Q2 |
| KWB Wealth trimmed | 85,697 | $2M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 85,411 | $2M | 0.2% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 81,575 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 77,141 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 76,174 | $2M | 0.1% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 72,610 | $2M | 0.1% | 2026-Q2 |
| Connecticut Capital Management Group, LLC added | 72,585 | $2M | 0.1% | 2026-Q2 |
| Charles Schwab Trust Co trimmed | 72,375 | $2M | 0.1% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 66,246 | $2M | 0.1% | 2026-Q2 |
| TrueMark Investments, LLC added | 62,713 | $2M | 0.1% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 62,713 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 61,678 | $2M | 0.1% | 2026-Q2 |
| Sightline Wealth Advisors, LLC added | 61,577 | $2M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 57,157 | $2M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 50,687 | $1M | 0.1% | 2026-Q2 |
| Integrated Advisors Network LLC added | 49,397 | $1M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 49,252 | $1M | 0.1% | 2026-Q2 |
| Layline Advisors, LLC new | 46,558 | $1M | 0.1% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 45,148 | $1M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 42,680 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 42,301 | $1M | 0.1% | 2026-Q2 |
| Goldstein Advisors, LLC trimmed | 40,643 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 39,547 | $1M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 35,686 | $995K | 0.1% | 2026-Q2 |
| Accel Wealth Management trimmed | 32,812 | $915K | 0.1% | 2026-Q2 |
| Rathbones Group PLC | 32,180 | $897K | 0.1% | 2026-Q2 |
| Net Worth Advisory Group added | 31,004 | $864K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 30,860 | $860K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 29,584 | $825K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 29,523 | $823K | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 28,861 | $805K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,019 | $781K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC new | 27,593 | $769K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 27,478 | $766K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 27,443 | $765K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 26,512 | $739K | 0.0% | 2026-Q2 |
| Breakwater Capital Group added | 26,308 | $733K | 0.0% | 2026-Q2 |
| Maridea Wealth Management LLC added | 26,023 | $726K | 0.0% | 2026-Q2 |
| Key Financial Inc added | 25,714 | $717K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC added | 23,899 | $666K | 0.0% | 2026-Q2 |
| SARD WEALTH MANAGEMENT GROUP, LLC trimmed | 23,742 | $662K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC added | 23,529 | $656K | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 23,522 | $656K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 22,929 | $639K | 0.0% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC added | 22,897 | $638K | 0.0% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 22,098 | $616K | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 21,642 | $603K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 21,513 | $600K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 21,335 | $595K | 0.0% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 21,157 | $590K | 0.0% | 2026-Q2 |
| Prairiewood Capital, LLC | 20,705 | $577K | 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.