Security record · archived quarter
PFXF
name pending profile ingest
39Tracked holders
0Δ holders
19.58MShares held
$345.79MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | 0 | 23.59M | $420.78M | +2 | −3 |
| Q1 2026 | 41 | +2 | 21.43M | $375.85M | +5 | −3 |
| Q4 2025 | 39 | 0 | 19.58M | $345.79M | +1 | −1 |
| Q3 2025 | 4 | -1 | 2.62M | $46.61M | — | −1 |
| Q2 2025 | 3 | 0 | 87.58K | $1.50M | — | — |
| Q1 2025 | 2 | +1 | 46.04K | $771,630 | +1 | — |
| Q4 2024 | 1 | 0 | 2.96K | $51,008 | +1 | −1 |
| Q3 2024 | 1 | +1 | 58.21K | $1.06M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.65M | — | $82.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 2.96M | — | $52.30M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.54M | -1.5% | $44.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.85M | — | $32.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.74M | — | $30.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 1.47M | — | $25.99M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 615.10K | — | $10.86M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 564.77K | — | $9.97M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 468.03K | — | $8.27M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 328.16K | — | $5.80M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Osaic Holdings, Inc. | 327.10K | — | $5.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 227.26K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 208.12K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 189.43K | — | $3.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Blair William & Co/Il | 163.40K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 162.71K | — | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Rockefeller Capital Management L.P. | 157.68K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 114.41K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Lido Advisors, LLC | 115.89K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Creative Planning | 106.57K | — | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 95.30K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 83.69K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cetera Investment Advisers | 82.82K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 76.06K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 69.31K | New | $1.22M | 0.0% | New | 1 | SEC ↗ |
| 26 | Sumitomo Mitsui Trust Group, Inc. | 48.20K | — | $851,141 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mirae Asset Global Investments Co.… | 46.66K | — | $823,927 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 35.96K | — | $635,073 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 28.70K | — | $506,853 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 18.28K | — | $322,789 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 17.80K | — | $314,348 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Jane Street Group, Llc | 13.78K | — | $243,302 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cwm, Llc | 4.00K | — | $71,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 774 | -36.5% | $13,662 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Simplex Trading, Llc | 293 | — | $5,174 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 217 | -96.3% | $3,832 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Citigroup Inc | 176 | — | $3,108 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 60 | — | $1,060 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 58 | — | $1,024 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.22M | 0.0% |
Exited
| Renaissance Technologies | $631,066 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 212 holders, 35.92M shares, $619.01M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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