PXE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +3.9% ·
net new positions +5.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | +2 | 570.78K | $19.34M | +4 | −4 |
| Q1 2026 | 22 | +3 | 637.68K | $25.00M | +4 | −1 |
| Q4 2025 | 19 | +1 | 830.42K | $23.21M | +1 | — |
| Q3 2025 | 2 | 0 | 250.29K | $7.36M | — | — |
| Q2 2025 | 1 | — | 210 | $5,892 | — | — |
| Q4 2024 | 1 | 0 | 13.20K | $390,809 | +1 | −1 |
| Q3 2024 | 1 | 0 | 15.68K | $464,971 | +1 | −1 |
| Q2 2024 | 1 | — | 6.10K | $201,788 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 251.31K | +0.5% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Commonwealth Equity Services, Llc | 202.56K | — | $5.66M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Cetera Investment Advisers | 137.47K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 65.32K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 63.93K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 29.80K | New | $832,910 | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 20.45K | — | $571,664 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 19.11K | — | $534,264 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bnp Paribas Financial Markets | 10.00K | — | $279,500 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 9.04K | — | $252,752 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 8.96K | — | $250,373 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 7.33K | — | $204,954 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 3.15K | — | $88,862 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 1.26K | — | $35,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 338 | — | $9,473 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 280 | +23.4% | $7,813 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cwm, Llc | 72 | — | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 23 | — | $640 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 10 | — | $280 | 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
| Two Sigma Investments | $832,910 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 980.61K shares, $36.63M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.