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Security record

PXE

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
21Tracked holders
0Δ holders
570.78KShares held
$19.34MReported value
+4New positions
−4Exits
Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -10.5% · net new positions 0.0% — formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 21 0 570.78K $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 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 139.93K -6.3% $4.74M 0.0% ▼ Trim 4 SEC ↗ ×2
2 Cetera Investment Advisers 113.23K -5.5% $3.84M 0.0% ▼ Trim 3 SEC ↗
3 Raymond James Financial Inc 53.93K +224.4% $1.83M 0.0% ▲ Add 3 SEC ↗ ×2
4 LPL Financial LLC 51.35K -13.8% $1.74M 0.0% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 47.59K -7.1% $1.61M 0.0% ▼ Trim 3 SEC ↗
6 Two Sigma Investments ✦ 46.50K New $1.58M 0.0% New 1 SEC ↗
7 Susquehanna International Group, Llp 24.76K +12.4% $838,801 0.0% ▲ Add 2 SEC ↗ ×2
8 UBS Group AG 16.92K +3.4% $573,148 0.0% ▲ Add 3 SEC ↗ ×2
9 Hrt Financial Lp 16.34K New $553,000 0.0% New 1 SEC ↗
10 Bnp Paribas Financial Markets 10.00K -80.0% $338,800 0.0% ▼ Trim 3 SEC ↗
11 Goldman Sachs Group ✦ 8.53K New $288,861 0.0% New 1 SEC ↗
12 Osaic Holdings, Inc. 8.44K -23.7% $285,877 0.0% ▼ Trim 3 SEC ↗ ×2
13 Envestnet Asset Management Inc 8.23K +15.0% $278,937 0.0% ▲ Add 3 SEC ↗
14 Citadel Advisors ✦ 6.99K New $236,923 0.0% New 1 SEC ↗
15 Mariner, LLC 6.42K -13.9% $217,611 0.0% ▼ Trim 3 SEC ↗
16 Commonwealth Equity Services, Llc 6.33K -9.1% $214,290 0.0% ▼ Trim 3 SEC ↗
17 Jones Financial Companies Lllp 3.24K +32330.0% $110,230 0.0% ▲ Add 3 SEC ↗
18 Royal Bank Of Canada 1.13K 0.0% $38,000 0.0% Held 3 SEC ↗ ×2
19 Fidelity (FMR) ✦ 556 +21.7% $18,827 0.0% ▲ Add 5 SEC ↗
20 Rockefeller Capital Management L.P. 341 +0.6% $11,571 0.0% ▲ Add 3 SEC ↗
21 Wells Fargo & Company/Mn 22 -4.3% $759 0.0% ▼ Trim 3 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $1.58M 0.0%
Hrt Financial Lp $553,000 0.0%
Goldman Sachs Group $288,861 0.0%
Citadel Advisors $236,923 0.0%

Exited

HighTower Advisors, LLC $3.15M was 0.0%
Amundi $1.34M was 0.0%
Bank Of Montreal /Can/ $123,480 was 0.0%
Northwestern Mutual Wealth… $15,406 was 0.0%

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.

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: Q2 2026 · Methodology · Get this via the API