Security record · archived quarter
PXI
name pending profile ingest
16Tracked holders
0Δ holders
234.07KShares held
$10.59MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 68.05K | -2.0% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 35.60K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 35.14K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Goldman Sachs Group ✦ | 32.51K | +6.7% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 16.13K | n/a | $729,419 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 15.41K | n/a | $696,952 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 11.90K | n/a | $538,097 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | UBS Group AG | 8.81K | n/a | $398,386 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Truist Financial Corp | 7.55K | n/a | $341,365 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.76K | n/a | $79,572 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 373 | n/a | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 311 | 0.0% | $14,066 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 218 | n/a | $9,866 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 130 | -50.0% | $5,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 112 | n/a | $5,066 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Qube Research & Technologies Ltd | 82 | n/a | $3,709 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 43 holders, 714.39K shares, $35.39M 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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