378 tracked 13F filers disclose a position in PGX as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $882.7M | 81.1M | ▲+3.4% Added · +2.7M sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $164.6M | 15.1M | ▼−1.6% Reduced · −249K sh | Q1 2026 | |
| 3 | Bramshill Investments, LLC | $124.6M | 11.5M | ▲+12% Added · +1.2M sh | Q2 2026 | |
| 4 | UBS Group AG | $100.7M | 9.3M | ▲+73% Added · +3.9M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $69.1M | 6.3M | ▼−13% Reduced · −924K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $57.8M | 5.3M | ▼−7.2% Reduced · −413K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $45.2M | 4.1M | ▼−0.2% Reduced · −10K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $44.2M | 4.1M | ▼−23% Reduced · −1.2M sh | Q1 2026 | |
| 9 | Allworth Financial LP | $36.6M | 3.4M | ▲+5.4% Added · +173K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $32.2M | 3.0M | ▼−21% Reduced · −766K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $29.8M | 2.7M | ▲+1.0% Added · +26K sh | Q1 2026 | |
| 12 | Checchi Capital Advisers, LLC | $17.0M | 1.6M | ▲+13% Added · +180K sh | Q2 2026 | |
| 13 | Clearstead Advisors, LLC | $17.0M | 1.6M | ▼−7.7% Reduced · −130K sh | Q2 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.4M | 1.2M | ▲+502% Added · +1.0M sh | Q1 2026 | |
| 15 | HUNTINGTON NATIONAL BANK | $12.7M | 1.2M | ▼−3.7% Reduced · −45K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 1.1M | ▼−8.4% Reduced · −104K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $12.3M | 1.1M | ▼−17% Reduced · −224K sh | Q1 2026 | |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | $11.1M | 1.0M | ▼−4.5% Reduced · −48K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $10.4M | 962K | ▲+0.7% Added · +7K sh | Q2 2026 | |
| 20 | MAI Capital Management | $10.2M | 939K | ▲+2.1% Added · +20K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | $9.8M | 901K | ▲+118% Added · +488K sh | Q2 2026 | |
| 22 | Trinity Legacy Partners, LLC | $9.0M | 831K | ▲+13% Added · +94K sh | Q2 2026 | |
| 23 | Manske Wealth Management | $8.1M | 751K | ▲+13% Added · +87K sh | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | $8.2M | 751K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 25 | BANK OF MONTREAL /CAN/ | $7.3M | 673K | ▼−13% Reduced · −103K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in PGX and 20 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 209 funds | $42.4B |
| NVIDIA CORPNVDA | 208 funds | $62.3B |
| APPLE INCAAPL | 208 funds | $53.0B |
| AMAZON.COM INCAMZN | 205 funds | $32.2B |
| JPMORGAN CHASE & COJPM | 201 funds | $13.2B |
| ALPHABET INC-CL AGOOGL | 200 funds | $25.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 200 funds | $15.1B |
| JOHNSON & JOHNSONJNJ | 199 funds | $9.3B |
| ALPHABET INC-CL CGOOG | 197 funds | $18.4B |
| META PLATFORMS INC-CLASS AMETA | 195 funds | $15.0B |
| CISCO SYSTEMS INCCSCO | 194 funds | $6.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 193 funds | $9.9B |
Ranked by how many of PGX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 702 funds | $7.3B |
| SPLVmc | 685 funds | $4.0B |
| PGXthis pagemc | 378 funds | $2.0B |
| SPHDmc | 324 funds | $941.1M |
| KBWBmc | 298 funds | $4.0B |
| PZAmc | 293 funds | $3.6B |
| IDMOmc | 261 funds | $2.2B |
| PXFmc | 237 funds | $1.7B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PGX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PGX/capital-change-brief"
Use Arkolith's capital_change_brief for PGX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.