54 tracked 13F filers disclose a position in PAXS as of the latest SEC 13F filings, a combined $140.7M 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 | WELLS FARGO & COMPANY/MN | $26.4M | 1.8M | ▲+3.6% Added · +63K sh | Q1 2026 | |
| 2 | Cerity Partners LLC | $22.1M | 1.5M | ▲15× Added · +1.4M sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $21.6M | 1.5M | ▲+18% Added · +224K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $16.6M | 1.2M | ▲+12% Added · +128K sh | Q1 2026 | |
| 5 | UBS Group AG | $14.0M | 970K | ▼−6.3% Reduced · −65K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $6.1M | 421K | ▲+6.2% Added · +25K sh | Q1 2026 | |
| 7 | Thomas J. Herzfeld Advisors, Inc. | $4.5M | 312K | ▼−29% Reduced · −128K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 287K | ▼−52% Reduced · −306K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $2.8M | 194K | ▲+20% Added · +32K sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | $2.5M | 176K | ▲+13% Added · +20K sh | Q1 2026 | |
| 11 | CORRADO ADVISORS, LLC | $2.4M | 165K | ▲+2.8% Added · +4K sh | Q2 2026 | |
| 12 | SMITH, MOORE & CO. | $1.9M | 131K | ▲+2.7% Added · +3K sh | Q2 2026 | |
| 13 | Noble Wealth Management PBC | $1.8M | 126K | ▲+5.8% Added · +7K sh | Q2 2026 | |
| 14 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.4M | 94K | ▲New +94K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $992K | 69K | ▲+47% Added · +22K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $951K | 66K | ▲+26% Added · +14K sh | Q1 2026 | |
| 17 | JOURNEY STRATEGIC WEALTH LLC | $745K | 52K | ▼−21% Reduced · −14K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $719K | 50K | ▼−44% Reduced · −39K sh | Q1 2026 | |
| 19 | Wealth Care LLC | $667K | 46K | ▲+82% Added · +21K sh | Q2 2026 | |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $651K | 45K | ▼−1.7% Reduced · −768 sh | Q2 2026 | |
| 21 | Bramshill Investments, LLC | $643K | 44K | ▲+1.1% Added · +485 sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $594K | 41K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 23 | Crumly & Associates Inc. | $578K | 40K | —Held | Q2 2026 | |
| 24 | COURIER CAPITAL LLC | $541K | 37K | —Held | Q2 2026 | |
| 25 | CHOREO, LLC | $509K | 35K | ▼−4.1% Reduced · −1K sh | Q2 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, 3 funds opened a new position in PAXS and 6 added to an existing one, while 4 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 |
|---|---|---|
| APPLE INCAAPL | 20 funds | $949.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $379.8M |
| MICROSOFT CORPMSFT | 19 funds | $445.5M |
| ALPHABET INC-CL AGOOGL | 19 funds | $281.2M |
| JPMORGAN CHASE & COJPM | 19 funds | $221.3M |
| NVIDIA CORPNVDA | 18 funds | $932.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $417.0M |
| AMAZON.COM INCAMZN | 18 funds | $403.9M |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $156.4M |
| VANGUARD S&P 500 ETFVOO | 17 funds | $607.7M |
| MICRON TECHNOLOGY INCMU | 17 funds | $326.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $277.2M |
Ranked by how many of PAXS's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for PAXS
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/PAXS/capital-change-brief"
Use Arkolith's capital_change_brief for PAXS. 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 PAXS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.