Among active 13F managers last quarter, 9 opened and 12 added, while 11 reduced; the largest holder to move was Rivernorth Capital Management, LLC (−3.3%).
93 tracked 13F filers disclose a position in PDX as of the latest SEC 13F filings, a combined $287.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Rivernorth Capital Management, LLC | 1.1M | $22.9M | ▼−3.3% Reduced · −37K sh | Q2 2026 | |
| 2 | Thomas J. Herzfeld Advisors, Inc. | 1.1M | $22.8M | ▼−13% Reduced · −158K sh | Q2 2026 | |
| 3 | UBS Group AG | 1000K | $22.1M | ▲+3.8% Added · +37K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 979K | $21.6M | ▲+1.9% Added · +18K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 954K | $21.0M | ▲+8.8% Added · +77K sh | Q1 2026 | |
| 6 | Morgan Stanley | 915K | $20.2M | ▲+26% Added · +186K sh | Q1 2026 | |
| 7 | Williams Jones Wealth Management, LLC. | 838K | $17.4M | ▼−1.9% Reduced · −16K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 772K | $17.0M | ▲+24% Added · +149K sh | Q1 2026 | |
| 9 | Envestnet Asset Management Inc | 709K | $15.6M | ▼−8.4% Reduced · −65K sh | Q1 2026 | |
| 10 | Punch & Associates Investment Management, Inc. | 701K | $14.6M | ▼−18% Reduced · −151K sh | Q2 2026 | |
| 11 | Almitas Capital LLC | 549K | $11.4M | ▲+1.5% Added · +8K sh | Q2 2026 | |
| 12 | Hollencrest Capital Management | 485K | $10.7M | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | 342K | $7.1M | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 14 | Stifel Financial Corp | 332K | $7.3M | ▼−25% Reduced · −108K sh | Q1 2026 | |
| 15 | Pathstone Holdings, LLC | 309K | $6.4M | ▼−21% Reduced · −80K sh | Q2 2026 | |
| 16 | City Of London Investment Management Co Ltd | 263K | $5.5M | ▼−27% Reduced · −95K sh | Q2 2026 | |
| 17 | Raymond James Financial Inc | 149K | $3.3M | ▲+137% Added · +86K sh | Q1 2026 | |
| 18 | Focus Partners Wealth | 133K | $2.9M | ▼−7.9% Reduced · −11K sh | Q1 2026 | |
| 19 | First Trust Advisors LP | 119K | $2.6M | ▲+15% Added · +16K sh | Q1 2026 | |
| 20 | Rareview Capital LLC | 99K | $2.4M | ▲+9.7% Added · +9K sh | Q2 2026 | |
| 21 | Smith, Moore & Co. | 89K | $1.8M | ▲+1.3% Added · +1K sh | Q2 2026 | |
| 22 | Choreo, LLC | 80K | $1.7M | ▼−11% Reduced · −10K sh | Q2 2026 | |
| 23 | Elevation Point Wealth Partners, LLC | 76K | $1.6M | ▼−0.1% Reduced · −100 sh | Q2 2026 | |
| 24 | Vestmark Advisory Solutions, Inc. | 75K | $1.6M | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 67K | $1.5M | ▼−15% Reduced · −12K 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, 9 funds opened a new position in PDX and 12 added to an existing one, while 11 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 39 funds | $10.0B |
| Nvidia CorpNVDA | 37 funds | $12.2B |
| Apple IncAAPL | 37 funds | $11.7B |
| Alphabet Inc-CL AGOOGL | 37 funds | $5.6B |
| Broadcom IncAVGO | 36 funds | $4.9B |
| Meta Platforms Inc-Class AMETA | 36 funds | $3.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 35 funds | $2.8B |
| JPMorgan Chase & CoJPM | 35 funds | $2.8B |
| Micron Technology IncMU | 35 funds | $2.3B |
| Advanced Micro DevicesAMD | 35 funds | $2.1B |
| Walmart IncWMT | 35 funds | $1.9B |
| Amazon.com IncAMZN | 34 funds | $8.2B |
Ranked by how many of PDX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PDX.
Connected entities for PDX
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/PDX/capital-change-brief"
Use Arkolith's capital_change_brief for PDX. 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 PDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.