81 tracked 13F filers disclose a position in PDX as of the latest SEC 13F filings, a combined $273.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $25.1M | 1.1M | ▼−29% Reduced · −460K sh | Q1 2026 | |
| 2 | UBS Group AG | $22.1M | 1000K | ▲+3.8% Added · +37K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $21.6M | 979K | ▲+1.9% Added · +18K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $21.0M | 954K | ▲+8.8% Added · +77K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $20.2M | 915K | ▲+26% Added · +186K sh | Q1 2026 | |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $18.8M | 852K | ▼−19% Reduced · −203K sh | Q1 2026 | |
| 7 | Williams Jones Wealth Management, LLC. | $17.4M | 838K | ▼−1.9% Reduced · −16K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $17.0M | 772K | ▲+24% Added · +149K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $15.6M | 709K | ▼−8.4% Reduced · −65K sh | Q1 2026 | |
| 10 | Almitas Capital LLC | $11.9M | 541K | ▲+258% Added · +390K sh | Q1 2026 | |
| 11 | HOLLENCREST CAPITAL MANAGEMENT | $10.7M | 485K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 12 | Pathstone Holdings, LLC | $8.6M | 389K | ▲New +389K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | $7.5M | 339K | ▲+5.6% Added · +18K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $7.3M | 332K | ▼−25% Reduced · −108K sh | Q1 2026 | |
| 15 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $5.5M | 263K | ▼−27% Reduced · −95K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.3M | 149K | ▲+137% Added · +86K sh | Q1 2026 | |
| 17 | Focus Partners Wealth | $2.9M | 133K | ▼−7.9% Reduced · −11K sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $2.6M | 119K | ▲+15% Added · +16K sh | Q1 2026 | |
| 19 | Rareview Capital LLC | $2.4M | 99K | ▲+9.7% Added · +9K sh | Q2 2026 | |
| 20 | 1607 Capital Partners, LLC | $1.9M | 86K | ▼−5.8% Reduced · −5K sh | Q1 2026 | |
| 21 | CHOREO, LLC | $1.7M | 80K | ▼−11% Reduced · −10K sh | Q2 2026 | |
| 22 | ELEVATION POINT WEALTH PARTNERS, LLC | $1.7M | 76K | ▲+0.4% Added · +294 sh | Q1 2026 | |
| 23 | Vestmark Advisory Solutions, Inc. | $1.7M | 76K | ▲+0.4% Added · +294 sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $1.5M | 67K | ▼−15% Reduced · −12K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $1.4M | 62K | ▼−8.5% Reduced · −6K 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, 5 funds opened a new position in PDX and 9 added to an existing one, while 10 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 | 29 funds | $8.9B |
| APPLE INCAAPL | 27 funds | $8.6B |
| ALPHABET INC-CL AGOOGL | 27 funds | $4.1B |
| NVIDIA CORPNVDA | 26 funds | $9.4B |
| BROADCOM INCAVGO | 26 funds | $3.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 26 funds | $1.9B |
| AMAZON.COM INCAMZN | 25 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 25 funds | $4.7B |
| MASTERCARD INC - AMA | 25 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 25 funds | $1.5B |
Ranked by how many of PDX's institutional holders also hold each name, a cross-fund conviction signal.
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.