15 tracked 13F filers disclose a position in PEX as of the latest SEC 13F filings, a combined $2.6M 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 | Beta Wealth Group, Inc. | $939K | 43K | ▲+13% Added · +5K sh | Q2 2026 | |
| 2 | ROYAL BANK OF CANADA | $530K | 25K | ▲+58% Added · +9K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $300K | 14K | ▼−1.8% Reduced · −253 sh | Q1 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $285K | 13K | ▲New +13K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $262K | 12K | ▲New +12K sh | Q1 2026 | |
| 6 | Rossby Financial, LCC | $226K | 10K | ▲New +10K sh | Q2 2026 | |
| 7 | Allworth Financial LP | $19K | 900 | —Held | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $12K | 582 | ▲582× Added · +581 sh | Q1 2026 | |
| 9 | Global Retirement Partners, LLC | $7K | 305 | ▼−41% Reduced · −215 sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $6K | 300 | —Held | Q1 2026 | |
| 11 | UBS Group AG | $3K | 150 | ▼−31% Reduced · −66 sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $186 | 9 | —Held | Q1 2026 | |
| 13 | MORGAN STANLEY | $43 | 2 | ▼−98% Reduced · −100 sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $14 | 1 | ▲New +1 sh | Q2 2026 | |
| 15 | BlackRock, Inc. | $14 | 1 | ▲New +1 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, 1 fund opened a new position in PEX, while 1 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 |
|---|---|---|
| STE STR SPDR PT S&P 500 ETFSPYM | 2 funds | $236.8M |
| APPLE INCAAPL | 2 funds | $177.7M |
| NVIDIA CORPNVDA | 2 funds | $165.1M |
| ISHARES CORE S&P 500 ETFIVV | 2 funds | $159.0M |
| ARTHUR J GALLAGHER & COAJG | 2 funds | $101.3M |
| MICROSOFT CORPMSFT | 2 funds | $96.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 2 funds | $93.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $83.7M |
| AMAZON.COM INCAMZN | 2 funds | $82.5M |
| ALPHABET INC-CL AGOOGL | 2 funds | $78.0M |
| ISHARES CORE S&P SMALL-CAP EIJR | 2 funds | $66.6M |
| STE STR SPDR PT DW EU ETFSPDW | 2 funds | $64.6M |
Ranked by how many of PEX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| NOBLmc | 768 funds | $5.2B |
| HYHGMF Closed and MF Open | 49 funds | $72.3M |
| RWMSHRT RUSSELL2000 | 34 funds | $33.9M |
| PAWZPET CARE ETF | 32 funds | $4.2M |
| MRGRMERGER ETF | 15 funds | $8.3M |
| PEXthis pagePRIV EQTY-LSTD | 15 funds | $2.6M |
| RINFINFLATN EXPECTNS | 12 funds | $2.7M |
| TBXSHT 7-10 YR TR | 8 funds | $2.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PEX
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/PEX/capital-change-brief"
Use Arkolith's capital_change_brief for PEX. 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 PEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.