25 tracked 13F filers disclose a position in PEXL as of the latest SEC 13F filings, a combined $17.7M 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 | CWM, LLC | $3.4M | 58K | ▼−6.2% Reduced · −4K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $3.0M | 51K | ▲+55% Added · +18K sh | Q1 2026 | |
| 3 | VISIONARY HORIZONS, LLC | $3.3M | 43K | ▲+259% Added · +31K sh | Q2 2026 | |
| 4 | HARBOUR INVESTMENTS, INC. | $1.4M | 24K | ▲+2.1% Added · +485 sh | Q1 2026 | |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $958K | 16K | ▲New +16K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $1.2M | 16K | ▲+40% Added · +4K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $809K | 14K | ▲+10% Added · +1K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $622K | 11K | ▼−3.9% Reduced · −432 sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $552K | 9K | ▲New +9K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $477K | 8K | ▼−0.9% Reduced · −73 sh | Q1 2026 | |
| 11 | Western Wealth Management, LLC | $499K | 7K | ▲+92% Added · +3K sh | Q2 2026 | |
| 12 | Signature Equity Partners, LLC | $465K | 6K | ▲+3.8% Added · +227 sh | Q2 2026 | |
| 13 | WILLNER & HELLER, LLC | $352K | 5K | ▲~0% Added · +2 sh | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | $305K | 4K | ▼−2.0% Reduced · −81 sh | Q2 2026 | |
| 15 | QUANTUM FINANCIAL PARTNERS LLC | $208K | 3K | ▲New +3K sh | Q2 2026 | |
| 16 | Integrated Wealth Concepts LLC | $62K | 815 | ▲New +815 sh | Q2 2026 | |
| 17 | ASSETMARK, INC | $53K | 700 | ▲New +700 sh | Q2 2026 | |
| 18 | Geneos Wealth Management Inc. | $32K | 419 | —Held | Q2 2026 | |
| 19 | Kozak & Associates, Inc. | $22K | 292 | ▲+0.3% Added · +1 sh | Q2 2026 | |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $19K | 255 | —Held | Q2 2026 | |
| 21 | AdvisorNet Financial, Inc | $15K | 200 | —Held | Q2 2026 | |
| 22 | Abound Wealth Management | $8K | 100 | —Held | Q2 2026 | |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $6K | 80 | —Held | Q2 2026 | |
| 24 | MORGAN STANLEY | $1K | 18 | ▼−5.3% Reduced · −1 sh | Q1 2026 | |
| 25 | UBS Group AG | $939 | 16 | ▲New +16 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 PEXL and 5 added to an existing one, while 0 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 |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $3.5B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $2.9B |
| AMAZON.COM INCAMZN | 10 funds | $1.8B |
| APPLE INCAAPL | 10 funds | $1.6B |
| MICROSOFT CORPMSFT | 10 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.1B |
| BROADCOM INCAVGO | 10 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 10 funds | $884.4M |
| ALPHABET INC-CL CGOOG | 10 funds | $749.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $615.2M |
| MORGAN STANLEYMS | 10 funds | $478.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $403.0M |
Ranked by how many of PEXL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 791 funds | $11.6B |
| CALFmc | 369 funds | $2.0B |
| GCOWmc | 231 funds | $2.0B |
| PTLCmc | 229 funds | $2.1B |
| COWGmc | 221 funds | $1.4B |
| QDPLmc | 182 funds | $932.8M |
| ICOWmc | 173 funds | $1.2B |
| PTNQmc | 149 funds | $688.8M |
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 PEXL
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/PEXL/capital-change-brief"
Use Arkolith's capital_change_brief for PEXL. 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 PEXL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.