Among active 13F managers last quarter, 3 opened and 1 added, while 1 reduced; the largest holder to move was AlphaCore Capital LLC (+8.1%).
35 tracked 13F filers disclose a position in PXI as of the latest SEC 13F filings, a combined $31.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Transamerica Financial Advisors, LLC | 233K | $12.9M | ▼−10% Reduced · −26K sh | Q2 2026 | |
| 2 | Morgan Stanley | 57K | $3.4M | ▼−16% Reduced · −11K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 46K | $2.7M | ▲+31% Added · +11K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 44K | $2.6M | ▲+24% Added · +8K sh | Q1 2026 | |
| 5 | AlphaCore Capital LLC | 19K | $1.0M | ▲+8.1% Added · +1K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 19K | $1.1M | ▲+57% Added · +7K sh | Q1 2026 | |
| 7 | Goldman Sachs Group Inc | 16K | $934K | ▼−52% Reduced · −17K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 15K | $880K | ▼−8.4% Reduced · −1K sh | Q1 2026 | |
| 9 | Kingsview Wealth Management, LLC | 14K | $787K | ▲+5.4% Added · +738 sh | Q2 2026 | |
| 10 | Trueblood Wealth Management, LLC | 11K | $594K | ▲+1.1% Added · +115 sh | Q2 2026 | |
| 11 | Advisory Services Network, LLC | 10K | $583K | ▲New +10K sh | Q1 2026 | |
| 12 | IHT Wealth Management, LLC | 9K | $480K | ▼−53% Reduced · −10K sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 9K | $507K | ▲New +9K sh | Q1 2026 | |
| 14 | Leelyn Smith, LLC | 8K | $421K | ▲New +8K sh | Q2 2026 | |
| 15 | Royal Bank Of Canada | 7K | $422K | ▲19× Added · +7K sh | Q1 2026 | |
| 16 | UBS Group AG | 6K | $336K | ▼−36% Reduced · −3K sh | Q1 2026 | |
| 17 | Keating Financial Advisory Services, Inc. | 4K | $233K | —Held | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 4K | $240K | ▲New +4K sh | Q1 2026 | |
| 19 | Truist Financial Corp | 4K | $236K | ▼−47% Reduced · −4K sh | Q1 2026 | |
| 20 | Osaic Holdings, Inc. | 4K | $234K | ▲+123% Added · +2K sh | Q1 2026 | |
| 21 | Ameriprise Financial Inc | 4K | $221K | ▲New +4K sh | Q1 2026 | |
| 22 | JPMorgan Chase & Co | 3K | $162K | ▲21× Added · +3K sh | Q1 2026 | |
| 23 | Global Retirement Partners, LLC | 3K | $138K | —Held | Q2 2026 | |
| 24 | Tower Research Capital LLC (TRC) | 2K | $92K | ▼−67% Reduced · −3K sh | Q1 2026 | |
| 25 | Farther Finance Advisors, LLC | 1K | $75K | —Held | 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, 3 funds opened a new position in PXI and 1 added to an existing one, while 1 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 |
|---|---|---|
| Apple IncAAPL | 11 funds | $3.0B |
| Microsoft CorpMSFT | 11 funds | $1.6B |
| Nvidia CorpNVDA | 11 funds | $1.6B |
| Amazon.com IncAMZN | 11 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.2B |
| JPMorgan Chase & CoJPM | 11 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.0B |
| Broadcom IncAVGO | 11 funds | $1.0B |
| Eli Lilly & CoLLY | 11 funds | $919.1M |
| Meta Platforms Inc-Class AMETA | 11 funds | $790.9M |
| Visa Inc-Class A SharesV | 11 funds | $677.0M |
| Vanguard S&P 500 ETFVOO | 11 funds | $605.5M |
Ranked by how many of PXI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PXI.
No filings captured for this ticker in the live stream yet.
Connected entities for PXI
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/PXI/capital-change-brief"
Use Arkolith's capital_change_brief for PXI. 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 PXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.