% of shares outstanding is not shown for PXE: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for PXE in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 155K | 99K | 111K | 250K | 251K | 149K | $6M |
| Cetera Investment Advisers | 96K | 130K | 144K | 136K | 137K | 120K | $5M |
| Foundations Investment Advisors, LLC | — | — | — | — | 196K | 101K | $4M |
| HighTower Advisors, LLC | — | — | — | — | — | 80K | $3M |
| LPL Financial LLC | 108K | 97K | 84K | 65K | 64K | 60K | $2M |
| Mraz, Amerine & Associates, Inc. | 38K | 39K | 45K | 53K | 56K | 57K | $2M |
| BANK OF AMERICA CORP /DE/ | 142K | 124K | 97K | 83K | 65K | 51K | $2M |
| BNP PARIBAS FINANCIAL MARKETS | — | — | — | 10K | 10K | 50K | $2M |
| Nilsine Partners, LLC | — | — | — | — | — | 40K | $1M |
| Amundi | 151 | 151 | — | — | — | 34K | $1M |
| Clal Insurance Enterprises Holdings Ltd | — | — | — | — | — | 30K | $1M |
| Essex Financial Services, Inc. | 30K | 29K | 29K | 29K | 29K | 28K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26K | 7K | — | 10K | — | 22K | $863,223 |
| IHT Wealth Management, LLC | — | — | — | — | 13K | 20K | $765,534 |
| RAYMOND JAMES FINANCIAL INC | 50K | 31K | 35K | 24K | 20K | 17K | $651,613 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| HighTower Advisors, LLC | +80,298 | $3M | OPEN |
| Nilsine Partners, LLC | +40,498 | $2M | OPEN |
| BNP PARIBAS FINANCIAL MARKETS | +40,000 | $2M | ADD |
| Amundi | +34,204 | $1M | OPEN |
| Clal Insurance Enterprises Holdings Ltd | +30,000 | $1M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | −195,603 | $8M | TRIM |
| MORGAN STANLEY | −101,937 | $4M | TRIM |
| Foundations Investment Advisors, LLC | −95,100 | $4M | TRIM |
| TWO SIGMA INVESTMENTS, LP | −29,800 | $1M | CLOSE |
| Cetera Investment Advisers | −17,641 | $691,527 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 54 | 980,611 | — | $38M |
| 2025-Q4 | 46 | 1,167,142 | — | $33M |
| 2025-Q3 | 43 | 785,517 | — | $23M |
| 2025-Q2 | 42 | 674,996 | — | $19M |
| 2025-Q1 | 46 | 886,175 | — | $26M |
| 2024-Q4 | 51 | 1,210,093 | — | $36M |
| 2024-Q3 | 53 | 1,285,649 | — | $38M |
| 2024-Q2 | 57 | 1,462,826 | — | $48M |
| 2024-Q1 | 59 | 1,709,652 | — | $61M |
| 2023-Q4 | 60 | 1,624,443 | — | $50M |
| 2023-Q3 | 60 | 2,063,148 | — | $67M |
| 2023-Q2 | 56 | 1,820,654 | — | $51M |
| 2023-Q1 | 74 | 2,255,878 | — | $61M |
| 2022-Q4 | 85 | 5,211,664 | — | $153M |
| 2022-Q3 | 72 | 4,212,672 | — | $116M |
| 2022-Q2 | 76 | 5,388,675 | — | $138M |
| 2022-Q1 | 66 | 4,429,588 | — | $128M |
| 2021-Q4 | 41 | 4,160,148 | — | $82M |
| 2021-Q3 | 29 | 2,687,130 | — | $51M |
| 2021-Q2 | 26 | 2,392,205 | — | $44M |
| 2021-Q1 | 28 | 2,656,233 | — | $39M |
| 2020-Q4 | 17 | 352,549 | — | $4M |
| 2020-Q3 | 18 | 517,078 | — | $4M |
| 2020-Q2 | 25 | 582,685 | — | $6M |
| 2020-Q1 | 18 | 334,674 | — | $2M |
| 2019-Q4 | 21 | 258,192 | — | $4M |
| 2019-Q3 | 20 | 298,647 | — | $5M |
| 2019-Q2 | 25 | 503,943 | — | $9M |
| 2019-Q1 | 23 | 453,677 | — | $9M |
| 2018-Q4 | 28 | 645,675 | — | $11M |
| 2018-Q3 | 32 | 1,576,097 | — | $43M |
| 2018-Q2 | 27 | 1,318,319 | — | $36M |
| 2017-Q1 | 1 | 200 | — | $4,000 |
| 2016-Q1 | 2 | 410 | — | $8,000 |
