PAXS(PAXS)
PAXS
Institutional Ownership
Top 81 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Noble Wealth Management PBC | 147.29K | Sep 30, 26 | +21.32K | 0.31% |
| Crumly & Associates Inc. | 39.75K | Sep 30, 26 | -- | 0.08% |
| WELLS FARGO & COMPANY/MN | 1.86M | Jun 30, 26 | +24.85K | 3.95% |
| MORGAN STANLEY | 1.49M | Jun 30, 26 | -4.72K | 3.18% |
| Cerity Partners LLC | 1.38M | Jun 30, 26 | -154.06K | 2.93% |
| Penserra Capital Management LLC | 1.31M | Jun 30, 26 | +50.13K | 2.79% |
| COHEN & STEERS, INC. | 1.10M | Jun 30, 26 | +77.34K | 2.34% |
| ROYAL BANK OF CANADA | 1.06M | Jun 30, 26 | -88.90K | 2.26% |
| UBS Group AG | 914.17K | Jun 30, 26 | -55.45K | 1.94% |
| BANK OF AMERICA CORP /DE/ | 638.94K | Jun 30, 26 | +217.62K | 1.36% |
| Thomas J. Herzfeld Advisors, Inc. | 311.96K | Jun 30, 26 | -128.03K | 0.66% |
| ENVESTNET ASSET MANAGEMENT INC | 311.26K | Jun 30, 26 | +23.98K | 0.66% |
| Element Wealth, LLC | 194.87K | Jun 30, 26 | -3.16K | 0.41% |
| CORRADO ADVISORS, LLC | 164.75K | Jun 30, 26 | +4.49K | 0.35% |
| LPL Financial LLC | 155.51K | Jun 30, 26 | -38.39K | 0.33% |
| Rockefeller Capital Management L.P. | 142.75K | Jun 30, 26 | -33.71K | 0.30% |
| SMITH, MOORE & CO. | 130.99K | Jun 30, 26 | +3.42K | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 90.31K | Jun 30, 26 | +40.40K | 0.19% |
| HighTower Advisors, LLC | 68.70K | Jun 30, 26 | +43.70K | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 67.11K | Jun 30, 26 | -1.73K | 0.14% |
| Janney Montgomery Scott LLC | 49.50K | Jun 30, 26 | +7.43K | 0.11% |
| Wealth Care LLC | 45.84K | Jun 30, 26 | +20.69K | 0.10% |
| INDEPENDENT FINANCIAL GROUP, LLC | 44.73K | Jun 30, 26 | -768 | 0.10% |
| Bramshill Investments, LLC | 44.17K | Jun 30, 26 | +485 | 0.09% |
| WEDBUSH SECURITIES INC | 44.12K | Jun 30, 26 | +1.98K | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 43.55K | Jun 30, 26 | +2.34K | 0.09% |
| COURIER CAPITAL LLC | 37.20K | Jun 30, 26 | -- | 0.08% |
| CHOREO, LLC | 34.87K | Jun 30, 26 | -1.48K | 0.07% |
| Chicago Partners Investment Group LLC | 31.10K | Jun 30, 26 | +3.36K | 0.07% |
| Integrated Wealth Concepts LLC | 28.14K | Jun 30, 26 | -2.33K | 0.06% |
| TRUIST FINANCIAL CORP | 27.86K | Jun 30, 26 | -480 | 0.06% |
| XTX Topco Ltd | 26.73K | Jun 30, 26 | +12.52K | 0.06% |
| Cetera Investment Advisers | 25.36K | Jun 30, 26 | +2.68K | 0.05% |
| STIFEL FINANCIAL CORP | 23.93K | Jun 30, 26 | -1.26K | 0.05% |
| FIRST TRUST ADVISORS LP | 20.42K | Jun 30, 26 | -314 | 0.04% |
| Mathes Company, Inc. | 20.00K | Jun 30, 26 | -2.00K | 0.04% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 20.00K | Jun 30, 26 | -74.49K | 0.04% |
| Fortitude Advisory Group L.L.C. | 17.82K | Jun 30, 26 | -- | 0.04% |
| IAMS WEALTH MANAGEMENT, LLC | 17.25K | Jun 30, 26 | -- | 0.04% |
| Baird Financial Group, Inc. | 16.73K | Jun 30, 26 | +16.73K | 0.04% |
| HRT FINANCIAL LP | 16.59K | Jun 30, 26 | +16.59K | 0.04% |
| CITADEL ADVISORS LLC | 15.68K | Jun 30, 26 | +15.68K | 0.03% |
| Advisors Asset Management, Inc. | 15.42K | Jun 30, 26 | +14.99K | 0.03% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 15.41K | Jun 30, 26 | -- | 0.03% |
| Cambridge Investment Research Advisors, Inc. | 14.22K | Jun 30, 26 | -5.03K | 0.03% |
| BlackRock, Inc. | 13.13K | Jun 30, 26 | -- | 0.03% |
| NWF Advisory Services Inc. | 12.33K | Jun 30, 26 | -- | 0.03% |
| ALEXANDER LABRUNERIE & CO., INC. | 12.05K | Jun 30, 26 | -- | 0.03% |
| CI Private Wealth, LLC | 11.58K | Jun 30, 26 | -8.42K | 0.02% |
| Resources Investment Advisors, LLC. | 11.14K | Jun 30, 26 | +11.14K | 0.02% |
| Focus Financial Network, Inc. | 10.50K | Jun 30, 26 | +10.50K | 0.02% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 10.31K | Jun 30, 26 | -1.90K | 0.02% |
| NOMURA HOLDINGS INC | 10.00K | Jun 30, 26 | +10.00K | 0.02% |
| LifePlan Investment Advisors, Inc. | 10.00K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.96K | Jun 30, 26 | +8.96K | 0.02% |
| HUNTINGTON NATIONAL BANK | 3.89K | Jun 30, 26 | -- | 0.01% |
| Activest Wealth Management | 2.50K | Jun 30, 26 | -5.00K | 0.01% |
| Commonwealth Retirement Investments LLC | 1.30K | Jun 30, 26 | +1.30K | 0.00% |
| FNY Investment Advisers, LLC | 1.10K | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 1.03K | Jun 30, 26 | +1.03K | 0.00% |
| GHP Investment Advisors, Inc. | 939 | Jun 30, 26 | -1.89K | 0.00% |
| Osbon Capital Management LLC | 533 | Jun 30, 26 | -4.13K | 0.00% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 400 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 283 | Jun 30, 26 | +6 | 0.00% |
| JPMORGAN CHASE & CO | 18 | Jun 30, 26 | +18 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -1.04K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -66.03K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -10.21K | -- |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -11.84K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -15.83K | -- |
| JOURNEY STRATEGIC WEALTH LLC | 51.70K | Mar 31, 26 | -13.95K | 0.11% |
| Anfield Capital Management, LLC | 3.66K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 847 | Mar 31, 26 | +267 | 0.00% |
| SOL Capital Management CO | -- | Mar 31, 26 | -1.47M | -- |
| COMERICA BANK | 28.64K | Dec 31, 25 | +779 | 0.06% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -29.88K | -- |
| Lindbrook Capital, LLC | 5.00K | Mar 31, 25 | -- | 0.01% |
| Kiely Wealth Advisory Group, Inc. | 253 | Dec 31, 24 | +7 | 0.00% |
| Covington Capital Management | 50.00K | Sep 30, 22 | -- | 0.11% |
| MUFG Americas Holdings Corp | 1.25K | Sep 30, 22 | +1.25K | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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