INVES RAFI EMER MRKT-USD INC PXH
$27.67
+0.1% 52w: $23.11 – $29.59
Latest 13F among current holders filed 23 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data23.1126.3529.59
Aug 18, 2025 Jul 2, 2026
Institutional holders
224
+15 QoQ
13F value
$1.47B
+1.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $44 puts
Institutional value by quarter
Number of holders
Who owns PXH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 23.2M | $624.7M | — | -1.7% |
| FMR LLC | Long only active | 3.3M | $88.3M | 0.0% | +3.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.2M | $86.2M | 0.0% | +9.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.6M | $71.1M | 0.0% | +13.5% |
| MORGAN STANLEY | Bank broker | 2.1M | $55.5M | 0.0% | +70.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.7M | $45.4M | 0.0% | +6.1% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.6M | $43.8M | 0.0% | Held |
| LPL Financial LLC | Bank broker | 1.6M | $43.4M | 0.0% | -14.8% |
| Invesco Ltd. | Index provider | 1.5M | $39.2M | 0.0% | -4.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 948.0K | $25.5M | 0.0% | +15.5% |
| Daiwa Securities Group Inc. | Diversified mechanical | 690.5K | $18.6M | 0.1% | -41.0% |
| CIDEL ASSET MANAGEMENT INC | Other | 619.8K | $16.7M | 0.9% | +8.8% |
| HighTower Advisors, LLC | Diversified mechanical | 598.3K | $16.1M | 0.0% | -2.0% |
| UBS Group AG | Bank broker | 576.0K | $15.5M | 0.0% | -0.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 536.6K | $14.4M | 0.0% | -10.4% |
| Axiom Financial Strategies, LLC | Wealth advisor | 512.9K | $13.8M | — | +87.4% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 460.4K | $12.4M | 0.0% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 446.1K | $12.0M | 0.0% | +158.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 401.7K | $10.8M | 0.0% | -1.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 357.3K | $9.6M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 352.8K | $9.5M | 0.0% | +16.1% |
| Cetera Investment Advisers | Wealth advisor | 336.8K | $9.1M | 0.0% | +30.0% |
| Johnson & White Wealth Management, LLC | Wealth advisor | 303.9K | $8.2M | 3.5% | +4.0% |
| Virtus Family Office LLC | Other | 273.4K | $7.4M | — | +1.7% |
| Atlas Legacy Advisors, LLC | Wealth advisor | 254.1K | $6.9M | 1.3% | +13.7% |
| MARSHALL WACE, LLP | Quant stat arb | 225.5K | $6.1M | — | Held |
| Aries Wealth Management | Wealth advisor | 215.6K | $5.8M | 1.3% | +5.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 214.9K | $5.8M | 0.0% | +3.4% |
| ROYAL BANK OF CANADA | Bank broker | 196.4K | $5.3M | 0.0% | -1.5% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 175.1K | $4.7M | 0.0% | +1.9% |
| ROTHSCHILD INVESTMENT LLC | Diversified mechanical | 173.8K | $4.7M | 0.2% | +0.7% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 172.3K | $4.6M | 0.1% | +1446.8% |
| Professional Financial Management, Inc. | Wealth advisor | 147.3K | $4.0M | — | +33.9% |
| LMCG INVESTMENTS, LLC | Other | 147.0K | $4.0M | 0.2% | +13.1% |
| Advisory Services Network, LLC | Diversified mechanical | 142.9K | $3.8M | 0.1% | +12.2% |
| FOSTER & MOTLEY INC | Other | 137.6K | $3.7M | 0.2% | -5.9% |
| MAI Capital Management | Wealth advisor | 137.0K | $3.7M | 0.0% | +3.9% |
| Creative Planning | Wealth advisor | 132.7K | $3.6M | 0.0% | +15.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 118.9K | $3.2M | 0.0% | -27.2% |
| SigFig Wealth Management, LLC | Wealth advisor | 112.9K | $3.0M | — | +1.0% |
| Kathmere Capital Management, LLC | Wealth advisor | 110.4K | $3.0M | 0.2% | -1.7% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 108.2K | $2.9M | 0.1% | +107.4% |
| &PARTNERS | Diversified mechanical | 106.4K | $2.9M | 0.0% | +4.0% |
| Mariner, LLC | Diversified mechanical | 104.3K | $2.8M | 0.0% | +11.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 90.1K | $2.4M | 0.0% | +4.0% |
| Financial Management Professionals, Inc. | Wealth advisor | 87.5K | $2.4M | 0.3% | -3.8% |
| Sepio Capital, LP | Wealth advisor | 87.3K | $2.3M | 0.1% | 0.0% |
| KWB Wealth | Wealth advisor | 88.0K | $2.3M | 0.2% | -1.3% |
| DRIVE WEALTH MANAGEMENT, LLC | Other | 82.7K | $2.2M | — | +10.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 80.1K | $2.1M | — | -44.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.