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Funds Holding PAXS

On this page, we present all of the funds holding PAXS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PAXS, with a link to that fund's top holdings. The next columns indicate the amount of PAXS stock held by each of the funds holding PAXS, followed by the PAXS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 47 funds holding PAXS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG (or by any of the other funds holding PAXS), click the fund name in the "Holder" column of the funds-holding-PAXS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG2,935,693$41,980 12/31/2023
     PAXS2,935,693$41,980 12/31/2023
Rivernorth Capital Management LLC1,265,397$18,095 12/31/2023
     PAXS1,265,397$18,095 12/31/2023
Morgan Stanley932,286$13,332 12/31/2023
     PAXS932,286$13,332 12/31/2023
Penserra Capital Management LLC885,769$12,666 12/31/2023
     PAXS885,769$12,666 12/31/2023
SOL Capital Management CO802,354$12,621 03/31/2024
     PAXS802,354$12,621 03/31/2024
Cohen & Steers Inc.833,820$11,924 12/31/2023
     PAXS833,820$11,924 12/31/2023
Wells Fargo & Company MN536,525$7,672 12/31/2023
     PAXS536,525$7,672 12/31/2023
Royal Bank of Canada344,592$4,928 12/31/2023
     PAXS344,592$4,928 12/31/2023
Bank of America Corp DE238,177$3,406 12/31/2023
     PAXS238,177$3,406 12/31/2023
Element Wealth LLC233,414$3,338 12/31/2023
     PAXS233,414$3,338 12/31/2023
Corrado Advisors LLC176,865$2,529 12/31/2023
     PAXS176,865$2,529 12/31/2023
LPL Financial LLC161,399$2,308 12/31/2023
     PAXS161,399$2,308 12/31/2023
PFG Investments LLC83,705$1,317 03/31/2024
     PAXS83,705$1,317 03/31/2024
Consolidated Portfolio Review Corp82,684$1,182 12/31/2023
     PAXS82,684$1,182 12/31/2023
Rockefeller Capital Management L.P.65,124$931 12/31/2023
     PAXS65,124$931 12/31/2023
Advisor Group Holdings Inc.56,948$814 12/31/2023
     PAXS56,948$814 12/31/2023
Prevail Innovative Wealth Advisors LLC56,737$811 12/31/2023
     PAXS56,737$811 12/31/2023
Journey Strategic Wealth LLC56,188$803 12/31/2023
     PAXS56,188$803 12/31/2023
Commonwealth Equity Services LLC52,320$748 12/31/2023
     PAXS52,320$748 12/31/2023
LM Advisors LLC51,485$736 12/31/2023
     PAXS51,485$736 12/31/2023
Cerity Partners LLC50,000$715 12/31/2023
     PAXS50,000$715 12/31/2023
U.S. Capital Wealth Advisors LLC44,423$635 12/31/2023
     PAXS44,423$635 12/31/2023
Advisors Asset Management Inc.42,772$612 12/31/2023
     PAXS42,772$612 12/31/2023
Invesco Ltd.40,644$581 12/31/2023
     PAXS40,644$581 12/31/2023
Crumly & Associates Inc.39,750$568 12/31/2023
     PAXS39,750$568 12/31/2023
Wedbush Securities Inc.33,876$484 12/31/2023
     PAXS33,876$484 12/31/2023
Chicago Partners Investment Group LLC23,582$363 03/31/2024
     PAXS23,582$363 03/31/2024
Cambridge Investment Research Advisors Inc.22,181$349 03/31/2024
     PAXS22,181$349 03/31/2024
Captrust Financial Advisors23,415$335 12/31/2023
     PAXS23,415$335 12/31/2023
Truist Financial Corp23,123$331 12/31/2023
     PAXS23,123$331 12/31/2023
Stifel Financial Corp23,178$331 12/31/2023
     PAXS23,178$331 12/31/2023
Beverly Hills Private Wealth LLC18,886$270 12/31/2023
     PAXS18,886$270 12/31/2023
Mathes Company Inc.17,500$250 12/31/2023
     PAXS17,500$250 12/31/2023
Comerica Bank16,500$236 12/31/2023
     PAXS16,500$236 12/31/2023
Capital Investment Advisors LLC13,300$209 03/31/2024
     PAXS13,300$209 03/31/2024
Atria Wealth Solutions Inc.13,050$188 12/31/2023
     PAXS13,050$188 12/31/2023
Hilton Capital Management LLC12,000$172 12/31/2023
     PAXS12,000$172 12/31/2023
Wiley BROS. Aintree Capital LLC10,199$160 03/31/2024
     PAXS10,199$160 03/31/2024
Belpointe Asset Management LLC10,250$147 12/31/2023
     PAXS10,250$147 12/31/2023
Huntington National Bank3,961$57 12/31/2023
     PAXS3,961$57 12/31/2023
Advisory Services Network LLC3,750$54 12/31/2023
     PAXS3,750$54 12/31/2023
Creekmur Asset Management LLC1,917$27 12/31/2023
     PAXS1,917$27 12/31/2023
Tompkins Financial Corp675$11 03/31/2024
     PAXS675$11 03/31/2024
FNY Investment Advisers LLC800$11 12/31/2023
     PAXS800$11 12/31/2023
Larson Financial Group LLC350$5 12/31/2023
     PAXS350$5 12/31/2023
US Bancorp DE310$4 12/31/2023
     PAXS310$4 12/31/2023
Financial Management Professionals Inc.133$2 03/31/2024
     PAXS133$2 03/31/2024
Proequities Inc.0$0 12/31/2023
     PAXS0$0 12/31/2023

See Summary: Institutional Holders of PAXS
See Details: Top 10 Hedge Funds Holding PAXS
Also See: PAXS Insider Buying
Also See: PAXS Holdings Changes

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