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Funds Holding PXI

On this page, we present all of the funds holding PXI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PXI, with a link to that fund's top holdings. The next columns indicate the amount of PXI stock held by each of the funds holding PXI, followed by the PXI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding PXI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Transamerica Financial Advisors Inc.. For more details on the positions held by Transamerica Financial Advisors Inc. (or by any of the other funds holding PXI), click the fund name in the "Holder" column of the funds-holding-PXI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Transamerica Financial Advisors Inc.282,323$12,618 12/31/2023
     PXI282,323$12,618 12/31/2023
Morgan Stanley239,449$10,701 12/31/2023
     PXI239,449$10,701 12/31/2023
Janney Montgomery Scott LLC144,260$6,448 12/31/2023
     PXI144,260$6,448 12/31/2023
Wells Fargo & Company MN115,633$5,168 12/31/2023
     PXI115,633$5,168 12/31/2023
UBS Group AG55,785$2,493 12/31/2023
     PXI55,785$2,493 12/31/2023
Unique Wealth Strategies LLC54,824$2,450 12/31/2023
     PXI54,824$2,450 12/31/2023
LPL Financial LLC45,579$2,037 12/31/2023
     PXI45,579$2,037 12/31/2023
Bank of America Corp DE38,083$1,702 12/31/2023
     PXI38,083$1,702 12/31/2023
SILVER OAK SECURITIES Inc34,045$1,522 12/31/2023
     PXI34,045$1,522 12/31/2023
IHT Wealth Management LLC28,831$1,288 12/31/2023
     PXI28,831$1,288 12/31/2023
Genesee Capital Advisors LLC28,521$1,275 12/31/2023
     PXI28,521$1,275 12/31/2023
Kingsview Wealth Management LLC28,418$1,270 12/31/2023
     PXI28,418$1,270 12/31/2023
Cambridge Investment Research Advisors Inc.28,361$1,268 12/31/2023
     PXI28,361$1,268 12/31/2023
Cetera Advisor Networks LLC28,259$1,263 12/31/2023
     PXI28,259$1,263 12/31/2023
Advisor Group Holdings Inc.22,106$988 12/31/2023
     PXI22,106$988 12/31/2023
Raymond James Financial Services Advisors Inc.20,457$914 12/31/2023
     PXI20,457$914 12/31/2023
Tower Research Capital LLC TRC 17,552$784 12/31/2023
     PXI17,552$784 12/31/2023
SPC Financial Inc.15,794$706 12/31/2023
     PXI15,794$706 12/31/2023
Scotia Capital Inc.12,580$562 12/31/2023
     PXI12,580$562 12/31/2023
Truist Financial Corp11,499$514 12/31/2023
     PXI11,499$514 12/31/2023
Citadel Advisors LLC11,092$496 12/31/2023
     PXI11,092$496 12/31/2023
Raymond James & Associates7,824$350 12/31/2023
     PXI7,824$350 12/31/2023
Royal Bank of Canada6,277$281 12/31/2023
     PXI6,277$281 12/31/2023
Private Advisor Group LLC5,678$254 12/31/2023
     PXI5,678$254 12/31/2023
Captrust Financial Advisors5,371$240 12/31/2023
     PXI5,371$240 12/31/2023
Goldman Sachs Group Inc.4,895$219 12/31/2023
     PXI4,895$219 12/31/2023
Peapack Gladstone Financial Corp4,685$209 12/31/2023
     PXI4,685$209 12/31/2023
Advisory Services Network LLC1,508$67 12/31/2023
     PXI1,508$67 12/31/2023
Geneos Wealth Management Inc.1,000$45 12/31/2023
     PXI1,000$45 12/31/2023
MTM Investment Management LLC955$43 12/31/2023
     PXI955$43 12/31/2023
GWM Advisors LLC755$34 12/31/2023
     PXI755$34 12/31/2023
Advantage Trust Co600$27 12/31/2023
     PXI600$27 12/31/2023
Northwestern Mutual Wealth Management Co.580$26 12/31/2023
     PXI580$26 12/31/2023
Capital Investment Advisory Services LLC530$24 12/31/2023
     PXI530$24 12/31/2023
Qube Research & Technologies Ltd298$13 12/31/2023
     PXI298$13 12/31/2023
Archer Investment Corp284$13 12/31/2023
     PXI284$13 12/31/2023
IFP Advisors Inc267$12 12/31/2023
     PXI267$12 12/31/2023
FMR LLC247$11 12/31/2023
     PXI247$11 12/31/2023
Householder Group Estate & Retirement Specialist LLC191$8 12/31/2023
     PXI191$8 12/31/2023
Bellevue Asset Management LLC144$6 12/31/2023
     PXI144$6 12/31/2023
Horizon Bancorp Inc. IN63$3 12/31/2023
     PXI63$3 12/31/2023
Spire Wealth Management23$1 12/31/2023
     PXI23$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     PXI0$0 12/31/2023

See Summary: Institutional Holders of PXI
See Details: Top 10 Hedge Funds Holding PXI
Also See: PXI Holdings Changes

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