PAXS — Institutional owners (13F)

69 filers · $144.1M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
WELLS FARGO & COMPANY/MN $27,022,436 1,857,213 18.75% Shares
MORGAN STANLEY $21,750,178 1,494,857 15.09% Shares
Cerity Partners LLC $20,062,624 1,378,894 13.92% Shares
ROYAL BANK OF CANADA $15,481,000 1,063,945 10.74% Shares
UBS Group AG $13,301,159 914,169 9.23% Shares
BANK OF AMERICA CORP /DE/ $9,296,627 638,943 6.45% Shares
Thomas J. Herzfeld Advisors, Inc. $4,539,090 311,965 3.15% Shares
ENVESTNET ASSET MANAGEMENT INC $4,528,851 311,261 3.14% Shares
Element Wealth, LLC $2,835,369 194,871 1.97% Shares
CORRADO ADVISORS, LLC $2,397,177 164,754 1.66% Shares
LPL Financial LLC $2,262,632 155,507 1.57% Shares
Rockefeller Capital Management L.P. $2,077,044 142,752 1.44% Shares
Noble Wealth Management PBC $1,948,597 147,286 1.35% Shares
SMITH, MOORE & CO. $1,905,875 130,988 1.32% Shares
OSAIC HOLDINGS, INC. $1,314,132 90,315 0.91% Shares
HighTower Advisors, LLC $999,585 68,700 0.69% Shares
RAYMOND JAMES FINANCIAL INC $976,439 67,109 0.68% Shares
JOURNEY STRATEGIC WEALTH LLC $744,997 51,700 0.52% Shares
Wealth Care LLC $666,908 45,836 0.46% Shares
INDEPENDENT FINANCIAL GROUP, LLC $650,851 44,732 0.45% Shares
Bramshill Investments, LLC $642,732 44,174 0.45% Shares
COMMONWEALTH EQUITY SERVICES, LLC $633,680 43,552 0.44% Shares
Crumly & Associates Inc. $578,363 39,750 0.40% Shares
COURIER CAPITAL LLC $541,280 37,201 0.38% Shares
CHOREO, LLC $509,227 34,866 0.35% Shares
COMERICA BANK $438,146 28,637 0.30% Shares
Chicago Partners Investment Group LLC $435,971 31,096 0.30% Shares
Integrated Wealth Concepts LLC $409,361 28,135 0.28% Shares
TRUIST FINANCIAL CORP $405,332 27,858 0.28% Shares
XTX Topco Ltd $388,980 26,734 0.27% Shares
Cetera Investment Advisers $368,929 25,356 0.26% Shares
STIFEL FINANCIAL CORP $348,226 23,933 0.24% Shares
FIRST TRUST ADVISORS LP $297,111 20,420 0.21% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $290,942 19,996 0.20% Shares
Fortitude Advisory Group L.L.C. $259,252 17,818 0.18% Shares
IAMS WEALTH MANAGEMENT, LLC $250,988 17,250 0.17% Shares
Baird Financial Group, Inc. $243,392 16,728 0.17% Shares
CITADEL ADVISORS LLC $228,173 15,682 0.16% Shares
NORTHEAST PLANNING ASSOCIATES, INC. / NH / $224,217 15,410 0.16% Shares
BlackRock, Inc. $191,071 13,132 0.13% Shares
NWF Advisory Services Inc. $179,403 12,330 0.12% Shares
ALEXANDER LABRUNERIE & CO., INC. $175,284 12,047 0.12% Shares
Corient Private Wealth LP $168,489 11,580 0.12% Shares
OneDigital Investment Advisors LLC $162,160 11,145 0.11% Shares
Focus Financial Network, Inc. $154,344 10,500 0.11% Shares
&PARTNERS $150,011 10,310 0.10% Shares
LifePlan Investment Advisors, Inc. $145,500 10,000 0.10% Shares
NOMURA HOLDINGS INC $145,500 10,000 0.10% Shares
Lindbrook Capital, LLC $80,300 5,000 0.06% Shares
HUNTINGTON NATIONAL BANK $56,615 3,891 0.04% Shares
Anfield Capital Management, LLC $52,798 3,664 0.04% Shares
GHP Investment Advisors, Inc. $40,709 2,825 0.03% Shares
Activest Wealth Management $36,375 2,500 0.03% Shares
Penserra Capital Management LLC $19,115 1,313,790 0.01% Shares
Commonwealth Retirement Investments LLC $18,915 1,300 0.01% Shares
COHEN & STEERS, INC. $16,010 1,100,337 0.01% Shares
Continuum Advisory, LLC $14,982 1,030 0.01% Shares
CWM, LLC $12,203 847 0.01% Shares
Osbon Capital Management LLC $7,755 533 0.01% Shares
MARK SHEPTOFF FINANCIAL PLANNING, LLC $7,275 500 0.01% Shares
IFP Advisors, Inc $5,820 400 0.00% Shares
FIFTH THIRD BANCORP $4,118 283 0.00% Shares
Janney Montgomery Scott LLC $720 49,500 0.00% Shares
WEDBUSH SECURITIES INC $642 44,119 0.00% Shares
Mathes Company, Inc. $291 20,000 0.00% Shares
JPMORGAN CHASE & CO $260 18 0.00% Shares
HRT FINANCIAL LP $241 16,589 0.00% Shares
Cambridge Investment Research Advisors, Inc. $207 14,223 0.00% Shares
FNY Investment Advisers, LLC $16 1,100 0.00% Shares