PDX — Institutional owners (13F)

107 filers · $421.3M 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
Saba Capital Management, L.P. $133,582,931 6,416,087 31.71% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $22,933,422 1,101,509 5.44% Shares
Thomas J. Herzfeld Advisors, Inc. $22,799,462 1,095,075 5.41% Shares
WELLS FARGO & COMPANY/MN $21,803,335 1,047,230 5.18% Shares
UBS Group AG $21,163,010 1,016,475 5.02% Shares
ROYAL BANK OF CANADA $20,874,000 1,002,602 4.95% Shares
MORGAN STANLEY $18,307,775 879,336 4.35% Shares
Williams Jones Wealth Management, LLC. $17,437,749 837,548 4.14% Shares
BANK OF AMERICA CORP /DE/ $16,521,504 793,540 3.92% Shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $14,600,841 701,289 3.47% Shares
ENVESTNET ASSET MANAGEMENT INC $14,473,588 695,177 3.44% Shares
Almitas Capital LLC $11,440,486 549,495 2.72% Shares
HOLLENCREST CAPITAL MANAGEMENT $10,198,236 489,829 2.42% Shares
STIFEL FINANCIAL CORP $8,094,535 388,769 1.92% Shares
Pathstone Holdings, LLC $6,433,193 308,991 1.53% Shares
Advisors Asset Management, Inc. $6,036,455 321,430 1.43% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $5,484,508 263,425 1.30% Shares
RAYMOND JAMES FINANCIAL INC $3,744,739 179,862 0.89% Shares
Altium Capital Management LLC $3,283,314 157,700 0.78% Shares
FIRST TRUST ADVISORS LP $2,433,571 116,886 0.58% Shares
Rareview Capital LLC $2,433,399 98,718 0.58% Shares
Focus Partners Wealth $2,356,481 113,183 0.56% Shares
SMITH, MOORE & CO. $1,846,185 88,674 0.44% Shares
CHOREO, LLC $1,660,292 79,531 0.39% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $1,587,024 75,733 0.38% Shares
Invesco Ltd. $1,570,931 75,453 0.37% Shares
Vestmark Advisory Solutions, Inc. $1,553,859 74,633 0.37% Shares
Rockefeller Capital Management L.P. $1,548,369 74,369 0.37% Shares
OSAIC HOLDINGS, INC. $1,492,051 71,649 0.35% Shares
LPL Financial LLC $1,222,008 58,694 0.29% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,138,084 54,663 0.27% Shares
NORTHERN TRUST CORP $1,021,825 49,079 0.24% Shares
Noble Wealth Management PBC $988,103 48,675 0.23% Shares
1607 Capital Partners, LLC $945,624 45,419 0.22% Shares
Sanctuary Advisors, LLC $887,519 42,628 0.21% Shares
TOCQUEVILLE ASSET MANAGEMENT L.P. $755,766 36,300 0.18% Shares
FIRST FOUNDATION ADVISORS $729,448 35,036 0.17% Shares
Cetera Investment Advisers $725,929 34,867 0.17% Shares
Allspring Global Investments Holdings, LLC $725,119 34,828 0.17% Shares
Concurrent Investment Advisors, LLC $717,440 34,459 0.17% Shares
TRUIST FINANCIAL CORP $667,238 32,048 0.16% Shares
Atlas Wealth LLC $657,475 31,579 0.16% Shares
VIRTUE ASSET MANAGEMENT LLC $582,052 27,956 0.14% Shares
HighTower Advisors, LLC $541,195 25,994 0.13% Shares
EVOLVE PRIVATE WEALTH, LLC $488,930 23,334 0.12% Shares
OPPENHEIMER & CO INC $472,614 22,700 0.11% Shares
Arkadios Wealth Advisors $437,530 21,015 0.10% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $411,799 19,779 0.10% Shares
Aprio Wealth Management, LLC $411,799 19,779 0.10% Shares
HARBOUR INVESTMENTS, INC. $397,142 19,075 0.09% Shares
Indivisible Partners $374,822 18,003 0.09% Shares
Investment Management Trust, LLC $372,073 17,871 0.09% Shares
Essex Financial Services, Inc. $369,555 17,750 0.09% Shares
FIFTH THIRD BANCORP $360,912 17,335 0.09% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $348,665 16,209 0.08% Shares
ISLAY CAPITAL MANAGEMENT, LLC $334,106 16,047 0.08% Shares
Abel Hall, LLC $312,300 15,000 0.07% Shares
Cornerstone Wealth Management, LLC $304,697 14,635 0.07% Shares
CFO CAPITAL MANAGEMENT LLC $301,053 13,647 0.07% Shares
COMMONWEALTH EQUITY SERVICES, LLC $294,340 14,137 0.07% Shares
Flatrock Wealth Partners LLC $284,674 13,586 0.07% Shares
COMERICA BANK $282,007 15,016 0.07% Shares
Savvy Advisors, Inc. $280,716 13,483 0.07% Shares
Creative Planning $275,886 13,251 0.07% Shares
CSS LLC/IL $269,827 12,960 0.06% Shares
CITADEL ADVISORS LLC $268,932 12,917 0.06% Shares
PFG Investments, LLC $256,021 12,297 0.06% Shares
Regal Investment Advisors LLC $254,129 12,206 0.06% Shares
BROWN ADVISORY INC $250,298 12,022 0.06% Shares
Meadowbrook Wealth Management, LLC $245,232 11,700 0.06% Shares
MAI Capital Management $239,630 11,500 0.06% Shares
&PARTNERS $224,441 10,780 0.05% Shares
MONECO ADVISORS, LLC $224,211 10,769 0.05% Shares
Allworth Financial LP $218,610 10,500 0.05% Shares
Cynosure Group, LLC $215,427 10,347 0.05% Shares
SPIREPOINT PRIVATE CLIENT, LLC $214,883 10,321 0.05% Shares
Alpine Global Management, LLC $213,780 10,268 0.05% Shares
IFG Advisory, LLC $178,011 8,550 0.04% Shares
Continuum Advisory, LLC $128,314 6,163 0.03% Shares
Lloyd Advisory Services, LLC. $126,023 6,053 0.03% Shares
Steward Partners Investment Advisory, LLC $97,771 4,696 0.02% Shares
HALBERT HARGROVE GLOBAL ADVISORS, LLC $93,690 4,500 0.02% Shares
US BANCORP \DE\ $78,762 3,783 0.02% Shares
KERR FINANCIAL PLANNING Corp $77,671 4,651 0.02% Shares
CoreCap Advisors, LLC $72,469 3,481 0.02% Shares
NewEdge Advisors, LLC $43,867 2,107 0.01% Shares
MPWM ADVISORY SOLUTIONS, LLC $40,911 1,965 0.01% Shares
Cornerstone National Bank & Trust Co $31,440 1,500 0.01% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $31,417 1,509 0.01% Shares
COHEN & STEERS, INC. $21,274 1,021,789 0.01% Shares
Spire Wealth Management $18,218 875 0.00% Shares
Institute for Wealth Management, LLC. $14,054 675 0.00% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13,012 625 0.00% Shares
Atlantic Union Bankshares Corp $12,492 600 0.00% Shares
VESTOR CAPITAL, LLC $5,289 36,089 0.00% Shares
Cambridge Investment Research Advisors, Inc. $5,051 242,580 0.00% Shares
Strategic Wealth Partners, Ltd. $4,164 200 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $3,123 150 0.00% Shares
IFP Advisors, Inc $2,082 100 0.00% Shares
SHP Wealth Management $1,416 68 0.00% Shares
Stolper Co $542 26,047 0.00% Shares
WEDBUSH SECURITIES INC $517 24,850 0.00% Shares
Virtu Financial LLC $502 24,135 0.00% Shares
Janney Montgomery Scott LLC $328 15,775 0.00% Shares
HUNTINGTON NATIONAL BANK $32 1 0.00% Shares
BESSEMER GROUP INC $21 1,000 0.00% Shares
FNY Investment Advisers, LLC $10 500 0.00% Shares