AI Holders Summary · Q1 2026

70 institutions reported PAXS in Q1 2026. WELLS FARGO & COMPANY/MN leads at 15.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

CIK 0000072971

$26M1.8M0.01%Q1 2026 02

Cerity Partners LLC

CIK 0001566475

$22M1.5M0.03%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$22M1.5M0.00%Q1 2026 04

Penserra Capital Management LLC

CIK 0001593324

$18M1.3M0.21%Q1 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$17M1.2M0.00%Q1 2026 06

COHEN & STEERS, INC.

CIK 0001284812

$15M1.0M0.03%Q1 2026 07

UBS Group AG

CIK 0001610520

$14M970K0.00%Q1 2026 08

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$6M440K2.16%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M421K0.00%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$4M287K0.00%Q1 2026 11

Element Wealth, LLC

CIK 0001802743

$3M198K1.18%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$3M194K0.00%Q1 2026 13

Rockefeller Capital Management L.P.

CIK 0001739439

$3M176K0.00%Q1 2026 14

CORRADO ADVISORS, LLC

CIK 0001482611

$2M160K1.20%Q1 2026 15

SMITH, MOORE & CO.

CIK 0000200724

$2M128K0.13%Q1 2026 16

Noble Wealth Management PBC

CIK 0002055065

$2M126K0.82%Q2 2026 17

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$1M94K0.07%Q1 2026 18

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$992K69K0.00%Q1 2026 19

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$951K66K0.00%Q1 2026 20

JOURNEY STRATEGIC WEALTH LLC

CIK 0001909316

$745K52K0.02%Q1 2026

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