AI Holders Summary · Q2 2026

72 institutions reported PAXS in Q2 2026. WELLS FARGO & COMPANY/MN leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

CIK 0000072971

$27M1.9M0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$22M1.5M0.00%Q2 2026 03

Cerity Partners LLC

CIK 0001566475

$20M1.4M0.02%Q2 2026 04

Penserra Capital Management LLC

CIK 0001593324

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

ROYAL BANK OF CANADA

CIK 0001000275

$15M1.1M0.00%Q2 2026 06

COHEN & STEERS, INC.

CIK 0001284812

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

UBS Group AG

CIK 0001610520

$13M914K0.00%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M639K0.00%Q2 2026 09

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$5M312K1.39%Q2 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$5M311K0.00%Q2 2026 11

Element Wealth, LLC

CIK 0001802743

$3M195K1.06%Q2 2026 12

CORRADO ADVISORS, LLC

CIK 0001482611

$2M165K1.10%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$2M156K0.00%Q2 2026 14

Rockefeller Capital Management L.P.

CIK 0001739439

$2M143K0.00%Q2 2026 15

SMITH, MOORE & CO.

CIK 0000200724

$2M131K0.12%Q2 2026 16

Noble Wealth Management PBC

CIK 0002055065

$2M126K0.82%Q2 2026 17

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$1M94K0.07%Q1 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M90K0.00%Q2 2026 19

HighTower Advisors, LLC

CIK 0001462245

$1000K69K0.00%Q2 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$976K67K0.00%Q2 2026

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