← All institutions
Institutional Holdings
PKXOwnership Summary
Institutions Holding
189
Total Shares Held
13,402,944
Total Value Held
$685,096,363
Quarter
2026-06-30
Active Positions
Increased Positions
94
10,467,191 shares
Decreased Positions
31
1,750,924 shares
Held Positions
17
212,642 shares
New Positions
31
972,187 shares
Sold Out Positions
16
97,105 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,849,471 | $146,405,795 | ▲ +945,230 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,693,111 | $86,992,133 | ▲ +544,471 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 969,912 | $49,834,084 | ▼ -7,189 | 0.01% | 2026-06-30 |
| STATE STREET CORP | 899,068 | $46,194,114 | ▲ +14,181 | 0.00% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 721,639 | $37,077,812 | ▲ +44,053 | 0.02% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 525,674 | $27,009,139 | ▲ +368,866 | 0.00% | 2026-06-30 |
| Creative Planning | 477,747 | $24,546,628 | ▲ +139,025 | 0.01% | 2026-06-30 |
| Quantinno Capital Management LP | 372,562 | $19,142,257 | ▲ +172,033 | 0.02% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 307,796 | $15,814,558 | ▲ +56,911 | 0.01% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 269,917 | $13,868,335 | New position | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 264,444 | $13,587,133 | ▼ -28,488 | 0.00% | 2026-06-30 |
| Nykredit A/S | 258,256 | $13,269,193 | New position | 0.04% | 2026-06-30 |
| Qube Research & Technologies Ltd | 248,288 | $12,757,037 | New position | 0.01% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 175,900 | $9,037,742 | ▲ +161,989 | 0.01% | 2026-06-30 |
| Point72 Asset Management, L.P. | 164,778 | $8,466,294 | ▲ +133,276 | 0.01% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 158,971 | $8,167,930 | ▲ +24,396 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 143,038 | $7,349,292 | ▲ +32,707 | 0.00% | 2026-06-30 |
| Vanguard Personalized Indexing Management, LLC | 134,260 | $6,898,279 | ▲ +46,816 | 0.06% | 2026-06-30 |
| JANE STREET GROUP, LLC | 126,098 | $6,478,915 | ▲ +91,661 | 0.00% | 2026-06-30 |
| UBS Group AG | 120,948 | $6,214,308 | ▲ +33,312 | 0.00% | 2026-06-30 |
| BANK OF AMERICA CORP /DE/ | 101,461 | $5,213,066 | ▼ -7,613 | 0.00% | 2026-06-30 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 90,407 | $4,645,112 | Unchanged | 0.18% | 2026-06-30 |
| QUADRANT CAPITAL GROUP LLC | 86,031 | $4,420,273 | ▲ +3,414 | 0.12% | 2026-06-30 |
| RHUMBLINE ADVISERS | 80,952 | $4,159,307 | ▲ +34,230 | 0.00% | 2026-06-30 |
| STIFEL FINANCIAL CORP | 79,506 | $4,085,076 | ▲ +4,562 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 71,396 | $3,668,326 | ▲ +28,396 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 70,996 | $3,647,774 | ▲ +53,141 | 0.05% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 69,031 | $3,546,813 | ▼ -89,277 | 0.01% | 2026-06-30 |
| Ramirez Asset Management, Inc. | 66,109 | $3,396,697 | ▲ +390 | 0.35% | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | 65,425 | $3,361,537 | ▲ +17,093 | 0.06% | 2026-06-30 |
| FMR LLC | 64,417 | $3,309,732 | ▲ +17,242 | 0.00% | 2026-06-30 |
| Vident Advisory, LLC | 61,428 | $3,156,163 | ▼ -30,791 | 0.02% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 58,564 | $3,009,018 | ▲ +27,053 | 0.00% | 2026-06-30 |
| IEQ CAPITAL, LLC | 57,310 | $2,944,564 | ▲ +28,934 | 0.01% | 2026-06-30 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 52,393 | $2,691,952 | Unchanged | 0.01% | 2026-06-30 |
| Corient Private Wealth LP | 50,761 | $2,608,101 | ▲ +10,699 | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 49,026 | $2,518,956 | ▲ +15,764 | 0.00% | 2026-06-30 |
| Frank, Rimerman Advisors LLC | 48,685 | $2,501,435 | ▲ +11,054 | 0.14% | 2026-06-30 |
| Sequoia Financial Advisors, LLC | 48,420 | $2,487,814 | ▲ +10,812 | 0.01% | 2026-06-30 |
| Walleye Capital LLC | 46,911 | $2,410,287 | New position | 0.01% | 2026-06-30 |
| CIBC WORLD MARKET INC. | 41,920 | $2,153,850 | ▼ -3,047 | 0.00% | 2026-06-30 |
| Cerity Partners LLC | 41,612 | $2,138,005 | ▲ +7,398 | 0.00% | 2026-06-30 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 36,931 | $1,897,515 | ▼ -515 | 0.01% | 2026-06-30 |
| SIGNATUREFD, LLC | 36,841 | $1,892,891 | ▲ +10,488 | 0.03% | 2026-06-30 |
| BANK OF MONTREAL /CAN/ | 35,124 | $1,804,671 | ▼ -3,280 | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 30,973 | $1,591,414 | ▲ +8,274 | 0.00% | 2026-06-30 |
| BAROMETER CAPITAL MANAGEMENT INC. | 30,600 | $1,572,228 | ▲ +6,800 | 0.44% | 2026-06-30 |
| CITIGROUP INC | 29,505 | $1,515,967 | ▲ +16,474 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29,379 | $1,509,493 | ▲ +14,479 | 0.00% | 2026-06-30 |
| FIRST TRUST ADVISORS LP | 29,281 | $1,504,461 | ▲ +13,461 | 0.00% | 2026-06-30 |
| Greenline Partners, LLC | 28,358 | $1,457,034 | ▼ -9,490 | 0.15% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 26,600 | $1,366,708 | ▲ +22,892 | 0.00% | 2026-06-30 |
| Mariner, LLC | 25,019 | $1,285,499 | ▼ -1,904 | 0.00% | 2026-06-30 |
| Nuveen, LLC | 24,332 | $1,250,179 | ▲ +9,846 | 0.00% | 2026-06-30 |
| Ballentine Partners, LLC | 23,556 | $1,210,307 | ▲ +5,221 | 0.01% | 2026-06-30 |
| IMC-Chicago, LLC | 23,500 | $1,207,430 | ▲ +19,600 | 0.00% | 2026-06-30 |
| Quadrature Capital Ltd | 22,569 | $1,159,595 | New position | 0.01% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 22,404 | $1,151,118 | New position | 0.00% | 2026-06-30 |
| OVERSEA-CHINESE BANKING Corp Ltd | 22,310 | $1,146,288 | Unchanged | 0.02% | 2026-06-30 |
| AQR CAPITAL MANAGEMENT LLC | 22,014 | $1,131,094 | ▲ +9,037 | 0.00% | 2026-06-30 |
| Vise Technologies, Inc. | 21,393 | $1,099,159 | ▲ +6,519 | 0.01% | 2026-06-30 |
| Venturi Wealth Management, LLC | 20,439 | $1,050,156 | ▲ +8,053 | 0.04% | 2026-06-30 |
| GUGGENHEIM CAPITAL LLC | 20,340 | $1,045,069 | ▲ +2,206 | 0.01% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 19,076 | $980,125 | ▲ +3,919 | 0.00% | 2026-06-30 |
| PCM Encore, LLC | 19,029 | $977,710 | ▲ +6,875 | 0.17% | 2026-06-30 |
| OLD MISSION CAPITAL LLC | 17,972 | $923,401 | New position | 0.01% | 2026-06-30 |
| Clearbridge Investments, LLC | 17,348 | $891,340 | ▼ -34 | 0.00% | 2026-06-30 |
| MERCER GLOBAL ADVISORS INC /ADV | 17,215 | $884,505 | ▲ +13,336 | 0.00% | 2026-06-30 |
| Pathstone Holdings, LLC | 16,381 | $841,677 | ▲ +7,134 | 0.00% | 2026-06-30 |
| PDS Planning, Inc | 14,931 | $767,155 | ▲ +5,949 | 0.04% | 2026-06-30 |
| West Family Investments, Inc. | 14,641 | $752,255 | ▼ -591 | 0.22% | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | 14,118 | $725,381 | New position | 0.00% | 2026-06-30 |
| Balyasny Asset Management L.P. | 12,846 | $660,027 | New position | 0.00% | 2026-06-30 |
| Recurrent Investment Advisors LLC | 12,422 | $638,242 | ▼ -12,538 | 0.04% | 2026-06-30 |
| XPONANCE LLC | 11,802 | $606,387 | ▲ +2,313 | 0.00% | 2026-06-30 |
| LGT Group Foundation | 10,750 | $552,335 | ▲ +5,885 | 0.01% | 2026-06-30 |
| Caprock Group, LLC | 10,532 | $541,134 | ▲ +1,374 | 0.01% | 2026-06-30 |
| Bridgewater Advisors Inc. | 9,711 | $514,116 | ▲ +26 | 0.03% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,985 | $513,029 | ▲ +3,788 | 0.00% | 2026-06-30 |
| Engineers Gate Manager LP | 9,873 | $507,275 | ▼ -10,328 | 0.01% | 2026-06-30 |
| HB Wealth Management, LLC | 9,801 | $503,603 | ▲ +4,928 | 0.00% | 2026-06-30 |
| SYON CAPITAL LLC | 9,705 | $498,643 | ▲ +2,329 | 0.02% | 2026-06-30 |
| Savant Capital, LLC | 8,893 | $488,338 | ▲ +3,338 | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 9,326 | $479,166 | ▲ +1,899 | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 9,017 | $463,311 | ▲ +5,029 | 0.00% | 2026-06-30 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 8,632 | $443,513 | ▲ +852 | 0.01% | 2026-06-30 |
| Compound Planning, Inc. | 8,628 | $443,328 | ▼ -438 | 0.01% | 2026-06-30 |
| GAMMA Investing LLC | 8,530 | $438,271 | ▲ +1,903 | 0.02% | 2026-06-30 |
| Aaron Wealth Advisors LLC | 7,864 | $404,052 | ▼ -631 | 0.02% | 2026-06-30 |
| GREENLEAF TRUST | 7,711 | $396,191 | ▲ +3,260 | 0.00% | 2026-06-30 |
| LPL Financial LLC | 6,973 | $358,264 | ▼ -1,539 | 0.00% | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | 6,900 | $354,522 | ▲ +4,425 | 0.03% | 2026-06-30 |
| PROFUND ADVISORS LLC | 6,721 | $345,325 | ▲ +332 | 0.01% | 2026-06-30 |
| Crossmark Global Holdings, Inc. | 6,509 | $334,432 | ▲ +1,419 | 0.00% | 2026-06-30 |
| ATLAS CAPITAL ADVISORS INC. | 6,478 | $332,839 | ▲ +3,333 | 0.04% | 2026-06-30 |
| Crestwood Advisors Group, LLC | 6,411 | $329,397 | ▲ +1,858 | 0.00% | 2026-06-30 |
| Graham Capital Management, L.P. | 6,295 | $323,437 | ▼ -206 | 0.01% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 5,937 | $305,043 | ▼ -4,155 | 0.00% | 2026-06-30 |
| Greenspring Advisors, LLC | 5,631 | $289,321 | ▲ +2,081 | 0.02% | 2026-06-30 |
| Composition Wealth, LLC | 5,622 | $288,858 | ▲ +2,042 | 0.00% | 2026-06-30 |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,500 | $282,590 | Unchanged | 0.01% | 2026-06-30 |
| EP Wealth Advisors, LLC | 5,413 | $278,120 | New position | 0.00% | 2026-06-30 |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,392 | $277,040 | ▲ +1,965 | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 5,154 | $265,000 | ▼ -30 | 0.00% | 2026-06-30 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,155 | $264,863 | New position | 0.00% | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | 5,151 | $257,602 | ▲ +1,358 | 0.00% | 2026-06-30 |
| QRG CAPITAL MANAGEMENT, INC. | 4,682 | $240,585 | ▲ +941 | 0.00% | 2026-06-30 |
| Aigen Investment Management, LP | 4,657 | $239,277 | New position | 0.07% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 4,494 | $230,902 | New position | 0.03% | 2026-06-30 |
| MW ADVISORY, LLC | 4,159 | $213,689 | New position | 0.09% | 2026-06-30 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4,032 | $207,164 | Unchanged | 0.00% | 2026-06-30 |
| RITHOLTZ WEALTH MANAGEMENT | 4,014 | $206,254 | ▼ -69 | 0.00% | 2026-06-30 |
| AlTi Global, Inc. | 3,992 | $205,109 | New position | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 3,976 | $204,258 | ▼ -709 | 0.00% | 2026-06-30 |
| Advisors Asset Management, Inc. | 3,894 | $200,074 | ▼ -4,597 | 0.00% | 2026-06-30 |
| Blue Trust, Inc. | 2,851 | $146,484 | ▼ -8,379 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 2,739 | $141,112 | ▲ +561 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,258 | $120,408 | ▼ -246 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 2,275 | $116,897 | ▼ -24 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 1,843 | $94,693 | ▼ -748 | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 1,813 | $93,137 | ▲ +887 | 0.00% | 2026-06-30 |
| Inspire Investing, LLC | 1,633 | $83,902 | New position | 0.00% | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,397 | $71,778 | ▲ +1,059 | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 1,305 | $67,051 | ▲ +583 | 0.00% | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | 950 | $48,810 | Unchanged | 0.00% | 2026-06-30 |
| ASSETMARK, INC | 660 | $33,911 | ▲ +493 | 0.00% | 2026-06-30 |
| Founders Capital Management | 600 | $30,828 | Unchanged | 0.01% | 2026-06-30 |
| Clearstead Advisors, LLC | 594 | $30,520 | New position | 0.00% | 2026-06-30 |
| Bruce G. Allen Investments, LLC | 550 | $28,259 | ▼ -7 | 0.02% | 2026-06-30 |
| FINANCIAL CONSULATE, INC | 470 | $24,149 | ▲ +326 | 0.00% | 2026-06-30 |
| FIDUCIARY FINANCIAL ADVISORS | 466 | $23,943 | New position | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 400 | $20,552 | New position | 0.00% | 2026-06-30 |
| Physician Wealth Advisors, Inc. | 369 | $18,960 | ▲ +203 | 0.00% | 2026-06-30 |
| Global Retirement Partners, LLC | 362 | $18,606 | ▼ -72 | 0.00% | 2026-06-30 |
| Bell Investment Advisors, Inc | 343 | $17,624 | ▲ +39 | 0.00% | 2026-06-30 |
| Larson Financial Group LLC | 325 | $16,699 | ▲ +9 | 0.00% | 2026-06-30 |
| True Wealth Design, LLC | 324 | $16,648 | ▲ +75 | 0.00% | 2026-06-30 |
| Cornerstone Financial Management LLC | 310 | $15,928 | ▲ +92 | 0.01% | 2026-06-30 |
| SHP Wealth Management | 180 | $9,248 | ▲ +68 | 0.00% | 2026-06-30 |
| JFS WEALTH ADVISORS, LLC | 173 | $8,889 | Unchanged | 0.00% | 2026-06-30 |
| WealthCollab, LLC | 166 | $8,530 | ▲ +76 | 0.00% | 2026-06-30 |
| RAFFA WEALTH MANAGEMENT, LLC | 146 | $7,501 | ▲ +94 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 129 | $6,628 | ▲ +1 | 0.00% | 2026-06-30 |
| Integrated Wealth Concepts LLC | 122 | $6,267 | New position | 0.00% | 2026-06-30 |
| LRI Investments, LLC | 119 | $6,114 | ▲ +21 | 0.00% | 2026-06-30 |
| Stone House Investment Management, LLC | 118 | $6,063 | New position | 0.00% | 2026-06-30 |
| HIGHLINE WEALTH PARTNERS LLC | 117 | $6,011 | ▼ -14 | 0.00% | 2026-06-30 |
| Lavaca Capital LLC | 99 | $5,087 | New position | 0.00% | 2026-06-30 |
| Key Financial Inc | 89 | $4,573 | Unchanged | 0.00% | 2026-06-30 |
| Versant Capital Management, Inc | 80 | $4,110 | ▲ +11 | 0.00% | 2026-06-30 |
| FIFTH THIRD BANCORP | 65 | $3,340 | ▲ +29 | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 62 | $3,186 | New position | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 60 | $3,083 | Unchanged | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 54 | $2,775 | New position | 0.00% | 2026-06-30 |
| DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 | 45 | $2,312 | New position | 0.00% | 2026-06-30 |
| Silver Grove Financial Group, Inc. | 45 | $2,312 | New position | 0.00% | 2026-06-30 |
| JPL Wealth Management, LLC | 40 | $2,056 | New position | 0.00% | 2026-06-30 |
| DekaBank Deutsche Girozentrale | 36,017 | $2,022 | Unchanged | 0.00% | 2026-06-30 |
| MATHER GROUP, LLC. | 36 | $1,850 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 33 | $1,721 | New position | 0.00% | 2026-06-30 |
| Rossby Financial, LCC | 31 | $1,593 | ▲ +14 | 0.00% | 2026-06-30 |
| Noble Wealth Management PBC | 29 | $1,490 | New position | 0.00% | 2026-06-30 |
| HRT FINANCIAL LP | 24,480 | $1,257 | New position | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 21 | $1,120 | Unchanged | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 21 | $1,079 | ▼ -28 | 0.00% | 2026-06-30 |
| BFSG, LLC | 20 | $1,028 | Unchanged | 0.00% | 2026-06-30 |
| Trust Co | 12 | $617 | Unchanged | 0.00% | 2026-06-30 |
| Abound Wealth Management | 11 | $566 | Unchanged | 0.00% | 2026-06-30 |
| Ares Financial Consulting, LLC | 11 | $565 | Unchanged | 0.00% | 2026-06-30 |
| Pacer Advisors, Inc. | 2,594 | $531 | ▲ +1,261 | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 3,934 | $202 | ▲ +823 | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 2,816 | $144 | New position | 0.00% | 2026-06-30 |
| BESSEMER GROUP INC | 144 | $7 | ▲ +5 | 0.00% | 2026-06-30 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Aquatic Capital Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| DMC Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0 | $0 | Sold out | 2026-06-30 | |
| AXQ CAPITAL, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Summit Global Investments | 0 | $0 | Sold out | 2026-06-30 | |
| Wellspring Financial Advisors, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SG Americas Securities, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Tower Research Capital LLC (TRC) | 0 | $0 | Sold out | 2026-06-30 | |
| MAI Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Innovative Asset Advisors Group, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Western Pacific Wealth Management, LP | 0 | $0 | Sold out | 2026-06-30 |