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Disclosery

PXH INVESCO EXCH TRADED FD TR II

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RAFI EMRGNG MRKT (fund)

183 managers (184 13F filers) reported a position in PXH shares at 2025-03-31, 47,245,218 shares in all. 30 filers opened a position and 18 filers sold out during the quarter.

Managers
183
13F filers
184
New
30
Added
60
Reduced
48
Sold out
18
Shares held by filers
47,245,218

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Charles Schwab Trust Cogroup of 2 filers holding22,953,990$499M-1,174,072Timeline
FMR LLCin group FMR LLC3,176,111$69M<0.01%-13,87713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC2,553,137$55.5M0.06%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,173,267$47.2M0.01%-45,04013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,077,528$45.2M<0.01%-147,58513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,221,951$26.6M0.01%+497,39213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,020,635$22.2M<0.01%+87,56213F-HRTimelineGroup
LPL Financial LLC1,007,690$21.9M0.01%+127,30013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp862,457$18.7M<0.01%-357,58513F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.765,500$16.6M0.07%-130,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.730,938$15.9M0.04%+713,24413F-HRTimelineGroup
HighTower Advisors, LLC576,365$12.5M0.02%+23,31613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN546,005$11.9M<0.01%+62,99213F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC518,521$11.3M0.74%+42,68313F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD460,425$10M0.03%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS397,750$8.65M0.02%+36213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA385,081$8.37M<0.01%+107,13213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG373,615$8.12M<0.01%+227,60413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…292,077$6.35M0.01%+37,50713F-HRTimeline
Johnson & White Wealth Management, LLC269,640$5.86M3.29%+12,40013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC241,099$5.24M<0.01%+19,61713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC218,040$4.74M0.01%new13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC217,283$4.72M0.05%-27,04013F-HRTimeline
Orion Portfolio Solutions, LLC217,283$4.72M0.05%-27,04013F-HR/ATimeline
Aries Wealth Management208,664$4.54M1.23%-2,18013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.195,201$4.24M0.01%+64913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC173,399$3.77M0.25%-92513F-HRTimeline
FOSTER & MOTLEY INC166,650$3.62M0.23%-9,16013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.173,438$3.26M0.01%+3,82713F-HRTimelineGroup
Atlas Legacy Advisors, LLC142,214$3.14M0.8%-359,85613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co122,915$2.67M0.03%013F-HRTimelineGroup
Kathmere Capital Management, LLC117,499$2.55M0.22%-4,03613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC115,333$2.51M<0.01%-18,49213F-HRTimelineGroup
KWB Wealth110,864$2.27M0.27%-15,28713F-HRTimeline
SigFig Wealth Management, LLC99,052$2.15M0.08%-2,39413F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC97,472$2.12M1.15%+3,27913F-HRTimeline
Waverly Advisors, LLC93,041$2.02M0.02%-2,27413F-HRTimeline
Creative Planningin group Creative Planning91,979$2M<0.01%+35313F-HRTimelineGroup
Crossmark Global Holdings, Inc.88,586$1.92M0.03%new13F-HRTimeline
Sepio Capital, LP87,199$1.9M0.15%+1113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.83,664$1.82M0.01%+16,07513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth83,326$1.81M<0.01%new13F-HR/ATimelineGroup
LMCG INVESTMENTS, LLC78,290$1.7M0.11%+30,79613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC65,829$1.43M0.34%-5,43713F-HRTimeline
OLD MISSION CAPITAL LLC60,948$1.33M0.03%-531,36813F-HRTimeline
TOWNSQUARE CAPITAL LLC58,473$1.27M0.01%-4,73113F-HRTimeline
Private Advisor Group, LLC56,056$1.22M0.01%+9,14613F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC55,600$1.21M0.06%013F-HRTimeline
Lowe Wealth Advisors, LLC53,029$1.15M0.49%+2,99713F-HRTimeline
Sequoia Financial Advisors, LLC52,655$1.14M0.01%+42813F-HRTimeline
NewEdge Advisors, LLC50,475$1.1M0.01%+1,37113F-HRTimeline
Goldstein Advisors, LLC41,013$892K0.13%-11913F-HRTimeline
Quantum Portfolio Management LLC39,551$860K0.44%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB38,641$840K0.02%+20,52413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,869$823K<0.01%+22,16413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC37,582$817K<0.01%+40313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC36,239$788K<0.01%+2,84413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,833$757K<0.01%-39,17413F-HRTimelineGroup
Trademark Financial Management, LLC34,727$755K0.58%+23,42513F-HRTimeline
Ashton Thomas Private Wealth, LLC34,338$747K0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,719$733K<0.01%-4,27513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,412$705K<0.01%+1,46613F-HRTimelineGroup
Rathbones Group PLC32,180$700K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,176$700K<0.01%-70,29913F-HRTimelineGroup
DAVENPORT & Co LLC30,390$661K<0.01%+1,01613F-HRTimeline
Wealthfront Advisers LLC29,559$643K<0.01%-2,19613F-HRTimeline
Net Worth Advisory Group28,880$628K0.2%-2,95013F-HRTimeline
Red Tortoise LLC27,916$607K0.32%+14313F-HRTimeline
CIBC WORLD MARKET INC.27,119$590K<0.01%+88813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,257$549K0.01%-11813F-HRTimelineGroup
Prairiewood Capital, LLC23,118$503K0.2%+313F-HRTimeline
IEQ CAPITAL, LLC22,096$480K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,828$475K<0.01%-6513F-HRTimelineGroup
IFG Advisory, LLC20,760$451K0.03%013F-HRTimeline
Westmount Partners, LLC20,107$437K0.13%new13F-HRTimeline
Integrated Advisors Network LLC19,903$433K0.02%new13F-HRTimeline
Revolve Wealth Partners, LLC19,714$429K0.06%+2,24313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP18,670$406K<0.01%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC17,078$371K0.05%-83413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,468$358K<0.01%+34013F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,288$354K<0.01%+1,15613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC15,569$338K0.09%+88813F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC15,192$330K0.22%+4413F-HRTimeline
MML INVESTORS SERVICES, LLC15,202$330K<0.01%+1,35213F-HRTimeline
IFP Advisors, Inc14,216$309K0.01%+6,55513F-HRTimeline
JFS WEALTH ADVISORS, LLC14,212$309K0.02%+60013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC13,980$304K0.01%013F-HRTimeline
Paragon Capital Management Ltd13,083$284K0.06%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,056$284K<0.01%-1813F-HRTimeline
Cetera Investment Advisers13,033$283K<0.01%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…12,132$264K0.01%+27413F-HRTimelineGroup
Callan Capital, LLC11,986$261K0.02%013F-HRTimeline
Efficient Frontier Advisors LLC11,415$248K0.16%-59313F-HRTimeline
Maridea Wealth Management LLC10,347$225K0.07%new13F-HRTimeline
CoreCap Advisors, LLC10,170$221K0.01%+5,76113F-HRTimeline
BRIGHTON JONES LLC10,158$221K0.01%-1,73513F-HRTimeline
Austin Wealth Management, LLC10,269$219K0.04%013F-HRTimeline
EP Wealth Advisors, LLC9,892$215K<0.01%-36613F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,845$214K0.01%-2,46713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,715$211K<0.01%new13F-HRTimelineGroup
HUB Investment Partners, LLC9,584$208K0.01%new13F-HRTimeline
Asset Dedication, LLC7,892$172K0.01%+1613F-HRTimeline
Federation des caisses Desjardins du Qu…7,474$162K<0.01%-5513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,630$144K<0.01%+2,40413F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC6,360$138K0.01%-113F-HRTimelineGroup
Capital Investment Advisory Services, L…6,226$135K0.01%-19613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,334$116K0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd5,216$113K<0.01%+4,81613F-HRTimeline
Golden State Wealth Management, LLC5,108$111K0.02%+5,10713F-HR/ATimeline
MAI Capital Management4,744$103K<0.01%+5913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,556$99K<0.01%-1,50213F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,398$96K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,160$90K<0.01%-83213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,790$82.4K<0.01%+1,80313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,463$75.3K<0.01%+1,65113F-HRTimeline
First Horizon Advisors, Inc.2,525$54.9K<0.01%+1213F-HRTimeline
COMERICA BANK2,385$51.9K<0.01%013F-HRTimeline
Fairway Wealth LLC2,096$45.6K0.02%new13F-HRTimeline
NorthRock Partners, LLC2,087$45.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,942$42.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,842$40K<0.01%-49213F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD1,821$39.6K0.02%-36313F-HRTimeline
PRIVATE TRUST CO NA1,750$38K<0.01%+1,51013F-HRTimeline
Geneos Wealth Management Inc.1,719$37.4K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC1,613$35.1K0.01%013F-HRTimeline
Crewe Advisors LLC1,316$28.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,009$21.9K<0.01%+1,00713F-HRTimelineGroup
AlphaCore Capital LLC962$20.9K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…959$20.8K<0.01%013F-HRTimelineGroup
Bristlecone Advisors, LLC898$19.5K<0.01%+513F-HRTimeline
Versant Capital Management, Inc849$18.5K<0.01%-2313F-HRTimeline
Dunhill Financial, LLC804$17.5K0.01%new13F-HRTimeline
MorganRosel Wealth Management, LLC748$16.3K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL677$14.7K<0.01%+59513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…625$13.6K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp609$13.2K<0.01%new13F-HRTimelineGroup
Allworth Financial LP606$12.9K<0.01%+5313F-HRTimeline
Parallel Advisors, LLC583$12.7K<0.01%-29913F-HRTimeline
Global Financial Private Client, LLC564$12.3K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.563$12.2K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.505$11K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC446$9.13K<0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC380$8.26K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…376$8.17K<0.01%+37513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.356$7.74K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…351$7.63K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC345$7.5K<0.01%-213F-HRTimeline
MCF Advisors LLC335$7.28K<0.01%013F-HRTimeline
Greenline Partners, LLC330$7.17K<0.01%013F-HRTimeline
Sandy Spring Bank312$6.78K<0.01%013F-HRTimeline
Larson Financial Group LLC311$6.76K<0.01%013F-HRTimeline
Nemes Rush Group LLC301$6.54K<0.01%new13F-HRTimeline
EPG Wealth Management LLC284$6.17K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC277$6.02K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management261$5.67K<0.01%+113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC203$4.41K<0.01%013F-HRTimelineGroup
Avion Wealth240$4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC150$3.26K<0.01%013F-HRTimeline
Sound Income Strategies, LLC144$3.13K<0.01%013F-HRTimeline
FSA Wealth Management LLC124$2.7K<0.01%013F-HRTimeline
Belmont Capital, LLC107$2.33K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA89$1.94K<0.01%new13F-HRTimelineGroup
EASTERN BANK70$1.52K<0.01%new13F-HRTimeline
Key Financial Inc70$1.52K<0.01%+913F-HRTimeline
WealthShield Partners, LLC57$1.24K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA40$869<0.01%new13F-HRTimelineGroup
Transce3nd, LLC36$783<0.01%new13F-HRTimeline
Robinswood Financial LLC34$741<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC21$457<0.01%013F-HRTimeline
Smartleaf Asset Management LLC7$151<0.01%-2713F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4$87<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$87<0.01%-2513F-HRTimelineGroup
Aptus Capital Advisors, LLC4$87<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC3$65<0.01%013F-HRTimeline
Archer Investment Corp2$45<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2$44<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2$44<0.01%-1,60513F-HRTimeline
Wood Tarver Financial Group, LLC2$44<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1$22<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1$22<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1$22<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1$22<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.