PXH Institutional Ownership & Shareholders
INVESCO FTSE RAFI EMERGING M (PXH) is currently held by 227 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.55B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of PXH tracked by InsiderSet, reporting ownership valued at approximately $625.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $629.93M, representing an estimated gain of +0.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed PXH value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Ameriprise Financial Inc, Fmr Llc, and several other long-term asset managers with concentrated positions in INVESCO FTSE RAFI EMERGING M (PXH).
This page ranks the largest institutional PXH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
227
Total Reported Value
$1.55B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$625.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.08% | 22,449,418 | $625,889,774 | $629,930,669 | +$4,040,895 | +0.65% | |
| Ameriprise Financial Inc | 0.02% | 3,697,374 | $103,113,771 | $103,748,314 | +$634,543 | +0.62% | |
| Fmr Llc | 0.00% | 3,296,679 | $91,911,403 | $92,504,813 | +$593,410 | +0.65% | |
| Wells Fargo & Company/Mn | 0.01% | 2,782,825 | $77,585,174 | $78,086,070 | +$500,896 | +0.65% | |
| Morgan Stanley | 0.00% | 2,165,758 | $60,381,351 | $60,771,169 | +$389,818 | +0.65% | |
| Bank Of America Corp | 0.00% | 1,659,271 | $46,260,482 | $46,559,144 | +$298,662 | +0.65% | |
| Lpl Financial Llc | 0.01% | 1,634,942 | $45,582,191 | $45,876,473 | +$294,282 | +0.65% | |
| Victory Capital Management Inc | 0.03% | 1,626,753 | $45,353,874 | $45,646,689 | +$292,815 | +0.65% | |
| Daiwa Securities Group Inc. | 0.07% | 1,020,500 | $29,665,935 | $28,635,230 | -$1,030,705 | -3.47% | |
| Bank Of New York Mellon Corp | 0.00% | 939,735 | $26,199,817 | $26,368,964 | +$169,147 | +0.65% | |
| Cidel Asset Management Inc | 1.04% | 736,910 | $21,421,970 | $20,677,695 | -$744,275 | -3.47% | |
| Ubs Group Ag | 0.00% | 676,784 | $18,868,738 | $18,990,559 | +$121,821 | +0.65% | |
| Old Mission Capital Llc | 0.46% | 647,334 | $18,047,671 | $18,164,192 | +$116,521 | +0.65% | |
| Invesco Ltd. | 0.00% | 613,565 | $17,106,192 | $17,216,634 | +$110,442 | +0.65% | |
| Envestnet Asset Management Inc | 0.00% | 599,415 | $16,711,702 | $16,819,585 | +$107,883 | +0.65% | |
| Osaic Holdings, Inc. | 0.02% | 570,132 | $15,894,922 | $15,997,904 | +$102,982 | +0.65% | |
| Axiom Financial Strategies, Llc | 4.44% | 507,955 | $14,161,794 | $14,253,217 | +$91,423 | +0.65% | |
| Truist Financial Corp | 0.02% | 502,972 | $14,022,861 | $14,113,394 | +$90,533 | +0.65% | |
| State Of Wisconsin Investment Board | 0.03% | 460,425 | $12,836,649 | $12,919,526 | +$82,877 | +0.65% | |
| Captrust Financial Advisors | 0.02% | 408,545 | $11,390,238 | $11,463,773 | +$73,535 | +0.65% | |
| Raymond James Financial Inc | 0.00% | 399,445 | $11,136,524 | $11,208,427 | +$71,903 | +0.65% | |
| Cetera Investment Advisers | 0.01% | 352,045 | $9,815,002 | $9,878,383 | +$63,381 | +0.65% | |
| Goldman Sachs Group Inc | 0.00% | 330,254 | $9,207,482 | $9,266,927 | +$59,445 | +0.65% | |
| Hb Wealth Management, Llc | 0.05% | 307,300 | $8,933,211 | $8,622,838 | -$310,373 | -3.47% | |
| Johnson & White Wealth Management, Llc | 3.21% | 307,636 | $8,576,896 | $8,632,266 | +$55,370 | +0.65% | |
| Virtus Family Office Llc | 6.15% | 279,203 | $7,784,180 | $7,834,436 | +$50,256 | +0.65% | |
| Atlas Legacy Advisors, Llc | 1.11% | 268,027 | $7,469,547 | $7,520,838 | +$51,291 | +0.69% | |
| Marshall Wace, Llp | 0.01% | 225,495 | $6,286,801 | $6,327,390 | +$40,589 | +0.65% | |
| Aries Wealth Management | 1.17% | 209,863 | $6,100,717 | $5,888,756 | -$211,961 | -3.47% | |
| Royal Bank Of Canada | 0.00% | 208,006 | $5,800,000 | $5,836,648 | +$36,648 | +0.63% | |
| Baird Financial Group, Inc. | 0.01% | 207,554 | $5,786,605 | $5,823,965 | +$37,360 | +0.65% | |
| National Bank Of Canada | 0.00% | 175,489 | $4,892,633 | $4,924,221 | +$31,588 | +0.65% | |
| Rothschild Investment Llc | 0.18% | 173,244 | $4,830,043 | $4,861,227 | +$31,184 | +0.65% | |
| Mai Capital Management | 0.02% | 156,476 | $4,362,561 | $4,390,717 | +$28,156 | +0.65% | |
| Ashton Thomas Private Wealth, Llc | 0.09% | 148,211 | $4,132,123 | $4,158,801 | +$26,678 | +0.65% | |
| Citadel Advisors Llc | 0.00% | 146,110 | $4,073,547 | $4,099,847 | +$26,300 | +0.65% | |
| Advisory Services Network, Llc | 0.04% | 141,208 | $3,936,886 | $3,962,296 | +$25,410 | +0.65% | |
| Mariner, Llc | 0.00% | 140,179 | $3,908,183 | $3,933,423 | +$25,240 | +0.65% | |
| Lmcg Investments, Llc | 0.20% | 130,150 | $3,783,461 | $3,652,009 | -$131,452 | -3.47% | |
| Foster & Motley Inc | 0.17% | 132,000 | $3,680,000 | $3,703,920 | +$23,920 | +0.65% | |
| Trademark Financial Management, Llc | 1.36% | 115,290 | $3,351,480 | $3,235,037 | -$116,443 | -3.47% | |
| Professional Financial Management, Inc. | 3.20% | 107,962 | $3,138,455 | $3,029,414 | -$109,041 | -3.47% | |
| Kathmere Capital Management, Llc | 0.15% | 107,288 | $3,118,862 | $3,010,501 | -$108,361 | -3.47% | |
| Sigfig Wealth Management, Llc | 0.08% | 105,583 | $3,069,282 | $2,962,659 | -$106,623 | -3.47% | |
| Orion Porfolio Solutions, Llc | 0.02% | 108,254 | $3,018,102 | $3,037,607 | +$19,505 | +0.65% | |
| &Partners | 0.01% | 106,548 | $2,970,551 | $2,989,737 | +$19,186 | +0.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 96,933 | $2,835,277 | $2,719,940 | -$115,337 | -4.07% | |
| Sepio Capital, Lp | 0.10% | 87,331 | $2,538,714 | $2,450,508 | -$88,206 | -3.47% | |
| Integrated Wealth Concepts Llc | 0.02% | 90,060 | $2,510,874 | $2,527,084 | +$16,210 | +0.65% | |
| Jones Financial Companies Lllp | 0.00% | 89,439 | $2,467,621 | $2,509,658 | +$42,037 | +1.70% |
Frequently asked questions about PXH
Who are the largest institutional holders of PXH?
The largest institutional holders of PXH reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Ameriprise Financial Inc, Fmr Llc, Wells Fargo & Company/Mn, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported PXH position.
What is PXH institutional ownership?
This page tracks PXH positions reported by institutional investment managers through SEC Form 13F. INVESCO FTSE RAFI EMERGING M (PXH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PXH?
InsiderSet currently tracks 227 institutional managers reporting PXH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PXH shareholders.
How much PXH stock do institutions own?
Institutional investment managers disclosed approximately $1.55B in PXH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PXH institutional ownership last updated?
The latest PXH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PXH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PXH position after the reporting date.
Are institutions buying or selling PXH?
Institutional buying and selling can be analyzed by comparing PXH positions across consecutive 13F reporting periods. InsiderSet's PXH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PXH ownership changes.
How has PXH institutional ownership changed over time?
InsiderSet tracks PXH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.