INVESCO FTSE RAFI EMERGING M (PXH) Top Institutional Shareholders
INVESCO FTSE RAFI EMERGING M (PXH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.54B in PXH holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of PXH tracked by InsiderSet, reporting ownership valued at approximately $624.68M in its March 31, 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 $669.02M, representing an estimated gain of +7.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PXH value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Fmr Llc, Ameriprise Financial Inc, 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
221
Total Reported Value
$1.54B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$624.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
160
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 | 0.10% | 23,213,718 | $624,681,151 | $669,019,353 | +$44,338,202 | +7.10% | |
| Fmr Llc | 0.00% | 3,279,751 | $88,258,093 | $94,522,424 | +$6,264,331 | +7.10% | |
| Ameriprise Financial Inc | 0.02% | 3,204,321 | $86,238,856 | $92,348,531 | +$6,109,675 | +7.08% | |
| Itau Unibanco Holding S.A. | 1.93% | 3,051,133 | $78,749,743 | $87,933,653 | +$9,183,910 | +11.66% | |
| Wells Fargo & Company/Mn | 0.01% | 2,640,744 | $71,062,422 | $76,106,242 | +$5,043,820 | +7.10% | |
| Morgan Stanley | 0.00% | 2,060,915 | $55,459,260 | $59,395,570 | +$3,936,310 | +7.10% | |
| Bank Of America Corp | 0.00% | 1,686,830 | $45,392,582 | $48,614,441 | +$3,221,859 | +7.10% | |
| Victory Capital Management Inc | 0.03% | 1,626,753 | $43,775,923 | $46,883,021 | +$3,107,098 | +7.10% | |
| Lpl Financial Llc | 0.01% | 1,613,465 | $43,418,329 | $46,500,061 | +$3,081,732 | +7.10% | |
| Invesco Ltd. | 0.01% | 1,456,780 | $39,201,949 | $41,984,400 | +$2,782,451 | +7.10% | |
| Bank Of New York Mellon Corp | 0.00% | 948,008 | $25,510,883 | $27,321,591 | +$1,810,708 | +7.10% | |
| Daiwa Securities Group Inc. | 0.05% | 690,500 | $18,581,355 | $19,900,210 | +$1,318,855 | +7.10% | |
| Cidel Asset Management Inc | 0.91% | 619,812 | $16,679,140 | $17,862,982 | +$1,183,842 | +7.10% | |
| Hightower Advisors, Llc | 0.02% | 598,323 | $16,100,848 | $17,243,669 | +$1,142,821 | +7.10% | |
| Ubs Group Ag | 0.00% | 576,038 | $15,501,183 | $16,601,415 | +$1,100,232 | +7.10% | |
| Osaic Holdings, Inc. | 0.02% | 536,561 | $14,438,541 | $15,463,688 | +$1,025,147 | +7.10% | |
| Axiom Financial Strategies, Llc | 4.86% | 512,912 | $13,802,469 | $14,782,124 | +$979,655 | +7.10% | |
| State Of Wisconsin Investment Board | 0.03% | 460,425 | $12,390,037 | $13,269,449 | +$879,412 | +7.10% | |
| Envestnet Asset Management Inc | 0.00% | 446,096 | $12,004,452 | $12,856,487 | +$852,035 | +7.10% | |
| Captrust Financial Advisors | 0.02% | 401,720 | $10,810,289 | $11,577,570 | +$767,281 | +7.10% | |
| Truist Financial Corp | 0.01% | 357,262 | $9,613,924 | $10,296,291 | +$682,367 | +7.10% | |
| Raymond James Financial Inc | 0.00% | 352,774 | $9,493,143 | $10,166,947 | +$673,804 | +7.10% | |
| Cetera Investment Advisers | 0.01% | 336,805 | $9,063,412 | $9,706,720 | +$643,308 | +7.10% | |
| Johnson & White Wealth Management, Llc | 3.46% | 303,907 | $8,178,138 | $8,758,600 | +$580,462 | +7.10% | |
| Virtus Family Office Llc | 6.28% | 273,371 | $7,356,414 | $7,878,552 | +$522,138 | +7.10% | |
| Atlas Legacy Advisors, Llc | 1.25% | 254,086 | $6,854,583 | $7,322,759 | +$468,176 | +6.83% | |
| Professional Financial Management, Inc. | 3.69% | 257,357 | $6,804,422 | $7,417,029 | +$612,607 | +9.00% | |
| Marshall Wace, Llp | 0.01% | 225,495 | $6,068,071 | $6,498,766 | +$430,695 | +7.10% | |
| Aries Wealth Management | 1.28% | 215,564 | $5,800,827 | $6,212,554 | +$411,727 | +7.10% | |
| Baird Financial Group, Inc. | 0.01% | 214,867 | $5,782,071 | $6,192,467 | +$410,396 | +7.10% | |
| Royal Bank Of Canada | 0.00% | 196,406 | $5,285,000 | $5,660,421 | +$375,421 | +7.10% | |
| National Bank Of Canada | 0.00% | 175,127 | $4,705,662 | $5,047,160 | +$341,498 | +7.26% | |
| Rothschild Investment Llc | 0.24% | 173,809 | $4,677,200 | $5,009,175 | +$331,975 | +7.10% | |
| Old Mission Capital Llc | 0.11% | 172,339 | $4,637,642 | $4,966,810 | +$329,168 | +7.10% | |
| Lmcg Investments, Llc | 0.24% | 146,957 | $3,954,613 | $4,235,301 | +$280,688 | +7.10% | |
| Advisory Services Network, Llc | 0.05% | 142,858 | $3,844,310 | $4,117,168 | +$272,858 | +7.10% | |
| Mai Capital Management | 0.02% | 137,007 | $3,686,867 | $3,948,542 | +$261,675 | +7.10% | |
| Creative Planning | 0.00% | 132,708 | $3,571,181 | $3,824,645 | +$253,464 | +7.10% | |
| Orion Porfolio Solutions, Llc | 0.03% | 118,905 | $3,199,736 | $3,426,842 | +$227,106 | +7.10% | |
| Sigfig Wealth Management, Llc | 0.09% | 112,888 | $3,037,807 | $3,253,432 | +$215,625 | +7.10% | |
| Kathmere Capital Management, Llc | 0.18% | 110,371 | $2,970,084 | $3,180,892 | +$210,808 | +7.10% | |
| Ashton Thomas Private Wealth, Llc | 0.07% | 108,233 | $2,912,550 | $3,119,275 | +$206,725 | +7.10% | |
| &Partners | 0.01% | 106,384 | $2,862,791 | $3,065,987 | +$203,196 | +7.10% | |
| Mariner, Llc | 0.00% | 104,340 | $2,807,800 | $3,007,079 | +$199,279 | +7.10% | |
| Integrated Wealth Concepts Llc | 0.02% | 90,105 | $2,424,728 | $2,596,826 | +$172,098 | +7.10% | |
| Financial Management Professionals, Inc. | 0.26% | 87,534 | $2,355,540 | $2,522,730 | +$167,190 | +7.10% | |
| Sepio Capital, Lp | 0.13% | 87,279 | $2,348,689 | $2,515,381 | +$166,692 | +7.10% | |
| Kwb Wealth | 0.22% | 87,961 | $2,270,272 | $2,535,036 | +$264,764 | +11.66% | |
| Drive Wealth Management, Llc | 0.47% | 82,658 | $2,224,324 | $2,382,204 | +$157,880 | +7.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 80,109 | $2,146,122 | $2,308,741 | +$162,619 | +7.58% |
Frequently asked questions about PXH
Who owns the most PXH stock?
The largest holders of PXH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO FTSE RAFI EMERGING M (PXH).
Is PXH widely held by superinvestors?
Many widely followed stocks like PXH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PXH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.