PZIEX Institutional Ownership & Shareholders
PZENA EMERG MKTS VAL-INST (PZIEX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.99M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
First Merchants Corp is currently the largest disclosed institutional shareholder of PZIEX tracked by InsiderSet, reporting ownership valued at approximately $28.80M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PZIEX value among the investors covered in this analysis. Major shareholders include First Merchants Corp, Fulton Bank, N.A., and several other long-term asset managers with concentrated positions in PZENA EMERG MKTS VAL-INST (PZIEX).
This page ranks the largest institutional PZIEX 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
2
Total Reported Value
$28.99M
Largest Holder
First Merchants Corp
Largest Position
$28.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
3
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Merchants Corp | 0.95% | 1,686,430 | $28,803,854 | — | — | — | |
| Fulton Bank, N.A. | 0.01% | 10,625 | $181,490 | — | — | — |
Frequently asked questions about PZIEX
Who are the largest institutional holders of PZIEX?
The largest institutional holders of PZIEX reported in the latest SEC Form 13F filings include First Merchants Corp and Fulton Bank, N.A.. InsiderSet ranks institutional holders by their latest reported PZIEX position.
What is PZIEX institutional ownership?
This page tracks PZIEX positions reported by institutional investment managers through SEC Form 13F. PZENA EMERG MKTS VAL-INST (PZIEX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PZIEX?
InsiderSet currently tracks 2 institutional managers reporting PZIEX 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 PZIEX shareholders.
How much PZIEX stock do institutions own?
Institutional investment managers disclosed approximately $28.99M in PZIEX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PZIEX institutional ownership last updated?
The latest PZIEX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 PZIEX 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 PZIEX position after the reporting date.
Are institutions buying or selling PZIEX?
Institutional buying and selling can be analyzed by comparing PZIEX positions across consecutive 13F reporting periods. InsiderSet's PZIEX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PZIEX ownership changes.
How has PZIEX institutional ownership changed over time?
InsiderSet tracks PZIEX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.