Financial Services • Asset Management
EODHD (TTM) · as of Oct 13, 2026
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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
0 top institutions tracked
Last 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 4
11 filers reported a long position in PFX for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Adalta Capital Management LLC | $7.5M | 176.6K | +0.6% |
| AMERICAN FINANCIAL GROUP INC | $2.7M | 64.3K | Unchanged |
| MORGAN STANLEY | $2.3M | 54.5K | -0.9% |
| Bulldog Investors, LLP | $817.9K | 19.2K | Unchanged |
| Legal & General Group Plc | $655.3K | 15.1K | Unchanged |
| OSAIC HOLDINGS, INC. | $17K | 400 | Unchanged |
| Allworth Financial LP | $12.2K | 286 | Unchanged |
| WELLS FARGO & COMPANY/MN | $10.6K | 250 | -0.4% |
| UBS Group AG | $5.5K | 130 | -73.4% |
| IFG Advisory, LLC | $298 | 7 | New |
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