現在 16 社の機関がPFXを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| Adalta Capital Management LLC | $686.2万 | 3.28% |
| AMERICAN FINANCIAL GROUP INC | $251.3万 | 0.93% |
| MORGAN STANLEY | $214.7万 | 0.00% |
| 22NW, LP | $168.4万 | 1.15% |
| RAYMOND JAMES FINANCIAL INC | $93.5万 | 0.00% |
| Bulldog Investors, LLP | $75.1万 | 0.17% |
| Legal & General Group Plc | $60.2万 | 0.00% |
| UBS Group AG | $1.9万 | 0.00% |
| OSAIC HOLDINGS, INC. | $1.6万 | 0.00% |
| Allworth Financial LP | $1.1万 | 0.00% |
| WELLS FARGO & COMPANY/MN | $9792.0 | 0.00% |
| Legacy Wealth Managment, LLC/ID | $7812.0 | 0.00% |
| Archer Investment Corp | $4922.0 | 0.00% |
| Sound Income Strategies, LLC | $3042.0 | 0.00% |
| MAI Capital Management | $430.0 | 0.00% |
| US BANCORP \DE\ | $117.0 | 0.00% |