目前共有 16 家機構持有 PFX，以下依持股市值由高至低排序。
| 主要持有機構 | 總市值 | 平均佔比 |
|---|---|---|
| Adalta Capital Management LLC | US$686.2萬 | 3.28% |
| AMERICAN FINANCIAL GROUP INC | US$251.3萬 | 0.93% |
| MORGAN STANLEY | US$214.7萬 | 0.00% |
| 22NW, LP | US$168.4萬 | 1.15% |
| RAYMOND JAMES FINANCIAL INC | US$93.5萬 | 0.00% |
| Bulldog Investors, LLP | US$75.1萬 | 0.17% |
| Legal & General Group Plc | US$60.2萬 | 0.00% |
| UBS Group AG | US$1.9萬 | 0.00% |
| OSAIC HOLDINGS, INC. | US$1.6萬 | 0.00% |
| Allworth Financial LP | US$1.1萬 | 0.00% |
| WELLS FARGO & COMPANY/MN | US$9792.0 | 0.00% |
| Legacy Wealth Managment, LLC/ID | US$7812.0 | 0.00% |
| Archer Investment Corp | US$4922.0 | 0.00% |
| Sound Income Strategies, LLC | US$3042.0 | 0.00% |
| MAI Capital Management | US$430.0 | 0.00% |
| US BANCORP \DE\ | US$117.0 | 0.00% |