Phoenix Education Partners I (PXED)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Van Berkom & Associates Inc.

DECREASED

Shares1,324,598 from 1,340,935

Change-16,337 (-1%)

Value$33.7K (-$10.4K)

Filed 2026-11-04

Geode Capital Management, LLC

INCREASED

Shares126,394 from 119,736

Change+6,658 (+6%)

Value$3.2M (-$719.3K)

Filed 2026-11-06

Curated Wealth Partners LLC

DECREASED

Shares65,004 from 65,005

Change-1 (0%)

Value$1.7M (-$482.4K)

Filed 2026-10-15

SummerHaven Investment Management, LLC

NEW

Shares27,186

Change+27,186

Value$691.3K

Filed 2026-10-19

Y-Intercept (Hong Kong) Ltd

NEW

Shares23,270

Change+23,270

Value$591.8K

Filed 2026-10-16

Russell Investments Group, Ltd.

INCREASED

Shares22,374 from 1,625

Change+20,749 (+1277%)

Value$569.0K (+$515.6K)

Filed 2026-11-06

CWC Advisors, Llc.

DECREASED

Shares19,138 from 19,150

Change-12 (0%)

Value$486.7K (-$142.4K)

Filed 2026-10-15

State of Wyoming

INCREASED

Shares12,980 from 2,376

Change+10,604 (+446%)

Value$330.1K (+$252.0K)

Filed 2026-10-28

Strs Ohio

INCREASED

Shares12,400 from 2,000

Change+10,400 (+520%)

Value$315.3K (+$249.6K)

Filed 2026-10-30

Bank of New York Mellon Corp

INCREASED

Shares11,177 from 11,063

Change+114 (+1%)

Value$284.2K (-$79.2K)

Filed 2026-11-05

Barclays PLC

DECREASED

Shares6,942 from 8,477

Change-1,535 (-18%)

Value$176.5K (-$101.9K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares4,658 from 13,183

Change-8,525 (-65%)

Value$118.5K (-$314.6K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares2,069 from 2,501

Change-432 (-17%)

Value$52.6K (-$29.5K)

Filed 2026-11-04

State of Alaska, Department of Revenue

NEW

Shares2,044

Change+2,044

Value$51

Filed 2026-10-15

New York State Teachers Retirement System

UNCHANGED

Shares452 from 452

Change0 (0%)

Value$11 (-$4)

Filed 2026-10-22

Harbor Capital Advisors, Inc.

NEW

Shares272

Change+272

Value$7

Filed 2026-10-22

Sterling Capital Management LLC

INCREASED

Shares175 from 24

Change+151 (+629%)

Value$4.5K (+$3.7K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares109 from 2

Change+107 (+5350%)

Value$2.8K (+$2.7K)

Filed 2026-10-26

Allworth Financial LP

UNCHANGED

Shares103 from 103

Change0 (0%)

Value$3.4K ($0)

Filed 2026-11-06

Gamma Investing LLC

NEW

Shares90

Change+90

Value$2.3K

Filed 2026-10-08

Covestor Ltd

INCREASED

Shares48 from 38

Change+10 (+26%)

Value$1 ($0)

Filed 2026-10-30

Nisa Investment Advisors, LLC

DECREASED

Shares20 from 1,000

Change-980 (-98%)

Value$509 (-$32.3K)

Filed 2026-10-20

SBI Securities Co., Ltd.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$381 (-$112)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares8 from 51

Change-43 (-84%)

Value$203 (-$1.5K)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares4

Change+4

Value$102

Filed 2026-10-21

Farther Finance Advisors, LLC

INCREASED

Shares4 from 2

Change+2 (+100%)

Value$102 (+$36)

Filed 2026-10-08

IFP Advisors, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$102 (-$29)

Filed 2026-10-16

Essential Partners LLC

DECREASED

Shares1 from 36

Change-35 (-97%)

Value$25 (-$1.2K)

Filed 2026-10-14

Equitable Trust Co

CLOSED

Shares0 from 15,576

Change-15,576 (-100%)

Value$0 (-$511.7K)

Filed 2026-10-13

R Squared Ltd

CLOSED

Shares0 from 8,315

Change-8,315 (-100%)

Value$0 (-$273.1K)

Filed 2026-11-06

Clearstead Advisors, LLC

CLOSED

Shares0 from 3

Change-3 (-100%)

Value$0 (-$99)

Filed 2026-11-06

True Wealth Design, LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$66)

Filed 2026-10-13

Apollo Management Holdings, L.P.

N/A

Shares— from 24,901,320

Change-24,901,320 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 743,112

Change-743,112 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 659,360

Change-659,360 (-100%)

Value—

First Eagle Investment Management, LLC

N/A

Shares— from 415,510

Change-415,510 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 384,179

Change-384,179 (-100%)

Value—

FIL Ltd

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 224,932

Change-224,932 (-100%)

Value—

State Street Corp

N/A

Shares— from 115,975

Change-115,975 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 94,623

Change-94,623 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 83,821

Change-83,821 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 73,233

Change-73,233 (-100%)

Value—

Heartland Advisors Inc

N/A

Shares— from 73,005

Change-73,005 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 60,380

Change-60,380 (-100%)

Value—

Alyeska Investment Group, L.P.

N/A

Shares— from 57,696

Change-57,696 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 51,273

Change-51,273 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 49,956

Change-49,956 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 47,493

Change-47,493 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 46,296

Change-46,296 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 42,684

Change-42,684 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 39,216

Change-39,216 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 37,252

Change-37,252 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 36,859

Change-36,859 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 36,677

Change-36,677 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 35,856

Change-35,856 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 33,164

Change-33,164 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 33,020

Change-33,020 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 32,720

Change-32,720 (-100%)

Value—

PDT Partners, LLC

N/A

Shares— from 29,100

Change-29,100 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 26,413

Change-26,413 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 26,379

Change-26,379 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 25,309

Change-25,309 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 25,067

Change-25,067 (-100%)

Value—

UBS Group AG

N/A

Shares— from 23,680

Change-23,680 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 22,504

Change-22,504 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 21,252

Change-21,252 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 18,954

Change-18,954 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 18,159

Change-18,159 (-100%)

Value—

Man Group plc

N/A

Shares— from 14,798

Change-14,798 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 13,584

Change-13,584 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 11,075

Change-11,075 (-100%)

Value—

Harbor Advisors LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 9,168

Change-9,168 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 8,557

Change-8,557 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 8,458

Change-8,458 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 7,862

Change-7,862 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 6,873

Change-6,873 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 6,810

Change-6,810 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 6,600

Change-6,600 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 6,475

Change-6,475 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 6,423

Change-6,423 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 6,001

Change-6,001 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 5,811

Change-5,811 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,851

Change-4,851 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 3,444

Change-3,444 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,460

Change-2,460 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,956

Change-1,956 (-100%)

Value—

New Vernon Capital Holdings II LLC

N/A

Shares— from 1,849

Change-1,849 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,644

Change-1,644 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,332

Change-1,332 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,292

Change-1,292 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,182

Change-1,182 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 945

Change-945 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 914

Change-914 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 800

Change-800 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 665

Change-665 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 402

Change-402 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 70

Change-70 (-100%)

Value—

Quarry LP

N/A

Shares— from 60

Change-60 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 31

Change-31 (-100%)

Value—

	Status
Van Berkom & Associates Inc.	DECREASED	1,324,598	1,340,935	-16,337	-1%	$44.1K	$33.7K	-$10.4K	2026-11-04
Geode Capital Management, LLC	INCREASED	126,394	119,736	+6,658	+6%	$3.9M	$3.2M	-$719.3K	2026-11-06
Curated Wealth Partners LLC	DECREASED	65,004	65,005	-1	0%	$2.1M	$1.7M	-$482.4K	2026-10-15
SummerHaven Investment Management, LLC	NEW	27,186	—	+27,186	—	—	$691.3K	—	2026-10-19
Y-Intercept (Hong Kong) Ltd	NEW	23,270	—	+23,270	—	—	$591.8K	—	2026-10-16
Russell Investments Group, Ltd.	INCREASED	22,374	1,625	+20,749	+1277%	$53.4K	$569.0K	+$515.6K	2026-11-06
CWC Advisors, Llc.	DECREASED	19,138	19,150	-12	0%	$629.1K	$486.7K	-$142.4K	2026-10-15
State of Wyoming	INCREASED	12,980	2,376	+10,604	+446%	$78.1K	$330.1K	+$252.0K	2026-10-28
Strs Ohio	INCREASED	12,400	2,000	+10,400	+520%	$65.7K	$315.3K	+$249.6K	2026-10-30
Bank of New York Mellon Corp	INCREASED	11,177	11,063	+114	+1%	$363.4K	$284.2K	-$79.2K	2026-11-05
Barclays PLC	DECREASED	6,942	8,477	-1,535	-18%	$278.5K	$176.5K	-$101.9K	2026-11-06
Deutsche Bank Ag\	DECREASED	4,658	13,183	-8,525	-65%	$433.1K	$118.5K	-$314.6K	2026-11-06
Citigroup Inc	DECREASED	2,069	2,501	-432	-17%	$82.2K	$52.6K	-$29.5K	2026-11-04
State of Alaska, Department of Revenue	NEW	2,044	—	+2,044	—	—	$51	—	2026-10-15
New York State Teachers Retirement System	UNCHANGED	452	452	0	0%	$15	$11	-$4	2026-10-22
Harbor Capital Advisors, Inc.	NEW	272	—	+272	—	—	$7	—	2026-10-22
Sterling Capital Management LLC	INCREASED	175	24	+151	+629%	$788	$4.5K	+$3.7K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	109	2	+107	+5350%	$66	$2.8K	+$2.7K	2026-10-26
Allworth Financial LP	UNCHANGED	103	103	0	0%	$3.4K	$3.4K	$0	2026-11-06
Gamma Investing LLC	NEW	90	—	+90	—	—	$2.3K	—	2026-10-08
Covestor Ltd	INCREASED	48	38	+10	+26%	$1	$1	$0	2026-10-30
Nisa Investment Advisors, LLC	DECREASED	20	1,000	-980	-98%	$32.9K	$509	-$32.3K	2026-10-20
SBI Securities Co., Ltd.	UNCHANGED	15	15	0	0%	$493	$381	-$112	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	8	51	-43	-84%	$1.7K	$203	-$1.5K	2026-11-04
Root Financial Partners, LLC	NEW	4	—	+4	—	—	$102	—	2026-10-21
Farther Finance Advisors, LLC	INCREASED	4	2	+2	+100%	$66	$102	+$36	2026-10-08
IFP Advisors, Inc	UNCHANGED	4	4	0	0%	$131	$102	-$29	2026-10-16
Essential Partners LLC	DECREASED	1	36	-35	-97%	$1.2K	$25	-$1.2K	2026-10-14
Equitable Trust Co	CLOSED	0	15,576	-15,576	-100%	$511.7K	$0	-$511.7K	2026-10-13
R Squared Ltd	CLOSED	0	8,315	-8,315	-100%	$273.1K	$0	-$273.1K	2026-11-06
Clearstead Advisors, LLC	CLOSED	0	3	-3	-100%	$99	$0	-$99	2026-11-06
True Wealth Design, LLC	CLOSED	0	2	-2	-100%	$66	$0	-$66	2026-10-13
Apollo Management Holdings, L.P.	N/A	—	24,901,320	-24,901,320	-100%	$818.0M	—	—	—
Wellington Management Group LLP	N/A	—	743,112	-743,112	-100%	$24.4M	—	—	—
Massachusetts Financial Services Co	N/A	—	659,360	-659,360	-100%	$21.7M	—	—	—
First Eagle Investment Management, LLC	N/A	—	415,510	-415,510	-100%	$13.6M	—	—	—
BlackRock, Inc.	N/A	—	384,179	-384,179	-100%	$12.6M	—	—	—
FIL Ltd	N/A	—	250,000	-250,000	-100%	$8.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	224,932	-224,932	-100%	$7.4M	—	—	—
State Street Corp	N/A	—	115,975	-115,975	-100%	$3.8M	—	—	—
American Century Companies Inc	N/A	—	94,623	-94,623	-100%	$3.1M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	83,821	-83,821	-100%	$2.8M	—	—	—
Morgan Stanley	N/A	—	73,233	-73,233	-100%	$2.4M	—	—	—
Heartland Advisors Inc	N/A	—	73,005	-73,005	-100%	$2.4M	—	—	—
BNP Paribas Financial Markets	N/A	—	60,380	-60,380	-100%	$2.0M	—	—	—
Alyeska Investment Group, L.P.	N/A	—	57,696	-57,696	-100%	$1.9M	—	—	—
Trexquant Investment LP	N/A	—	51,273	-51,273	-100%	$1.7M	—	—	—
Goldman Sachs Group Inc	N/A	—	49,956	-49,956	-100%	$1.6M	—	—	—
Walleye Capital LLC	N/A	—	47,493	-47,493	-100%	$1.6M	—	—	—
Two Sigma Investments, LP	N/A	—	46,296	-46,296	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	42,684	-42,684	-100%	$1.4M	—	—	—
Northern Trust Corp	N/A	—	39,216	-39,216	-100%	$1.3M	—	—	—
XTX Topco Ltd	N/A	—	37,252	-37,252	-100%	$1.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	36,859	-36,859	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	36,677	-36,677	-100%	$1.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	35,856	-35,856	-100%	$1.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	33,164	-33,164	-100%	$1.1M	—	—	—
Bank of America Corp	N/A	—	33,020	-33,020	-100%	$1.1M	—	—	—
HRT Financial LP	N/A	—	32,720	-32,720	-100%	$1.1K	—	—	—
PDT Partners, LLC	N/A	—	29,100	-29,100	-100%	$955.9K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	26,413	-26,413	-100%	$867.7K	—	—	—
AQR Capital Management LLC	N/A	—	26,379	-26,379	-100%	$866.6K	—	—	—
Victory Capital Management Inc	N/A	—	25,309	-25,309	-100%	$831.4K	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	25,067	-25,067	-100%	$823.5K	—	—	—
UBS Group AG	N/A	—	23,680	-23,680	-100%	$777.9K	—	—	—
Jump Financial, LLC	N/A	—	22,504	-22,504	-100%	$739.3K	—	—	—
Readystate Asset Management LP	N/A	—	21,252	-21,252	-100%	$698.1K	—	—	—
Nuveen, LLC	N/A	—	18,954	-18,954	-100%	$622.6K	—	—	—
Millennium Management LLC	N/A	—	18,159	-18,159	-100%	$596.5K	—	—	—
Man Group plc	N/A	—	14,798	-14,798	-100%	$486.1K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	13,584	-13,584	-100%	$446.2K	—	—	—
Point72 Asset Management, L.P.	N/A	—	11,075	-11,075	-100%	$363.8K	—	—	—
Harbor Advisors LLC	N/A	—	10,000	-10,000	-100%	$328.5K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	9,168	-9,168	-100%	$301.2K	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	8,557	-8,557	-100%	$281.1K	—	—	—
HSBC Holdings PLC	N/A	—	8,458	-8,458	-100%	$281.3K	—	—	—
Aquatic Capital Management LLC	N/A	—	7,862	-7,862	-100%	$258.3K	—	—	—
Brevan Howard Capital Management LP	N/A	—	6,873	-6,873	-100%	$225.8K	—	—	—
Prudential Financial Inc	N/A	—	6,810	-6,810	-100%	$223.7K	—	—	—
Renaissance Technologies LLC	N/A	—	6,600	-6,600	-100%	$216.8K	—	—	—
Quadrature Capital Ltd	N/A	—	6,475	-6,475	-100%	$212.7K	—	—	—
Invesco Ltd.	N/A	—	6,423	-6,423	-100%	$211.0K	—	—	—
Rhumbline Advisers	N/A	—	6,001	-6,001	-100%	$197.1K	—	—	—
Meeder Asset Management Inc	N/A	—	5,811	-5,811	-100%	$190.9K	—	—	—
Wells Fargo & Company	N/A	—	4,851	-4,851	-100%	$159.4K	—	—	—
MetLife Investment Management, LLC	N/A	—	3,444	-3,444	-100%	$113.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,460	-2,460	-100%	$80.8K	—	—	—
Legal & General Group Plc	N/A	—	1,956	-1,956	-100%	$64.3K	—	—	—
New Vernon Capital Holdings II LLC	N/A	—	1,849	-1,849	-100%	$60.7K	—	—	—
New York State Common Retirement Fund	N/A	—	1,700	-1,700	-100%	$55.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,644	-1,644	-100%	$54.0K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,332	-1,332	-100%	$43.8K	—	—	—
FMR LLC	N/A	—	1,292	-1,292	-100%	$42.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,182	-1,182	-100%	$38.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	945	-945	-100%	$31.0K	—	—	—
Royal Bank of Canada	N/A	—	914	-914	-100%	$30.0K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	800	-800	-100%	$26.5K	—	—	—
Arax Advisory Partners	N/A	—	665	-665	-100%	$21.8K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	402	-402	-100%	$13.2K	—	—	—
California State Teachers Retirement System	N/A	—	70	-70	-100%	$2.3K	—	—	—
Quarry LP	N/A	—	60	-60	-100%	$2.0K	—	—	—
Rothschild Investment LLC	N/A	—	31	-31	-100%	$1.0K	—	—	—

Showing 102 of 102 institutions