50 tracked 13F filers disclose a position in PBDC as of the latest SEC 13F filings, a combined $55.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LexAurum Advisors, LLC | $6.3M | 230K | ▲+6.8% Added · +15K sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | $6.0M | 218K | ▲+105% Added · +112K sh | Q1 2026 | |
| 3 | Prota Financial, LLC | $5.4M | 196K | ▲+8.3% Added · +15K sh | Q2 2026 | |
| 4 | Clark Capital Management Group, Inc. | $5.4M | 195K | ▲New +195K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 149K | ▲+554% Added · +126K sh | Q1 2026 | |
| 6 | Evolution Wealth Advisors, LLC | $3.4M | 124K | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 7 | LPL Financial LLC | $2.5M | 91K | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 8 | Corient Private Wealth LLC | $2.3M | 83K | ▼−11% Reduced · −10K sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $1.8M | 66K | ▲New +66K sh | Q1 2026 | |
| 10 | Haven Private, LLC | $1.5M | 55K | ▼−15% Reduced · −10K sh | Q2 2026 | |
| 11 | RFG Advisory, LLC | $1.3M | 48K | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 12 | Closed-End Fund Advisors, Inc. | $1.3M | 48K | ▲+71% Added · +20K sh | Q2 2026 | |
| 13 | Apollon Wealth Management, LLC | $1.2M | 44K | ▲+1.9% Added · +808 sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $1.1M | 41K | ▼−52% Reduced · −43K sh | Q1 2026 | |
| 15 | Brookwood Investment Group LLC | $1.1M | 40K | ▲New +40K sh | Q2 2026 | |
| 16 | Almanack Investment Partners, LLC. | $1.1M | 40K | ▲New +40K sh | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | $1.1M | 39K | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $943K | 34K | ▼−32% Reduced · −16K sh | Q1 2026 | |
| 19 | Kathmere Capital Management, LLC | $912K | 34K | ▲New +34K sh | Q2 2026 | |
| 20 | BROWN ADVISORY INC | $919K | 33K | ▲+13% Added · +4K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $812K | 29K | ▼−3.7% Reduced · −1K sh | Q1 2026 | |
| 22 | Beaumont Financial Advisors, LLC | $726K | 27K | ▲New +27K sh | Q2 2026 | |
| 23 | Discipline Wealth Solutions, LLC | $522K | 19K | ▲+25% Added · +4K sh | Q2 2026 | |
| 24 | Wealthcare Advisory Partners LLC | $493K | 18K | ▲+3.5% Added · +608 sh | Q2 2026 | |
| 25 | PRINCIPAL SECURITIES, INC. | $458K | 17K | ▲+15% Added · +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in PBDC and 12 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 27 funds | $5.1B |
| NVIDIA CORPNVDA | 26 funds | $3.9B |
| APPLE INCAAPL | 26 funds | $3.5B |
| AMAZON.COM INCAMZN | 26 funds | $2.7B |
| VISA INC-CLASS A SHARESV | 26 funds | $2.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 26 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 26 funds | $1.7B |
| BROADCOM INCAVGO | 26 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $921.5M |
| COSTCO WHOLESALE CORPCOST | 26 funds | $567.3M |
| WALMART INCWMT | 26 funds | $554.8M |
| CATERPILLAR INCCAT | 26 funds | $449.3M |
Ranked by how many of PBDC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PVALmc | 280 funds | $7.6B |
| FTCAMF Closed and MF Open | 77 funds | $61.2M |
| FTMHStock/ETF | 74 funds | $100.6M |
| FTMUmc | 72 funds | $47.5M |
| FTNYOTHER | 55 funds | $38.2M |
| FTMAMF Closed and MF Open | 50 funds | $121.9M |
| PBDCthis pageUIT EXCHANGE TRADED | 50 funds | $55.3M |
| FTMSmc | 39 funds | $120.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PBDC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PBDC/capital-change-brief"
Use Arkolith's capital_change_brief for PBDC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PBDC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.