Among active 13F managers last quarter, 8 opened and 16 added, while 5 reduced; the largest holder to move was Condor Capital Management (−0.1%).
60 tracked 13F filers disclose a position in PBDC as of the latest SEC 13F filings, a combined $66.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Condor Capital Management | 327K | $8.9M | ▼−0.1% Reduced · −440 sh | Q2 2026 | |
| 2 | LexAurum Advisors, LLC | 230K | $6.3M | ▲+6.8% Added · +15K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 218K | $6.0M | ▲+105% Added · +112K sh | Q1 2026 | |
| 4 | Clark Capital Management Group, Inc. | 205K | $5.6M | ▲+4.7% Added · +9K sh | Q2 2026 | |
| 5 | Prota Financial, LLC | 196K | $5.4M | ▲+8.3% Added · +15K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 149K | $4.1M | ▲+554% Added · +126K sh | Q1 2026 | |
| 7 | Evolution Wealth Advisors, LLC | 124K | $3.4M | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 91K | $2.5M | ▲+3.2% Added · +3K sh | Q1 2026 | |
| 9 | Corient Private Wealth LP | 83K | $2.3M | ▼−11% Reduced · −10K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | 77K | $2.1M | ▲+16% Added · +11K sh | Q2 2026 | |
| 11 | Haven Private, LLC | 55K | $1.5M | ▼−15% Reduced · −10K sh | Q2 2026 | |
| 12 | RFG Advisory, LLC | 48K | $1.3M | ▲+2.2% Added · +1K sh | Q2 2026 | |
| 13 | Closed-End Fund Advisors, Inc. | 48K | $1.3M | ▲+71% Added · +20K sh | Q2 2026 | |
| 14 | Apollon Wealth Management, LLC | 44K | $1.2M | ▲+1.9% Added · +808 sh | Q1 2026 | |
| 15 | Brookwood Investment Group LLC | 40K | $1.1M | ▲New +40K sh | Q2 2026 | |
| 16 | Almanack Investment Partners, LLC. | 40K | $1.1M | ▲New +40K sh | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | 39K | $1.1M | ▲+3.2% Added · +1K sh | Q1 2026 | |
| 18 | Commonwealth Equity Services, LLC | 34K | $943K | ▼−32% Reduced · −16K sh | Q1 2026 | |
| 19 | Kathmere Capital Management, LLC | 34K | $912K | ▲New +34K sh | Q2 2026 | |
| 20 | Brown Advisory Inc | 33K | $919K | ▲+13% Added · +4K sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 30K | $826K | ▼−25% Reduced · −10K sh | Q2 2026 | |
| 22 | Raymond James Financial Inc | 29K | $812K | ▼−3.7% Reduced · −1K sh | Q1 2026 | |
| 23 | Beaumont Financial Advisors, LLC | 27K | $726K | ▲New +27K sh | Q2 2026 | |
| 24 | Stratos Wealth Partners, LTD. | 24K | $642K | ▲Added Added · +24K sh | Q2 2026 | |
| 25 | Naviter Wealth, LLC | 19K | $530K | ▼−21% Reduced · −5K 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 16 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 32 funds | $6.6B |
| Nvidia CorpNVDA | 31 funds | $6.5B |
| Apple IncAAPL | 31 funds | $6.0B |
| Amazon.com IncAMZN | 31 funds | $5.5B |
| Alphabet Inc-CL AGOOGL | 31 funds | $2.9B |
| Visa Inc-Class A SharesV | 31 funds | $2.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 31 funds | $1.5B |
| Walmart IncWMT | 31 funds | $1.2B |
| Costco Wholesale CorpCOST | 31 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 30 funds | $3.5B |
| Taiwan Semiconductor-SP ADRTSM | 30 funds | $2.8B |
| Broadcom IncAVGO | 30 funds | $2.7B |
Ranked by how many of PBDC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBDC.
| Class | 13F holders | Value held |
|---|---|---|
| PVALmc | 348 funds | $8.1B |
| FTMHUIT EXCHANGE TRADED | 86 funds | $113.7M |
| FTCAMF Closed and MF Open | 83 funds | $62.9M |
| FTMUmc | 78 funds | $49.0M |
| FTNYOTHER | 63 funds | $42.2M |
| FTMAMF Closed and MF Open | 60 funds | $131.2M |
| PBDCthis pageUIT EXCHANGE TRADED | 60 funds | $66.8M |
| FTMSmc | 41 funds | $126.0M |
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.