Among active 13F managers last quarter, 11 opened and 12 added, while 4 reduced; the largest holder to move was Proficio Capital Partners LLC (+493%).
53 tracked 13F filers disclose a position in PDBA as of the latest SEC 13F filings, a combined $186.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Proficio Capital Partners LLC | 866K | $30.8M | ▲+493% Added · +720K sh | Q2 2026 | |
| 2 | Briaud Financial Planning Inc | 622K | $22.1M | ▲+4.5% Added · +27K sh | Q2 2026 | |
| 3 | 3EDGE Asset Management, LP | 487K | $17.4M | ▲+469% Added · +402K sh | Q2 2026 | |
| 4 | Trek Financial, LLC | 447K | $15.9M | ▲New +447K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 403K | $14.7M | ▲46× Added · +395K sh | Q1 2026 | |
| 6 | Eastern Bank | 316K | $11.2M | ▲New +316K sh | Q2 2026 | |
| 7 | Clark Capital Management Group, Inc. | 315K | $11.2M | ▲+47% Added · +101K sh | Q2 2026 | |
| 8 | Flagship Harbor Advisors, LLC | 204K | $7.3M | ▲+3.8% Added · +8K sh | Q2 2026 | |
| 9 | Private Wealth Advisors, LLC | 194K | $6.9M | ▲+4.5% Added · +8K sh | Q2 2026 | |
| 10 | Guild Investment Management, Inc. | 135K | $4.8M | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 11 | Farther Finance Advisors, LLC | 122K | $4.4M | ▲New +122K sh | Q1 2026 | |
| 12 | IronBridge Private Wealth, LLC | 121K | $4.3M | ▲New +121K sh | Q2 2026 | |
| 13 | Envestnet Asset Management Inc | 96K | $3.5M | ▲New +96K sh | Q1 2026 | |
| 14 | Sanctuary Advisors, LLC | 93K | $3.3M | ▲+805% Added · +82K sh | Q2 2026 | |
| 15 | Plan Group Financial, LLC | 88K | $3.1M | ▲+8.8% Added · +7K sh | Q2 2026 | |
| 16 | Sowell Financial Services LLC | 84K | $3.0M | ▲New +84K sh | Q2 2026 | |
| 17 | Capital Wealth Alliance, LLC | 82K | $2.9M | ▼−6.9% Reduced · −6K sh | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 71K | $2.6M | ▲+362% Added · +55K sh | Q1 2026 | |
| 19 | D.A. Davidson & Co. | 63K | $2.2M | ▲New +63K sh | Q2 2026 | |
| 20 | Tidal Investments LLC | 45K | $1.6M | ▼−5.9% Reduced · −3K sh | Q2 2026 | |
| 21 | Columbus Macro, LLC | 45K | $1.6M | —Held | Q2 2026 | |
| 22 | Miller Global Investments, LLC | 41K | $1.4M | ▼−0.2% Reduced · −89 sh | Q2 2026 | |
| 23 | WT Wealth Management | 36K | $1.3M | ▼−35% Reduced · −19K sh | Q2 2026 | |
| 24 | Leavell Investment Management, Inc. | 36K | $1.3M | ▲+82% Added · +16K sh | Q2 2026 | |
| 25 | Hegarty Advisors, LLC | 26K | $927K | ▼−1.3% Reduced · −338 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, 11 funds opened a new position in PDBA and 12 added to an existing one, while 4 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 |
|---|---|---|
| Apple IncAAPL | 30 funds | $3.0B |
| Ishares Core S&P 500 ETFIVV | 30 funds | $2.6B |
| Microsoft CorpMSFT | 30 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 30 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 30 funds | $777.7M |
| Nvidia CorpNVDA | 29 funds | $2.6B |
| Broadcom IncAVGO | 29 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 29 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 29 funds | $1.0B |
| JPMorgan Chase & CoJPM | 29 funds | $856.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 29 funds | $534.3M |
| Abbvie IncABBV | 29 funds | $307.1M |
Ranked by how many of PDBA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PDBA.
| Class | 13F holders | Value held |
|---|---|---|
| PDBCmc | 399 funds | $5.0B |
| PDBAthis pagemc | 53 funds | $186.5M |
| EVMTFUND | 8 funds | $4.6M |
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 PDBA
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/PDBA/capital-change-brief"
Use Arkolith's capital_change_brief for PDBA. 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 PDBA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.