45 tracked 13F filers disclose a position in PDBA as of the latest SEC 13F filings, a combined $131.7M 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 | Briaud Financial Planning Inc | $22.1M | 622K | ▲+4.5% Added · +27K sh | Q2 2026 | |
| 2 | 3EDGE Asset Management, LP | $17.4M | 487K | ▲+469% Added · +402K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $14.7M | 403K | ▲46× Added · +395K sh | Q1 2026 | |
| 4 | EASTERN BANK | $11.2M | 316K | ▲New +316K sh | Q2 2026 | |
| 5 | Clark Capital Management Group, Inc. | $7.8M | 215K | ▲New +215K sh | Q1 2026 | |
| 6 | FLAGSHIP HARBOR ADVISORS, LLC | $7.3M | 204K | ▲+3.8% Added · +8K sh | Q2 2026 | |
| 7 | Proficio Capital Partners LLC | $5.3M | 146K | ▲New +146K sh | Q1 2026 | |
| 8 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $5.2M | 142K | ▲New +142K sh | Q1 2026 | |
| 9 | Guild Investment Management, Inc. | $4.8M | 135K | ▲+2.4% Added · +3K sh | Q2 2026 | |
| 10 | Farther Finance Advisors, LLC | $4.4M | 122K | ▲New +122K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 96K | ▲New +96K sh | Q1 2026 | |
| 12 | Plan Group Financial, LLC | $3.1M | 88K | ▲+8.8% Added · +7K sh | Q2 2026 | |
| 13 | Sowell Financial Services LLC | $3.0M | 84K | ▲New +84K sh | Q2 2026 | |
| 14 | Capital Wealth Alliance, LLC | $2.9M | 82K | ▼−6.9% Reduced · −6K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $2.6M | 71K | ▲+362% Added · +55K sh | Q1 2026 | |
| 16 | D.A. DAVIDSON & CO. | $2.2M | 63K | ▲New +63K sh | Q2 2026 | |
| 17 | Tidal Investments LLC | $1.7M | 48K | ▲New +48K sh | Q1 2026 | |
| 18 | Columbus Macro, LLC | $1.6M | 45K | —Held | Q2 2026 | |
| 19 | Miller Global Investments, LLC | $1.4M | 41K | ▼−0.2% Reduced · −89 sh | Q2 2026 | |
| 20 | WT Wealth Management | $1.3M | 36K | ▼−35% Reduced · −19K sh | Q2 2026 | |
| 21 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.3M | 36K | ▲+82% Added · +16K sh | Q2 2026 | |
| 22 | Hegarty Advisors, LLC | $927K | 26K | ▼−1.3% Reduced · −338 sh | Q2 2026 | |
| 23 | PRINCIPAL SECURITIES, INC. | $900K | 25K | ▲+59% Added · +9K sh | Q2 2026 | |
| 24 | Compound Planning, Inc. | $843K | 24K | ▲+61% Added · +9K sh | Q2 2026 | |
| 25 | VestGen Investment Management | $698K | 20K | ▲New +20K 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, 12 funds opened a new position in PDBA and 9 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 |
|---|---|---|
| APPLE INCAAPL | 27 funds | $2.6B |
| ISHARES CORE S&P 500 ETFIVV | 27 funds | $2.5B |
| MICROSOFT CORPMSFT | 27 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 27 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 27 funds | $647.5M |
| NVIDIA CORPNVDA | 26 funds | $2.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.0B |
| VANGUARD S&P 500 ETFVOO | 26 funds | $1.0B |
| BROADCOM INCAVGO | 26 funds | $957.3M |
| JPMORGAN CHASE & COJPM | 26 funds | $811.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $515.3M |
| ABBVIE INCABBV | 26 funds | $381.7M |
Ranked by how many of PDBA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PDBCmc | 336 funds | $5.0B |
| PDBAthis pagemc | 45 funds | $131.7M |
| 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.