395 tracked 13F filers disclose a position in PDBC as of the latest SEC 13F filings, a combined $5.0B 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 | WELLS FARGO & COMPANY/MN | $1.8B | 101.8M | ▲+2.7% Added · +2.7M sh | Q1 2026 | |
| 2 | Empower Advisory Group, LLC | $520.0M | 32.7M | ▼−5.1% Reduced · −1.8M sh | Q2 2026 | |
| 3 | LPL Financial LLC | $532.8M | 30.8M | ▲+1.6% Added · +498K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $361.7M | 20.9M | ▲+9.5% Added · +1.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $157.0M | 9.9M | ▲+11% Added · +948K sh | Q2 2026 | |
| 6 | SigFig Wealth Management, LLC | $116.1M | 6.7M | ▼−12% Reduced · −935K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $95.3M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $94.5M | 5.5M | ▼−38% Reduced · −3.3M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $84.9M | 4.9M | ▲+3.9% Added · +184K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $68.1M | 3.9M | ▼−3.9% Reduced · −160K sh | Q1 2026 | |
| 11 | Mirae Asset Global Investments Co., Ltd. | $61.9M | 3.6M | ▲+753% Added · +3.2M sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.6M | 2.7M | ▼−15% Reduced · −459K sh | Q1 2026 | |
| 13 | Tidal Investments LLC | $41.1M | 2.6M | ▲+22% Added · +474K sh | Q2 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.4M | 2.5M | ▲+3.7% Added · +90K sh | Q2 2026 | |
| 15 | GM Advisory Group, LLC | $41.3M | 2.4M | ▲+1.7% Added · +41K sh | Q1 2026 | |
| 16 | SCS Capital Management LLC | $33.9M | 2.1M | ▼−0.8% Reduced · −18K sh | Q2 2026 | |
| 17 | CWM, LLC | $31.1M | 1.8M | ▲+15% Added · +232K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $29.9M | 1.7M | ▼−26% Reduced · −599K sh | Q1 2026 | |
| 19 | UBS Group AG | $29.7M | 1.7M | ▲+132% Added · +975K sh | Q1 2026 | |
| 20 | Bluespring Wealth Management, LLC | $26.9M | 1.7M | ▲New +1.7M sh | Q2 2026 | |
| 21 | POTOMAC FUND MANAGEMENT INC /ADV | $29.1M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 22 | Briaud Financial Planning Inc | $26.6M | 1.7M | ▼−40% Reduced · −1.1M sh | Q2 2026 | |
| 23 | Marion Wealth Management | $17.1M | 1.1M | ▼−3.2% Reduced · −36K sh | Q2 2026 | |
| 24 | EXENCIAL WEALTH ADVISORS, LLC | $17.9M | 1.0M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 25 | HSBC HOLDINGS PLC | $17.7M | 1.0M | ▲+54% Added · +360K sh | Q1 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, 6 funds opened a new position in PDBC and 20 added to an existing one, while 16 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 | 220 funds | $16.9B |
| NVIDIA CORPNVDA | 219 funds | $26.7B |
| AMAZON.COM INCAMZN | 218 funds | $15.2B |
| APPLE INCAAPL | 217 funds | $24.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 213 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 212 funds | $13.3B |
| ALPHABET INC-CL CGOOG | 212 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 208 funds | $6.7B |
| ELI LILLY & COLLY | 208 funds | $4.9B |
| BROADCOM INCAVGO | 207 funds | $10.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 207 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 204 funds | $7.4B |
Ranked by how many of PDBC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PDBCthis pagemc | 395 funds | $5.0B |
| PDBAmc | 55 funds | $191.7M |
| 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 PDBC
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/PDBC/capital-change-brief"
Use Arkolith's capital_change_brief for PDBC. 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 PDBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.