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.
| # | 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 | $597.6M | 34.5M | ▲+4.9% Added · +1.6M sh | Q1 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 | $154.8M | 8.9M | ▲+43% Added · +2.7M sh | Q1 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 | 3EDGE Asset Management, LP | $47.9M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.6M | 2.7M | ▼−15% Reduced · −459K sh | Q1 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 | $37.2M | 2.2M | ▲+1.8% Added · +38K sh | Q1 2026 | |
| 17 | Tidal Investments LLC | $36.6M | 2.1M | ▲+461% Added · +1.7M sh | Q1 2026 | |
| 18 | CWM, LLC | $31.1M | 1.8M | ▲+15% Added · +232K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $29.9M | 1.7M | ▼−26% Reduced · −599K sh | Q1 2026 | |
| 20 | UBS Group AG | $29.7M | 1.7M | ▲+132% Added · +975K sh | Q1 2026 | |
| 21 | POTOMAC FUND MANAGEMENT INC /ADV | $29.1M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 22 | Marion Wealth Management | $17.1M | 1.1M | ▼−3.2% Reduced · −36K sh | Q2 2026 | |
| 23 | EXENCIAL WEALTH ADVISORS, LLC | $17.9M | 1.0M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 24 | HSBC HOLDINGS PLC | $17.7M | 1.0M | ▲+54% Added · +360K sh | Q1 2026 | |
| 25 | AE Wealth Management LLC | $17.0M | 983K | ▲New +983K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 120 funds | $25.0B |
| BROADCOM INCAVGO | 120 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 120 funds | $10.8B |
| NVIDIA CORPNVDA | 119 funds | $28.2B |
| AMAZON.COM INCAMZN | 119 funds | $19.2B |
| ALPHABET INC-CL CGOOG | 119 funds | $10.6B |
| ELI LILLY & COLLY | 119 funds | $6.5B |
| VISA INC-CLASS A SHARESV | 119 funds | $6.3B |
| ISHARES CORE S&P 500 ETFIVV | 118 funds | $26.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 118 funds | $16.7B |
| VANGUARD S&P 500 ETFVOO | 118 funds | $15.6B |
| JOHNSON & JOHNSONJNJ | 118 funds | $6.5B |
Ranked by how many of PDBC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.