Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Westside Investment Management, Inc. (+106%).
4 tracked 13F filers disclose a position in PDBZX as of the latest SEC 13F filings, a combined $225K 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 | Westside Investment Management, Inc. | 16K | $196K | ▲+106% Added · +8K sh | Q2 2026 | |
| 2 | Coston, McIsaac & Partners | 2K | $29K | ▲+1.2% Added · +28 sh | Q2 2026 | |
| 3 | Financial Gravity Companies, Inc. | 1 | $17 | —Held | Q2 2026 | |
| 4 | McIlrath & Eck, LLC | 1 | $6 | ▲New +1 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, 1 fund opened a new position in PDBZX and 2 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Vanguard Growth ETFVUG | 4 funds | $73.3M |
| Microsoft CorpMSFT | 4 funds | $67.1M |
| Apple IncAAPL | 4 funds | $64.1M |
| Vanguard Value ETFVTV | 4 funds | $61.3M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $47.1M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $41.1M |
| International Core Equity 2DFIEX | 4 funds | $31.6M |
| Amazon.com IncAMZN | 4 funds | $29.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $28.7M |
| Vanguard High DVD Yield ETFVYM | 4 funds | $25.8M |
| Schwab Intl Equity ETFSCHF | 4 funds | $25.2M |
| Vanguard Small-Cap ETFVB | 4 funds | $22.5M |
Ranked by how many of PDBZX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PDBZX.
| Class | 13F holders | Value held |
|---|---|---|
| PDBZXthis pageOPEN END TAXABLE NO LOAD FUND | 4 funds | $225K |
| PTRQXPGIM TR BD CL R6 | 3 funds | $219K |
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 PDBZX
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/PDBZX/capital-change-brief"
Use Arkolith's capital_change_brief for PDBZX. 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 PDBZX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.