Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was N.E.W. Advisory Services LLC (+39%).
9 tracked 13F filers disclose a position in PDCC as of the latest SEC 13F filings, a combined $7.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Jefferies Financial Group Inc. | 250K | $2.5M | —Held | Q2 2026 | |
| 2 | Goldman Sachs Group Inc | 249K | $2.6M | —Held | Q1 2026 | |
| 3 | Prudential Financial Inc | 161K | $1.7M | —Held | Q1 2026 | |
| 4 | Kingswood Wealth Advisors, LLC | 84K | $839K | ▼−0.9% Reduced · −750 sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 3K | $34K | ▲+103% Added · +2K sh | Q1 2026 | |
| 6 | Morgan Stanley | 1K | $11K | —Held | Q1 2026 | |
| 7 | N.E.W. Advisory Services LLC | 710 | $7K | ▲+39% Added · +200 sh | Q2 2026 | |
| 8 | UBS Group AG | 235 | $2K | ▲+18% Added · +35 sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 1 | $10 | ▲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 added to an existing position in PDCC, 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $864.5M |
| Ishares Russell 2000 ETFIWM | 2 funds | $379.6M |
| SS SPDR S&P Biotech ETFXBI | 2 funds | $338.9M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $281.5M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $249.2M |
| Apple IncAAPL | 2 funds | $232.5M |
| Advanced Micro DevicesAMD | 2 funds | $165.5M |
| Nvidia CorpNVDA | 2 funds | $142.7M |
| Meta Platforms Inc-Class AMETA | 2 funds | $137.9M |
| Amazon.com IncAMZN | 2 funds | $133.3M |
| Automatic Data ProcessingADP | 2 funds | $129.4M |
| Vanguard S&P 500 ETFVOO | 2 funds | $101.0M |
Ranked by how many of PDCC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PDCC.
Connected entities for PDCC
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/PDCC/capital-change-brief"
Use Arkolith's capital_change_brief for PDCC. 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 PDCC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.