59 tracked 13F filers disclose a position in PDEX as of the latest SEC 13F filings, a combined $37.9M 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 | BlackRock, Inc. | $7.5M | 153K | ▼−4.2% Reduced · −7K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $5.5M | 111K | →First observed position No prior filed position | Q1 2026 | |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.0M | 62K | ▲+2.9% Added · +2K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $2.8M | 57K | ▼−8.3% Reduced · −5K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $2.9M | 50K | ▲+2.7% Added · +1K sh | Q2 2026 | |
| 6 | NORTHERN TRUST CORP | $2.3M | 47K | ▼−1.5% Reduced · −692 sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $1.5M | 32K | ▼−5.7% Reduced · −2K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $1.8M | 31K | ▼−5.4% Reduced · −2K sh | Q2 2026 | |
| 9 | Pekin Hardy Strauss, Inc. | $966K | 17K | ▲New +17K sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $698K | 14K | ▲+258% Added · +10K sh | Q1 2026 | |
| 11 | BNP PARIBAS FINANCIAL MARKETS | $650K | 13K | ▲+41% Added · +4K sh | Q1 2026 | |
| 12 | VANGUARD FIDUCIARY TRUST CO | $642K | 13K | →First observed position No prior filed position | Q1 2026 | |
| 13 | LPL Financial LLC | $642K | 13K | ▲+121% Added · +7K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $611K | 12K | →First observed position No prior filed position | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $569K | 12K | ▲+1.2% Added · +140 sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $543K | 11K | ▼−7.1% Reduced · −844 sh | Q1 2026 | |
| 17 | UBS Group AG | $533K | 11K | ▼−41% Reduced · −8K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $498K | 10K | ▲New +10K sh | Q1 2026 | |
| 19 | BARD ASSOCIATES INC | $574K | 10K | ▼−7.3% Reduced · −767 sh | Q2 2026 | |
| 20 | CITADEL ADVISORS LLC | $441K | 9K | ▲New +9K sh | Q1 2026 | |
| 21 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $394K | 7K | ▲+16% Added · +908 sh | Q2 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $319K | 6K | ▼−9.9% Reduced · −718 sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $280K | 6K | ▼−1.1% Reduced · −66 sh | Q1 2026 | |
| 24 | NAVELLIER & ASSOCIATES INC | $322K | 5K | ▲New +5K sh | Q2 2026 | |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $297K | 5K | ▼−20% Reduced · −1K 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, 6 funds opened a new position in PDEX and 6 added to an existing one, while 3 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 | 21 funds | $22.1B |
| JOHNSON & JOHNSONJNJ | 21 funds | $4.6B |
| APPLE INCAAPL | 20 funds | $28.1B |
| ALPHABET INC-CL AGOOGL | 20 funds | $12.8B |
| JPMORGAN CHASE & COJPM | 20 funds | $6.4B |
| ELI LILLY & COLLY | 20 funds | $6.4B |
| COCA-COLA CO/THEKO | 20 funds | $2.7B |
| MERCK & CO. INC.MRK | 20 funds | $2.2B |
| NEXTERA ENERGY INCNEE | 20 funds | $2.2B |
| PHILIP MORRIS INTERNATIONALPM | 20 funds | $2.1B |
| UNITEDHEALTH GROUP INCUNH | 20 funds | $1.9B |
| ABBOTT LABORATORIESABT | 20 funds | $1.5B |
Ranked by how many of PDEX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Van Kirk Richard Lee Jr | Chief Executive Officer, Director | Sell (S) | 3K | $175K |
| May 22, 2026 | Van Kirk Richard Lee Jr | Chief Executive Officer, Director | Sell (S) | 1K | $79K |
| May 22, 2026 | Van Kirk Richard Lee Jr | Chief Executive Officer, Director | Sell (S) | 50 | $3K |
| May 21, 2026 | Van Kirk Richard Lee Jr | Chief Executive Officer, Director | Sell (S) | 2K | $119K |
| May 21, 2026 | Van Kirk Richard Lee Jr | Chief Executive Officer, Director | Sell (S) | 3K | $214K |
| May 21, 2026 | Van Kirk Richard Lee Jr | Chief Executive Officer, Director | Sell (S) | 550 | $35K |
| Mar 16, 2026 | Domingo Angelita Rebamontan | Director | Sell (S) | 998 | $47K |
| Apr 2, 2025 | Swenson Nicholas John | Director, 10% Owner | Sell (S) | 3K | — |
| Apr 2, 2025 | Swenson Nicholas John | Director, 10% Owner | Sell (S) | 2K | — |
| Apr 1, 2025 | CABILLOT RAYMOND E | Director, 10% Owner | Sell (S) | 7K | $363K |
| Mar 31, 2025 | CABILLOT RAYMOND E | Director, 10% Owner | Sell (S) | 836 | $42K |
| Mar 28, 2025 | CABILLOT RAYMOND E | Director, 10% Owner | Sell (S) | 842 | $42K |
Connected entities for PDEX
This stock 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/PDEX/capital-change-brief"
Use Arkolith's capital_change_brief for PDEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PDEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.