346 tracked 13F filers disclose a position in PDI as of the latest SEC 13F filings, a combined $1.1B 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 | MORGAN STANLEY | $220.8M | 12.9M | ▲+1.6% Added · +203K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $90.5M | 5.3M | ▲+8.5% Added · +415K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $52.0M | 3.0M | ▲+3.5% Added · +103K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $29.2M | 1.7M | ▲+6.9% Added · +111K sh | Q1 2026 | |
| 5 | UBS Group AG | $28.2M | 1.6M | ▲+3.4% Added · +54K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $27.3M | 1.6M | ▼−28% Reduced · −621K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $27.0M | 1.6M | ▲+10% Added · +144K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $26.3M | 1.5M | ▲+11% Added · +146K sh | Q1 2026 | |
| 9 | PFG Investments, LLC | $26.1M | 1.5M | ▲+5.0% Added · +73K sh | Q1 2026 | |
| 10 | J.W. COLE ADVISORS, INC. | $25.2M | 1.5M | ▲118× Added · +1.5M sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $24.9M | 1.5M | ▲+6.3% Added · +86K sh | Q1 2026 | |
| 12 | TD Waterhouse Canada Inc. | $23.2M | 1.4M | ▲+6.3% Added · +82K sh | Q2 2026 | |
| 13 | Estate Planners Group, LLC | $22.8M | 1.4M | ▲+4.2% Added · +55K sh | Q2 2026 | |
| 14 | Cyndeo Wealth Partners, LLC | $15.5M | 927K | ▲+50% Added · +308K sh | Q2 2026 | |
| 15 | Cerity Partners LLC | $13.5M | 790K | ▲35× Added · +768K sh | Q1 2026 | |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $12.0M | 717K | ▼−1.9% Reduced · −14K sh | Q2 2026 | |
| 17 | Private Advisor Group, LLC | $11.9M | 713K | ▼−19% Reduced · −163K sh | Q2 2026 | |
| 18 | GUGGENHEIM CAPITAL LLC | $11.9M | 694K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $10.2M | 596K | ▼−54% Reduced · −709K sh | Q1 2026 | |
| 20 | Bensler, LLC | $9.5M | 567K | ▲+7.8% Added · +41K sh | Q2 2026 | |
| 21 | Noble Wealth Management PBC | $9.0M | 538K | ▼−7.0% Reduced · −40K sh | Q2 2026 | |
| 22 | Cornerstone Advisory, LLC | $8.4M | 501K | ▼−12% Reduced · −67K sh | Q2 2026 | |
| 23 | Summit Financial, LLC | $7.9M | 465K | ▲+1.4% Added · +7K sh | Q2 2026 | |
| 24 | VERUS CAPITAL PARTNERS, LLC | $7.7M | 460K | ▲+21% Added · +79K sh | Q2 2026 | |
| 25 | Avior Wealth Management, LLC | $7.7M | 451K | ▲New +451K 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, 2 funds opened a new position in PDI and 23 added to an existing one, while 22 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 |
|---|---|---|
| APPLE INCAAPL | 194 funds | $30.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 193 funds | $8.5B |
| MICROSOFT CORPMSFT | 192 funds | $31.1B |
| NVIDIA CORPNVDA | 190 funds | $38.1B |
| ALPHABET INC-CL AGOOGL | 190 funds | $11.7B |
| AMAZON.COM INCAMZN | 189 funds | $23.1B |
| META PLATFORMS INC-CLASS AMETA | 186 funds | $13.3B |
| ALPHABET INC-CL CGOOG | 185 funds | $20.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 184 funds | $7.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 184 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 182 funds | $6.7B |
| BROADCOM INCAVGO | 180 funds | $15.9B |
Ranked by how many of PDI's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for PDI
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/PDI/capital-change-brief"
Use Arkolith's capital_change_brief for PDI. 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 PDI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.