Among active 13F managers last quarter, 7 opened and 12 added, while 13 reduced; the largest holder to move was Droms Strauss Advisors Inc /Mo (−0.4%).
101 tracked 13F filers disclose a position in PDN as of the latest SEC 13F filings, a combined $182.0M 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 | Charles Schwab Investment Management Inc | 2.0M | $87.8M | ▼−7.5% Reduced · −164K sh | Q1 2026 | |
| 2 | EP Wealth Advisors, LLC | 197K | $8.9M | ▲New +197K sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | 184K | $8.0M | ▼−0.3% Reduced · −524 sh | Q1 2026 | |
| 4 | LPL Financial LLC | 183K | $7.9M | ▲+572% Added · +155K sh | Q1 2026 | |
| 5 | Jane Street Group, LLC | 111K | $4.8M | ▲+322% Added · +84K sh | Q1 2026 | |
| 6 | Ameriprise Financial Inc | 108K | $4.7M | ▲+2.4% Added · +3K sh | Q1 2026 | |
| 7 | Droms Strauss Advisors Inc /Mo | 100K | $4.5M | ▼−0.4% Reduced · −373 sh | Q2 2026 | |
| 8 | Cutler Investment Counsel LLC | 97K | $4.4M | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 9 | Susquehanna International Group, LLP | 96K | $4.2M | ▼−42% Reduced · −68K sh | Q1 2026 | |
| 10 | Robinswood Financial LLC | 83K | $3.7M | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 11 | Focus Partners Wealth | 77K | $3.3M | ▲+0.2% Added · +123 sh | Q1 2026 | |
| 12 | Morgan Stanley | 65K | $2.8M | ▲+6.3% Added · +4K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 58K | $2.6M | ▼−68% Reduced · −120K sh | Q2 2026 | |
| 14 | KWB Wealth | 46K | $2.1M | ▼−8.7% Reduced · −4K sh | Q2 2026 | |
| 15 | Modern Wealth Management, LLC | 44K | $2.0M | ▼−0.8% Reduced · −367 sh | Q2 2026 | |
| 16 | Crusonia Wealth Advisors LLC | 37K | $1.6M | ▼−1.3% Reduced · −487 sh | Q2 2026 | |
| 17 | CIBC World Market Inc. | 31K | $1.3M | ▲+10% Added · +3K sh | Q1 2026 | |
| 18 | Virtus Family Office LLC | 31K | $1.4M | ▲+39% Added · +9K sh | Q2 2026 | |
| 19 | Wells Fargo & Company | 30K | $1.3M | ▼−0.3% Reduced · −78 sh | Q1 2026 | |
| 20 | Studio Investment Management LLC | 30K | $1.3M | ▼−1.5% Reduced · −450 sh | Q2 2026 | |
| 21 | L & S Advisors Inc | 30K | $1.3M | ▲+0.7% Added · +195 sh | Q2 2026 | |
| 22 | Creative Planning | 29K | $1.3M | ▲+7.0% Added · +2K sh | Q1 2026 | |
| 23 | Charles Schwab Trust Co | 28K | $1.3M | ▼−2.8% Reduced · −820 sh | Q2 2026 | |
| 24 | Royal Bank Of Canada | 24K | $1.0M | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 25 | Smith, Moore & Co. | 22K | $1.0M | —Held | 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, 7 funds opened a new position in PDN and 12 added to an existing one, while 13 reduced. 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 51 funds | $19.6B |
| Nvidia CorpNVDA | 50 funds | $49.8B |
| Apple IncAAPL | 50 funds | $41.7B |
| Microsoft CorpMSFT | 50 funds | $33.4B |
| Amazon.com IncAMZN | 50 funds | $24.1B |
| Meta Platforms Inc-Class AMETA | 49 funds | $11.7B |
| JPMorgan Chase & CoJPM | 49 funds | $9.6B |
| Alphabet Inc-CL CGOOG | 48 funds | $14.6B |
| Visa Inc-Class A SharesV | 48 funds | $6.6B |
| Costco Wholesale CorpCOST | 48 funds | $5.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 48 funds | $3.3B |
| Eli Lilly & CoLLY | 47 funds | $10.3B |
Ranked by how many of PDN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PDN.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 707 funds | $7.3B |
| SPLVmc | 688 funds | $4.0B |
| PGXmc | 379 funds | $2.0B |
| SPHDmc | 323 funds | $935.1M |
| KBWBmc | 302 funds | $4.0B |
| PZAmc | 298 funds | $3.6B |
| IDMOmc | 261 funds | $2.3B |
| PXFmc | 237 funds | $1.7B |
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 PDN
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/PDN/capital-change-brief"
Use Arkolith's capital_change_brief for PDN. 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 PDN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.