PDN

Inv Rafi Dev MKT US SM-UsdinETF$45.91 2.64%
UnclassifiedUSCUSIP 46138E735· EOD Jul 30, 2026◍ Confluence graph
Tracked 13F Holders
86
-67 QoQ
13F Value (tracked)
$168.5M
13F Moves · latest Q
13 added
11 trimmed
Recent Filings
0

Price & smart-money activity

$45.91 2.64%5Y +18.8%
$23.71$30.10$36.50$42.89$49.28202120222023202420252026736323736374734994411651098856136121118101417131448
Hover for who · click for detailEnd-of-day closing prices52w $38.67 – $47.52

Who owns PDN?

86 tracked 13F filers

86 tracked 13F filers disclose a position in PDN as of the latest SEC 13F filings, a combined $168.5M 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.

#FundPosition valueSharesLast moveAs ofHistory
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$87.8M
2.0M
−7.5%
Reduced · −164K sh
Q1 2026
2HighTower Advisors, LLC
$8.0M
184K
−0.3%
Reduced · −524 sh
Q1 2026
3LPL Financial LLC
$7.9M
183K
+572%
Added · +155K sh
Q1 2026
4CITADEL ADVISORS LLC
$7.7M
178K
+350%
Added · +138K sh
Q1 2026
5JANE STREET GROUP, LLC
$4.8M
111K
+322%
Added · +84K sh
Q1 2026
6AMERIPRISE FINANCIAL INC
$4.7M
108K
+2.4%
Added · +3K sh
Q1 2026
7CUTLER INVESTMENT COUNSEL LLC
$4.4M
97K
−1.1%
Reduced · −1K sh
Q2 2026
8SUSQUEHANNA INTERNATIONAL GROUP, LLP
$4.2M
96K
−42%
Reduced · −68K sh
Q1 2026
9Robinswood Financial LLC
$3.7M
83K
−1.3%
Reduced · −1K sh
Q2 2026
10Focus Partners Wealth
$3.3M
77K
+0.2%
Added · +123 sh
Q1 2026
11MORGAN STANLEY
$2.8M
65K
+6.3%
Added · +4K sh
Q1 2026
12KWB Wealth
$2.1M
46K
−8.7%
Reduced · −4K sh
Q2 2026
13Modern Wealth Management, LLC
$2.0M
45K
−0.3%
Reduced · −138 sh
Q1 2026
14Crusonia Wealth Advisors LLC
$1.6M
37K
−1.3%
Reduced · −487 sh
Q2 2026
15CIBC WORLD MARKET INC.
$1.3M
31K
+10%
Added · +3K sh
Q1 2026
16WELLS FARGO & COMPANY/MN
$1.3M
30K
−0.3%
Reduced · −78 sh
Q1 2026
17STUDIO INVESTMENT MANAGEMENT LLC
$1.3M
30K
−1.5%
Reduced · −450 sh
Q2 2026
18Creative Planning
$1.3M
29K
+7.0%
Added · +2K sh
Q1 2026
19Charles Schwab Trust Co
$1.3M
28K
−2.8%
Reduced · −820 sh
Q2 2026
20ROYAL BANK OF CANADA
$1.0M
24K
−7.2%
Reduced · −2K sh
Q1 2026
21Klingman & Associates, LLC
$914K
20K
−4.8%
Reduced · −1K sh
Q2 2026
22COMMONWEALTH EQUITY SERVICES, LLC
$750K
17K
−1.9%
Reduced · −332 sh
Q1 2026
23AlphaCore Capital LLC
$745K
17K
−0.2%
Reduced · −42 sh
Q1 2026
24Robertson Stephens Wealth Management, LLC
$732K
16K
Held
Q2 2026
25Cetera Investment Advisers
$661K
15K
+2.9%
Added · +431 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.

Is PDN being bought or sold by institutions?

Last quarter, 4 funds opened a new position in PDN and 9 added to an existing one, while 11 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).

Opened (NEW)
4
funds
Added
9
funds
Reduced
11
funds
Exited
0
funds

Funds that own PDN also own

CompanyCo-held byCombined value
APPLE INCAAPL26 funds$13.7B
NVIDIA CORPNVDA26 funds$12.8B
MICROSOFT CORPMSFT26 funds$10.6B
ISHARES CORE S&P 500 ETFIVV26 funds$9.8B
AMAZON.COM INCAMZN26 funds$8.4B
ALPHABET INC-CL AGOOGL26 funds$6.8B
SS SPDR S&P 500 ETF TRUST-USSPY26 funds$6.4B
ALPHABET INC-CL CGOOG26 funds$5.5B
BROADCOM INCAVGO26 funds$5.2B
JPMORGAN CHASE & COJPM26 funds$5.2B
META PLATFORMS INC-CLASS AMETA26 funds$4.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B26 funds$3.4B

Ranked by how many of PDN's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

22 funds-48 since Q3 2024
04691Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $19.8M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PDN/capital-change-brief"
Ask your agent
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.