Among active 13F managers last quarter, 7 opened and 20 added, while 13 reduced; the largest holder to move was Guggenheim Capital LLC (+7.5%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
125 tracked 13F filers disclose a position in PDO as of the latest SEC 13F filings, a combined $323.0M 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 | Morgan Stanley | 5.1M | $65.8M | ▼−5.7% Reduced · −308K sh | Q1 2026 | |
| 2 | UBS Group AG | 3.6M | $46.1M | ▲+1.2% Added · +44K sh | Q1 2026 | |
| 3 | Wells Fargo & Company | 2.4M | $30.7M | ▼−1.1% Reduced · −27K sh | Q1 2026 | |
| 4 | Royal Bank Of Canada | 2.3M | $30.3M | ▲+7.0% Added · +153K sh | Q1 2026 | |
| 5 | Cerity Partners LLC | 1.7M | $22.6M | ▲New +1.7M sh | Q1 2026 | |
| 6 | Guggenheim Capital LLC | 865K | $11.2M | ▲+7.5% Added · +61K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 841K | $10.9M | ▲+5.1% Added · +41K sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 658K | $8.5M | ▼−6.9% Reduced · −48K sh | Q1 2026 | |
| 9 | Commonwealth Equity Services, LLC | 657K | $8.5M | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | 567K | $7.3M | ▼−3.3% Reduced · −19K sh | Q1 2026 | |
| 11 | LPL Financial LLC | 366K | $4.7M | ▲+19% Added · +59K sh | Q1 2026 | |
| 12 | Leavell Investment Management, Inc. | 363K | $4.8M | ▼−7.6% Reduced · −30K sh | Q2 2026 | |
| 13 | J.W. Cole Advisors, Inc. | 357K | $4.7M | ▲Added Added · +357K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | 282K | $3.7M | ▼−1.5% Reduced · −4K sh | Q2 2026 | |
| 15 | International Assets Investment Management, LLC | 279K | $3.7M | ▼−15% Reduced · −48K sh | Q2 2026 | |
| 16 | Cornerstone Advisory, LLC | 279K | $3.7M | ▼−8.9% Reduced · −27K sh | Q2 2026 | |
| 17 | Element Wealth, LLC | 224K | $3.0M | ▼−0.2% Reduced · −369 sh | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 221K | $2.9M | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | 196K | $2.5M | ▲+15% Added · +26K sh | Q1 2026 | |
| 20 | Venture Visionary Partners LLC | 188K | $2.5M | —Held | Q2 2026 | |
| 21 | Wealth Enhancement Advisory Services, LLC | 180K | $2.4M | ▲+435% Added · +146K sh | Q2 2026 | |
| 22 | Jane Street Group, LLC | 175K | $2.3M | ▲+73% Added · +74K sh | Q1 2026 | |
| 23 | Estate Planners Group, LLC | 151K | $2.0M | ▼~0% Reduced · −14 sh | Q2 2026 | |
| 24 | Independent Financial Group, LLC | 126K | $1.7M | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 25 | Sanctuary Advisors, LLC | 110K | $1.5M | ▲10× Added · +99K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in PDO and 20 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 64 funds | $2.6B |
| Microsoft CorpMSFT | 61 funds | $3.3B |
| Nvidia CorpNVDA | 60 funds | $5.0B |
| Alphabet Inc-CL AGOOGL | 60 funds | $2.1B |
| Apple IncAAPL | 59 funds | $5.9B |
| Amazon.com IncAMZN | 59 funds | $2.7B |
| Invesco QQQ Trust Series 1QQQ | 59 funds | $2.7B |
| Meta Platforms Inc-Class AMETA | 59 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 58 funds | $1.6B |
| Johnson & JohnsonJNJ | 58 funds | $881.5M |
| Broadcom IncAVGO | 57 funds | $1.8B |
| JPMorgan Chase & CoJPM | 57 funds | $1.3B |
Ranked by how many of PDO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PDO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 14, 2023 | Rappaport Alan | Director | Buy (P) | 3K | $29K |
| Apr 14, 2023 | Roman Emmanuel | Insider | Buy (P) | 19K | $240K |
| Apr 13, 2023 | Roman Emmanuel | Insider | Buy (P) | 59K | $752K |
| Apr 12, 2023 | Roman Emmanuel | Insider | Buy (P) | 23K | $289K |
| Jan 6, 2023 | Hall Gregory Weston | Insider | Buy (P) | 20K | $270K |
| Dec 14, 2022 | Meggers Julie Ann | Insider | Buy (P) | 20K | $286K |
| Sep 13, 2022 | Roman Emmanuel | Insider | Buy (P) | 23K | $349K |
| Sep 12, 2022 | Roman Emmanuel | Insider | Buy (P) | 47K | $699K |
| Aug 5, 2022 | Meggers Julie Ann | Insider | Buy (P) | 7K | $100K |
| Mar 23, 2022 | Meggers Julie Ann | Insider | Buy (P) | 13K | $218K |
| Feb 9, 2022 | Stracke Thibault Christian | Insider | Buy (P) | 15K | $272K |
| Jan 26, 2022 | Fisher David Nichols III | Director | Buy (P) | 5K | $100K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 41 | 33 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for PDO
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/PDO/capital-change-brief"
Use Arkolith's capital_change_brief for PDO. 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 PDO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.