117 tracked 13F filers disclose a position in PDO as of the latest SEC 13F filings, a combined $318.4M 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 | $65.8M | 5.1M | ▼−5.7% Reduced · −308K sh | Q1 2026 | |
| 2 | UBS Group AG | $46.1M | 3.6M | ▲+1.2% Added · +44K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $30.7M | 2.4M | ▼−1.1% Reduced · −27K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $30.3M | 2.3M | ▲+7.0% Added · +153K sh | Q1 2026 | |
| 5 | Cerity Partners LLC | $22.6M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $11.2M | 865K | ▲+7.5% Added · +61K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $10.9M | 841K | ▲+5.1% Added · +41K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $8.5M | 658K | ▼−6.9% Reduced · −48K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $8.5M | 657K | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $7.3M | 567K | ▼−3.3% Reduced · −19K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $4.7M | 366K | ▲+19% Added · +59K sh | Q1 2026 | |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | $4.8M | 363K | ▼−7.6% Reduced · −30K sh | Q2 2026 | |
| 13 | J.W. COLE ADVISORS, INC. | $4.7M | 357K | ▲Added Added · +357K sh | Q2 2026 | |
| 14 | Private Advisor Group, LLC | $3.7M | 282K | ▼−1.5% Reduced · −4K sh | Q2 2026 | |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.7M | 279K | ▼−15% Reduced · −48K sh | Q2 2026 | |
| 16 | Cornerstone Advisory, LLC | $3.7M | 279K | ▼−8.9% Reduced · −27K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $2.9M | 221K | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $2.5M | 196K | ▲+15% Added · +26K sh | Q1 2026 | |
| 19 | Venture Visionary Partners LLC | $2.5M | 188K | —Held | Q2 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 180K | ▲+435% Added · +146K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $2.3M | 176K | ▼−4.1% Reduced · −8K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $2.3M | 175K | ▲+73% Added · +74K sh | Q1 2026 | |
| 23 | &PARTNERS | $1.7M | 133K | ▼−30% Reduced · −57K sh | Q1 2026 | |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 126K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 25 | Belpointe Asset Management LLC | $1.4M | 107K | ▼−8.8% Reduced · −10K 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, 9 funds opened a new position in PDO and 16 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).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $1.9B |
| APPLE INCAAPL | 52 funds | $4.7B |
| NVIDIA CORPNVDA | 51 funds | $4.4B |
| MICROSOFT CORPMSFT | 51 funds | $2.9B |
| AMAZON.COM INCAMZN | 51 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 51 funds | $1.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 49 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 49 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $1.1B |
| WALMART INCWMT | 49 funds | $903.7M |
| VISA INC-CLASS A SHARESV | 49 funds | $650.8M |
| BROADCOM INCAVGO | 48 funds | $1.5B |
Ranked by how many of PDO's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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.