210 tracked 13F filers disclose a position in PDP as of the latest SEC 13F filings, a combined $776.7M 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 | $82.8M | 686K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $64.8M | 537K | ▲+5.7% Added · +29K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $49.6M | 411K | ▼−4.9% Reduced · −21K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $46.7M | 386K | ▼−0.1% Reduced · −352 sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $39.3M | 325K | ▼−4.5% Reduced · −15K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $37.0M | 306K | ▼−1.9% Reduced · −6K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $34.3M | 284K | ▼−19% Reduced · −66K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $29.5M | 245K | ▼−5.1% Reduced · −13K sh | Q1 2026 | |
| 9 | UBS Group AG | $25.9M | 214K | ▲+11% Added · +22K sh | Q1 2026 | |
| 10 | Summit Financial, LLC | $31.4M | 207K | ▼−1.8% Reduced · −4K sh | Q2 2026 | |
| 11 | Rockefeller Capital Management L.P. | $18.9M | 156K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 12 | Savant Capital, LLC | $19.8M | 130K | ▼−1.8% Reduced · −2K sh | Q2 2026 | |
| 13 | NewSquare Capital LLC | $19.6M | 129K | ▲+19% Added · +21K sh | Q2 2026 | |
| 14 | Prospera Financial Services Inc | $19.0M | 125K | ▼−10% Reduced · −15K sh | Q2 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $12.9M | 106K | ▼−6.6% Reduced · −7K sh | Q1 2026 | |
| 16 | Strid Group, LLC | $16.1M | 106K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.0M | 77K | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 68K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $9.6M | 64K | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $7.5M | 62K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 21 | &PARTNERS | $9.0M | 59K | ▲+35% Added · +15K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $8.1M | 54K | ▲+9.6% Added · +5K sh | Q2 2026 | |
| 23 | Tradition Wealth Management, LLC | $7.8M | 52K | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 24 | JPMORGAN CHASE & CO | $5.4M | 47K | ▼−46% Reduced · −40K sh | Q1 2026 | |
| 25 | Institute for Wealth Management, LLC. | $6.5M | 43K | ▼~0% Reduced · −2 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.
Last quarter, 3 funds opened a new position in PDP and 11 added to an existing one, while 18 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 |
|---|---|---|
| NVIDIA CORPNVDA | 106 funds | $56.1B |
| APPLE INCAAPL | 106 funds | $46.3B |
| MICROSOFT CORPMSFT | 106 funds | $36.2B |
| AMAZON.COM INCAMZN | 106 funds | $25.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 104 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 103 funds | $21.0B |
| ALPHABET INC-CL CGOOG | 103 funds | $15.5B |
| META PLATFORMS INC-CLASS AMETA | 103 funds | $12.6B |
| TESLA INCTSLA | 103 funds | $11.0B |
| BROADCOM INCAVGO | 102 funds | $19.6B |
| JPMORGAN CHASE & COJPM | 102 funds | $10.9B |
| JOHNSON & JOHNSONJNJ | 101 funds | $8.7B |
Ranked by how many of PDP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PDP
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/PDP/capital-change-brief"
Use Arkolith's capital_change_brief for PDP. 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 PDP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.