80 tracked 13F filers disclose a position in PDT as of the latest SEC 13F filings, a combined $55.9M 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 | GUGGENHEIM CAPITAL LLC | $8.7M | 662K | ▼−4.4% Reduced · −30K sh | Q1 2026 | |
| 2 | AXXCESS WEALTH MANAGEMENT, LLC | $7.8M | 602K | ▲Added Added · +602K sh | Q2 2026 | |
| 3 | 1607 Capital Partners, LLC | $3.6M | 277K | ▲+30% Added · +64K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $2.7M | 209K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 5 | Pathstone Holdings, LLC | $2.7M | 209K | ▲+281% Added · +154K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $2.6M | 198K | ▼−41% Reduced · −139K sh | Q1 2026 | |
| 7 | Stratos Wealth Partners, LTD. | $2.2M | 165K | ▲+15% Added · +21K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $1.9M | 143K | ▲+37% Added · +38K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 121K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $1.4M | 110K | ▲+24% Added · +21K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $1.4M | 107K | ▲+16% Added · +15K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $1.2M | 89K | ▼−9.5% Reduced · −9K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $1.1M | 88K | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 14 | Logan Stone Capital, LLC | $955K | 73K | ▲+84% Added · +33K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $908K | 69K | ▲+31% Added · +16K sh | Q1 2026 | |
| 16 | Sovran Advisors, LLC | $772K | 60K | ▲+0.8% Added · +461 sh | Q2 2026 | |
| 17 | Ausdal Financial Partners, Inc. | $774K | 59K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 18 | Calamos Advisors LLC | $769K | 59K | ▲New +59K sh | Q1 2026 | |
| 19 | &PARTNERS | $701K | 54K | ▲+10% Added · +5K sh | Q1 2026 | |
| 20 | UBS Group AG | $618K | 47K | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $614K | 47K | ▲+122% Added · +26K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $519K | 40K | ▲+150% Added · +24K sh | Q1 2026 | |
| 23 | Shaker Financial Services, LLC | $509K | 39K | ▼−68% Reduced · −84K sh | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $506K | 39K | ▼−0.9% Reduced · −374 sh | Q1 2026 | |
| 25 | Aptus Capital Advisors, LLC | $500K | 38K | ▼−7.1% Reduced · −3K 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, 7 funds opened a new position in PDT and 10 added to an existing one, while 10 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 |
|---|---|---|
| APPLE INCAAPL | 31 funds | $11.8B |
| NVIDIA CORPNVDA | 31 funds | $10.6B |
| MICROSOFT CORPMSFT | 31 funds | $9.3B |
| ALPHABET INC-CL AGOOGL | 31 funds | $6.9B |
| AMAZON.COM INCAMZN | 31 funds | $6.8B |
| BROADCOM INCAVGO | 31 funds | $4.7B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 31 funds | $2.2B |
| TESLA INCTSLA | 31 funds | $1.9B |
| HOME DEPOT INCHD | 31 funds | $1.6B |
| CHEVRON CORPCVX | 31 funds | $1.5B |
| NETFLIX INCNFLX | 31 funds | $1.2B |
Ranked by how many of PDT's institutional holders also hold each name, a cross-fund conviction signal.
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/PDT/capital-change-brief"
Use Arkolith's capital_change_brief for PDT. 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 PDT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.