Among active 13F managers last quarter, 14 opened and 13 added, while 10 reduced; the largest holder to move was Guggenheim Capital LLC (−4.4%).
99 tracked 13F filers disclose a position in PDT as of the latest SEC 13F filings, a combined $64.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Guggenheim Capital LLC | 662K | $8.7M | ▼−4.4% Reduced · −30K sh | Q1 2026 | |
| 2 | Axxcess Wealth Management, LLC | 602K | $7.8M | ▲Added Added · +602K sh | Q2 2026 | |
| 3 | Pathstone Holdings, LLC | 434K | $5.6M | ▲+108% Added · +225K sh | Q2 2026 | |
| 4 | Pathway Financial Advisers, LLC | 229K | $3.0M | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 5 | Morgan Stanley | 209K | $2.7M | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 198K | $2.6M | ▼−41% Reduced · −139K sh | Q1 2026 | |
| 7 | 1607 Capital Partners, LLC | 186K | $2.4M | ▼−33% Reduced · −91K sh | Q2 2026 | |
| 8 | Stratos Wealth Partners, LTD. | 165K | $2.1M | ▼−0.3% Reduced · −485 sh | Q2 2026 | |
| 9 | First Trust Advisors LP | 143K | $1.9M | ▲+37% Added · +38K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 121K | $1.6M | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 11 | Osaic Holdings, Inc. | 110K | $1.4M | ▲+24% Added · +21K sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 107K | $1.4M | ▲+16% Added · +15K sh | Q1 2026 | |
| 13 | Royal Bank Of Canada | 89K | $1.2M | ▼−9.5% Reduced · −9K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | 88K | $1.1M | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 15 | Logan Stone Capital, LLC | 84K | $1.1M | ▲+15% Added · +11K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 69K | $908K | ▲+31% Added · +16K sh | Q1 2026 | |
| 17 | Calamos Advisors LLC | 63K | $815K | ▲+7.1% Added · +4K sh | Q2 2026 | |
| 18 | Sovran Advisors, LLC | 60K | $772K | ▲+0.8% Added · +461 sh | Q2 2026 | |
| 19 | Ausdal Financial Partners, Inc. | 59K | $767K | ▲+0.2% Added · +144 sh | Q2 2026 | |
| 20 | &Partners | 59K | $761K | ▲+9.5% Added · +5K sh | Q2 2026 | |
| 21 | Advisors Asset Management, Inc. | 56K | $719K | ▲+91% Added · +26K sh | Q2 2026 | |
| 22 | UBS Group AG | 47K | $618K | ▼−2.2% Reduced · −1K sh | Q1 2026 | |
| 23 | Raymond James Financial Inc | 47K | $614K | ▲+122% Added · +26K sh | Q1 2026 | |
| 24 | Oppenheimer & Co Inc | 42K | $542K | ▲New +42K sh | Q2 2026 | |
| 25 | HighTower Advisors, LLC | 40K | $519K | ▲+150% Added · +24K 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, 14 funds opened a new position in PDT and 13 added to an existing one, while 10 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 |
|---|---|---|
| Nvidia CorpNVDA | 42 funds | $9.1B |
| Amazon.com IncAMZN | 42 funds | $4.7B |
| Microsoft CorpMSFT | 42 funds | $4.5B |
| Apple IncAAPL | 41 funds | $7.7B |
| Meta Platforms Inc-Class AMETA | 41 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 41 funds | $2.4B |
| Alphabet Inc-CL AGOOGL | 40 funds | $4.0B |
| JPMorgan Chase & CoJPM | 40 funds | $2.5B |
| Home Depot IncHD | 40 funds | $693.0M |
| Broadcom IncAVGO | 39 funds | $3.3B |
| Tesla IncTSLA | 39 funds | $2.7B |
| Invesco QQQ Trust Series 1QQQ | 39 funds | $2.3B |
Ranked by how many of PDT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PDT.
Connected entities for PDT
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.