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Who owns PDBAWhat PDBA owns — n/a

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Institutional ownership of PDBA from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

38

13F holders

$82.6M

value, 2026 filers

28.4%

of shares outstanding (2.4M sh)

15

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of PDBA's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Trek Financial, LLCNEW446,915$15.9M0.8%5.4%new
2Clark Capital Management Group, Inc.315,473$11.2M0.1%3.8%+46.9%
3OSAIC HOLDINGS, INC.303,262$10.8M0.0%3.6%+329.7%
4FLAGSHIP HARBOR ADVISORS, LLC204,242$7.3M0.3%2.4%+3.8%
5LPL Financial LLC162,905$5.8M0.0%2%-59.6%
6SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW156,762$5.6M0.0%1.9%new
7ENVESTNET ASSET MANAGEMENT INC141,069$5.0M0.0%1.7%+47.4%
8Guild Investment Management, Inc.135,010$4.8M3.3%1.6%+2.4%
9Sanctuary Advisors, LLC92,504$3.3M0.0%1.1%+805.3%
10D.A. DAVIDSON & CO.NEW62,866$2.2M0.0%0.8%new
11Tidal Investments LLC45,176$1.6M0.0%0.5%-5.9%
12JANE STREET GROUP, LLCNEW41,883$1.5M0.0%0.5%new
13WT Wealth Management36,234$1.3M0.4%0.4%-34.7%
14LEAVELL INVESTMENT MANAGEMENT, INC.36,154$1.3M0.0%0.4%+82.4%
15HRT FINANCIAL LPNEW29,832$1,0620.0%0.4%new
16PARK AVENUE SECURITIES LLC25,693$9150.0%0.3%+67.7%
17PRINCIPAL SECURITIES, INC.25,259$899,7260.0%0.3%+58.9%
18Compound Planning, Inc.23,653$842,5270.0%0.3%+61.0%
19VestGen Advisors, LLCNEW19,600$698,1520.0%0.2%new
20BANK OF AMERICA CORP /DE/14,908$531,0230.0%0.2%+67.6%
21Orion Porfolio Solutions, LLC14,507$516,7390.0%0.2%+21.4%
22ASSETMARK, INC8,215$292,6180.0%0.1%-76.9%
23JT Stratford LLC6,930$246,8470.0%0.1%0.0%
24MML INVESTORS SERVICES, LLCNEW6,926$246,7040.0%0.1%new
25Rockefeller Capital Management L.P.4,700$167,4140.0%0.1%+135.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.