Who owns PDEC
Which tracked institutional funds hold PDEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDEC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
17 tracked funds added or opened PDEC while 38 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PDEC’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PDEC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PDEC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 227 tracked filers holding PDEC, 47 increased or opened the position and 128 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PDEC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- GTS FINANCIAL, LLC$5M
- NORTHERN TRUST CORP$1M
- Talon Private Wealth, LLC$1M
- Commerce Advisors, LLC$637K
- OLD MISSION CAPITAL LLC$610K
- INSIGNEO ADVISORY SERVICES, LLC$520K
Full exits 2
- Advisory Advocates, LLC$823K
- Castellan Group$529K
Largest adds
- Penserra Capital Management LLC$2M
- Kestra Advisory Services, LLC$2M
- MBL Wealth, LLC$2M
- Patriot Financial Group Insurance Agency, LLC$1M
- Beacon Pointe Advisors, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$997K
Largest trims
- Soltis Investment Advisors LLC$11M
- OSAIC HOLDINGS, INC.$9M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
- Pathstone Holdings, LLC$5M
- HighTower Advisors, LLC$3M
- Cetera Investment Advisers$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 3,248,253 | $141M | 17.7% | 2026-Q1 |
| Penserra Capital Management LLC added | 1,537,056 | $65M | 8.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,109,644 | $47M | 5.9% | 2026-Q1 |
| Brookstone Capital Management trimmed | 830,456 | $35M | 4.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 734,990 | $31M | 3.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 661,998 | $28M | 3.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 603,176 | $26M | 3.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 598,835 | $25M | 3.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 471,508 | $20M | 2.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 315,262 | $13M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 295,846 | $13M | 1.6% | 2026-Q1 |
| Caprock Group, LLC | 259,763 | $11M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 257,907 | $11M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 249,610 | $11M | 1.3% | 2026-Q1 |
| Bellwether Advisors, LLC trimmed | 240,852 | $10M | 1.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 211,864 | $9M | 1.1% | 2026-Q1 |
| MBL Wealth, LLC added | 168,601 | $7M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 156,041 | $7M | 0.8% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 148,419 | $6M | 0.8% | 2026-Q1 |
| CRA Financial Services, LLC trimmed | 131,792 | $6M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 130,409 | $6M | 0.7% | 2026-Q1 |
| Catalina Capital Group, LLC added | 126,094 | $5M | 0.7% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 125,500 | $5M | 0.7% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC added | 116,719 | $5M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 116,163 | $5M | 0.6% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 115,481 | $5M | 0.6% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 127,194 | $5M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 109,233 | $5M | 0.6% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 99,774 | $4M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 96,690 | $4M | 0.5% | 2026-Q1 |
| Trek Financial, LLC trimmed | 86,581 | $4M | 0.5% | 2026-Q1 |
| Capital Analysts, LLC | 84,937 | $4M | 0.5% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC added | 84,091 | $4M | 0.4% | 2026-Q1 |
| Castle Rock Wealth Management, LLC trimmed | 82,719 | $4M | 0.4% | 2026-Q1 |
| Cassady Wealth & Retirement Planning, LLC trimmed | 77,939 | $3M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 81,787 | $3M | 0.4% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 78,233 | $3M | 0.4% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 77,896 | $3M | 0.4% | 2026-Q1 |
| Compass Advisory Group LLC added | 72,844 | $3M | 0.4% | 2026-Q1 |
| Pinnacle Wealth Management Group, Inc. trimmed | 71,605 | $3M | 0.4% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 69,623 | $3M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 69,528 | $3M | 0.4% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 69,115 | $3M | 0.4% | 2026-Q1 |
| Weaver Capital Management LLC trimmed | 67,710 | $3M | 0.4% | 2026-Q1 |
| MAI Capital Management trimmed | 66,676 | $3M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 66,019 | $3M | 0.4% | 2026-Q1 |
| Cerity Partners LLC trimmed | 65,467 | $3M | 0.3% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 65,205 | $3M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 64,800 | $3M | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 64,464 | $3M | 0.3% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 64,236 | $3M | 0.3% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 61,409 | $3M | 0.3% | 2026-Q1 |
| Southland Equity Partners LLC trimmed | 60,123 | $3M | 0.3% | 2026-Q1 |
| Fortune Financial Group, Inc. added | 59,684 | $3M | 0.3% | 2026-Q1 |
| Weaver Consulting Group added | 58,190 | $2M | 0.3% | 2026-Q1 |
| Chris Bulman Inc trimmed | 56,985 | $2M | 0.3% | 2026-Q1 |
| Atria Investments, Inc trimmed | 54,510 | $2M | 0.3% | 2026-Q1 |
| SIGNATUREFD, LLC | 54,072 | $2M | 0.3% | 2026-Q1 |
| Jacobi Capital Management LLC trimmed | 54,066 | $2M | 0.3% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 52,942 | $2M | 0.3% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC trimmed | 52,480 | $2M | 0.3% | 2026-Q1 |
| BCS Wealth Management trimmed | 52,045 | $2M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC | 51,902 | $2M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 46,609 | $2M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 46,380 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC | 46,259 | $2M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 46,055 | $2M | 0.2% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC trimmed | 46,048 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 44,543 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 43,424 | $2M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 42,571 | $2M | 0.2% | 2026-Q1 |
| RED REEF ADVISORS LLC trimmed | 42,630 | $2M | 0.2% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC added | 41,353 | $2M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 40,929 | $2M | 0.2% | 2026-Q1 |
| Liberty Atlantic Advisors LLC trimmed | 39,665 | $2M | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 38,611 | $2M | 0.2% | 2026-Q1 |
| WEALTH ALLIANCE, LLC trimmed | 37,391 | $2M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 36,777 | $2M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP new | 35,000 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 33,946 | $1M | 0.2% | 2026-Q1 |
| Triton Financial Group Inc added | 32,410 | $1M | 0.2% | 2026-Q1 |
| Ascent Wealth Partners, LLC trimmed | 31,751 | $1M | 0.2% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 30,776 | $1M | 0.2% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC | 29,708 | $1M | 0.2% | 2026-Q1 |
| Forty-three Eighteen Advisors, LLC | 29,324 | $1M | 0.2% | 2026-Q1 |
| FSA Advisors, Inc. trimmed | 29,306 | $1M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 28,614 | $1M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 28,069 | $1M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 27,608 | $1M | 0.1% | 2026-Q1 |
| Talon Private Wealth, LLC trimmed | 27,560 | $1M | 0.1% | 2026-Q1 |
| Long Island Wealth Management, Inc. trimmed | 25,724 | $1M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 25,719 | $1M | 0.1% | 2026-Q1 |
| Kovitz Investment Group Partners, LLC trimmed | 1,071,452 | $45M | 5.7% | 2025-Q3 stale |
| STEPHENS INC /AR/ trimmed | 614,711 | $23M | 2.9% | 2025-Q1 stale |
| WEST MICHIGAN ADVISORS, LLC added | 225,796 | $9M | 1.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 65,925 | $3M | 0.3% | 2025-Q2 stale |
| Frisch Financial Group, Inc. trimmed | 38,802 | $2M | 0.2% | 2025-Q2 stale |
| UBS Group AG added | 36,556 | $1M | 0.2% | 2025-Q2 stale |
| Certified Advisory Corp trimmed | 27,633 | $1M | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 28,356 | $1M | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.