Who owns PDI
Which tracked institutional funds hold PDI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
55 tracked funds added or opened PDI while 42 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
PDI’s largest tracked holder by dollar value, MORGAN STANLEY, 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 PDI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PDI 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 368 tracked filers holding PDI, 230 increased or opened the position and 119 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 PDI 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 10
- Avior Wealth Management, LLC$8M
- Destiny Wealth Partners, LLC$6M
- Sentinel Advisory Group, LLC$6M
- Wealth Care LLC$4M
- Navis Wealth Advisors, LLC$2M
- Independent Advisor Alliance$2M
Full exits 15
- RIVERNORTH CAPITAL MANAGEMENT, LLC$50M
- SOL Capital Management CO$13M
- Marex Group plc$7M
- NewEdge Advisors, LLC$6M
- ABSOLUTE INVESTMENT ADVISERS, LLC$4M
- HRT FINANCIAL LP$3M
Largest adds
- Cerity Partners LLC$13M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- Arkadios Wealth Advisors$6M
- Farther Finance Advisors, LLC$5M
- EverSource Wealth Advisors, LLC$5M
- LPL Financial LLC$4M
Largest trims
- J.W. COLE ADVISORS, INC.$28M
- Logan Stone Capital, LLC$21M
- COMMONWEALTH EQUITY SERVICES, LLC$13M
- WELLS FARGO & COMPANY/MN$12M
- JANE STREET GROUP, LLC$8M
- MERCER GLOBAL ADVISORS INC /ADV$4M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 12,903,512 | $221M | 17.2% | 2026-Q1 |
| LPL Financial LLC added | 5,288,936 | $90M | 7.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,038,182 | $52M | 4.1% | 2026-Q1 |
| Cetera Investment Advisers added | 1,708,064 | $29M | 2.3% | 2026-Q1 |
| UBS Group AG added | 1,645,921 | $28M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,593,259 | $27M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,579,652 | $27M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,537,452 | $26M | 2.1% | 2026-Q1 |
| PFG Investments, LLC added | 1,525,235 | $26M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,454,883 | $25M | 1.9% | 2026-Q1 |
| COHEN & STEERS, INC. added | 1,426,864 | $24M | 1.9% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 1,302,825 | $23M | 1.8% | 2026-Q1 |
| Estate Planners Group, LLC added | 1,308,910 | $22M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,179,092 | $20M | 1.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 876,123 | $15M | 1.2% | 2026-Q1 |
| Cerity Partners LLC added | 790,071 | $14M | 1.1% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 724,194 | $12M | 1.0% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 693,615 | $12M | 0.9% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 619,822 | $11M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 596,293 | $10M | 0.8% | 2026-Q1 |
| Noble Wealth Management PBC added | 577,858 | $10M | 0.8% | 2026-Q1 |
| Cornerstone Advisory, LLC trimmed | 568,664 | $10M | 0.8% | 2026-Q1 |
| Bensler, LLC added | 525,873 | $9M | 0.7% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 520,075 | $9M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 483,924 | $8M | 0.6% | 2026-Q1 |
| Summit Financial, LLC added | 458,802 | $8M | 0.6% | 2026-Q1 |
| Avior Wealth Management, LLC added | 450,684 | $8M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 449,355 | $8M | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 437,892 | $7M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 403,456 | $7M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 398,817 | $7M | 0.5% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 380,472 | $7M | 0.5% | 2026-Q1 |
| Arkadios Wealth Advisors added | 380,364 | $7M | 0.5% | 2026-Q1 |
| Destiny Wealth Partners, LLC new | 370,610 | $6M | 0.5% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 370,346 | $6M | 0.5% | 2026-Q1 |
| LifeWealth Investments, LLC added | 369,241 | $6M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 362,621 | $6M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 362,230 | $6M | 0.5% | 2026-Q1 |
| Sentinel Advisory Group, LLC new | 342,272 | $6M | 0.5% | 2026-Q1 |
| AE Wealth Management LLC added | 338,360 | $6M | 0.5% | 2026-Q1 |
| ALLIUM FINANCIAL ADVISORS, LLC added | 329,889 | $6M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 316,097 | $5M | 0.4% | 2026-Q1 |
| XTX Topco Ltd added | 288,106 | $5M | 0.4% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 113,889 | $5M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 278,438 | $5M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 274,539 | $5M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 249,215 | $4M | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 248,816 | $4M | 0.3% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 232,987 | $4M | 0.3% | 2026-Q1 |
| Beta Wealth Group, Inc. trimmed | 227,453 | $4M | 0.3% | 2026-Q1 |
| Wealth Care LLC new | 225,870 | $4M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 224,563 | $4M | 0.3% | 2026-Q1 |
| Morse Asset Management, Inc added | 200,912 | $3M | 0.3% | 2026-Q1 |
| QUARRY HILL ADVISORS, LLC added | 193,252 | $3M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 191,774 | $3M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 182,465 | $3M | 0.3% | 2026-Q1 |
| Catawba River Capital added | 185,297 | $3M | 0.3% | 2026-Q1 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 177,815 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 174,820 | $3M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 169,103 | $3M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 167,086 | $3M | 0.2% | 2026-Q1 |
| Smith Asset Management Co., LLC added | 162,492 | $3M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 156,237 | $3M | 0.2% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 154,860 | $3M | 0.2% | 2026-Q1 |
| Flagship Private Wealth, LLC added | 151,916 | $3M | 0.2% | 2026-Q1 |
| Tennessee Valley Asset Management Partners added | 145,093 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 142,893 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 141,396 | $2M | 0.2% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 140,935 | $2M | 0.2% | 2026-Q1 |
| ALEXANDER LABRUNERIE & CO., INC. added | 129,940 | $2M | 0.2% | 2026-Q1 |
| Elm3 Financial Group, LLC added | 128,837 | $2M | 0.2% | 2026-Q1 |
| GILL CAPITAL PARTNERS, LLC trimmed | 127,061 | $2M | 0.2% | 2026-Q1 |
| Anchor Capital Management Group Inc | 124,300 | $2M | 0.2% | 2026-Q1 |
| Kovack Advisors, Inc. added | 122,310 | $2M | 0.2% | 2026-Q1 |
| MEANS INVESTMENT CO., INC. trimmed | 119,239 | $2M | 0.2% | 2026-Q1 |
| AlphaStar Capital Management, LLC trimmed | 117,385 | $2M | 0.2% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 112,196 | $2M | 0.1% | 2026-Q1 |
| Wealthstar Advisors, LLC trimmed | 108,997 | $2M | 0.1% | 2026-Q1 |
| HUB Investment Partners, LLC added | 107,635 | $2M | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 102,855 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 104,120 | $2M | 0.1% | 2026-Q1 |
| MorganRosel Wealth Management, LLC added | 103,159 | $2M | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 95,609 | $2M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 95,568 | $2M | 0.1% | 2026-Q1 |
| MRA Advisory Group added | 94,816 | $2M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 92,254 | $2M | 0.1% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 87,385 | $1M | 0.1% | 2026-Q1 |
| Gridiron Partners, LLC new | 3,379,138 | $185M | 14.5% | 2025-Q3 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 2,821,448 | $50M | 3.9% | 2025-Q4 stale |
| SOL Capital Management CO added | 753,715 | $13M | 1.0% | 2025-Q4 stale |
| Marex Group plc added | 398,209 | $7M | 0.6% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 335,931 | $6M | 0.5% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 213,368 | $4M | 0.3% | 2025-Q1 stale |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 218,531 | $4M | 0.3% | 2025-Q4 stale |
| Prime Capital Investment Advisors, LLC added | 142,302 | $3M | 0.2% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 156,283 | $3M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 129,718 | $2M | 0.2% | 2025-Q2 stale |
| Quarry LP new | 88,604 | $2M | 0.1% | 2025-Q4 stale |
| PFG Advisors trimmed | 77,298 | $2M | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 78,400 | $2M | 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.