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-Q2 13F filings (latest filed 2026-08-20). 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
57 tracked funds added or opened PDI while 51 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 362 tracked filers holding PDI, 209 increased or opened the position and 154 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 2026-Q1 and 2026-Q2 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 11
- NewEdge Advisors, LLC$7M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$5M
- ICON ADVISERS INC/CO$4M
- CONDOR CAPITAL MANAGEMENT$4M
- Meadowbrook Wealth Management, LLC$2M
- Connecticut Wealth Management, LLC$882K
Full exits 18
- COHEN & STEERS, INC.$24M
- Cambridge Investment Research Advisors, Inc.$20M
- Janney Montgomery Scott LLC$8M
- HighTower Advisors, LLC$5M
- U.S. Capital Wealth Advisors, LLC$4M
- Thrivent Financial for Lutherans$3M
Largest adds
- J.W. COLE ADVISORS, INC.$25M
- MORGAN STANLEY$13M
- Cetera Investment Advisers$7M
- ENVESTNET ASSET MANAGEMENT INC$6M
- Cyndeo Wealth Partners, LLC$5M
- Logan Stone Capital, LLC$5M
Largest trims
- Arkadios Wealth Advisors$6M
- EverSource Wealth Advisors, LLC$5M
- Farther Finance Advisors, LLC$4M
- Private Advisor Group, LLC$3M
- Destiny Wealth Partners, LLC$3M
- ALLIANCEBERNSTEIN L.P.$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 13,979,935 | $233M | 22.6% | 2026-Q2 |
| LPL Financial LLC added | 5,545,160 | $93M | 9.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,010,801 | $50M | 4.9% | 2026-Q2 |
| Cetera Investment Advisers added | 2,178,984 | $36M | 3.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,829,861 | $31M | 3.0% | 2026-Q2 |
| UBS Group AG added | 1,750,310 | $29M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,585,101 | $26M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,534,884 | $26M | 2.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 1,510,792 | $25M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,455,710 | $24M | 2.4% | 2026-Q2 |
| PFG Investments, LLC trimmed | 1,438,078 | $24M | 2.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 1,385,039 | $23M | 2.2% | 2026-Q2 |
| Estate Planners Group, LLC added | 1,363,819 | $23M | 2.2% | 2026-Q2 |
| Cerity Partners LLC added | 985,250 | $16M | 1.6% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 927,452 | $15M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 839,521 | $14M | 1.4% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC added | 751,235 | $13M | 1.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 717,418 | $12M | 1.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 713,369 | $12M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 651,048 | $11M | 1.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 608,146 | $10M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 604,754 | $10M | 1.0% | 2026-Q2 |
| Bensler, LLC added | 566,940 | $9M | 0.9% | 2026-Q2 |
| Noble Wealth Management PBC trimmed | 537,557 | $9M | 0.9% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 501,259 | $8M | 0.8% | 2026-Q2 |
| Summit Financial, LLC added | 465,415 | $8M | 0.8% | 2026-Q2 |
| Avior Wealth Management, LLC added | 462,193 | $8M | 0.7% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 459,841 | $8M | 0.7% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 446,181 | $7M | 0.7% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 436,792 | $7M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 431,148 | $7M | 0.7% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 388,727 | $6M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 381,774 | $6M | 0.6% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 374,835 | $6M | 0.6% | 2026-Q2 |
| ALLIUM FINANCIAL ADVISORS, LLC added | 371,490 | $6M | 0.6% | 2026-Q2 |
| LifeWealth Investments, LLC trimmed | 362,648 | $6M | 0.6% | 2026-Q2 |
| AE Wealth Management LLC added | 345,004 | $6M | 0.6% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 320,522 | $5M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC added | 308,982 | $5M | 0.5% | 2026-Q2 |
| Sentinel Advisory Group, LLC trimmed | 306,398 | $5M | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 303,855 | $5M | 0.5% | 2026-Q2 |
| Logan Stone Capital, LLC added | 284,734 | $5M | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 282,580 | $5M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 279,565 | $5M | 0.5% | 2026-Q2 |
| ICON ADVISERS INC/CO new | 268,890 | $4M | 0.4% | 2026-Q2 |
| Arax Advisory Partners added | 266,894 | $4M | 0.4% | 2026-Q2 |
| Wealth Care LLC added | 249,620 | $4M | 0.4% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 246,800 | $4M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 243,163 | $4M | 0.4% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 227,585 | $4M | 0.4% | 2026-Q2 |
| Beta Wealth Group, Inc. trimmed | 224,187 | $4M | 0.4% | 2026-Q2 |
| XTX Topco Ltd trimmed | 223,099 | $4M | 0.4% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT new | 211,898 | $4M | 0.3% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC added | 198,527 | $3M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 191,186 | $3M | 0.3% | 2026-Q2 |
| Morse Asset Management, Inc trimmed | 190,532 | $3M | 0.3% | 2026-Q2 |
| Catawba River Capital trimmed | 182,885 | $3M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 174,295 | $3M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 169,286 | $3M | 0.3% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 160,826 | $3M | 0.3% | 2026-Q2 |
| Flagship Private Wealth, LLC added | 158,534 | $3M | 0.3% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 158,117 | $3M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 156,723 | $3M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 155,515 | $3M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 147,976 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 141,329 | $2M | 0.2% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 139,793 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 137,604 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 134,574 | $2M | 0.2% | 2026-Q2 |
| Tennessee Valley Asset Management Partners trimmed | 134,000 | $2M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. added | 133,608 | $2M | 0.2% | 2026-Q2 |
| Elm3 Financial Group, LLC added | 128,874 | $2M | 0.2% | 2026-Q2 |
| GILL CAPITAL PARTNERS, LLC trimmed | 126,426 | $2M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 125,119 | $2M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 125,060 | $2M | 0.2% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 123,637 | $2M | 0.2% | 2026-Q2 |
| Meadowbrook Wealth Management, LLC added | 110,570 | $2M | 0.2% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 109,664 | $2M | 0.2% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. trimmed | 107,978 | $2M | 0.2% | 2026-Q2 |
| Wealthstar Advisors, LLC trimmed | 107,025 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 101,275 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS added | 99,200 | $2M | 0.2% | 2026-Q2 |
| MRA Advisory Group added | 98,079 | $2M | 0.2% | 2026-Q2 |
| MorganRosel Wealth Management, LLC trimmed | 96,943 | $2M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 95,738 | $2M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 95,446 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 92,246 | $2M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 92,123 | $2M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 87,070 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 85,409 | $1M | 0.1% | 2026-Q2 |
| Marks Group Wealth Management, Inc | 85,175 | $1M | 0.1% | 2026-Q2 |
| Anchor Capital Management Group Inc trimmed | 84,300 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 81,936 | $1M | 0.1% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 80,453 | $1M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 76,245 | $1M | 0.1% | 2026-Q2 |
| Parisi Gray Wealth Management added | 76,006 | $1M | 0.1% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 74,532 | $1M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 74,004 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 72,852 | $1M | 0.1% | 2026-Q2 |
| White Knight Strategic Wealth Advisors, LLC added | 72,817 | $1M | 0.1% | 2026-Q2 |
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.