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Institutional Ownership · SEC Form 13F

Who owns PDO


Which tracked institutional funds hold PDO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDO company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

131
Institutional holders
27M
Shares held (tracked funds)

How the tape is positioned

17 tracked funds added or opened PDO while 18 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

PDO’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PDO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PDO 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 131 tracked filers holding PDO, 71 increased or opened the position and 65 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 PDO 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 4

  • Cercano Management LLC$10M
  • J.W. COLE ADVISORS, INC.$5M
  • Boreal Capital Management LLC$661K
  • Meadowbrook Wealth Management, LLC$574K

Full exits 10

  • COHEN & STEERS, INC.$16M
  • HighTower Advisors, LLC$7M
  • Integrity Wealth Partners, LLC$3M
  • Cambridge Investment Research Advisors, Inc.$2M
  • WEDBUSH SECURITIES INC$1M
  • RIVERNORTH CAPITAL MANAGEMENT, LLC$1M

Largest adds

  • Cetera Investment Advisers$4M
  • MORGAN STANLEY$3M
  • ROYAL BANK OF CANADA$2M
  • UBS Group AG$2M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • Sanctuary Advisors, LLC$1M

Largest trims

  • JANE STREET GROUP, LLC$1M
  • WELLS FARGO & COMPANY/MN$1M
  • &PARTNERS$720K
  • Anchor Capital Management Group Inc$622K
  • INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$614K
  • Shaker Financial Services, LLC$526K

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.

FundSharesReported value% of valueQuarter
MORGAN STANLEY added5,177,726$68M19.4%2026-Q2
UBS Group AG added3,641,299$48M13.6%2026-Q2
ROYAL BANK OF CANADA added2,453,583$32M9.2%2026-Q2
WELLS FARGO & COMPANY/MN trimmed2,242,251$30M8.4%2026-Q2
Cerity Partners LLC trimmed1,734,470$23M6.5%2026-Q2
Invesco Ltd. added1,025,116$14M3.8%2026-Q2
GUGGENHEIM CAPITAL LLC trimmed842,290$11M3.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed840,308$11M3.1%2026-Q2
Cercano Management LLC trimmed783,312$10M2.9%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed653,870$9M2.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed649,618$9M2.4%2026-Q2
Cetera Investment Advisers added457,620$6M1.7%2026-Q2
LPL Financial LLC added373,292$5M1.4%2026-Q2
LEAVELL INVESTMENT MANAGEMENT, INC. trimmed363,117$5M1.4%2026-Q2
J.W. COLE ADVISORS, INC. added357,226$5M1.3%2026-Q2
Private Advisor Group, LLC trimmed281,827$4M1.1%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed279,246$4M1.0%2026-Q2
Cornerstone Advisory, LLC trimmed278,910$4M1.0%2026-Q2
OSAIC HOLDINGS, INC. added278,158$4M1.0%2026-Q2
Element Wealth, LLC trimmed224,130$3M0.8%2026-Q2
Capital Investment Advisors, LLC trimmed190,567$3M0.7%2026-Q2
Venture Visionary Partners LLC187,532$2M0.7%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added179,552$2M0.7%2026-Q2
Belpointe Asset Management LLC added163,917$2M0.6%2026-Q2
Estate Planners Group, LLC trimmed151,164$2M0.6%2026-Q2
INDEPENDENT FINANCIAL GROUP, LLC added125,668$2M0.5%2026-Q2
Sanctuary Advisors, LLC added110,468$1M0.4%2026-Q2
Concurrent Investment Advisors, LLC added99,525$1M0.4%2026-Q2
NewEdge Advisors, LLC trimmed97,171$1M0.4%2026-Q2
Triumph Capital Management added96,752$1M0.4%2026-Q2
Kestra Advisory Services, LLC added94,942$1M0.4%2026-Q2
Palogic Value Management, L.P. added93,184$1M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added86,308$1M0.3%2026-Q2
Shaker Financial Services, LLC trimmed85,176$1M0.3%2026-Q2
Anchor Capital Management Group Inc trimmed84,500$1M0.3%2026-Q2
Americana Partners, LLC79,317$1M0.3%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added77,789$1M0.3%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added74,341$983K0.3%2026-Q2
&PARTNERS trimmed73,472$996K0.3%2026-Q2
XTX Topco Ltd added69,240$915K0.3%2026-Q2
Thomas J. Herzfeld Advisors, Inc.66,751$882K0.2%2026-Q2
Goldstone Financial Group, LLC trimmed62,742$829K0.2%2026-Q2
JANE STREET GROUP, LLC trimmed58,739$777K0.2%2026-Q2
RFG Advisory, LLC added52,833$698K0.2%2026-Q2
Bramshill Investments, LLC added52,693$697K0.2%2026-Q2
AlphaCore Capital LLC added50,839$679K0.2%2026-Q2
HBK Sorce Advisory LLC50,000$650K0.2%2026-Q2
Samalin Investment Counsel, LLC trimmed49,512$655K0.2%2026-Q2
MCDONALD PARTNERS LLC46,000$608K0.2%2026-Q2
Meadowbrook Wealth Management, LLC added43,270$574K0.2%2026-Q2
STIFEL FINANCIAL CORP trimmed43,080$570K0.2%2026-Q2
Maridea Wealth Management LLC added41,526$549K0.2%2026-Q2
Rockefeller Capital Management L.P. trimmed35,541$470K0.1%2026-Q2
CreativeOne Wealth, LLC trimmed35,501$469K0.1%2026-Q2
FIFTH THIRD BANCORP added34,791$460K0.1%2026-Q2
TWO SIGMA SECURITIES, LLC added31,957$422K0.1%2026-Q2
CENTRAL TRUST Co31,500$416K0.1%2026-Q2
Stratos Wealth Partners, LTD. trimmed31,420$415K0.1%2026-Q2
Fund Advisors of America Inc/FL added30,726$406K0.1%2026-Q2
PFG Investments, LLC trimmed29,782$394K0.1%2026-Q2
DAVENPORT & Co LLC trimmed27,988$370K0.1%2026-Q2
MorganRosel Wealth Management, LLC new27,442$363K0.1%2026-Q2
Crumly & Associates Inc. added27,000$357K0.1%2026-Q2
Brookwood Investment Group LLC added26,947$356K0.1%2026-Q2
Accredited Investors Inc. new25,000$330K0.1%2026-Q2
FIRST FOUNDATION ADVISORS24,928$330K0.1%2026-Q2
D.A. DAVIDSON & CO. added22,987$304K0.1%2026-Q2
Integrity Advisory Solutions, LLC new21,430$283K0.1%2026-Q2
AE Wealth Management LLC added21,148$280K0.1%2026-Q2
NWF Advisory Services Inc. added20,683$273K0.1%2026-Q2
VestGen Advisors, LLC added19,823$262K0.1%2026-Q2
Creative Planning trimmed19,597$259K0.1%2026-Q2
StoneX Group Inc. trimmed19,350$258K0.1%2026-Q2
Williams Jones Wealth Management, LLC.19,275$255K0.1%2026-Q2
Essential Investment Partners LLC trimmed18,500$245K0.1%2026-Q2
MML INVESTORS SERVICES, LLC added18,316$242K0.1%2026-Q2
Traynor Capital Management, Inc. new18,197$241K0.1%2026-Q2
World Investment Advisors trimmed17,487$227K0.1%2026-Q2
SCOTIA CAPITAL INC. trimmed16,762$222K0.1%2026-Q2
COURIER CAPITAL LLC16,269$215K0.1%2026-Q2
Gridiron Partners, LLC trimmed15,000$198K0.1%2026-Q2
Sovran Advisors, LLC added14,370$185K0.1%2026-Q2
Perigon Wealth Management, LLC added14,004$185K0.1%2026-Q2
NOMURA HOLDINGS INC new14,000$185K0.1%2026-Q2
Buska Wealth Management, LLC trimmed13,733$182K0.1%2026-Q2
Onyx Bridge Wealth Group LLC13,167$174K0.0%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC new12,942$171K0.0%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC added12,170$161K0.0%2026-Q2
Mariner, LLC trimmed11,405$151K0.0%2026-Q2
Noble Wealth Management PBC added10,979$145K0.0%2026-Q2
Equitable Holdings, Inc. added10,831$143K0.0%2026-Q2
Clearview Wealth Management LLC trimmed10,813$143K0.0%2026-Q2
Beacon Financial Advisory LLC added10,746$142K0.0%2026-Q2
BlackRock, Inc. trimmed10,717$142K0.0%2026-Q2
Sigma Planning Corp new10,680$141K0.0%2026-Q2
BURNEY CO/10,600$140K0.0%2026-Q2
Clearstead Advisors, LLC trimmed10,588$140K0.0%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed10,439$138K0.0%2026-Q2
HUB Investment Partners, LLC10,205$135K0.0%2026-Q2
Boreal Capital Management LLC0$661K0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership