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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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

134
Institutional holders
28M
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened PDO while 21 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

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 2025-Q4 and 2026-Q1, across 134 tracked filers holding PDO, 70 increased or opened the position and 57 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 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 9

  • Cerity Partners LLC$23M
  • Integrity Wealth Partners, LLC$3M
  • Shaker Financial Services, LLC$2M
  • RIVERNORTH CAPITAL MANAGEMENT, LLC$1M
  • Navis Wealth Advisors, LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$822K

Full exits 4

  • SOL Capital Management CO$24M
  • J.W. COLE ADVISORS, INC.$5M
  • Boreal Capital Management LLC$1M
  • COMERICA BANK$998K

Largest adds

  • JANE STREET GROUP, LLC$866K
  • Venture Visionary Partners LLC$660K
  • INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$542K
  • LPL Financial LLC$487K
  • Cambridge Investment Research Advisors, Inc.$478K
  • HBK Sorce Advisory LLC$369K

Largest trims

  • MORGAN STANLEY$9M
  • Thomas J. Herzfeld Advisors, Inc.$4M
  • ENVESTNET ASSET MANAGEMENT INC$4M
  • UBS Group AG$3M
  • WELLS FARGO & COMPANY/MN$3M
  • NewEdge Advisors, LLC$2M

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed5,089,711$66M15.6%2026-Q1
UBS Group AG added3,565,457$46M11.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,374,387$31M7.3%2026-Q1
ROYAL BANK OF CANADA added2,347,194$30M7.2%2026-Q1
Cerity Partners LLC new1,745,837$23M5.4%2026-Q1
COHEN & STEERS, INC. added1,267,824$16M3.9%2026-Q1
Invesco Ltd. added983,369$13M3.0%2026-Q1
GUGGENHEIM CAPITAL LLC added865,387$11M2.7%2026-Q1
BANK OF AMERICA CORP /DE/ added840,793$11M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed657,563$9M2.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added656,529$8M2.0%2026-Q1
HighTower Advisors, LLC trimmed566,992$7M1.7%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added392,835$5M1.2%2026-Q1
LPL Financial LLC added365,731$5M1.1%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added327,028$4M1.0%2026-Q1
Cornerstone Advisory, LLC trimmed306,042$4M0.9%2026-Q1
Private Advisor Group, LLC added286,227$4M0.9%2026-Q1
Integrity Wealth Partners, LLC new233,197$3M0.7%2026-Q1
Element Wealth, LLC added224,499$3M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed220,773$3M0.7%2026-Q1
Capital Investment Advisors, LLC trimmed196,990$3M0.6%2026-Q1
Cetera Investment Advisers added195,582$3M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added187,823$2M0.6%2026-Q1
Venture Visionary Partners LLC added187,532$2M0.6%2026-Q1
JANE STREET GROUP, LLC added175,425$2M0.5%2026-Q1
Estate Planners Group, LLC trimmed151,178$2M0.5%2026-Q1
Anchor Capital Management Group Inc134,500$2M0.4%2026-Q1
&PARTNERS trimmed132,772$2M0.4%2026-Q1
Shaker Financial Services, LLC added128,530$2M0.4%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC trimmed122,157$2M0.4%2026-Q1
Belpointe Asset Management LLC trimmed107,372$1M0.3%2026-Q1
WEDBUSH SECURITIES INC added99,325$1M0.3%2026-Q1
Concurrent Investment Advisors, LLC added97,775$1M0.3%2026-Q1
RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed95,649$1M0.3%2026-Q1
Navis Wealth Advisors, LLC new90,524$1M0.3%2026-Q1
Triumph Capital Management added89,634$1M0.3%2026-Q1
Palogic Value Management, L.P.90,184$1M0.3%2026-Q1
Americana Partners, LLC79,317$1M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added68,998$892K0.2%2026-Q1
Thomas J. Herzfeld Advisors, Inc. trimmed66,751$863K0.2%2026-Q1
Samalin Investment Counsel, LLC trimmed65,560$848K0.2%2026-Q1
Goldstone Financial Group, LLC trimmed64,610$835K0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added63,535$822K0.2%2026-Q1
SIT INVESTMENT ASSOCIATES INC new60,514$782K0.2%2026-Q1
XTX Topco Ltd added60,268$779K0.2%2026-Q1
Bramshill Investments, LLC trimmed52,116$674K0.2%2026-Q1
RFG Advisory, LLC trimmed52,073$673K0.2%2026-Q1
HBK Sorce Advisory LLC added50,000$664K0.2%2026-Q1
AlphaCore Capital LLC added49,833$651K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed47,146$610K0.1%2026-Q1
MCDONALD PARTNERS LLC46,000$595K0.1%2026-Q1
FIRST TRUST ADVISORS LP trimmed45,224$585K0.1%2026-Q1
Logan Stone Capital, LLC trimmed44,056$570K0.1%2026-Q1
STIFEL FINANCIAL CORP trimmed43,814$567K0.1%2026-Q1
Kestra Advisory Services, LLC trimmed43,158$558K0.1%2026-Q1
Maridea Wealth Management LLC added37,428$484K0.1%2026-Q1
Rockefeller Capital Management L.P. added35,742$462K0.1%2026-Q1
CreativeOne Wealth, LLC added35,631$461K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added33,589$444K0.1%2026-Q1
Stratos Wealth Partners, LTD. added31,555$408K0.1%2026-Q1
CENTRAL TRUST Co new31,500$407K0.1%2026-Q1
Fund Advisors of America Inc/FL added30,241$391K0.1%2026-Q1
PFG Investments, LLC trimmed30,136$390K0.1%2026-Q1
DAVENPORT & Co LLC trimmed28,350$367K0.1%2026-Q1
Shay Capital LLC new27,720$358K0.1%2026-Q1
Gridiron Partners, LLC trimmed26,433$342K0.1%2026-Q1
WEST MICHIGAN ADVISORS, LLC new25,000$326K0.1%2026-Q1
Crumly & Associates Inc. added25,000$323K0.1%2026-Q1
FIRST FOUNDATION ADVISORS24,928$322K0.1%2026-Q1
FIFTH THIRD BANCORP added23,796$308K0.1%2026-Q1
CWM, LLC added23,236$300K0.1%2026-Q1
D.A. DAVIDSON & CO. added22,773$294K0.1%2026-Q1
Creative Planning added22,518$291K0.1%2026-Q1
Brookwood Investment Group LLC trimmed22,371$289K0.1%2026-Q1
StoneX Group Inc. added21,155$275K0.1%2026-Q1
Buska Wealth Management, LLC trimmed21,147$273K0.1%2026-Q1
Private Wealth Asset Management, LLC added20,484$265K0.1%2026-Q1
VestGen Advisors, LLC added19,790$256K0.1%2026-Q1
Williams Jones Wealth Management, LLC. trimmed19,275$249K0.1%2026-Q1
Cercano Management LLC1,666,651$24M5.6%2025-Q3 stale
SOL Capital Management CO added1,698,816$24M5.6%2025-Q4 stale
J.W. COLE ADVISORS, INC. trimmed356,203$5M1.2%2025-Q4 stale
IEQ CAPITAL, LLC new250,000$3M0.8%2025-Q1 stale
Consolidated Portfolio Review Corp added238,702$3M0.8%2025-Q3 stale
BALYASNY ASSET MANAGEMENT L.P. new174,862$2M0.6%2025-Q2 stale
Boreal Capital Management LLC0$1M0.2%2025-Q4 stale
COMERICA BANK added72,112$998K0.2%2025-Q4 stale
READYSTATE ASSET MANAGEMENT LP new53,375$719K0.2%2025-Q2 stale
Lido Advisors, LLC new43,284$601K0.1%2025-Q1 stale
Wilmington Savings Fund Society, FSB added42,810$577K0.1%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed37,700$513K0.1%2025-Q2 stale
CHOREO, LLC trimmed32,839$460K0.1%2025-Q4 stale
Meadowbrook Wealth Management, LLC added32,970$456K0.1%2025-Q4 stale
Naviter Wealth, LLC new25,500$347K0.1%2025-Q2 stale
TECTONIC ADVISORS LLC trimmed22,557$312K0.1%2025-Q4 stale
Jaffetilchin Investment Partners, LLC new21,206$293K0.1%2025-Q4 stale
Elequin Capital, LP added21,517$290K0.1%2025-Q2 stale
Merkkuri Wealth Advisors LLC19,070$265K0.1%2025-Q1 stale
JTC Employer Solutions Trustee Ltd18,500$256K0.1%2025-Q1 stale
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new17,674$245K0.1%2025-Q1 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.

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