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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,177,726 | $68M | 19.4% | 2026-Q2 |
| UBS Group AG added | 3,641,299 | $48M | 13.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,453,583 | $32M | 9.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,242,251 | $30M | 8.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,734,470 | $23M | 6.5% | 2026-Q2 |
| Invesco Ltd. added | 1,025,116 | $14M | 3.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 842,290 | $11M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 840,308 | $11M | 3.1% | 2026-Q2 |
| Cercano Management LLC trimmed | 783,312 | $10M | 2.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 653,870 | $9M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 649,618 | $9M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 457,620 | $6M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 373,292 | $5M | 1.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 363,117 | $5M | 1.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 357,226 | $5M | 1.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 281,827 | $4M | 1.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 279,246 | $4M | 1.0% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 278,910 | $4M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 278,158 | $4M | 1.0% | 2026-Q2 |
| Element Wealth, LLC trimmed | 224,130 | $3M | 0.8% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 190,567 | $3M | 0.7% | 2026-Q2 |
| Venture Visionary Partners LLC | 187,532 | $2M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 179,552 | $2M | 0.7% | 2026-Q2 |
| Belpointe Asset Management LLC added | 163,917 | $2M | 0.6% | 2026-Q2 |
| Estate Planners Group, LLC trimmed | 151,164 | $2M | 0.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 125,668 | $2M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 110,468 | $1M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 99,525 | $1M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 97,171 | $1M | 0.4% | 2026-Q2 |
| Triumph Capital Management added | 96,752 | $1M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 94,942 | $1M | 0.4% | 2026-Q2 |
| Palogic Value Management, L.P. added | 93,184 | $1M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 86,308 | $1M | 0.3% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 85,176 | $1M | 0.3% | 2026-Q2 |
| Anchor Capital Management Group Inc trimmed | 84,500 | $1M | 0.3% | 2026-Q2 |
| Americana Partners, LLC | 79,317 | $1M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 77,789 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 74,341 | $983K | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 73,472 | $996K | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 69,240 | $915K | 0.3% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. | 66,751 | $882K | 0.2% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 62,742 | $829K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 58,739 | $777K | 0.2% | 2026-Q2 |
| RFG Advisory, LLC added | 52,833 | $698K | 0.2% | 2026-Q2 |
| Bramshill Investments, LLC added | 52,693 | $697K | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 50,839 | $679K | 0.2% | 2026-Q2 |
| HBK Sorce Advisory LLC | 50,000 | $650K | 0.2% | 2026-Q2 |
| Samalin Investment Counsel, LLC trimmed | 49,512 | $655K | 0.2% | 2026-Q2 |
| MCDONALD PARTNERS LLC | 46,000 | $608K | 0.2% | 2026-Q2 |
| Meadowbrook Wealth Management, LLC added | 43,270 | $574K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 43,080 | $570K | 0.2% | 2026-Q2 |
| Maridea Wealth Management LLC added | 41,526 | $549K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 35,541 | $470K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 35,501 | $469K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 34,791 | $460K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 31,957 | $422K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co | 31,500 | $416K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 31,420 | $415K | 0.1% | 2026-Q2 |
| Fund Advisors of America Inc/FL added | 30,726 | $406K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 29,782 | $394K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 27,988 | $370K | 0.1% | 2026-Q2 |
| MorganRosel Wealth Management, LLC new | 27,442 | $363K | 0.1% | 2026-Q2 |
| Crumly & Associates Inc. added | 27,000 | $357K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC added | 26,947 | $356K | 0.1% | 2026-Q2 |
| Accredited Investors Inc. new | 25,000 | $330K | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS | 24,928 | $330K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 22,987 | $304K | 0.1% | 2026-Q2 |
| Integrity Advisory Solutions, LLC new | 21,430 | $283K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 21,148 | $280K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. added | 20,683 | $273K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 19,823 | $262K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 19,597 | $259K | 0.1% | 2026-Q2 |
| StoneX Group Inc. trimmed | 19,350 | $258K | 0.1% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. | 19,275 | $255K | 0.1% | 2026-Q2 |
| Essential Investment Partners LLC trimmed | 18,500 | $245K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 18,316 | $242K | 0.1% | 2026-Q2 |
| Traynor Capital Management, Inc. new | 18,197 | $241K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 17,487 | $227K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 16,762 | $222K | 0.1% | 2026-Q2 |
| COURIER CAPITAL LLC | 16,269 | $215K | 0.1% | 2026-Q2 |
| Gridiron Partners, LLC trimmed | 15,000 | $198K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 14,370 | $185K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 14,004 | $185K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC new | 14,000 | $185K | 0.1% | 2026-Q2 |
| Buska Wealth Management, LLC trimmed | 13,733 | $182K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC | 13,167 | $174K | 0.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 12,942 | $171K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 12,170 | $161K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 11,405 | $151K | 0.0% | 2026-Q2 |
| Noble Wealth Management PBC added | 10,979 | $145K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 10,831 | $143K | 0.0% | 2026-Q2 |
| Clearview Wealth Management LLC trimmed | 10,813 | $143K | 0.0% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 10,746 | $142K | 0.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 10,717 | $142K | 0.0% | 2026-Q2 |
| Sigma Planning Corp new | 10,680 | $141K | 0.0% | 2026-Q2 |
| BURNEY CO/ | 10,600 | $140K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 10,588 | $140K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 10,439 | $138K | 0.0% | 2026-Q2 |
| HUB Investment Partners, LLC | 10,205 | $135K | 0.0% | 2026-Q2 |
| Boreal Capital Management LLC | 0 | $661K | 0.2% | 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.
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.