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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 5,089,711 | $66M | 15.6% | 2026-Q1 |
| UBS Group AG added | 3,565,457 | $46M | 11.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,374,387 | $31M | 7.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,347,194 | $30M | 7.2% | 2026-Q1 |
| Cerity Partners LLC new | 1,745,837 | $23M | 5.4% | 2026-Q1 |
| COHEN & STEERS, INC. added | 1,267,824 | $16M | 3.9% | 2026-Q1 |
| Invesco Ltd. added | 983,369 | $13M | 3.0% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 865,387 | $11M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 840,793 | $11M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 657,563 | $9M | 2.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 656,529 | $8M | 2.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 566,992 | $7M | 1.7% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 392,835 | $5M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 365,731 | $5M | 1.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 327,028 | $4M | 1.0% | 2026-Q1 |
| Cornerstone Advisory, LLC trimmed | 306,042 | $4M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 286,227 | $4M | 0.9% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 233,197 | $3M | 0.7% | 2026-Q1 |
| Element Wealth, LLC added | 224,499 | $3M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 220,773 | $3M | 0.7% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 196,990 | $3M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 195,582 | $3M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 187,823 | $2M | 0.6% | 2026-Q1 |
| Venture Visionary Partners LLC added | 187,532 | $2M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 175,425 | $2M | 0.5% | 2026-Q1 |
| Estate Planners Group, LLC trimmed | 151,178 | $2M | 0.5% | 2026-Q1 |
| Anchor Capital Management Group Inc | 134,500 | $2M | 0.4% | 2026-Q1 |
| &PARTNERS trimmed | 132,772 | $2M | 0.4% | 2026-Q1 |
| Shaker Financial Services, LLC added | 128,530 | $2M | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 122,157 | $2M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 107,372 | $1M | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 99,325 | $1M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 97,775 | $1M | 0.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 95,649 | $1M | 0.3% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 90,524 | $1M | 0.3% | 2026-Q1 |
| Triumph Capital Management added | 89,634 | $1M | 0.3% | 2026-Q1 |
| Palogic Value Management, L.P. | 90,184 | $1M | 0.3% | 2026-Q1 |
| Americana Partners, LLC | 79,317 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 68,998 | $892K | 0.2% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 66,751 | $863K | 0.2% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 65,560 | $848K | 0.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 64,610 | $835K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 63,535 | $822K | 0.2% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC new | 60,514 | $782K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 60,268 | $779K | 0.2% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 52,116 | $674K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 52,073 | $673K | 0.2% | 2026-Q1 |
| HBK Sorce Advisory LLC added | 50,000 | $664K | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 49,833 | $651K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 47,146 | $610K | 0.1% | 2026-Q1 |
| MCDONALD PARTNERS LLC | 46,000 | $595K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 45,224 | $585K | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 44,056 | $570K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 43,814 | $567K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 43,158 | $558K | 0.1% | 2026-Q1 |
| Maridea Wealth Management LLC added | 37,428 | $484K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 35,742 | $462K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 35,631 | $461K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 33,589 | $444K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 31,555 | $408K | 0.1% | 2026-Q1 |
| CENTRAL TRUST Co new | 31,500 | $407K | 0.1% | 2026-Q1 |
| Fund Advisors of America Inc/FL added | 30,241 | $391K | 0.1% | 2026-Q1 |
| PFG Investments, LLC trimmed | 30,136 | $390K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 28,350 | $367K | 0.1% | 2026-Q1 |
| Shay Capital LLC new | 27,720 | $358K | 0.1% | 2026-Q1 |
| Gridiron Partners, LLC trimmed | 26,433 | $342K | 0.1% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC new | 25,000 | $326K | 0.1% | 2026-Q1 |
| Crumly & Associates Inc. added | 25,000 | $323K | 0.1% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS | 24,928 | $322K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 23,796 | $308K | 0.1% | 2026-Q1 |
| CWM, LLC added | 23,236 | $300K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 22,773 | $294K | 0.1% | 2026-Q1 |
| Creative Planning added | 22,518 | $291K | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC trimmed | 22,371 | $289K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 21,155 | $275K | 0.1% | 2026-Q1 |
| Buska Wealth Management, LLC trimmed | 21,147 | $273K | 0.1% | 2026-Q1 |
| Private Wealth Asset Management, LLC added | 20,484 | $265K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 19,790 | $256K | 0.1% | 2026-Q1 |
| Williams Jones Wealth Management, LLC. trimmed | 19,275 | $249K | 0.1% | 2026-Q1 |
| Cercano Management LLC | 1,666,651 | $24M | 5.6% | 2025-Q3 stale |
| SOL Capital Management CO added | 1,698,816 | $24M | 5.6% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 356,203 | $5M | 1.2% | 2025-Q4 stale |
| IEQ CAPITAL, LLC new | 250,000 | $3M | 0.8% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp added | 238,702 | $3M | 0.8% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 174,862 | $2M | 0.6% | 2025-Q2 stale |
| Boreal Capital Management LLC | 0 | $1M | 0.2% | 2025-Q4 stale |
| COMERICA BANK added | 72,112 | $998K | 0.2% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP new | 53,375 | $719K | 0.2% | 2025-Q2 stale |
| Lido Advisors, LLC new | 43,284 | $601K | 0.1% | 2025-Q1 stale |
| Wilmington Savings Fund Society, FSB added | 42,810 | $577K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 37,700 | $513K | 0.1% | 2025-Q2 stale |
| CHOREO, LLC trimmed | 32,839 | $460K | 0.1% | 2025-Q4 stale |
| Meadowbrook Wealth Management, LLC added | 32,970 | $456K | 0.1% | 2025-Q4 stale |
| Naviter Wealth, LLC new | 25,500 | $347K | 0.1% | 2025-Q2 stale |
| TECTONIC ADVISORS LLC trimmed | 22,557 | $312K | 0.1% | 2025-Q4 stale |
| Jaffetilchin Investment Partners, LLC new | 21,206 | $293K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP added | 21,517 | $290K | 0.1% | 2025-Q2 stale |
| Merkkuri Wealth Advisors LLC | 19,070 | $265K | 0.1% | 2025-Q1 stale |
| JTC Employer Solutions Trustee Ltd | 18,500 | $256K | 0.1% | 2025-Q1 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 17,674 | $245K | 0.1% | 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.
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.