Who owns PDP
Which tracked institutional funds hold PDP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on PDP is one-sided between 2026-Q1 and 2026-Q2: 72 added or opened and 10 trimmed or exited — on balance accumulating.
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
PDP’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 PDP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PDP 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 215 tracked filers holding PDP, 76 increased or opened the position and 91 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 PDP 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 9
- NewEdge Advisors, LLC$10M
- TWO SIGMA INVESTMENTS, LP$3M
- Global Retirement Partners, LLC$3M
- Beacon Pointe Advisors, LLC$3M
- Nilsine Partners, LLC$1M
- Lloyd Advisory Services, LLC.$1M
Full exits 5
- Janney Montgomery Scott LLC$22M
- Cambridge Investment Research Advisors, Inc.$6M
- Mill Creek Capital Advisors, LLC$794K
- HighTower Advisors, LLC$669K
- CWM, LLC$605K
Largest adds
- MORGAN STANLEY$52M
- RAYMOND JAMES FINANCIAL INC$36M
- BANK OF AMERICA CORP /DE/$12M
- WELLS FARGO & COMPANY/MN$11M
- COMMONWEALTH EQUITY SERVICES, LLC$9M
- LPL Financial LLC$9M
Largest trims
- BNP PARIBAS FINANCIAL MARKETS$3M
- Private Advisory Group LLC$1M
- LJI Wealth Management, LLC$1M
- GOLDMAN SACHS GROUP INC$411K
- CALTON & ASSOCIATES, INC.$409K
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 | 890,849 | $135M | 14.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 664,010 | $101M | 10.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 397,255 | $60M | 6.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 369,927 | $56M | 6.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 341,051 | $52M | 5.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 299,497 | $45M | 4.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 283,329 | $43M | 4.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 247,279 | $38M | 4.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 206,793 | $31M | 3.4% | 2026-Q2 |
| UBS Group AG trimmed | 179,532 | $27M | 3.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 155,358 | $24M | 2.6% | 2026-Q2 |
| Savant Capital, LLC trimmed | 130,472 | $20M | 2.1% | 2026-Q2 |
| NewSquare Capital LLC added | 129,102 | $20M | 2.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 125,241 | $19M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 118,675 | $18M | 2.0% | 2026-Q2 |
| Strid Group, LLC trimmed | 105,857 | $16M | 1.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 77,428 | $11M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 72,325 | $11M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 65,960 | $10M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 63,518 | $10M | 1.0% | 2026-Q2 |
| &PARTNERS added | 59,063 | $9M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 53,529 | $8M | 0.9% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 51,631 | $8M | 0.8% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 42,767 | $6M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 40,929 | $6M | 0.7% | 2026-Q2 |
| AFFINITY WEALTH MANAGEMENT LLC added | 38,969 | $6M | 0.6% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 33,954 | $5M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 30,917 | $5M | 0.5% | 2026-Q2 |
| MTM Investment Management, LLC trimmed | 28,686 | $4M | 0.5% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 28,541 | $4M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 27,248 | $4M | 0.4% | 2026-Q2 |
| JBR Co Financial Management Inc trimmed | 26,974 | $4M | 0.4% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 24,711 | $4M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 23,485 | $4M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 22,474 | $3M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 21,750 | $3M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 21,292 | $3M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 20,733 | $3M | 0.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 20,139 | $3M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 20,103 | $3M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC | 18,189 | $3M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 17,762 | $3M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 17,026 | $3M | 0.3% | 2026-Q2 |
| Sovereign Financial Group, Inc. | 16,767 | $3M | 0.3% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 16,716 | $3M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 15,266 | $2M | 0.3% | 2026-Q2 |
| PFG Investments, LLC added | 15,138 | $2M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 13,644 | $2M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 13,601 | $2M | 0.2% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 13,077 | $2M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 12,667 | $2M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 12,104 | $2M | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 11,861 | $2M | 0.2% | 2026-Q2 |
| Heirloom Wealth Management trimmed | 10,991 | $2M | 0.2% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 10,827 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 10,745 | $2M | 0.2% | 2026-Q2 |
| Bridgewater Advisors Inc. | 10,712 | $1M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 10,602 | $2M | 0.2% | 2026-Q2 |
| PMG Wealth Management, Inc. added | 10,137 | $2M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 9,911 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 9,700 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 9,251 | $1M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC added | 9,187 | $1M | 0.2% | 2026-Q2 |
| Nilsine Partners, LLC new | 8,265 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 8,263 | $1M | 0.1% | 2026-Q2 |
| LJI Wealth Management, LLC trimmed | 8,226 | $1M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 8,094 | $1M | 0.1% | 2026-Q2 |
| Second Half Financial Partners, LLC added | 8,044 | $1M | 0.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 8,029 | $1M | 0.1% | 2026-Q2 |
| Bellars Harris Wealth Management, LLC new | 7,827 | $1M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 7,614 | $1M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 7,541 | $1M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 7,220 | $1M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 7,165 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,161 | $1M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 6,828 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 6,760 | $1M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC new | 6,574 | $997K | 0.1% | 2026-Q2 |
| Baker Avenue Asset Management, LP added | 6,469 | $982K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 6,253 | $949K | 0.1% | 2026-Q2 |
| Mullooly Asset Management, Inc. trimmed | 6,148 | $932K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 6,066 | $920K | 0.1% | 2026-Q2 |
| EWA, LLC new | 5,706 | $866K | 0.1% | 2026-Q2 |
| Wagner Wealth Management, Corp trimmed | 5,575 | $846K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 5,490 | $833K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 5,487 | $833K | 0.1% | 2026-Q2 |
| MorganRosel Wealth Management, LLC trimmed | 5,293 | $803K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 5,284 | $802K | 0.1% | 2026-Q2 |
| Millennium Capital Advisors, LLC added | 5,263 | $799K | 0.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. trimmed | 5,164 | $784K | 0.1% | 2026-Q2 |
| WealthBridge Capital Management, LLC trimmed | 4,930 | $748K | 0.1% | 2026-Q2 |
| Kiker Wealth Management, LLC trimmed | 4,746 | $720K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 4,537 | $688K | 0.1% | 2026-Q2 |
| Principle Wealth Partners LLC | 4,395 | $667K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 4,370 | $663K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. | 4,321 | $656K | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC | 4,302 | $653K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 4,203 | $638K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 4,109 | $623K | 0.1% | 2026-Q2 |
| Redwood Family Wealth LLC trimmed | 4,088 | $620K | 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.