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-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
23 tracked funds added or opened PDP while 25 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
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 2025-Q4 and 2026-Q1, across 206 tracked filers holding PDP, 59 increased or opened the position and 83 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 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 5
- Heirloom Wealth Management$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- GOLDMAN SACHS GROUP INC$917K
- Kiker Wealth Management, LLC$582K
- FIRST TRUST ADVISORS LP$516K
Full exits 6
- NewEdge Advisors, LLC$10M
- MGB Wealth Management, LLC$2M
- Global Retirement Partners, LLC$2M
- Lloyd Advisory Services, LLC.$1M
- COMERICA BANK$979K
- CPC Advisors, LLC$560K
Largest adds
- RAYMOND JAMES FINANCIAL INC$6M
- UBS Group AG$4M
- MORGAN STANLEY$3M
- NBC SECURITIES, INC.$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Rockefeller Capital Management L.P.$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- NewSquare Capital LLC$11M
- LPL Financial LLC$6M
- JPMORGAN CHASE & CO$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- Prospera Financial Services Inc$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 | 685,875 | $83M | 11.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 536,762 | $65M | 8.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 411,062 | $50M | 6.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 386,491 | $47M | 6.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 325,370 | $39M | 5.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 306,311 | $37M | 5.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 284,395 | $34M | 4.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 244,559 | $30M | 4.0% | 2026-Q1 |
| UBS Group AG added | 214,413 | $26M | 3.5% | 2026-Q1 |
| Summit Financial, LLC trimmed | 210,653 | $25M | 3.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 179,803 | $22M | 3.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 156,185 | $19M | 2.6% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 139,817 | $17M | 2.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 132,917 | $16M | 2.2% | 2026-Q1 |
| NewSquare Capital LLC trimmed | 108,116 | $13M | 1.8% | 2026-Q1 |
| Strid Group, LLC trimmed | 107,131 | $13M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 105,934 | $13M | 1.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 75,782 | $9M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 67,752 | $8M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 61,955 | $7M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 53,272 | $6M | 0.9% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 50,219 | $6M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 48,823 | $6M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 46,560 | $5M | 0.7% | 2026-Q1 |
| &PARTNERS added | 43,752 | $5M | 0.7% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 42,769 | $5M | 0.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 40,000 | $5M | 0.7% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC trimmed | 33,954 | $4M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 29,460 | $4M | 0.5% | 2026-Q1 |
| MTM Investment Management, LLC trimmed | 28,978 | $3M | 0.5% | 2026-Q1 |
| NBC SECURITIES, INC. added | 28,591 | $3M | 0.5% | 2026-Q1 |
| JBR Co Financial Management Inc | 29,153 | $3M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 27,092 | $3M | 0.5% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 24,742 | $3M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 23,415 | $3M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 22,266 | $3M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 20,497 | $2M | 0.3% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 20,139 | $2M | 0.3% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 19,822 | $2M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 19,223 | $2M | 0.3% | 2026-Q1 |
| LJI Wealth Management, LLC trimmed | 19,199 | $2M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 19,255 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 18,207 | $2M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC | 18,189 | $2M | 0.3% | 2026-Q1 |
| Sovereign Financial Group, Inc. | 16,767 | $2M | 0.3% | 2026-Q1 |
| Private Advisory Group LLC added | 15,963 | $2M | 0.3% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 15,696 | $2M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors added | 15,000 | $2M | 0.2% | 2026-Q1 |
| Heirloom Wealth Management new | 14,882 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 14,646 | $2M | 0.2% | 2026-Q1 |
| PFG Investments, LLC trimmed | 14,104 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 13,480 | $2M | 0.2% | 2026-Q1 |
| Bridgewater Advisors Inc. | 10,712 | $2M | 0.2% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 11,864 | $1M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 11,650 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 10,914 | $1M | 0.2% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC trimmed | 10,913 | $1M | 0.2% | 2026-Q1 |
| PMG Wealth Management, Inc. trimmed | 9,705 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 9,251 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,169 | $1M | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC added | 8,870 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 8,242 | $995K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 8,190 | $989K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 8,173 | $987K | 0.1% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 8,125 | $981K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 8,100 | $978K | 0.1% | 2026-Q1 |
| FMR LLC added | 7,670 | $926K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 7,593 | $917K | 0.1% | 2026-Q1 |
| Second Half Financial Partners, LLC trimmed | 7,460 | $901K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 7,340 | $886K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 6,708 | $810K | 0.1% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC | 6,574 | $794K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 6,261 | $756K | 0.1% | 2026-Q1 |
| Mullooly Asset Management, Inc. | 6,189 | $747K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 6,048 | $730K | 0.1% | 2026-Q1 |
| MorganRosel Wealth Management, LLC trimmed | 6,042 | $730K | 0.1% | 2026-Q1 |
| Wagner Wealth Management, Corp trimmed | 5,885 | $711K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,537 | $669K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 5,480 | $662K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 5,436 | $656K | 0.1% | 2026-Q1 |
| Millennium Capital Advisors, LLC trimmed | 5,262 | $636K | 0.1% | 2026-Q1 |
| Baker Avenue Asset Management, LP trimmed | 5,247 | $634K | 0.1% | 2026-Q1 |
| Prosperity Financial Group, Inc. | 5,165 | $624K | 0.1% | 2026-Q1 |
| WealthBridge Capital Management, LLC trimmed | 5,130 | $619K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 5,007 | $605K | 0.1% | 2026-Q1 |
| Kiker Wealth Management, LLC trimmed | 4,819 | $582K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 83,200 | $10M | 1.3% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 24,933 | $3M | 0.4% | 2025-Q2 stale |
| G&S Capital LLC trimmed | 23,086 | $3M | 0.3% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 20,615 | $2M | 0.3% | 2025-Q2 stale |
| MGB Wealth Management, LLC trimmed | 18,971 | $2M | 0.3% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 17,405 | $2M | 0.3% | 2025-Q4 stale |
| Fort Point Capital Partners LLC trimmed | 16,262 | $2M | 0.2% | 2025-Q2 stale |
| Financial Management Professionals, Inc. trimmed | 15,974 | $2M | 0.2% | 2025-Q1 stale |
| Lloyd Advisory Services, LLC. added | 11,865 | $1M | 0.2% | 2025-Q4 stale |
| Harvest Investment Services, LLC added | 9,523 | $1M | 0.2% | 2025-Q3 stale |
| COMERICA BANK | 8,408 | $979K | 0.1% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC added | 8,282 | $828K | 0.1% | 2025-Q1 stale |
| BOKF, NA | 6,431 | $643K | 0.1% | 2025-Q1 stale |
| CPC Advisors, LLC | 4,815 | $560K | 0.1% | 2025-Q4 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.