Who owns PDS
Which tracked institutional funds hold PDS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PDS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 PDS while 50 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
PDS’s largest tracked holder by dollar value, NATIONAL BANK OF CANADA /FI/, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PDS 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 132 tracked filers holding PDS, 63 increased or opened the position and 74 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 PDS 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 8
- Driehaus Capital Management LLC$13M
- Orion Resource Partners LP$5M
- STATE OF WISCONSIN INVESTMENT BOARD$4M
- Man Group plc$1M
- Polar Asset Management Partners Inc.$1M
- AQR CAPITAL MANAGEMENT LLC$759K
Full exits 9
- Pine Valley Investments Ltd Liability Co$15M
- JANE STREET GROUP, LLC$4M
- Campbell & CO Investment Adviser LLC$3M
- NICOLA WEALTH MANAGEMENT LTD.$3M
- Thrivent Financial for Lutherans$1M
- Aquatic Capital Management LLC$835K
Largest adds
- BARCLAYS PLC$20M
- MACKENZIE FINANCIAL CORP$17M
- GOLDMAN SACHS GROUP INC$11M
- SIR Capital Management, L.P.$7M
- ROYAL BANK OF CANADA$7M
- Quadrature Capital Ltd$6M
Largest trims
- FIL Ltd$46M
- NATIONAL BANK OF CANADA /FI/$16M
- BANK OF MONTREAL /CAN/$14M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$12M
- AEGIS FINANCIAL CORP$11M
- Encompass Capital Advisors LLC$9M
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 |
|---|---|---|---|---|
| NATIONAL BANK OF CANADA /FI/ added | 754,968 | $58M | 8.7% | 2026-Q2 |
| FIL Ltd trimmed | 719,507 | $55M | 8.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 542,651 | $42M | 6.3% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 512,747 | $39M | 5.9% | 2026-Q2 |
| AEGIS FINANCIAL CORP | 504,059 | $39M | 5.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 398,400 | $31M | 4.6% | 2026-Q2 |
| BARCLAYS PLC added | 353,877 | $27M | 4.1% | 2026-Q2 |
| Encompass Capital Advisors LLC trimmed | 333,371 | $26M | 3.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 317,814 | $24M | 3.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 316,987 | $24M | 3.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 259,243 | $28M | 4.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 239,672 | $18M | 2.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 233,999 | $18M | 2.7% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 225,739 | $17M | 2.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 171,317 | $13M | 2.0% | 2026-Q2 |
| Driehaus Capital Management LLC new | 167,700 | $13M | 1.9% | 2026-Q2 |
| Quadrature Capital Ltd added | 163,109 | $13M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 159,923 | $12M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 139,813 | $11M | 1.6% | 2026-Q2 |
| Hartree Partners, LP added | 130,000 | $10M | 1.5% | 2026-Q2 |
| SIR Capital Management, L.P. added | 113,178 | $9M | 1.3% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 110,800 | $8M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 109,048 | $8M | 1.3% | 2026-Q2 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 107,314 | $8M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 96,960 | $7M | 1.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 92,865 | $7M | 1.1% | 2026-Q2 |
| Equinox Partners Investment Management LLC | 65,211 | $5M | 0.8% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 64,675 | $5M | 0.7% | 2026-Q2 |
| Orion Resource Partners LP added | 62,689 | $5M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 62,687 | $5M | 0.7% | 2026-Q2 |
| Quotient Wealth Partners, LLC trimmed | 62,254 | $5M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 54,001 | $4M | 0.6% | 2026-Q2 |
| BlackRock, Inc. trimmed | 53,449 | $4M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 50,033 | $4M | 0.6% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 46,800 | $4M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 39,378 | $3M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 38,563 | $3M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 34,412 | $3M | 0.4% | 2026-Q2 |
| Engineers Gate Manager LP added | 31,802 | $2M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 30,725 | $2M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 30,434 | $2M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 24,800 | $2M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 22,011 | $2M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 21,272 | $2M | 0.2% | 2026-Q2 |
| Northwest & Ethical Investments L.P. trimmed | 20,732 | $2M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 20,351 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 20,278 | $2M | 0.2% | 2026-Q2 |
| TD Asset Management Inc added | 19,828 | $2M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 17,798 | $1M | 0.2% | 2026-Q2 |
| Man Group plc new | 17,163 | $1M | 0.2% | 2026-Q2 |
| Polar Asset Management Partners Inc. trimmed | 16,500 | $1M | 0.2% | 2026-Q2 |
| Legal & General Group Plc | 15,285 | $1M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 14,027 | $1M | 0.2% | 2026-Q2 |
| Spark Investment Management LLC trimmed | 14,000 | $1M | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK added | 13,344 | $1M | 0.2% | 2026-Q2 |
| CoreCommodity Management, LLC added | 13,206 | $1M | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 12,685 | $972K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 12,464 | $955K | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 12,341 | $929K | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 11,313 | $867K | 0.1% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 10,955 | $841K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 10,002 | $767K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 9,989 | $766K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 9,888 | $759K | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 9,161 | $702K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 9,005 | $692K | 0.1% | 2026-Q2 |
| Nuveen, LLC trimmed | 8,713 | $669K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 8,505 | $652K | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 8,478 | $650K | 0.1% | 2026-Q2 |
| Penn Capital Management Company, LLC new | 8,147 | $625K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 8,053 | $618K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO new | 7,427 | $569K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 7,257 | $557K | 0.1% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC added | 7,023 | $538K | 0.1% | 2026-Q2 |
| Pavaki Capital Management LLC | 6,000 | $460K | 0.1% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 5,827 | $447K | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 5,655 | $434K | 0.1% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 5,655 | $433K | 0.1% | 2026-Q2 |
| Moody Aldrich Partners LLC trimmed | 5,500 | $422K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 5,309 | $404K | 0.1% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 5,244 | $402K | 0.1% | 2026-Q2 |
| Ballentine Partners, LLC added | 5,084 | $390K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP trimmed | 4,819 | $369K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 4,786 | $367K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC new | 4,698 | $360K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 4,655 | $357K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 4,464 | $391K | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 3,971 | $305K | 0.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 3,773 | $289K | 0.0% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 3,551 | $272K | 0.0% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp new | 3,400 | $261K | 0.0% | 2026-Q2 |
| Entropy Technologies, LP added | 3,378 | $259K | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 3,314 | $326K | 0.0% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 3,291 | $253K | 0.0% | 2026-Q2 |
| Beirne Wealth Consulting Services, LLC | 3,270 | $251K | 0.0% | 2026-Q2 |
| Guardian Partners Inc. trimmed | 3,225 | $248K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 3,205 | $246K | 0.0% | 2026-Q2 |
| PDT Partners, LLC | 3,183 | $244K | 0.0% | 2026-Q2 |
| Graham Capital Management, L.P. added | 3,060 | $235K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 2,917 | $224K | 0.0% | 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.