Who owns PDS (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-Q1 13F filings. 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 PDS is one-sided between 2025-Q4 and 2026-Q1: 65 added or opened and 14 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
PDS’s largest tracked holder by dollar value, FIL Ltd, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 135 tracked filers holding PDS, 86 increased or opened the position and 40 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 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 14
- Quadrature Capital Ltd$7M
- AMERIPRISE FINANCIAL INC$5M
- JUPITER ASSET MANAGEMENT LTD$4M
- Trexquant Investment LP$4M
- SIMPLEX TRADING, LLC$3M
- Engineers Gate Manager LP$2M
Full exits 5
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$52M
- Pine Valley Investments Ltd Liability Co$22M
- VANGUARD GROUP INC$895K
- TWO SIGMA ADVISERS, LP$759K
- SIG North Trading, ULC$715K
Largest adds
- FIL Ltd$40M
- Hillsdale Investment Management Inc.$27M
- NATIONAL BANK OF CANADA /FI/$19M
- TWO SIGMA INVESTMENTS, LP$18M
- MORGAN STANLEY$17M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$15M
Largest trims
- ACADIAN ASSET MANAGEMENT LLC$8M
- Encompass Capital Advisors LLC$5M
- UBS Group AG$3M
- MILLENNIUM MANAGEMENT LLC$3M
- SIR Capital Management, L.P.$2M
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$376K
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 |
|---|---|---|---|---|
| FIL Ltd added | 1,030,815 | $101M | 11.8% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 751,763 | $74M | 8.6% | 2026-Q1 |
| AEGIS FINANCIAL CORP | 504,059 | $49M | 5.8% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 487,434 | $48M | 5.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 452,265 | $45M | 5.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 373,936 | $37M | 4.3% | 2026-Q1 |
| Encompass Capital Advisors LLC trimmed | 351,189 | $35M | 4.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 313,255 | $31M | 3.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 288,013 | $28M | 3.3% | 2026-Q1 |
| MORGAN STANLEY added | 245,195 | $24M | 2.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 195,246 | $19M | 2.2% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 187,799 | $18M | 2.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 136,876 | $13M | 1.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 126,933 | $12M | 1.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 114,706 | $11M | 1.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 114,399 | $11M | 1.3% | 2026-Q1 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 113,189 | $11M | 1.3% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 112,600 | $11M | 1.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 112,072 | $11M | 1.3% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 92,500 | $9M | 1.1% | 2026-Q1 |
| Hartree Partners, LP | 82,500 | $8M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 82,422 | $8M | 0.9% | 2026-Q1 |
| BARCLAYS PLC added | 74,302 | $7M | 0.9% | 2026-Q1 |
| BlackRock, Inc. added | 71,432 | $7M | 0.8% | 2026-Q1 |
| Quadrature Capital Ltd added | 71,291 | $7M | 0.8% | 2026-Q1 |
| Quotient Wealth Partners, LLC trimmed | 67,254 | $7M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 67,287 | $7M | 0.8% | 2026-Q1 |
| Equinox Partners Investment Management LLC added | 65,211 | $6M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 53,901 | $5M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 53,118 | $5M | 0.6% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 44,968 | $4M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 43,471 | $4M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 42,001 | $4M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 39,429 | $4M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 38,871 | $4M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 38,125 | $4M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 37,704 | $4M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 33,881 | $3M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 31,825 | $3M | 0.4% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 30,353 | $3M | 0.3% | 2026-Q1 |
| NICOLA WEALTH MANAGEMENT LTD. | 28,000 | $3M | 0.3% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 26,861 | $3M | 0.3% | 2026-Q1 |
| Swiss National Bank | 26,100 | $3M | 0.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 25,392 | $2M | 0.3% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 24,664 | $2M | 0.3% | 2026-Q1 |
| Spark Investment Management LLC added | 24,000 | $2M | 0.3% | 2026-Q1 |
| Quantbot Technologies LP added | 22,178 | $2M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 22,161 | $2M | 0.3% | 2026-Q1 |
| SIR Capital Management, L.P. trimmed | 19,078 | $2M | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 18,908 | $2M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 18,614 | $2M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 15,362 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc added | 15,285 | $1M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 14,457 | $1M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 13,946 | $1M | 0.2% | 2026-Q1 |
| CoreCommodity Management, LLC added | 13,078 | $1M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 12,428 | $1M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 11,396 | $1M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 11,042 | $1M | 0.1% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 10,873 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 10,476 | $1M | 0.1% | 2026-Q1 |
| Nuveen, LLC | 10,446 | $1M | 0.1% | 2026-Q1 |
| Creative Planning added | 10,114 | $995K | 0.1% | 2026-Q1 |
| Moody Aldrich Partners LLC | 10,100 | $991K | 0.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 9,651 | $946K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 10,186 | $943K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 9,005 | $886K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 8,490 | $835K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 8,364 | $823K | 0.1% | 2026-Q1 |
| Voleon Capital Management LP new | 8,271 | $814K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 8,082 | $795K | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 7,856 | $773K | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 7,454 | $731K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 7,374 | $726K | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 7,335 | $720K | 0.1% | 2026-Q1 |
| MQS Management LLC added | 7,026 | $691K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 7,001 | $689K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 6,171 | $607K | 0.1% | 2026-Q1 |
| Amova Asset Management Americas, Inc. added | 6,171 | $606K | 0.1% | 2026-Q1 |
| Abacus Wealth Partners, LLC added | 6,099 | $600K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 5,273 | $510K | 0.1% | 2026-Q1 |
| Ballentine Partners, LLC added | 4,968 | $489K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 116,690 | $52M | 6.1% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 302,904 | $22M | 2.5% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. added | 122,500 | $6M | 0.7% | 2025-Q2 stale |
| Mountain Lake Investment Management LLC | 61,712 | $3M | 0.3% | 2025-Q2 stale |
| K2 PRINCIPAL FUND, L.P. added | 51,600 | $3M | 0.3% | 2025-Q3 stale |
| INTACT INVESTMENT MANAGEMENT INC. trimmed | 55,800 | $3M | 0.3% | 2025-Q1 stale |
| VANGUARD GROUP INC | 12,475 | $895K | 0.1% | 2025-Q4 stale |
| Carrera Capital Advisors new | 18,577 | $866K | 0.1% | 2025-Q1 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 17,916 | $835K | 0.1% | 2025-Q1 stale |
| PCJ Investment Counsel Ltd. added | 16,830 | $783K | 0.1% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 10,560 | $759K | 0.1% | 2025-Q4 stale |
| SIG North Trading, ULC trimmed | 9,948 | $715K | 0.1% | 2025-Q4 stale |
| CIBC Asset Management Inc trimmed | 15,217 | $708K | 0.1% | 2025-Q1 stale |
| Orion Resource Partners LP trimmed | 11,808 | $665K | 0.1% | 2025-Q3 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 13,722 | $648K | 0.1% | 2025-Q2 stale |
| Dynamic Technology Lab Private Ltd added | 10,337 | $583K | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA ADVISORS GROUP, INC. new | 10,800 | $510K | 0.1% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC new | 10,556 | $499K | 0.1% | 2025-Q2 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.