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There is a long list of 411 institutional holders of PDBC within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PDBC by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PDBC table below,
the initial column indicates the name of each top institutional holder of PDBC, with a link to that fund's top holdings. The next columns
indicate the amount of PDBC stock held by each of the institutional holders of PDBC, followed by the PDBC position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Wells Fargo & Company MN | 120,700,064 | $1,605,311 | 12/31/2023 | PDBC | 120,700,064 | $1,605,311 | 12/31/2023 | Morgan Stanley | 22,331,168 | $297,005 | 12/31/2023 | PDBC | 22,331,168 | $297,005 | 12/31/2023 | Empower Advisory Group LLC | 22,029,366 | $292,991 | 12/31/2023 | PDBC | 22,029,366 | $292,991 | 12/31/2023 | Bank of America Corp DE | 5,920,813 | $78,747 | 12/31/2023 | PDBC | 5,920,813 | $78,747 | 12/31/2023 | LPL Financial LLC | 5,090,134 | $67,699 | 12/31/2023 | PDBC | 5,090,134 | $67,699 | 12/31/2023 | SigFig Wealth Management LLC | 4,929,346 | $65,560 | 12/31/2023 | PDBC | 4,929,346 | $65,560 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 4,710,163 | $62,645 | 12/31/2023 | PDBC | 4,710,163 | $62,645 | 12/31/2023 | Envestnet Asset Management Inc. | 4,528,499 | $60,229 | 12/31/2023 | PDBC | 4,528,499 | $60,229 | 12/31/2023 | Jane Street Group LLC | 3,656,662 | $48,634 | 12/31/2023 | PDBC | 3,656,662 | $48,634 | 12/31/2023 | Lockheed Martin Investment Management Co. | 2,902,900 | $38,609 | 12/31/2023 | PDBC | 2,902,900 | $38,609 | 12/31/2023 | Stifel Financial Corp | 2,718,975 | $36,163 | 12/31/2023 | PDBC | 2,718,975 | $36,163 | 12/31/2023 | UBS Group AG | 2,413,246 | $32,096 | 12/31/2023 | PDBC | 2,413,246 | $32,096 | 12/31/2023 | Park Avenue Securities LLC | 1,921,950 | $26,657 | 03/31/2024 | PDBC | 1,921,950 | $26,657 | 03/31/2024 | Advisor Group Holdings Inc. | 1,961,365 | $26,090 | 12/31/2023 | PDBC | 1,961,365 | $26,090 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 1,887,575 | $25,105 | 12/31/2023 | PDBC | 1,887,575 | $25,105 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 1,780,411 | $24,694 | 03/31/2024 | PDBC | 1,780,411 | $24,694 | 03/31/2024 | The Manufacturers Life Insurance Company | 1,768,729 | $23,524 | 12/31/2023 | PDBC | 1,768,729 | $23,524 | 12/31/2023 | AE Wealth Management LLC | 1,719,198 | $23,467 | 12/31/2023 | PDBC | 1,719,198 | $23,467 | 12/31/2023 | SMI Advisory Services LLC | 1,469,944 | $21,020 | 03/31/2024 | PDBC | 1,469,944 | $21,020 | 03/31/2024 | GM Advisory Group Inc. | 1,557,280 | $20,712 | 12/31/2023 | PDBC | 1,557,280 | $20,712 | 12/31/2023 | Principal Financial Group Inc. | 1,425,211 | $18,955 | 12/31/2023 | PDBC | 1,425,211 | $18,955 | 12/31/2023 | MML Investors Services LLC | 1,311,219 | $17,439 | 12/31/2023 | PDBC | 1,311,219 | $17,439 | 12/31/2023 | Johnson Financial Group LLC | 1,186,589 | $15,782 | 12/31/2023 | PDBC | 1,186,589 | $15,782 | 12/31/2023 | M&T Bank Corp | 1,185,275 | $15,764 | 12/31/2023 | PDBC | 1,185,275 | $15,764 | 12/31/2023 | B & T Capital Management DBA Alpha Capital Management | 1,111,004 | $15,410 | 03/31/2024 | PDBC | 1,111,004 | $15,410 | 03/31/2024 | Janney Capital Management LLC | 1,030,055 | $13,700 | 12/31/2023 | PDBC | 1,030,055 | $13,700 | 12/31/2023 | Exencial Wealth Advisors LLC | 1,023,129 | $13,608 | 12/31/2023 | PDBC | 1,023,129 | $13,608 | 12/31/2023 | Foundations Investment Advisors LLC | 969,067 | $12,908 | 12/31/2023 | PDBC | 969,067 | $12,908 | 12/31/2023 | Goldman Sachs Group Inc. | 927,532 | $12,336 | 12/31/2023 | PDBC | 927,532 | $12,336 | 12/31/2023 | Madison Asset Management LLC | 892,366 | $11,868 | 12/31/2023 | PDBC | 892,366 | $11,868 | 12/31/2023 | Bank of New York Mellon Corp | 848,026 | $11,762 | 03/31/2024 | PDBC | 848,026 | $11,762 | 03/31/2024 | Marion Wealth Management | 805,895 | $11,178 | 03/31/2024 | PDBC | 805,895 | $11,178 | 03/31/2024 | FMR LLC | 790,375 | $10,512 | 12/31/2023 | PDBC | 790,375 | $10,512 | 12/31/2023 | Estate Counselors LLC | 781,200 | $10,390 | 12/31/2023 | PDBC | 781,200 | $10,390 | 12/31/2023 | Keybank National Association OH | 741,400 | $9,861 | 12/31/2023 | PDBC | 741,400 | $9,861 | 12/31/2023 | Royal Bank of Canada | 710,713 | $9,452 | 12/31/2023 | PDBC | 710,713 | $9,452 | 12/31/2023 | Susquehanna International Group LLP | | $9,309 | 12/31/2023 | PDBC | 672,352 | $8,942 | 12/31/2023 | Call | 27,600 | $367 | 12/31/2023 | Engrave Wealth Partners LLC | 682,405 | $9,076 | 12/31/2023 | PDBC | 682,405 | $9,076 | 12/31/2023 | Integrated Capital Management Inc. | 637,641 | $8,844 | 03/31/2024 | PDBC | 637,641 | $8,844 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 637,453 | $8,841 | 03/31/2024 | PDBC | 637,453 | $8,841 | 03/31/2024 | NinePointTwo Capital | 663,941 | $8,830 | 12/31/2023 | PDBC | 663,941 | $8,830 | 12/31/2023 | National Asset Management Inc. | 653,439 | $8,691 | 12/31/2023 | PDBC | 653,439 | $8,691 | 12/31/2023 | Echo45 Advisors LLC | 573,451 | $7,954 | 03/31/2024 | PDBC | 573,451 | $7,954 | 03/31/2024 | Traverso Chambers Private Wealth Management LLC | 597,364 | $7,945 | 12/31/2023 | PDBC | 597,364 | $7,945 | 12/31/2023 | Evolution Wealth Advisors LLC | 558,416 | $7,745 | 03/31/2024 | PDBC | 558,416 | $7,745 | 03/31/2024 | Ambassador Advisors LLC | 574,488 | $7,600 | 12/31/2023 | PDBC | 574,488 | $7,600 | 12/31/2023 | Cambria Investment Management L.P. | 570,812 | $7,592 | 12/31/2023 | PDBC | 570,812 | $7,592 | 12/31/2023 | CWM LLC | 516,159 | $7,159 | 03/31/2024 | PDBC | 516,159 | $7,159 | 03/31/2024 | State Street Corp | 535,711 | $7,125 | 12/31/2023 | PDBC | 535,711 | $7,125 | 12/31/2023 | Alliancebernstein L.P. | 520,067 | $6,917 | 12/31/2023 | PDBC | 520,067 | $6,917 | 12/31/2023 |
See All: Funds Holding PDBC
See Details: Top 10 Hedge Funds Holding PDBC
Also See: PDBC Holdings Changes
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