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Institutional Holders of PDBC

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN120,700,064$1,605,311 12/31/2023
     PDBC120,700,064$1,605,311 12/31/2023
Morgan Stanley22,331,168$297,005 12/31/2023
     PDBC22,331,168$297,005 12/31/2023
Empower Advisory Group LLC22,029,366$292,991 12/31/2023
     PDBC22,029,366$292,991 12/31/2023
Bank of America Corp DE5,920,813$78,747 12/31/2023
     PDBC5,920,813$78,747 12/31/2023
LPL Financial LLC5,090,134$67,699 12/31/2023
     PDBC5,090,134$67,699 12/31/2023
SigFig Wealth Management LLC4,929,346$65,560 12/31/2023
     PDBC4,929,346$65,560 12/31/2023
Northwestern Mutual Wealth Management Co.4,710,163$62,645 12/31/2023
     PDBC4,710,163$62,645 12/31/2023
Envestnet Asset Management Inc.4,528,499$60,229 12/31/2023
     PDBC4,528,499$60,229 12/31/2023
Jane Street Group LLC3,656,662$48,634 12/31/2023
     PDBC3,656,662$48,634 12/31/2023
Lockheed Martin Investment Management Co.2,902,900$38,609 12/31/2023
     PDBC2,902,900$38,609 12/31/2023
Stifel Financial Corp2,718,975$36,163 12/31/2023
     PDBC2,718,975$36,163 12/31/2023
UBS Group AG2,413,246$32,096 12/31/2023
     PDBC2,413,246$32,096 12/31/2023
Park Avenue Securities LLC1,921,950$26,657 03/31/2024
     PDBC1,921,950$26,657 03/31/2024
Advisor Group Holdings Inc.1,961,365$26,090 12/31/2023
     PDBC1,961,365$26,090 12/31/2023
Benjamin F. Edwards & Company Inc.1,887,575$25,105 12/31/2023
     PDBC1,887,575$25,105 12/31/2023
Raymond James Financial Services Advisors Inc.1,780,411$24,694 03/31/2024
     PDBC1,780,411$24,694 03/31/2024
The Manufacturers Life Insurance Company 1,768,729$23,524 12/31/2023
     PDBC1,768,729$23,524 12/31/2023
AE Wealth Management LLC1,719,198$23,467 12/31/2023
     PDBC1,719,198$23,467 12/31/2023
SMI Advisory Services LLC1,469,944$21,020 03/31/2024
     PDBC1,469,944$21,020 03/31/2024
GM Advisory Group Inc.1,557,280$20,712 12/31/2023
     PDBC1,557,280$20,712 12/31/2023
Principal Financial Group Inc.1,425,211$18,955 12/31/2023
     PDBC1,425,211$18,955 12/31/2023
MML Investors Services LLC1,311,219$17,439 12/31/2023
     PDBC1,311,219$17,439 12/31/2023
Johnson Financial Group LLC1,186,589$15,782 12/31/2023
     PDBC1,186,589$15,782 12/31/2023
M&T Bank Corp1,185,275$15,764 12/31/2023
     PDBC1,185,275$15,764 12/31/2023
B & T Capital Management DBA Alpha Capital Management1,111,004$15,410 03/31/2024
     PDBC1,111,004$15,410 03/31/2024
Janney Capital Management LLC1,030,055$13,700 12/31/2023
     PDBC1,030,055$13,700 12/31/2023
Exencial Wealth Advisors LLC1,023,129$13,608 12/31/2023
     PDBC1,023,129$13,608 12/31/2023
Foundations Investment Advisors LLC969,067$12,908 12/31/2023
     PDBC969,067$12,908 12/31/2023
Goldman Sachs Group Inc.927,532$12,336 12/31/2023
     PDBC927,532$12,336 12/31/2023
Madison Asset Management LLC892,366$11,868 12/31/2023
     PDBC892,366$11,868 12/31/2023
Bank of New York Mellon Corp848,026$11,762 03/31/2024
     PDBC848,026$11,762 03/31/2024
Marion Wealth Management805,895$11,178 03/31/2024
     PDBC805,895$11,178 03/31/2024
FMR LLC790,375$10,512 12/31/2023
     PDBC790,375$10,512 12/31/2023
Estate Counselors LLC781,200$10,390 12/31/2023
     PDBC781,200$10,390 12/31/2023
Keybank National Association OH741,400$9,861 12/31/2023
     PDBC741,400$9,861 12/31/2023
Royal Bank of Canada710,713$9,452 12/31/2023
     PDBC710,713$9,452 12/31/2023
Susquehanna International Group LLP $9,309 12/31/2023
     PDBC672,352$8,942 12/31/2023
     Call27,600$367 12/31/2023
Engrave Wealth Partners LLC682,405$9,076 12/31/2023
     PDBC682,405$9,076 12/31/2023
Integrated Capital Management Inc.637,641$8,844 03/31/2024
     PDBC637,641$8,844 03/31/2024
Cambridge Investment Research Advisors Inc.637,453$8,841 03/31/2024
     PDBC637,453$8,841 03/31/2024
NinePointTwo Capital663,941$8,830 12/31/2023
     PDBC663,941$8,830 12/31/2023
National Asset Management Inc.653,439$8,691 12/31/2023
     PDBC653,439$8,691 12/31/2023
Echo45 Advisors LLC573,451$7,954 03/31/2024
     PDBC573,451$7,954 03/31/2024
Traverso Chambers Private Wealth Management LLC597,364$7,945 12/31/2023
     PDBC597,364$7,945 12/31/2023
Evolution Wealth Advisors LLC558,416$7,745 03/31/2024
     PDBC558,416$7,745 03/31/2024
Ambassador Advisors LLC574,488$7,600 12/31/2023
     PDBC574,488$7,600 12/31/2023
Cambria Investment Management L.P.570,812$7,592 12/31/2023
     PDBC570,812$7,592 12/31/2023
CWM LLC516,159$7,159 03/31/2024
     PDBC516,159$7,159 03/31/2024
State Street Corp535,711$7,125 12/31/2023
     PDBC535,711$7,125 12/31/2023
Alliancebernstein L.P.520,067$6,917 12/31/2023
     PDBC520,067$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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