% of shares outstanding is not shown for PDBC: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for PDBC in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 101,757,943101.8M | $1.8B | — | ADD 3% |
| 2 | Empower Advisory Group, LLC | 34,501,58334.5M | $598M | — | ADD 5% |
| 3 | LPL Financial LLC | 30,761,92130.8M | $533M | — | — |
| 4 | MORGAN STANLEY | 20,883,04920.9M | $362M | — | ADD 9% |
| 5 | STATE STREET CORP | 8,937,8478.9M | $155M | — | ADD 43% |
| 6 | SigFig Wealth Management, LLC | 6,701,6946.7M | $116M | — | TRIM -12% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,502,6295.5M | $95M | — | NEW |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5,458,8355.5M | $95M | — | TRIM -38% |
| 9 | BANK OF AMERICA CORP /DE/ | 4,899,4044.9M | $85M | — | ADD 4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 3,931,9493.9M | $68M | — | TRIM -4% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | +5,502,629 | $95M | OPEN |
| Mirae Asset Global Investments Co., Ltd. | +3,155,516 | $55M | ADD |
| 3EDGE Asset Management, LP | +2,757,165 | $48M | OPEN |
| STATE STREET CORP | +2,697,385 | $47M | ADD |
| WELLS FARGO & COMPANY/MN | +2,672,739 | $46M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FMR LLC | −19,990,615 | $346M | CLOSE |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | −3,329,477 | $58M | TRIM |
| SigFig Wealth Management, LLC | −934,506 | $16M | TRIM |
| Janney Capital Management LLC | −795,876 | $14M | CLOSE |
| JANE STREET GROUP, LLC | −618,211 | $11M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 121.6M | 121.0M | 108.1M | 100.0M | 99.1M | 101.8M | $1.8B |
| Empower Advisory Group, LLC | 28.1M | 29.7M | 31.5M | 32.8M | 32.9M | 34.5M | $598M |
| LPL Financial LLC | 5.3M | 26.8M | 28.5M | 30.3M | 30.3M | 30.8M | $533M |
| MORGAN STANLEY | 18.2M | 21.2M | 18.5M | 18.3M | 19.1M | 20.9M | $362M |
| STATE STREET CORP | 4.3M | 10.7M | 5.6M | 9.5M | 6.2M | 8.9M | $155M |
| SigFig Wealth Management, LLC | 6.5M | 6.6M | 6.6M | 7.5M | 7.6M | 6.7M | $116M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 94K | — | — | — | — | 5.5M | $95M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.2M | 8.4M | 8.9M | 8.3M | 8.8M | 5.5M | $95M |
| BANK OF AMERICA CORP /DE/ | 5.3M | 5.9M | 5.5M | 5.5M | 4.7M | 4.9M | $85M |
| ENVESTNET ASSET MANAGEMENT INC | 4.0M | 3.6M | 4.1M | 4.0M | 4.1M | 3.9M | $68M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
