13F institutional ownership facts

Institutions tracked

15

Reported value

$678,424,476.00

Reported shares

39,170,026

Latest filing period

Q1 2026

Top institutional holders

  1. Morgan Stanley · $361,694,430 · 0.02%
  2. Charles Schwab · $95,305,534 · 0.01%
  3. State Street Corp · $154,803,510 · 0.01%
  4. UBS Group · $29,719,492 · <0.01%%
  5. David Solomon - Goldman Sachs · $16,727,003 · <0.01%%
  6. Ken Griffin - Citadel Advisors · $3,000,638 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ETF-PDBC

Institutional Holdings

15

Top Institutions

Top Institutions

1

Morgan Stanley

20,883,049 shares

0.02%

% of Portfolio

2

Charles Schwab

5,502,629 shares

0.01%

% of Portfolio

3

State Street Corp

8,937,847 shares

0.01%

% of Portfolio

4

UBS Group

1,715,906 shares

NaN%

% of Portfolio

5

David Solomon - Goldman Sachs

965,762 shares

NaN%

% of Portfolio

6

Ken Griffin - Citadel Advisors

173,247 shares

NaN%

% of Portfolio

7

SG Americas Securities

70,000 shares

NaN%

% of Portfolio

8

BNP Paribas

10,370 shares

NaN%

% of Portfolio

9

PNC Financial Services

11,029 shares

NaN%

% of Portfolio

10

Invesco

31,634 shares

NaN%

% of Portfolio

11

Jane Street Group

0 shares

0.00%

% of Portfolio

12

Renaissance Technologies

0 shares

0.00%

% of Portfolio

13

New York Life Invest

868,553 shares

0.13%

% of Portfolio

14

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

15

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

26%

LARGE

27%

MEDIUM

18%

SMALL

29%

Geographic Distribution

North America
56%
Europe
22%
Asia Pacific
11%
Other
9%

Institutional Activity

Buyers

41

Sellers

22

Holders

63

New

22

Exited

6

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

22

Purchase Value

$17.4M

Role Distribution

CEO
21%
CFO
17%
Director
33%
VP
16%
Other
5%
Unlock Pro to view full data

RatingPRO

66

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
86
Recent Activity
82
Concentration
73
Momentum
79
Stability
73

Recent Actions

New

6

Increased

17

Decreased

11

Exited

4

Total

55

Unlock Pro to view full data