← All institutions
Institutional Holdings
PDSBOwnership Summary
Institutions Holding
56
Total Shares Held
8,047,234
Total Value Held
$7,079,754
Quarter
2026-06-30
Active Positions
Increased Positions
13
2,220,774 shares
Decreased Positions
7
879,368 shares
Held Positions
17
914,168 shares
New Positions
16
4,032,924 shares
Sold Out Positions
3
254,511 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,699,315 | $1,497,097 | New position | 0.00% | 2026-06-30 |
| Focus Partners Wealth | 642,177 | $565,822 | New position | 0.00% | 2026-06-30 |
| Quantinno Capital Management LP | 642,177 | $565,822 | New position | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 607,639 | $535,391 | ▲ +53,591 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 587,139 | $517,410 | ▼ -73,089 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 357,144 | $314,644 | New position | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 348,301 | $306,888 | ▲ +337,001 | 0.00% | 2026-06-30 |
| Militia Capital Management LLC | 331,800 | $292,349 | New position | 0.01% | 2026-06-30 |
| Caption Management, LLC | 319,100 | $281,159 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 313,922 | $276,597 | ▲ +310,000 | 0.00% | 2026-06-30 |
| BLAIR WILLIAM & CO/IL | 300,000 | $264,330 | Unchanged | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 279,664 | $246,412 | New position | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 252,200 | $222,213 | ▲ +31,400 | 0.00% | 2026-06-30 |
| INSPIRION WEALTH ADVISORS, LLC | 188,995 | $165,182 | ▲ +7,000 | 0.02% | 2026-06-30 |
| SIMPLEX TRADING, LLC | 158,800 | $139,902 | ▲ +158,229 | 0.00% | 2026-06-30 |
| STATE STREET CORP | 133,333 | $117,480 | Unchanged | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 126,502 | $111,461 | ▲ +17,609 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 109,000 | $96,040 | ▼ -1,500 | 0.00% | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 92,997 | $81,940 | ▲ +2,200 | 0.00% | 2026-06-30 |
| Iron Gate Global Advisors LLC | 70,406 | $62,035 | ▼ -4,616 | 0.01% | 2026-06-30 |
| Bank of New York Mellon Corp | 68,491 | $60,348 | ▼ -820 | 0.00% | 2026-06-30 |
| Tempus Wealth Planning, LLC | 61,800 | $54,452 | Unchanged | 0.01% | 2026-06-30 |
| TWO SIGMA SECURITIES, LLC | 41,391 | $36,470 | ▲ +9,910 | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,328 | $32,009 | ▲ +14,276 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 33,819 | $29,798 | ▲ +23,583 | 0.00% | 2026-06-30 |
| XTX Topco Ltd | 33,098 | $29,163 | ▼ -3,113 | 0.00% | 2026-06-30 |
| ACT CAPITAL MANAGEMENT, LLC | 30,000 | $26,433 | Unchanged | 0.02% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 30,000 | $26,433 | New position | 0.00% | 2026-06-30 |
| Rockefeller Capital Management L.P. | 27,664 | $24,375 | Unchanged | 0.00% | 2026-06-30 |
| Federation des caisses Desjardins du Quebec | 19,800 | $17,444 | ▲ +5,000 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 12,546 | $11,053 | New position | 0.00% | 2026-06-30 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,000 | $10,573 | Unchanged | 0.00% | 2026-06-30 |
| PNC Financial Services Group, Inc. | 11,900 | $10,484 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 11,121 | $9,798 | ▼ -44,883 | 0.00% | 2026-06-30 |
| GOLDMAN SACHS GROUP INC | 10,048 | $8,853 | New position | 0.00% | 2026-06-30 |
| DAVENPORT & Co LLC | 10,000 | $8,811 | Unchanged | 0.00% | 2026-06-30 |
| GRANDFIELD & DODD, LLC | 10,000 | $8,811 | Unchanged | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 3,942 | $3,473 | New position | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 3,567 | $3,143 | Unchanged | 0.00% | 2026-06-30 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3,000 | $2,643 | Unchanged | 0.00% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 2,000 | $1,776 | Unchanged | 0.00% | 2026-06-30 |
| Rialto Wealth Management, LLC | 761 | $671 | New position | 0.00% | 2026-06-30 |
| Truvestments Capital LLC | 655 | $577 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 648 | $571 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 582 | $513 | New position | 0.00% | 2026-06-30 |
| Markowski Investments | 500 | $441 | New position | 0.00% | 2026-06-30 |
| Basecamp Wealth Advisors LLC | 377 | $332 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 113 | $100 | ▼ -5 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 19 | $17 | Unchanged | 0.00% | 2026-06-30 |
| SG Americas Securities, LLC | 10,367 | $9 | New position | 0.00% | 2026-06-30 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | $5 | Unchanged | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 1 | $1 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 80 | $0 | ▲ +5 | 0.00% | 2026-06-30 |
| ARMISTICE CAPITAL, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| NINE MASTS CAPITAL Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| Wealth Group, Ltd. | 0 | $0 | Sold out | 2026-06-30 |