PDBC
CROWD: GREEN
Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
313
of 445 total, index funds excluded
Conviction
7 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $5.3B held
| Fund | Value | Note |
|---|
| WELLS FARGO & COMPANY/MN |
$1.8B |
|
| Empower Advisory Group, LLC |
$598M |
|
| LPL Financial LLC |
$533M |
|
| MORGAN STANLEY |
$362M |
|
| STATE STREET CORP |
$155M |
|
| SigFig Wealth Management, L… |
$116M |
|
| CHARLES SCHWAB INVESTMENT M… |
$95M |
|
| MANUFACTURERS LIFE INSURANC… |
$95M |
|
| BANK OF AMERICA CORP /DE/ |
$85M |
|
| ENVESTNET ASSET MANAGEMENT … |
$68M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.