FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.790.04%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp29°C
UV7.3
Feels32.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time3:50 PM
13F QoQ Ownership Changes

PDEX Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 10 new · 16 added · 31 reduced · 6 exited

New Positions(10)

ManagerSharesΔ SharesValueΔ Value% Δ
SUMMIT WEALTH GROUP LLC / CO7,861+7,861$287.4K+$287.4K
LPL Financial LLC5,920+5,920$227.8K+$227.8K
FIRST TRUST ADVISORS LP5,775+5,775$222.2K+$222.2K
Quadrature Capital Ltd5,724+5,724$220.3K+$220.3K
LOS ANGELES CAPITAL MANAGEMENT LLC969+969$29.7K+$29.7K
ELEVATION POINT WEALTH PARTNERS, LLC100+100$4.4K+$4.4K
GAMMA Investing LLC27+27$1.0K+$1.0K
PNC Financial Services Group, Inc.10+10$384+$384
IFP Advisors, Inc3+3$106+$106
Allworth Financial LP2+2$77+$77

Added To(16)

ManagerSharesΔ SharesValueΔ Value% Δ
BlackRock, Inc.159,240+3,364$6.1M+$851.2K2.1%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.60,000+11,392$2.3M+$663.4K23.4%
UBS Group AG18,365+8,463$706.7K+$371.5K85.5%
BNP PARIBAS FINANCIAL MARKETS9,353+8,879$359.9K+$343.9K1873.2%
CITIGROUP INC5,309+5,054$204.3K+$195.7K1982.0%
Royal Bank of Canada4,080+4,069$157.0K+$157.0K36990.9%
OSAIC HOLDINGS, INC.11,434+3,540$440.0K+$155.5K44.8%
MORGAN STANLEY3,972+1,507$152.8K+$69.4K61.1%
Bank of New York Mellon Corp11,903+221$458.0K+$62.6K1.9%
BARCLAYS PLC3,784+676$165.1K+$59.9K21.8%
WELLS FARGO & COMPANY/MN2,314+915$89.0K+$41.7K65.4%
BANK OF AMERICA CORP /DE/1,808+738$69.6K+$33.4K69.0%
FMR LLC655+639$25.2K+$24.7K3993.8%
Russell Investments Group, Ltd.230+55$8.8K+$2.9K31.4%
ORG Partners LLC120+28$4.6K+$1.5K30.4%
Sterling Capital Management LLC14+9$539+$370180.0%

Reduced(31)

ManagerSharesΔ SharesValueΔ Value% Δ
VANGUARD GROUP INC144,571-1,566$5.6M+$616.4K-1.1%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,343-13,941$359.5K-$428.6K-59.9%
DIMENSIONAL FUND ADVISORS LP62,120-407$2.4M+$273.9K-0.7%
GEODE CAPITAL MANAGEMENT, LLC49,460-39$1.9M+$227.7K-0.1%
RITHOLTZ WEALTH MANAGEMENT7,104-7,512$273.4K-$221.4K-51.4%
NORTHERN TRUST CORP47,383-449$1.8M+$204.2K-0.9%
JPMORGAN CHASE & CO33,955-465$1.3M+$141.5K-1.4%
STATE STREET CORP31,537-217$1.2M+$138.7K-0.7%
AlphaQuest LLC495-1,590$19.0K-$51.5K-76.3%
BARD ASSOCIATES INC10,5890$407.5K+$49.0K0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,2110$277.5K+$33.4K0.0%
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC5,4690$210.4K+$25.3K0.0%
RHUMBLINE ADVISERS1,384-509$53.3K-$10.8K-26.9%
NEW YORK STATE COMMON RETIREMENT FUND1,9000$73.1K+$8.8K0.0%
DEUTSCHE BANK AG\1,8140$69.8K+$8.4K0.0%
Global Retirement Partners, LLC1,0000$38.5K+$4.6K0.0%
Tower Research Capital LLC (TRC)267-167$10.3K-$4.4K-38.5%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.962-8$37.0K+$4.2K-0.8%
Arax Advisory Partners1-118$38-$4.0K-99.2%
Police & Firemen's Retirement System of New Jersey6370$24.5K+$3.0K0.0%
CIBC Private Wealth Group LLC6000$23.1K+$2.8K0.0%
Legal & General Group Plc2350$9.0K+$1.1K0.0%
Ameritas Investment Partners, Inc.2160$8.3K+$1.0K0.0%
HARBOUR INVESTMENTS, INC.2000$7.7K+$9260.0%
Farther Finance Advisors, LLC1510$5.8K+$6990.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM131-1$5.0K+$573-0.8%
Hurley Capital, LLC600$2.3K+$2780.0%
True Wealth Design, LLC1-4$39-$131-80.0%
CWM, LLC56-237$2-$8-80.9%
EverSource Wealth Advisors, LLC10$38+$40.0%
AMALGAMATED BANK66-6$3+$1-8.3%

Sold Out(6)

ManagerSharesΔ SharesValueΔ Value% Δ
D.A. DAVIDSON & CO.0-26,073$0-$882.6K
NAVELLIER & ASSOCIATES INC0-19,191$0-$649.6K
GOLDMAN SACHS GROUP INC0-8,103$0-$274.3K
AMERICAN CENTURY COMPANIES INC0-6,316$0-$213.8K
Clearstead Advisors, LLC0-5$0-$170
Advisory Services Network, LLC0-2$0-$68