New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
Pearl Diver Credit Company Inc NEW YORK STOCK EXCHANGE, INC.:PDPA
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
0 new2 added7 reduced0 exited
Total Institutional Holders
9
as of 2025-12-31
Top Holder
University of Wisconsin Foundation
$20.3M
Largest QoQ Increase
KINGSWOOD WEALTH ADVISORS, LLC
+799 sh
Largest QoQ Decrease
PRUDENTIAL FINANCIAL INC
-3,442 sh
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 89,484 | +799 | $1.2M | -$216.8K | 0.9% |
| N.E.W. Advisory Services LLC | 1,000 | +600 | $13.9K | +$7.3K | 150.0% |
Reduced(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| University of Wisconsin Foundation | 1,459,021 | 0 | $20.3M | -$3.7M | 0.0% |
| Jefferies Financial Group Inc. | 250,000 | 0 | $3.5M | -$642.5K | 0.0% |
| GOLDMAN SACHS GROUP INC | 249,368 | 0 | $3.5M | -$640.9K | 0.0% |
| PRUDENTIAL FINANCIAL INC | 161,386 | -3,442 | $2.2M | -$471.6K | -2.1% |
| UBS Group AG | 200 | -2,466 | $2.8K | -$41.2K | -92.5% |
| ADVISOR GROUP HOLDINGS, INC. | 1,600 | 0 | $22.3K | -$4.4K | 0.0% |
| MORGAN STANLEY | 1,000 | 0 | $13.9K | -$2.6K | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| University of Wisconsin Foundation | 1,459,021 | $20.3M | 0 | 0.0% |
| Jefferies Financial Group Inc. | 250,000 | $3.5M | 0 | 0.0% |
| GOLDMAN SACHS GROUP INC | 249,368 | $3.5M | 0 | 0.0% |
| PRUDENTIAL FINANCIAL INC | 161,386 | $2.2M | -3,442 | -2.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | 89,484 | $1.2M | +799 | 0.9% |
| ADVISOR GROUP HOLDINGS, INC. | 1,600 | $22.3K | 0 | 0.0% |
| MORGAN STANLEY | 1,000 | $13.9K | 0 | 0.0% |
| N.E.W. Advisory Services LLC | 1,000 | $13.9K | +600 | 150.0% |
| UBS Group AG | 200 | $2.8K | -2,466 | -92.5% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for PDPA against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.