13F QoQ Ownership Changes
PDPA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 0 new · 2 added · 7 reduced · 0 exited
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% |
| OSAIC HOLDINGS, INC. | 1,600 | 0 | $22.3K | -$4.4K | 0.0% |
| MORGAN STANLEY | 1,000 | 0 | $13.9K | -$2.6K | 0.0% |