New Positions
4 managers initiated
Top five by reported value
PEDEVCO Corp NYSE MKT LLC:PED
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new4 added17 reduced2 exited
Total Institutional Holders
25
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$626.6K
Largest QoQ Increase
Juniper Capital Advisors, L.P.
+196,359 sh
Largest QoQ Decrease
UBS Group AG
-98,667 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Juniper Capital Advisors, L.P. | 196,359 | +196,359 | $110.0K | +$110.0K | — |
| CITADEL ADVISORS LLC | 142,717 | +142,717 | $79.9K | +$79.9K | — |
| TWO SIGMA SECURITIES, LLC | 21,269 | +21,269 | $11.9K | +$11.9K | — |
| Virtu Financial LLC | 12,558 | +12,558 | $7 | +$7 | — |
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 1,118,949 | +1,050 | $626.6K | -$19.5K | 0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 258,726 | +4,039 | $144.9K | -$2.4K | 1.6% |
| BANK OF AMERICA CORP /DE/ | 653 | +410 | $366 | +$225 | 168.7% |
| Spire Wealth Management | 3,637 | +10 | $2.0K | -$66 | 0.3% |
Reduced(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 1,239 | -98,667 | $694 | -$57.1K | -98.8% |
| RENAISSANCE TECHNOLOGIES LLC | 133,403 | -36,800 | $74.7K | -$23.7K | -21.6% |
| CITIGROUP INC | 23,951 | -24,202 | $13.4K | -$14.4K | -50.3% |
| Royal Bank of Canada | 5,315 | -4,751 | $3.0K | -$4.0K | -47.2% |
| XTX Topco Ltd | 16,151 | -6,238 | $9.0K | -$3.9K | -27.9% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 212,191 | 0 | $118.8K | -$3.9K | 0.0% |
| Tower Research Capital LLC (TRC) | 5,561 | -4,938 | $3.1K | -$3.0K | -47.0% |
| STATE STREET CORP | 92,372 | 0 | $51.7K | -$1.7K | 0.0% |
| NORTHERN TRUST CORP | 88,164 | 0 | $49.4K | -$1.6K | 0.0% |
| Empowered Funds, LLC | 61,091 | 0 | $34.2K | -$1.1K | 0.0% |
| Ascent Wealth Partners, LLC | 22,000 | 0 | $12.3K | -$402 | 0.0% |
| Steward Partners Investment Advisory, LLC | 10,500 | 0 | $5.9K | -$192 | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,000 | 0 | $5.6K | -$183 | 0.0% |
| ALERUS FINANCIAL NA | 650 | 0 | $364 | -$12 | 0.0% |
| SBI Securities Co., Ltd. | 27 | 0 | $15 | -$1 | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 1 | 0 | $0 | $0 | 0.0% |
| WELLS FARGO & COMPANY/MN | 25 | 0 | $14 | $0 | 0.0% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | -37,334 | $0 | -$21.6K | — |
| JPMORGAN CHASE & CO | 0 | -61 | $0 | -$35 | — |
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 % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 1,118,949 | $626.6K | +1,050 | 0.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 258,726 | $144.9K | +4,039 | 1.6% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 212,191 | $118.8K | 0 | 0.0% |
| Juniper Capital Advisors, L.P. | 196,359 | $110.0K | +196,359 | — |
| CITADEL ADVISORS LLC | 142,717 | $79.9K | +142,717 | — |
| RENAISSANCE TECHNOLOGIES LLC | 133,403 | $74.7K | -36,800 | -21.6% |
| STATE STREET CORP | 92,372 | $51.7K | 0 | 0.0% |
| NORTHERN TRUST CORP | 88,164 | $49.4K | 0 | 0.0% |
| Empowered Funds, LLC | 61,091 | $34.2K | 0 | 0.0% |
| CITIGROUP INC | 23,951 | $13.4K | -24,202 | -50.3% |
| Ascent Wealth Partners, LLC | 22,000 | $12.3K | 0 | 0.0% |
| TWO SIGMA SECURITIES, LLC | 21,269 | $11.9K | +21,269 | — |
| XTX Topco Ltd | 16,151 | $9.0K | -6,238 | -27.9% |
| Steward Partners Investment Advisory, LLC | 10,500 | $5.9K | 0 | 0.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 10,000 | $5.6K | 0 | 0.0% |
| Tower Research Capital LLC (TRC) | 5,561 | $3.1K | -4,938 | -47.0% |
| Royal Bank of Canada | 5,315 | $3.0K | -4,751 | -47.2% |
| Spire Wealth Management | 3,637 | $2.0K | +10 | 0.3% |
| UBS Group AG | 1,239 | $694 | -98,667 | -98.8% |
| BANK OF AMERICA CORP /DE/ | 653 | $366 | +410 | 168.7% |
New & Closed Positions this quarter
Closed Positions
2 managers exited
Top five by prior-quarter value
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 PED 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.