Invesco Optimum Yield Divers
$19.05+2.1%
-$119.7M
Net Activity
-8.13% total shares
Institutions Holding
449
Popularity Rank
#1342
Avg Weight
0.45%
Total Value
$4.2B
449 institutions currently hold PDBC, with 221 net buyers and 224 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
224
Net Buying Institutions
221
Top 5 by Value
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Across its top 20 institutional holders, PDBC's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 33/100).
PDBC ranks #1342 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
PDBC is a top-conviction position for Briaud Financial Planning Inc — at 7.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in PDBC belongs to Wells Fargo & Company/mn, but the position matters far more to Briaud Financial Planning Inc, who has 7.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
State Street has added to its PDBC position for two straight quarters, increasing it by $74.3M to reach $157.0M today.
HighTower Advisors, LLC has trimmed its PDBC position for two straight quarters, cutting it by $4.2M while still holding $26.6M.
PDBC is up 2.1% today, but institutions show net selling of $119.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$532.0M
Total Buy Value
$1.0B
Total Sell Value
221
Net Buyers
224
Net Sellers
PDBC
Q2 2026
Top 5 Institutional Movers
-$700.4M
-$77.6M
-$47.9M
-$47.7M
PDBC does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Markwayne Mullin Senate | 2024-12-26 | $250K–$500K |
| Buy | Markwayne Mullin Senate | 2024-11-12 | $15K–$50K |
| Buy | Markwayne Mullin Senate | 2024-10-29 | $250K–$500K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46090F100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,059
Total reported value
$377.5B
Held by 4059 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,136
Total reported value
$2.9T
Held by 6136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,803
Total reported value
$1.8T
Held by 5803 institutions — one of the most-tracked stocks on AlphaSMO
Access PDBC's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PDBCCLI
npx alphasmo stocks get PDBC