Invesco Optimum Yield Divers
$20.11+1.4%
-$119.7M
Net Activity
-8.13% total shares
Institutions Holding
450
Popularity Rank
#1346
Avg Weight
0.45%
Total Value
$4.2B
450 institutions currently hold PDBC, with 225 net buyers and 225 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
225
Net Buying Institutions
225
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 13/100, avg. turnover score 33/100).
PDBC ranks #1346 out of 37696 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.
CoreCap Advisors, LLC has added to its PDBC position for two straight quarters, increasing it by $2.3M to reach $6.6M today.
Alhambra Investment Management LLC has trimmed its PDBC position for two straight quarters, cutting it by $896.4K while still holding $735.5K.
PDBC is up 1.4% today, but institutions show net selling of $119.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$640.8M
Total Buy Value
$1.0B
Total Sell Value
225
Net Buyers
225
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 2026-09-30 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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 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