PDCC PEARL DIVER CREDIT

NYSE
$9.03

PEARL DIVER CREDIT (PDCC) Institutional Ownership

What the institutions did with PDCC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
10
filed both this quarter and last
Managers holding
10
+0 on the quarter
Buyers
4
0 opened new
Sellers
1
0 sold out entirely
Buyer share
80.0%
of managers who traded it
Breadth
+60.0
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
University of Wisconsin Foundation 1.5M 66.0%
Jefferies Financial Group Inc. 249.8K 11.3%
GOLDMAN SACHS GROUP INC 249.4K 11.3%
PRUDENTIAL FINANCIAL INC 161.4K 7.3%
KINGSWOOD WEALTH ADVISORS, LLC 84.2K 3.8%
OSAIC HOLDINGS, INC. 4.1K 0.2%
MORGAN STANLEY 1.0K 0.0%
N.E.W. Advisory Services LLC 710 0.0%
UBS Group AG 474 0.0%
WELLS FARGO & COMPANY/MN 2 0.0%

Largest changes

Manager Action Previous Current Change
OSAIC HOLDINGS, INC. Increased 3.3K 4.1K +858
KINGSWOOD WEALTH ADVISORS, LLC Reduced 85.0K 84.2K -750
UBS Group AG Increased 235 474 +239
N.E.W. Advisory Services LLC Increased 510 710 +200
WELLS FARGO & COMPANY/MN Increased 1 2 +1

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.