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Disclosery

PDT HANCOCK JOHN PREM DIVID FD

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COM SH BEN INT (fund), issuer CIK 855886

90 managers (90 13F filers) reported a position in PDT shares at 2025-03-31, 6,693,039 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
90
13F filers
90
New
7
Added
29
Reduced
23
Sold out
4
Shares held by filers
6,693,039

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
COHEN & STEERS, INC.in group COHEN & STEERS, INC.721,413$9.44M0.02%-52,18013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC703,317$9.2M0.09%+70,88013F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC681,031$8.91M1%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.671,026$8.78M<0.01%+42,23413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC488,573$6.39M0.17%+16,00513F-HRTimeline
LPL Financial LLC400,994$5.25M<0.01%-1,04013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN370,957$4.85M<0.01%+99,39713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY256,382$3.35M<0.01%-61,06313F-HRTimelineGroup
Pathway Financial Advisers, LLC220,819$2.89M0.99%-1,39013F-HRTimeline
Cornerstone Advisors, LLC203,338$2.66M0.11%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.139,140$1.82M0.03%-8,50813F-HRTimelineGroup
Shaker Financial Services, LLC120,416$1.58M0.61%-14,72313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,012$1.54M<0.01%-1,94413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC105,638$1.38M0.01%-1,67913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,727$1.36M<0.01%-1,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA96,752$1.27M<0.01%-1,86513F-HR/ATimelineGroup
Sovran Advisors, LLC84,646$1.05M0.14%-37313F-HRTimeline
Advisors Asset Management, Inc.60,447$791K0.01%+113F-HR/ATimeline
Ausdal Financial Partners, Inc.59,365$776K0.06%+1,43313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC54,091$708K0.01%new13F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC52,000$680K0.23%013F-HRTimeline
Cetera Investment Advisers50,578$662K<0.01%+1,71313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/49,749$651K<0.01%+7,23713F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC49,412$646K0.01%+7,42513F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,228$592K<0.01%+50313F-HRTimeline
Aptus Capital Advisors, LLC45,144$590K0.01%-5,47413F-HRTimeline
Second Line Capital, LLC45,144$590K0.15%-4,47413F-HRTimeline
UBS Group AGin group UBS Group AG42,311$553K<0.01%+3,74713F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC41,148$538K<0.01%-15,81513F-HRTimelineGroup
Steward Partners Investment Advisory, L…39,683$519K<0.01%-4,48013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…36,200$473K0.04%+38213F-HRTimeline
Sabal Trust CO35,920$470K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC35,206$460K0.21%+1,79213F-HRTimeline
Brookwood Investment Group LLC30,004$392K0.07%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,142$342K<0.01%-7,21513F-HRTimelineGroup
Carl P. Sherr & Co., LLC25,695$336K0.18%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP25,337$331K0.02%+9,87713F-HRTimeline
Mezzasalma Advisors, LLC22,582$295K0.1%+42613F-HRTimeline
Safe Harbor Fiduciary, LLC21,539$282K0.29%013F-HRTimeline
Sowell Financial Services LLC19,972$261K0.01%+27313F-HRTimeline
Janney Montgomery Scott LLC19,749$258K<0.01%+1,61413F-HRTimeline
Merit Financial Group, LLC17,581$230K<0.01%+12013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.16,637$218K0.15%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…16,406$215K0.02%+4,95813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC16,190$212K0.03%013F-HRTimeline
Arlington Capital Management, Inc.15,093$197K0.15%+66713F-HRTimeline
Prime Capital Investment Advisors, LLC14,247$186K<0.01%+9813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,931$182K<0.01%+2813F-HRTimeline
&PARTNERS13,935$181K<0.01%+12313F-HRTimeline
J.W. COLE ADVISORS, INC.13,366$175K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning12,073$158K<0.01%-18413F-HRTimelineGroup
HB Wealth Management, LLC11,757$154K<0.01%-14113F-HRTimeline
Compound Planning, Inc.11,504$150K0.01%013F-HRTimeline
EP Wealth Advisors, LLC11,419$149K<0.01%-20013F-HRTimeline
HighTower Advisors, LLC10,573$138K<0.01%-4,57013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,001$131K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department8,900$116K0.04%013F-HRTimelineGroup
COMERICA BANK8,764$115K<0.01%+32913F-HRTimeline
MAI Capital Management6,989$91.4K<0.01%+4513F-HRTimeline
AMERIFLEX GROUP, INC.5,978$78.2K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,320$56.5K<0.01%013F-HRTimeline
REAP Financial Group, LLC4,108$53.7K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC3,207$41.9K0.01%013F-HRTimeline
First Horizon Advisors, Inc.3,200$41.9K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,032$39.7K<0.01%+59313F-HRTimelineGroup
Clearstead Advisors, LLC3,000$39.2K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,962$39K<0.01%-1,14713F-HRTimelineGroup
Sound Income Strategies, LLC2,568$33.6K<0.01%+64513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,058$26.9K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,000$26.2K<0.01%013F-HRTimelineGroup
Main Street Group, LTD1,227$16.1K0.01%+98013F-HRTimeline
Flaharty Asset Management, LLC819$10.7K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.788$10.3K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC788$10.3K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.785$10K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management617$8.07K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC561$7.34K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$6.54K<0.01%-27513F-HRTimelineGroup
Gould Capital, LLC449$5.87K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC359$4.7K<0.01%13F-HRTimeline
Allworth Financial LP337$4.28K<0.01%+413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.284$3.71K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC216$2.83K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC200$2.55K<0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC200$2.55K<0.01%013F-HRTimeline
Key Financial Inc108$1.41K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC100$1.31K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC75$981<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC0$6<0.01%-1,51813F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.