Position in PDI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,697,362
-$330,383 QoQ
Shares Held
274,539
-3.3% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HighTower Advisors, LLC holds $1,109,004,083 across 231 Asset Management names. PDI ranks #30 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,383,661 | $274,097,178 | |
| 2 | OWL |
Blue Owl Capital Inc.
|
10,808,003 | $98,677,067 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
7,046,645 | $89,210,525 | |
| 4 | BLK |
BlackRock, Inc.
|
87,102 | $83,766,864 | |
| 5 | ARCC |
Ares Capital Corp
|
3,534,933 | $63,699,492 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
1,285,906 | $45,572,508 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
1,021,947 | $24,925,287 | |
| 8 | FHI |
Federated Hermes, Inc.
|
405,524 | $22,997,266 |
All Filings in PDI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,697,362 | 274,539 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,027,745 | 283,893 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,390,925 | 322,774 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,050,329 | 318,942 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,709,825 | 288,375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,110,954 | 278,678 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,845,442 | 288,379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,573,256 | 243,129 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,776,705 | 247,626 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,254,616 | 237,026 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,968,192 | 113,900 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,217,731 | 118,279 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,063,217 | 114,496 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,039,212 | 110,347 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,230,269 | 115,081 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,298,246 | 110,122 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,785,539 | 114,302 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,998,693 | 115,735 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,579,915 | 59,440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,619,006 | 56,196 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,570,854 | 55,803 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,460,098 | 55,244 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,363,378 | 53,761 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,340,442 | 54,225 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,192,241 | 53,972 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||