10 institutions reported holding $22.0M of PEARL DIVER CREDIT COMPANY I (PDCC) in SEC 13F filings for 2026-06-30. Largest institutional holders: University of Wisconsin Foundation ($14.5M), Jefferies Financial Group Inc. ($2.5M), GOLDMAN SACHS GROUP INC ($2.5M), PRUDENTIAL FINANCIAL INC ($1.6M), KINGSWOOD WEALTH ADVISORS, LLC ($838,781). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | University of Wisconsin Foundation | $14.5M | 1.5M | Hold |
| 2 | Jefferies Financial Group Inc. | $2.5M | 249,796 | Hold |
| 3 | GOLDMAN SACHS GROUP INC | $2.5M | 249,368 | Hold |
| 4 | PRUDENTIAL FINANCIAL INC | $1.6M | 161,386 | Hold |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $838,781 | 84,215 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $40,914 | 4,108 | Added |
| 7 | MORGAN STANLEY | $9,960 | 1,000 | Hold |
| 8 | N.E.W. Advisory Services LLC | $7,075 | 710 | Added |
| 9 | UBS Group AG | $4,721 | 474 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $17 | 2 | Added |
Source: SEC Form 13F filings · as of 2026-06-30