PODC Institutional Ownership, Buyers

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in PodcastOne, Inc. include Rockefeller Capital Management L.P., Permanens Capital L.P., Creative Planning, and Thompson Davis & Co., Inc. .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-07-24	NP	FPKFX - Fidelity Puritan K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	19,650	0.48	39	15.15
2025-08-20	13F/A	Thompson Davis & Co., Inc.	15,777		38
2025-08-11	13F	Vanguard Group Inc	113,142	10.94	275	67.07
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	60,500	10.20	147	67.05
2025-07-25	13F	Apollon Wealth Management, LLC	20,000	16.35	48	77.78
2025-09-04	13F/A	Advisor Group Holdings, Inc.	1,260	309.09	3
2025-08-14	13F	UBS Group AG	20,860	111.91	51	233.33
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	51,510	12.09	125	71.23
2025-08-14	13F	Permanens Capital L.P.	105,876		257
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	41,780	6.15	82	20.90
2025-08-08	13F	Geode Capital Management, Llc	75,732	1.57	184	53.33
2025-08-08	13F	Creative Planning	20,128		49
2025-08-12	13F	Proequities, Inc.	0		0
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	10,156	7.29	20	18.75
2025-08-14	13F/A	Rockefeller Capital Management L.P.	130,355		316
2025-08-14	13F	Bank Of America Corp /de/	186	2.76	0

PODC / PodcastOne, Inc. - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers