50 tracked 13F filers disclose a position in PBJ as of the latest SEC 13F filings, a combined $26.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mainsail Financial Group, LLC | $6.0M | 127K | ▲+22% Added · +23K sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $4.1M | 85K | ▲+61% Added · +32K sh | Q1 2026 | |
| 3 | HOWE & RUSLING INC | $2.0M | 42K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 4 | Sage Capital Management, LLC | $1.8M | 39K | ▼−11% Reduced · −5K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $1.7M | 34K | ▼−37% Reduced · −20K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.4M | 28K | ▲+54% Added · +10K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $1.3M | 26K | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 8 | PRINCIPAL SECURITIES, INC. | $1.2M | 26K | ▲+0.4% Added · +115 sh | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 25K | ▲New +25K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $855K | 17K | ▼−2.8% Reduced · −503 sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $746K | 15K | ▼−17% Reduced · −3K sh | Q1 2026 | |
| 12 | UBS Group AG | $665K | 14K | ▲+34% Added · +3K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $587K | 12K | ▼−23% Reduced · −3K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $502K | 10K | ▼−81% Reduced · −43K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $275K | 6K | ▼−20% Reduced · −1K sh | Q1 2026 | |
| 16 | Phoenix Wealth Advisors | $263K | 6K | ▼−0.9% Reduced · −50 sh | Q2 2026 | |
| 17 | IHT Wealth Management, LLC | $262K | 6K | ▲+0.2% Added · +9 sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $262K | 5K | ▲+1.4% Added · +72 sh | Q1 2026 | |
| 19 | Tower Research Capital LLC (TRC) | $259K | 5K | ▲+405% Added · +4K sh | Q1 2026 | |
| 20 | Kovack Advisors, Inc. | $233K | 5K | ▲~0% Added · +1 sh | Q2 2026 | |
| 21 | COMPASS FINANCIAL MANAGEMENT LLC | $224K | 5K | ▲New +5K sh | Q2 2026 | |
| 22 | CALDWELL SUTTER CAPITAL, INC. | $157K | 3K | —Held | Q2 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $150K | 3K | ▼−13% Reduced · −461 sh | Q1 2026 | |
| 24 | GeoWealth Management, LLC | $142K | 3K | ▲+278% Added · +2K sh | Q2 2026 | |
| 25 | Advisory Services Network, LLC | $100K | 2K | ▲New +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in PBJ and 10 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $7.0B |
| APPLE INCAAPL | 22 funds | $6.1B |
| MICROSOFT CORPMSFT | 22 funds | $4.6B |
| AMAZON.COM INCAMZN | 22 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 22 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 22 funds | $1.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 22 funds | $940.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $919.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $813.8M |
| WALMART INCWMT | 22 funds | $788.2M |
Ranked by how many of PBJ's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for PBJ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PBJ/capital-change-brief"
Use Arkolith's capital_change_brief for PBJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PBJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.