Among active 13F managers last quarter, 1 opened and 4 added, while none reduced or exited; the largest holder to move was Centaurus Financial, Inc. (+68%).
16 tracked 13F filers disclose a position in PBAP as of the latest SEC 13F filings, a combined $20.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 294K | $8.6M | ▲+23% Added · +54K sh | Q1 2026 | |
| 2 | Centaurus Financial, Inc. | 104K | $3.2M | ▲+68% Added · +42K sh | Q2 2026 | |
| 3 | Jim Saulnier & Associates, LLC | 81K | $2.5M | ▲+42% Added · +24K sh | Q2 2026 | |
| 4 | Blue Water Asset Management | 49K | $1.5M | ▲+23% Added · +9K sh | Q2 2026 | |
| 5 | Smith, Moore & Co. | 33K | $1.0M | ▲New +33K sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 22K | $650K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | 21K | $641K | ▲+8.9% Added · +2K sh | Q2 2026 | |
| 8 | Spire Wealth Management | 20K | $582K | ▼−55% Reduced · −25K sh | Q1 2026 | |
| 9 | American Asset Management Inc. | 17K | $529K | ▲+35% Added · +4K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 13K | $381K | ▲+90% Added · +6K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 12K | $358K | ▲+1.6% Added · +187 sh | Q1 2026 | |
| 12 | DHJJ Financial Advisors, Ltd. | 9K | $280K | ▲+10% Added · +838 sh | Q2 2026 | |
| 13 | Harbor Investment Advisory, LLC | 2K | $62K | —Held | Q2 2026 | |
| 14 | UBS Group AG | 2K | $55K | ▲New +2K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | 2K | $53K | —Held | Q2 2026 | |
| 16 | PNC Financial Services Group, Inc. | 588 | $17K | ▼−56% Reduced · −737 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, 1 fund opened a new position in PBAP and 4 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 6 funds | $196.5M |
| Amazon.com IncAMZN | 6 funds | $111.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $102.1M |
| Nvidia CorpNVDA | 6 funds | $98.5M |
| Microsoft CorpMSFT | 6 funds | $74.6M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $97.8M |
| Alphabet Inc-CL AGOOGL | 5 funds | $94.0M |
| JPMorgan Chase & CoJPM | 5 funds | $41.7M |
| Costco Wholesale CorpCOST | 5 funds | $13.5M |
| Vanguard Mid-Cap ETFVO | 5 funds | $11.6M |
| Pgim S&P500 Buf20 ETF Jun-USPBJN | 5 funds | $8.0M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $108.0M |
Ranked by how many of PBAP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBAP.
| Class | 13F holders | Value held |
|---|---|---|
| BUFPcs | 37 funds | $132.8M |
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 37 funds | $121.7M |
| PBJASP 500 BUFFER | 24 funds | $48.2M |
| PBDEUS LARGE CAP BUF | 20 funds | $28.5M |
| PBJNSP 500 BUFFER | 20 funds | $23.5M |
| PBJLSP 500 BUFFER | 18 funds | $42.2M |
| PBFBUS LARGE CAP BUF | 18 funds | $23.6M |
| PBOCUS LARGE CAP BUF | 17 funds | $34.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PBAP
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/PBAP/capital-change-brief"
Use Arkolith's capital_change_brief for PBAP. 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 PBAP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.