15 tracked 13F filers disclose a position in PBAP as of the latest SEC 13F filings, a combined $18.1M 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 | PRUDENTIAL FINANCIAL INC | $8.6M | 294K | ▲+23% Added · +54K sh | Q1 2026 | |
| 2 | JIM SAULNIER & ASSOCIATES, LLC | $2.5M | 81K | ▲+42% Added · +24K sh | Q2 2026 | |
| 3 | CENTAURUS FINANCIAL, INC. | $1.8M | 62K | ▼−30% Reduced · −26K sh | Q1 2026 | |
| 4 | Blue Water Asset Management | $1.5M | 49K | ▲+23% Added · +9K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $650K | 22K | ▼−11% Reduced · −3K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $641K | 21K | ▲+8.9% Added · +2K sh | Q2 2026 | |
| 7 | Spire Wealth Management | $582K | 20K | ▼−55% Reduced · −25K sh | Q1 2026 | |
| 8 | AMERICAN ASSET MANAGEMENT INC. | $529K | 17K | ▲+35% Added · +4K sh | Q2 2026 | |
| 9 | JANE STREET GROUP, LLC | $381K | 13K | ▲+90% Added · +6K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $358K | 12K | ▲+1.6% Added · +187 sh | Q1 2026 | |
| 11 | DHJJ Financial Advisors, Ltd. | $280K | 9K | ▲+10% Added · +838 sh | Q2 2026 | |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $62K | 2K | —Held | Q2 2026 | |
| 13 | UBS Group AG | $55K | 2K | ▲New +2K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $50K | 2K | ▲New +2K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $17K | 588 | ▼−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, 0 funds opened a new position in PBAP and 3 added to an existing one, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 3 funds | $1.5B |
| NVIDIA CORPNVDA | 3 funds | $1.3B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $955.7M |
| MICROSOFT CORPMSFT | 3 funds | $815.3M |
| AMAZON.COM INCAMZN | 3 funds | $798.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $698.1M |
| ALPHABET INC-CL AGOOGL | 3 funds | $674.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $609.6M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $583.1M |
| PARKER HANNIFIN CORPPH | 3 funds | $559.4M |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $526.4M |
| JPMORGAN CHASE & COJPM | 3 funds | $476.0M |
Ranked by how many of PBAP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 32 funds | $106.0M |
| BUFPcs | 31 funds | $114.0M |
| PBJASP 500 BUFFER | 22 funds | $32.7M |
| PBDEUS LARGE CAP BUF | 19 funds | $27.7M |
| PBFBUS LARGE CAP BUF | 18 funds | $23.3M |
| JANPS&P 500 BUFFER | 17 funds | $36.2M |
| PBOCUS LARGE CAP BUF | 16 funds | $34.2M |
| PBJLSP 500 BUFFER | 15 funds | $38.7M |
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.