Among active 13F managers last quarter, 9 opened and 3 added, while 15 reduced; the largest holder to move was YHB Investment Advisors, Inc. (−5.1%).
102 tracked 13F filers disclose a position in PBE as of the latest SEC 13F filings, a combined $84.3M 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 | Morgan Stanley | 132K | $10.4M | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 2 | United Capital Financial Advisors, LLC | 104K | $9.4M | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 87K | $6.9M | ▼−11% Reduced · −11K sh | Q1 2026 | |
| 4 | UBS Group AG | 69K | $5.5M | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 5 | Royal Bank Of Canada | 59K | $4.7M | ▲+26% Added · +12K sh | Q1 2026 | |
| 6 | Bank Of America Corp | 59K | $4.7M | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 7 | Wells Fargo & Company | 39K | $3.1M | ▼−16% Reduced · −8K sh | Q1 2026 | |
| 8 | Gerber Kawasaki Wealth & Investment Management | 32K | $2.8M | ▼−10% Reduced · −4K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | 23K | $1.8M | ▲+2.0% Added · +464 sh | Q1 2026 | |
| 10 | YHB Investment Advisors, Inc. | 23K | $2.1M | ▼−5.1% Reduced · −1K sh | Q2 2026 | |
| 11 | Envestnet Asset Management Inc | 21K | $1.7M | ▲+3.4% Added · +702 sh | Q1 2026 | |
| 12 | Institute for Wealth Management, LLC. | 20K | $1.8M | ▼−0.2% Reduced · −50 sh | Q2 2026 | |
| 13 | Penobscot Investment Management Company, Inc. | 19K | $1.7M | —Held | Q2 2026 | |
| 14 | Massachusetts Wealth Management | 18K | $1.6M | ▼−0.2% Reduced · −30 sh | Q2 2026 | |
| 15 | US Bancorp | 17K | $1.3M | —Held | Q1 2026 | |
| 16 | Commonwealth Equity Services, LLC | 14K | $1.1M | ▼−35% Reduced · −8K sh | Q1 2026 | |
| 17 | NewEdge Wealth, LLC | 14K | $1.2M | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 18 | Abbot Financial Management, Inc. | 12K | $1.1M | ▼−1.6% Reduced · −200 sh | Q2 2026 | |
| 19 | Mariner, LLC | 12K | $968K | —Held | Q1 2026 | |
| 20 | CreativeOne Wealth, LLC | 11K | $976K | ▼−11% Reduced · −1K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | 11K | $845K | ▲~0% Added · +1 sh | Q1 2026 | |
| 22 | Raymond James Financial Inc | 11K | $837K | ▲+6.6% Added · +651 sh | Q1 2026 | |
| 23 | Benjamin Edwards Inc | 10K | $929K | ▼−0.3% Reduced · −34 sh | Q2 2026 | |
| 24 | Newman Dignan & Sheerar, Inc. | 9K | $840K | ▼−2.1% Reduced · −200 sh | Q2 2026 | |
| 25 | Farther Finance Advisors, LLC | 9K | $743K | ▲+6.4% Added · +563 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, 9 funds opened a new position in PBE and 3 added to an existing one, while 15 reduced. 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 |
|---|---|---|
| Nvidia CorpNVDA | 47 funds | $40.7B |
| Microsoft CorpMSFT | 47 funds | $26.5B |
| Apple IncAAPL | 46 funds | $32.0B |
| Amazon.com IncAMZN | 46 funds | $18.6B |
| Alphabet Inc-CL AGOOGL | 46 funds | $15.3B |
| Alphabet Inc-CL CGOOG | 46 funds | $10.8B |
| Meta Platforms Inc-Class AMETA | 46 funds | $9.1B |
| Costco Wholesale CorpCOST | 46 funds | $4.0B |
| Abbvie IncABBV | 46 funds | $3.6B |
| Tesla IncTSLA | 45 funds | $8.7B |
| Eli Lilly & CoLLY | 45 funds | $7.3B |
| Johnson & JohnsonJNJ | 45 funds | $5.7B |
Ranked by how many of PBE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBE.
No filings captured for this ticker in the live stream yet.
Connected entities for PBE
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/PBE/capital-change-brief"
Use Arkolith's capital_change_brief for PBE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for PBE. Filings are public domain, sourced to SEC EDGAR.