Among active 13F managers last quarter, 1 opened and 2 reduced; the largest holder to move was American Asset Management Inc. (−1.3%).
18 tracked 13F filers disclose a position in PBFB as of the latest SEC 13F filings, a combined $23.6M 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 | 289K | $8.7M | ▲+27% Added · +61K sh | Q1 2026 | |
| 2 | Spire Wealth Management | 95K | $2.8M | ▲New +95K sh | Q1 2026 | |
| 3 | Jim Saulnier & Associates, LLC | 94K | $3.0M | —Held | Q2 2026 | |
| 4 | American Asset Management Inc. | 83K | $2.6M | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 36K | $1.1M | ▼−20% Reduced · −9K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | 32K | $1.0M | ▲+5.3% Added · +2K sh | Q2 2026 | |
| 7 | Blue Water Asset Management | 26K | $829K | ▼−3.7% Reduced · −994 sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | 23K | $692K | ▲+35% Added · +6K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 21K | $631K | ▲New +21K sh | Q1 2026 | |
| 10 | Kintra Wealth, LLC | 16K | $529K | ▲+73% Added · +7K sh | Q2 2026 | |
| 11 | Old Mission Capital LLC | 14K | $408K | ▲New +14K sh | Q1 2026 | |
| 12 | MML Investors Services, LLC | 13K | $411K | ▲+19% Added · +2K sh | Q2 2026 | |
| 13 | DHJJ Financial Advisors, Ltd. | 10K | $321K | —Held | Q2 2026 | |
| 14 | Royal Bank Of Canada | 8K | $231K | ▲New +8K sh | Q1 2026 | |
| 15 | Sagespring Wealth Partners, LLC | 7K | $215K | —Held | Q2 2026 | |
| 16 | PNC Financial Services Group, Inc. | 1K | $31K | —Held | Q1 2026 | |
| 17 | ST Germain D J Co Inc | 485 | $15K | —Held | Q2 2026 | |
| 18 | UBS Group AG | 40 | $1K | ▼−96% Reduced · −1K 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 PBFB, while 2 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $373.4M |
| Nvidia CorpNVDA | 5 funds | $61.0M |
| Apple IncAAPL | 4 funds | $135.5M |
| Alianzim US Eq BFR20 Jan-UsdJANW | 4 funds | $44.9M |
| Amazon.com IncAMZN | 4 funds | $42.3M |
| Microsoft CorpMSFT | 4 funds | $33.0M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $15.2M |
| Pgim S&P500 Buf20 ETF Jan-USPBJA | 4 funds | $12.6M |
| Alnzim US Eqt BFR2 No Et-UsdNVBW | 4 funds | $10.0M |
| Pgim S&P 500 Buffer 20 ETF -PBJL | 4 funds | $8.8M |
| Alianzim US Eq BFR20 May-UsdMAYW | 4 funds | $7.4M |
| Alianzim US Eq BFR20 Dec-UsdDECW | 4 funds | $7.4M |
Ranked by how many of PBFB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBFB.
| 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 |
| PBFBthis pageUS 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 PBFB
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/PBFB/capital-change-brief"
Use Arkolith's capital_change_brief for PBFB. 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 PBFB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.