18 tracked 13F filers disclose a position in PBFB as of the latest SEC 13F filings, a combined $23.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | $8.7M | 289K | ▲+27% Added · +61K sh | Q1 2026 | |
| 2 | Spire Wealth Management | $2.8M | 95K | ▲New +95K sh | Q1 2026 | |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | $3.0M | 94K | —Held | Q2 2026 | |
| 4 | AMERICAN ASSET MANAGEMENT INC. | $2.6M | 83K | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 36K | ▼−20% Reduced · −9K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $1.0M | 32K | ▲+5.3% Added · +2K sh | Q2 2026 | |
| 7 | Blue Water Asset Management | $829K | 26K | ▼−3.7% Reduced · −994 sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $692K | 23K | ▲+35% Added · +6K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $631K | 21K | ▲New +21K sh | Q1 2026 | |
| 10 | OLD MISSION CAPITAL LLC | $408K | 14K | ▲New +14K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $325K | 11K | ▲New +11K sh | Q1 2026 | |
| 12 | DHJJ Financial Advisors, Ltd. | $321K | 10K | —Held | Q2 2026 | |
| 13 | KINTRA WEALTH, LLC | $284K | 9K | ▲New +9K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $231K | 8K | ▲New +8K sh | Q1 2026 | |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | $215K | 7K | —Held | Q2 2026 | |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | $31K | 1K | —Held | Q1 2026 | |
| 17 | ST GERMAIN D J CO INC | $15K | 485 | —Held | Q2 2026 | |
| 18 | UBS Group AG | $1K | 40 | ▼−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 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 |
|---|---|---|
| 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 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 |
| PBFBthis pageUS 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 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.