32 tracked 13F filers disclose a position in PBFR as of the latest SEC 13F filings, a combined $106.0M 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 | Brucke Financial, Inc. | $20.6M | 672K | ▲+2.9% Added · +19K sh | Q2 2026 | |
| 2 | Vise Technologies, Inc. | $17.4M | 597K | —Held | Q1 2026 | |
| 3 | Apella Capital, LLC | $12.2M | 398K | ▲+15% Added · +52K sh | Q2 2026 | |
| 4 | Kestra Advisory Services, LLC | $10.8M | 353K | ▲34× Added · +343K sh | Q2 2026 | |
| 5 | AA Financial Advisors, LLC | $10.3M | 337K | ▲+24% Added · +64K sh | Q2 2026 | |
| 6 | Foguth Wealth Management, LLC. | $7.8M | 255K | ▲+2.4% Added · +6K sh | Q2 2026 | |
| 7 | BLVD Private Wealth, LLC | $6.3M | 206K | ▲+5.4% Added · +11K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $3.5M | 119K | ▲+77% Added · +52K sh | Q1 2026 | |
| 9 | Tradition Wealth Management, LLC | $2.6M | 91K | ▲New +91K sh | Q1 2026 | |
| 10 | OneDigital Investment Advisors LLC | $2.4M | 83K | ▲+522% Added · +69K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $1.8M | 61K | ▲+7.6% Added · +4K sh | Q1 2026 | |
| 12 | Claro Advisors Inc. | $1.7M | 56K | ▲+34% Added · +14K sh | Q2 2026 | |
| 13 | CENTAURUS FINANCIAL, INC. | $902K | 31K | ▲+62% Added · +12K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $888K | 31K | ▲New +31K sh | Q1 2026 | |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $831K | 29K | ▲New +29K sh | Q1 2026 | |
| 16 | Wealth Group Ltd | $860K | 28K | ▲+252% Added · +20K sh | Q2 2026 | |
| 17 | DHJJ Financial Advisors, Ltd. | $807K | 26K | ▲+0.4% Added · +109 sh | Q2 2026 | |
| 18 | Nicholas Wealth, LLC. | $778K | 25K | ▲+0.1% Added · +20 sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $515K | 18K | ▼−0.4% Reduced · −68 sh | Q1 2026 | |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $521K | 17K | —Held | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $395K | 14K | ▲+46% Added · +4K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $345K | 12K | ▲New +12K sh | Q1 2026 | |
| 23 | Richmond Investment Services, LLC | $360K | 12K | ▲New +12K sh | Q2 2026 | |
| 24 | Kingsview Wealth Management, LLC | $323K | 11K | ▲New +11K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $327K | 11K | ▲New +11K sh | Q2 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, 3 funds opened a new position in PBFR and 5 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 | 10 funds | $939.3M |
| NVIDIA CORPNVDA | 10 funds | $828.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 10 funds | $542.4M |
| MICROSOFT CORPMSFT | 10 funds | $517.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $458.5M |
| AMAZON.COM INCAMZN | 10 funds | $448.9M |
| ALPHABET INC-CL AGOOGL | 10 funds | $322.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 10 funds | $293.3M |
| BROADCOM INCAVGO | 10 funds | $230.8M |
| JPMORGAN CHASE & COJPM | 10 funds | $218.4M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $192.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $167.3M |
Ranked by how many of PBFR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PBFRthis pagePGIM 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 PBFR
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/PBFR/capital-change-brief"
Use Arkolith's capital_change_brief for PBFR. 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 PBFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.