Among active 13F managers last quarter, 3 opened and 7 added, while 2 reduced; the largest holder to move was Brucke Financial, Inc. (+2.9%).
37 tracked 13F filers disclose a position in PBFR as of the latest SEC 13F filings, a combined $121.7M 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 | Brucke Financial, Inc. | 672K | $20.6M | ▲+2.9% Added · +19K sh | Q2 2026 | |
| 2 | Vise Technologies, Inc. | 648K | $19.9M | ▲+8.6% Added · +51K sh | Q2 2026 | |
| 3 | Apella Capital, LLC | 398K | $12.2M | ▲+15% Added · +52K sh | Q2 2026 | |
| 4 | Kestra Advisory Services, LLC | 353K | $10.8M | ▲34× Added · +343K sh | Q2 2026 | |
| 5 | AA Financial Advisors, LLC | 337K | $10.3M | ▲+24% Added · +64K sh | Q2 2026 | |
| 6 | Foguth Wealth Management, LLC. | 255K | $7.8M | ▲+2.4% Added · +6K sh | Q2 2026 | |
| 7 | BLVD Private Wealth, LLC | 206K | $6.3M | ▲+5.4% Added · +11K sh | Q2 2026 | |
| 8 | Centaurus Financial, Inc. | 163K | $5.0M | ▲+426% Added · +132K sh | Q2 2026 | |
| 9 | Integrated Wealth Concepts LLC | 123K | $3.8M | ▲+302% Added · +92K sh | Q2 2026 | |
| 10 | Raymond James Financial Inc | 119K | $3.5M | ▲+77% Added · +52K sh | Q1 2026 | |
| 11 | Tradition Wealth Management, LLC | 94K | $2.9M | ▲+3.3% Added · +3K sh | Q2 2026 | |
| 12 | OneDigital Investment Advisors LLC | 83K | $2.4M | ▲+522% Added · +69K sh | Q1 2026 | |
| 13 | Perennial Investment Advisors, LLC | 67K | $2.0M | ▲New +67K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | 61K | $1.8M | ▲+7.6% Added · +4K sh | Q1 2026 | |
| 15 | Great Valley Advisor Group, Inc. | 59K | $1.8M | ▲+107% Added · +31K sh | Q2 2026 | |
| 16 | Claro Advisors Inc. | 56K | $1.7M | ▲+34% Added · +14K sh | Q2 2026 | |
| 17 | AssuredPartners Investment Advisors, LLC | 55K | $1.7M | ▼−1.6% Reduced · −893 sh | Q2 2026 | |
| 18 | Wealth Group Ltd | 28K | $860K | ▲+252% Added · +20K sh | Q2 2026 | |
| 19 | DHJJ Financial Advisors, Ltd. | 26K | $807K | ▲+0.4% Added · +109 sh | Q2 2026 | |
| 20 | Nicholas Wealth, LLC. | 25K | $778K | ▲+0.1% Added · +20 sh | Q2 2026 | |
| 21 | Kingsview Wealth Management, LLC | 21K | $637K | ▲+87% Added · +10K sh | Q2 2026 | |
| 22 | Kestra Private Wealth Services, LLC | 17K | $521K | —Held | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 16K | $505K | ▼−7.2% Reduced · −1K sh | Q2 2026 | |
| 24 | Commonwealth Equity Services, LLC | 14K | $395K | ▲+46% Added · +4K sh | Q1 2026 | |
| 25 | Compass Advisory Group LLC | 14K | $414K | —Held | 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 7 added to an existing one, 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 |
|---|---|---|
| Nvidia CorpNVDA | 13 funds | $1.0B |
| Vanguard Total Stock MKT ETFVTI | 13 funds | $618.2M |
| Microsoft CorpMSFT | 13 funds | $579.9M |
| Alphabet Inc-CL AGOOGL | 13 funds | $436.0M |
| Vanguard Ftse Developed ETFVEA | 13 funds | $356.0M |
| Broadcom IncAVGO | 13 funds | $296.7M |
| Tesla IncTSLA | 13 funds | $219.6M |
| Meta Platforms Inc-Class AMETA | 13 funds | $215.3M |
| Apple IncAAPL | 12 funds | $900.7M |
| Vanguard S&P 500 ETFVOO | 12 funds | $689.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $489.2M |
| Invesco QQQ Trust Series 1QQQ | 12 funds | $488.3M |
Ranked by how many of PBFR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBFR.
| Class | 13F holders | Value held |
|---|---|---|
| BUFPcs | 37 funds | $132.8M |
| PBFRthis pagePGIM 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 |
| PBFBUS 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 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.