PBJA

Pgim S&P500 Buf20 ETF Jan-USETF$32.43 0.09%
UnclassifiedUSCUSIP 69420N205· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
22
-11 QoQ
13F Value (tracked)
$32.7M
13F Moves · latest Q
6 added
1 trimmed
Recent Filings
0

Price & smart-money activity

$32.43 0.09%3Y +30.0%
$24.25$26.45$28.65$30.84$33.042024202520263222264
Hover for who · click for detailEnd-of-day closing prices52w $29.20 – $32.47

Who owns PBJA?

22 tracked 13F filers

22 tracked 13F filers disclose a position in PBJA as of the latest SEC 13F filings, a combined $32.7M 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.

#FundPosition valueSharesLast moveAs ofHistory
1PRUDENTIAL FINANCIAL INC
$8.7M
285K
+27%
Added · +60K sh
Q1 2026
2Blue Water Asset Management
$5.2M
160K
Held
Q2 2026
3AMERICAN ASSET MANAGEMENT INC.
$4.7M
147K
~0%
Added · +24 sh
Q2 2026
4COMMONWEALTH EQUITY SERVICES, LLC
$3.4M
111K
+166%
Added · +69K sh
Q1 2026
5JIM SAULNIER & ASSOCIATES, LLC
$2.7M
84K
−6.3%
Reduced · −6K sh
Q2 2026
6Spire Wealth Management
$2.5M
81K
New
+81K sh
Q1 2026
7CENTAURUS FINANCIAL, INC.
$2.2M
71K
+53%
Added · +25K sh
Q1 2026
8Kestra Advisory Services, LLC
$938K
29K
Held
Q2 2026
9Cetera Investment Advisers
$385K
13K
+32%
Added · +3K sh
Q1 2026
10SUSQUEHANNA INTERNATIONAL GROUP, LLP
$355K
12K
+41%
Added · +3K sh
Q1 2026
11KESTRA PRIVATE WEALTH SERVICES, LLC
$369K
11K
Held
Q2 2026
12First Heartland Consultants, Inc.
$338K
10K
New
+10K sh
Q2 2026
13KINTRA WEALTH, LLC
$265K
9K
New
+9K sh
Q1 2026
14RAYMOND JAMES FINANCIAL INC
$208K
7K
New
+7K sh
Q1 2026
15INDEPENDENT FINANCIAL GROUP, LLC
$208K
6K
New
+6K sh
Q2 2026
16DHJJ Financial Advisors, Ltd.
$163K
5K
−6.7%
Reduced · −360 sh
Q2 2026
17LANARK FINANCIAL, INC.
$78K
2K
+201%
Added · +2K sh
Q2 2026
18Advisory Services Network, LLC
$51K
2K
New
+2K sh
Q1 2026
19ST GERMAIN D J CO INC
$19K
576
Held
Q2 2026
20PNC FINANCIAL SERVICES GROUP, INC.
$15K
507
New
+507 sh
Q1 2026
21ROYAL BANK OF CANADA
$4K
136
−91%
Reduced · −1K sh
Q1 2026
22UBS Group AG
$1K
48
New
+48 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.

Is PBJA being bought or sold by institutions?

Last quarter, 3 funds opened a new position in PBJA and 3 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).

Opened (NEW)
3
funds
Added
3
funds
Reduced
1
funds
Exited
0
funds

Funds that own PBJA also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA9 funds$700.4M
APPLE INCAAPL9 funds$608.1M
SS SPDR S&P 500 ETF TRUST-USSPY9 funds$339.9M
AMAZON.COM INCAMZN9 funds$320.4M
MICROSOFT CORPMSFT9 funds$271.0M
ALPHABET INC-CL AGOOGL8 funds$287.8M
JPMORGAN CHASE & COJPM8 funds$157.0M
VANGUARD TOTAL STOCK MKT ETFVTI8 funds$155.2M
COSTCO WHOLESALE CORPCOST8 funds$75.4M
VANGUARD MID-CAP ETFVO8 funds$54.0M
ALIANZIM US EQ BFR20 DEC-USDDECW8 funds$8.3M
INVESCO QQQ TRUST SERIES 1QQQ7 funds$325.3M

Ranked by how many of PBJA's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

10 funds+8 since Q3 2024
01121Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $14.7M

Share classes

Class13F holdersValue held
PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF32 funds$106.0M
BUFPcs31 funds$114.0M
PBJAthis pageSP 500 BUFFER22 funds$32.7M
PBDEUS LARGE CAP BUF19 funds$27.7M
PBFBUS LARGE CAP BUF18 funds$23.3M
JANPS&P 500 BUFFER17 funds$36.2M
PBOCUS LARGE CAP BUF16 funds$34.2M
PBJLSP 500 BUFFER15 funds$38.7M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in PBJA

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PBJA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for PBJA.
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 PBJA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.