Among active 13F managers last quarter, 3 opened and 3 added, while 2 reduced; the largest holder to move was Compass Advisory Group LLC (+0.9%).
24 tracked 13F filers disclose a position in PBJA as of the latest SEC 13F filings, a combined $48.2M 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 | Compass Advisory Group LLC | 308K | $10.0M | ▲+0.9% Added · +3K sh | Q2 2026 | |
| 2 | Prudential Financial Inc | 285K | $8.7M | ▲+27% Added · +60K sh | Q1 2026 | |
| 3 | Long Island Wealth Management, Inc. | 161K | $5.2M | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 4 | Blue Water Asset Management | 160K | $5.2M | —Held | Q2 2026 | |
| 5 | American Asset Management Inc. | 147K | $4.7M | ▲~0% Added · +24 sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 111K | $3.4M | ▲+166% Added · +69K sh | Q1 2026 | |
| 7 | Jim Saulnier & Associates, LLC | 84K | $2.7M | ▼−6.3% Reduced · −6K sh | Q2 2026 | |
| 8 | Spire Wealth Management | 81K | $2.5M | ▲New +81K sh | Q1 2026 | |
| 9 | Centaurus Financial, Inc. | 71K | $2.3M | ▼−1.1% Reduced · −828 sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | 29K | $938K | —Held | Q2 2026 | |
| 11 | Kintra Wealth, LLC | 16K | $518K | ▲+81% Added · +7K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 13K | $385K | ▲+32% Added · +3K sh | Q1 2026 | |
| 13 | Susquehanna International Group, LLP | 12K | $355K | ▲+41% Added · +3K sh | Q1 2026 | |
| 14 | Kestra Private Wealth Services, LLC | 11K | $369K | —Held | Q2 2026 | |
| 15 | First Heartland Consultants, Inc. | 10K | $338K | ▲New +10K sh | Q2 2026 | |
| 16 | Raymond James Financial Inc | 7K | $208K | ▲New +7K sh | Q1 2026 | |
| 17 | Independent Financial Group, LLC | 6K | $208K | ▲New +6K sh | Q2 2026 | |
| 18 | DHJJ Financial Advisors, Ltd. | 5K | $163K | ▼−6.7% Reduced · −360 sh | Q2 2026 | |
| 19 | Lanark Financial, Inc. | 2K | $78K | ▲+201% Added · +2K sh | Q2 2026 | |
| 20 | Advisory Services Network, LLC | 2K | $51K | ▲New +2K sh | Q1 2026 | |
| 21 | ST Germain D J Co Inc | 576 | $19K | —Held | Q2 2026 | |
| 22 | PNC Financial Services Group, Inc. | 507 | $15K | ▲New +507 sh | Q1 2026 | |
| 23 | Royal Bank Of Canada | 136 | $4K | ▼−91% Reduced · −1K sh | Q1 2026 | |
| 24 | UBS Group AG | 48 | $1K | ▲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.
Last quarter, 3 funds opened a new position in PBJA and 3 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 | 10 funds | $708.7M |
| Apple IncAAPL | 10 funds | $617.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $344.1M |
| Amazon.com IncAMZN | 10 funds | $325.5M |
| Microsoft CorpMSFT | 10 funds | $272.2M |
| Alphabet Inc-CL AGOOGL | 9 funds | $292.5M |
| Vanguard Total Stock MKT ETFVTI | 9 funds | $179.0M |
| Vanguard Mid-Cap ETFVO | 9 funds | $54.4M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $339.0M |
| JPMorgan Chase & CoJPM | 8 funds | $158.7M |
| Vanguard S&P 500 ETFVOO | 8 funds | $130.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 8 funds | $130.5M |
Ranked by how many of PBJA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBJA.
| Class | 13F holders | Value held |
|---|---|---|
| BUFPcs | 37 funds | $132.8M |
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 37 funds | $121.7M |
| PBJAthis pageSP 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 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PBJA/capital-change-brief"
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.