13 tracked 13F filers disclose a position in PBJL as of the latest SEC 13F filings, a combined $37.1M 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 | Foguth Wealth Management, LLC. | $14.4M | 460K | ▲+5.9% Added · +26K sh | Q2 2026 | |
| 2 | PRUDENTIAL FINANCIAL INC | $8.7M | 292K | ▲+26% Added · +60K sh | Q1 2026 | |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | $4.0M | 127K | —Held | Q2 2026 | |
| 4 | AMERICAN ASSET MANAGEMENT INC. | $2.6M | 82K | ▲+74% Added · +35K sh | Q2 2026 | |
| 5 | CENTAURUS FINANCIAL, INC. | $2.1M | 69K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $1.8M | 59K | ▲New +59K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 45K | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $1.0M | 34K | ▲New +34K sh | Q1 2026 | |
| 9 | Spire Wealth Management | $722K | 24K | ▼−37% Reduced · −14K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $224K | 8K | ▲New +8K sh | Q1 2026 | |
| 11 | DHJJ Financial Advisors, Ltd. | $203K | 6K | —Held | Q2 2026 | |
| 12 | Advisory Services Network, LLC | $97K | 3K | ▲New +3K sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $21K | 714 | —Held | 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, 2 funds opened a new position in PBJL and 1 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 | 11 funds | $44.0B |
| MICROSOFT CORPMSFT | 11 funds | $39.7B |
| NVIDIA CORPNVDA | 11 funds | $37.2B |
| AMAZON.COM INCAMZN | 11 funds | $27.2B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $25.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $22.8B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $15.2B |
| ALPHABET INC-CL AGOOGL | 11 funds | $14.9B |
| BROADCOM INCAVGO | 11 funds | $14.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $12.9B |
| JPMORGAN CHASE & COJPM | 11 funds | $12.8B |
| ALPHABET INC-CL CGOOG | 11 funds | $12.3B |
Ranked by how many of PBJL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/PBJL/capital-change-brief"
Use Arkolith's capital_change_brief for PBJL. 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 PBJL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.