Among active 13F managers last quarter, 2 opened and 3 added, while none reduced or exited; the largest holder to move was Centaurus Financial, Inc. (+101%).
18 tracked 13F filers disclose a position in PBJL as of the latest SEC 13F filings, a combined $42.2M 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 | Foguth Wealth Management, LLC. | 460K | $14.4M | ▲+5.9% Added · +26K sh | Q2 2026 | |
| 2 | Prudential Financial Inc | 292K | $8.7M | ▲+26% Added · +60K sh | Q1 2026 | |
| 3 | Centaurus Financial, Inc. | 139K | $4.4M | ▲+101% Added · +70K sh | Q2 2026 | |
| 4 | Jim Saulnier & Associates, LLC | 127K | $4.0M | —Held | Q2 2026 | |
| 5 | American Asset Management Inc. | 82K | $2.6M | ▲+74% Added · +35K sh | Q2 2026 | |
| 6 | Royal Bank Of Canada | 59K | $1.8M | ▲New +59K sh | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 45K | $1.3M | ▼−6.5% Reduced · −3K sh | Q1 2026 | |
| 8 | Blue Water Asset Management | 39K | $1.2M | ▲+331% Added · +30K sh | Q2 2026 | |
| 9 | Old Mission Capital LLC | 34K | $1.0M | ▲New +34K sh | Q1 2026 | |
| 10 | Spire Wealth Management | 24K | $722K | ▼−37% Reduced · −14K sh | Q1 2026 | |
| 11 | Kintra Wealth, LLC | 19K | $596K | ▲New +19K sh | Q2 2026 | |
| 12 | Long Island Wealth Management, Inc. | 17K | $533K | ▲+139% Added · +10K sh | Q2 2026 | |
| 13 | BCGM Wealth Management, LLC | 12K | $367K | —Held | Q2 2026 | |
| 14 | Raymond James Financial Inc | 8K | $224K | ▲New +8K sh | Q1 2026 | |
| 15 | DHJJ Financial Advisors, Ltd. | 6K | $203K | —Held | Q2 2026 | |
| 16 | Advisory Services Network, LLC | 3K | $97K | ▲New +3K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | 2K | $60K | ▲New +2K sh | Q2 2026 | |
| 18 | PNC Financial Services Group, Inc. | 714 | $21K | —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 3 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 6 funds | $518.8M |
| Nvidia CorpNVDA | 6 funds | $297.1M |
| Apple IncAAPL | 5 funds | $286.8M |
| Amazon.com IncAMZN | 5 funds | $159.7M |
| Microsoft CorpMSFT | 5 funds | $142.7M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $85.5M |
| Pgim S&P500 Buf20 ETF Jan-USPBJA | 5 funds | $15.0M |
| Alianzim US Eq BFR20 Dec-UsdDECW | 5 funds | $7.9M |
| Pgim S&P500 Buf20 ETF Jun-USPBJN | 5 funds | $7.5M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $210.3M |
| Vanguard S&P 500 ETFVOO | 4 funds | $177.6M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $165.1M |
Ranked by how many of PBJL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBJL.
| Class | 13F holders | Value held |
|---|---|---|
| BUFPcs | 37 funds | $132.8M |
| PBFRPGIM 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 |
| PBJLthis pageSP 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 PBJL
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.