15 tracked 13F filers disclose a position in PBJN as of the latest SEC 13F filings, a combined $21.1M 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 | PRUDENTIAL FINANCIAL INC | $8.7M | 291K | ▲+25% Added · +58K sh | Q1 2026 | |
| 2 | JIM SAULNIER & ASSOCIATES, LLC | $4.5M | 147K | ▲+13% Added · +16K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 45K | ▼−15% Reduced · −8K sh | Q1 2026 | |
| 4 | Spire Wealth Management | $1.3M | 42K | ▼−27% Reduced · −16K sh | Q1 2026 | |
| 5 | AMERICAN ASSET MANAGEMENT INC. | $1.3M | 42K | ▲+345% Added · +33K sh | Q2 2026 | |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 38K | —Held | Q2 2026 | |
| 7 | Blue Water Asset Management | $1.0M | 33K | ▲+32% Added · +8K sh | Q2 2026 | |
| 8 | Kestra Advisory Services, LLC | $875K | 28K | ▲+160% Added · +17K sh | Q2 2026 | |
| 9 | Barnes Dennig Private Wealth Management LLC | $543K | 18K | ▼−0.5% Reduced · −92 sh | Q2 2026 | |
| 10 | DHJJ Financial Advisors, Ltd. | $140K | 5K | ▲+52% Added · +2K sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $81K | 3K | ▲+5.1% Added · +132 sh | Q1 2026 | |
| 12 | Parallel Advisors, LLC | $53K | 2K | —Held | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $41K | 1K | —Held | Q1 2026 | |
| 14 | Advisory Services Network, LLC | $13K | 420 | ▲New +420 sh | Q1 2026 | |
| 15 | UBS Group AG | $3K | 97 | ▲+547% Added · +82 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, 1 fund opened a new position in PBJN and 3 added to an existing one, while 0 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 10 funds | $46.6B |
| ELI LILLY & COLLY | 10 funds | $46.4B |
| NVIDIA CORPNVDA | 10 funds | $43.7B |
| APPLE INCAAPL | 10 funds | $41.5B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $34.9B |
| AMAZON.COM INCAMZN | 10 funds | $26.1B |
| BROADCOM INCAVGO | 10 funds | $19.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $18.2B |
| ALPHABET INC-CL AGOOGL | 10 funds | $18.2B |
| JPMORGAN CHASE & COJPM | 10 funds | $17.6B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $16.2B |
| ALPHABET INC-CL CGOOG | 10 funds | $13.3B |
Ranked by how many of PBJN's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 32 funds | $106.0M |
| BUFPcs | 31 funds | $114.0M |
| PBJASP 500 BUFFER | 22 funds | $32.7M |
| PBDEUS LARGE CAP BUF | 19 funds | $27.7M |
| PBFBUS LARGE CAP BUF | 18 funds | $23.3M |
| JANPS&P 500 BUFFER | 17 funds | $36.2M |
| PBOCUS LARGE CAP BUF | 16 funds | $34.2M |
| PBJLSP 500 BUFFER | 15 funds | $38.7M |
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 PBJN
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/PBJN/capital-change-brief"
Use Arkolith's capital_change_brief for PBJN. 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 PBJN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.