Among active 13F managers last quarter, 3 opened and 3 added, while none reduced or exited; the largest holder to move was Jim Saulnier & Associates, LLC (+13%).
20 tracked 13F filers disclose a position in PBJN as of the latest SEC 13F filings, a combined $23.5M 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 | Prudential Financial Inc | 291K | $8.7M | ▲+25% Added · +58K sh | Q1 2026 | |
| 2 | Jim Saulnier & Associates, LLC | 147K | $4.5M | ▲+13% Added · +16K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 45K | $1.3M | ▼−15% Reduced · −8K sh | Q1 2026 | |
| 4 | Spire Wealth Management | 42K | $1.3M | ▼−27% Reduced · −16K sh | Q1 2026 | |
| 5 | American Asset Management Inc. | 42K | $1.3M | ▲+345% Added · +33K sh | Q2 2026 | |
| 6 | Kestra Private Wealth Services, LLC | 38K | $1.2M | —Held | Q2 2026 | |
| 7 | Blue Water Asset Management | 33K | $1.0M | ▲+32% Added · +8K sh | Q2 2026 | |
| 8 | Kestra Advisory Services, LLC | 28K | $875K | ▲+160% Added · +17K sh | Q2 2026 | |
| 9 | Kintra Wealth, LLC | 27K | $855K | ▲New +27K sh | Q2 2026 | |
| 10 | Centaurus Financial, Inc. | 21K | $649K | ▲New +21K sh | Q2 2026 | |
| 11 | Barnes Dennig Private Wealth Management LLC | 18K | $543K | ▼−0.5% Reduced · −92 sh | Q2 2026 | |
| 12 | Smith, Moore & Co. | 15K | $450K | ▲New +15K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 10K | $302K | ▲New +10K sh | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 5K | $160K | ▲New +5K sh | Q2 2026 | |
| 15 | DHJJ Financial Advisors, Ltd. | 5K | $140K | ▲+52% Added · +2K sh | Q2 2026 | |
| 16 | Royal Bank Of Canada | 3K | $81K | ▲+5.1% Added · +132 sh | Q1 2026 | |
| 17 | Parallel Advisors, LLC | 2K | $53K | —Held | Q1 2026 | |
| 18 | PNC Financial Services Group, Inc. | 1K | $41K | —Held | Q1 2026 | |
| 19 | Advisory Services Network, LLC | 420 | $13K | ▲New +420 sh | Q1 2026 | |
| 20 | UBS Group AG | 97 | $3K | ▲+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, 3 funds opened a new position in PBJN 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 |
|---|---|---|
| Apple IncAAPL | 7 funds | $582.0M |
| Nvidia CorpNVDA | 7 funds | $494.2M |
| Microsoft CorpMSFT | 7 funds | $265.8M |
| Amazon.com IncAMZN | 7 funds | $254.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $247.3M |
| Alphabet Inc-CL AGOOGL | 6 funds | $205.1M |
| Vanguard Total Stock MKT ETFVTI | 6 funds | $199.1M |
| JPMorgan Chase & CoJPM | 6 funds | $115.0M |
| Costco Wholesale CorpCOST | 6 funds | $78.2M |
| Vanguard Mid-Cap ETFVO | 6 funds | $40.1M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $940.2M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $186.9M |
Ranked by how many of PBJN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBJN.
| 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 |
| PBJNthis pageSP 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 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.