Among active 13F managers last quarter, 1 added and 2 reduced; the largest holder to move was Smith, Moore & Co. (+8.8%).
14 tracked 13F filers disclose a position in PBMR as of the latest SEC 13F filings, a combined $26.6M 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 | 286K | $8.7M | ▲+26% Added · +58K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 227K | $6.9M | ▲+365% Added · +178K sh | Q1 2026 | |
| 3 | Smith, Moore & Co. | 106K | $3.4M | ▲+8.8% Added · +9K sh | Q2 2026 | |
| 4 | Jim Saulnier & Associates, LLC | 92K | $2.9M | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 5 | Spire Wealth Management | 43K | $1.3M | ▲New +43K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | 18K | $538K | ▲+31% Added · +4K sh | Q1 2026 | |
| 7 | Kintra Wealth, LLC | 16K | $532K | ▲+95% Added · +8K sh | Q2 2026 | |
| 8 | Blue Water Asset Management | 15K | $491K | ▼−3.3% Reduced · −530 sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 15K | $445K | ▲New +15K sh | Q1 2026 | |
| 10 | Kingswood Wealth Advisors, LLC | 12K | $391K | —Held | Q2 2026 | |
| 11 | DHJJ Financial Advisors, Ltd. | 12K | $389K | —Held | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | 11K | $359K | —Held | Q2 2026 | |
| 13 | Royal Bank Of Canada | 5K | $139K | ▲+464% Added · +4K sh | Q1 2026 | |
| 14 | Centaurus Financial, Inc. | 4K | $139K | —Held | Q2 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 added to an existing position in PBMR, 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 |
|---|---|---|
| Apple IncAAPL | 4 funds | $103.4M |
| Nvidia CorpNVDA | 4 funds | $82.0M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $80.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $76.6M |
| Amazon.com IncAMZN | 4 funds | $56.6M |
| Microsoft CorpMSFT | 4 funds | $39.3M |
| JPMorgan Chase & CoJPM | 4 funds | $22.8M |
| Vanguard Mid-Cap ETFVO | 4 funds | $10.0M |
| Pgim S&P 500 Buffer 20 ETF -PBAP | 4 funds | $8.3M |
| Pgim S&P500 Buf20 ETF Jun-USPBJN | 4 funds | $6.7M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $89.4M |
| Ishares Core S&P Midcap ETFIJH | 3 funds | $39.6M |
Ranked by how many of PBMR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBMR.
| 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 |
| 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 PBMR
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/PBMR/capital-change-brief"
Use Arkolith's capital_change_brief for PBMR. 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 PBMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.