10 tracked 13F filers disclose a position in PBMY as of the latest SEC 13F filings, a combined $16.7M 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 | 287K | ▲+24% Added · +55K sh | Q1 2026 | |
| 2 | JIM SAULNIER & ASSOCIATES, LLC | $4.8M | 154K | ▲+55% Added · +55K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $771K | 25K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 4 | Spire Wealth Management | $743K | 25K | ▼−19% Reduced · −6K sh | Q1 2026 | |
| 5 | AMERICAN ASSET MANAGEMENT INC. | $616K | 20K | ▲New +20K sh | Q2 2026 | |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $486K | 16K | —Held | Q2 2026 | |
| 7 | CENTAURUS FINANCIAL, INC. | $246K | 8K | —Held | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $123K | 4K | ▼−21% Reduced · −1K sh | Q1 2026 | |
| 9 | DHJJ Financial Advisors, Ltd. | $119K | 4K | ▲+111% Added · +2K sh | Q2 2026 | |
| 10 | UBS Group AG | $74K | 2K | ▼−47% Reduced · −2K 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 PBMY and 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $36.5B |
| APPLE INCAAPL | 7 funds | $35.8B |
| MICROSOFT CORPMSFT | 7 funds | $29.9B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $22.1B |
| AMAZON.COM INCAMZN | 7 funds | $19.8B |
| ALPHABET INC-CL AGOOGL | 7 funds | $19.5B |
| BROADCOM INCAVGO | 7 funds | $16.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $13.9B |
| JPMORGAN CHASE & COJPM | 7 funds | $13.9B |
| ALPHABET INC-CL CGOOG | 7 funds | $13.6B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $11.9B |
| ROYAL BANK OF CANADARY | 7 funds | $11.7B |
Ranked by how many of PBMY'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/PBMY/capital-change-brief"
Use Arkolith's capital_change_brief for PBMY. 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 PBMY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.