Among active 13F managers last quarter, 2 opened and 2 added, while none reduced or exited; the largest holder to move was Jim Saulnier & Associates, LLC (+55%).
14 tracked 13F filers disclose a position in PBMY as of the latest SEC 13F filings, a combined $20.5M 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 | 287K | $8.7M | ▲+24% Added · +55K sh | Q1 2026 | |
| 2 | Jim Saulnier & Associates, LLC | 154K | $4.8M | ▲+55% Added · +55K sh | Q2 2026 | |
| 3 | Smith, Moore & Co. | 68K | $2.1M | ▲New +68K sh | Q2 2026 | |
| 4 | Commonwealth Equity Services, LLC | 25K | $771K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 5 | Spire Wealth Management | 25K | $743K | ▼−19% Reduced · −6K sh | Q1 2026 | |
| 6 | Blue Water Asset Management | 24K | $750K | ▲+218% Added · +16K sh | Q2 2026 | |
| 7 | American Asset Management Inc. | 20K | $616K | ▲New +20K sh | Q2 2026 | |
| 8 | Kintra Wealth, LLC | 18K | $573K | ▲New +18K sh | Q2 2026 | |
| 9 | Kestra Private Wealth Services, LLC | 16K | $486K | —Held | Q2 2026 | |
| 10 | MML Investors Services, LLC | 14K | $434K | ▲New +14K sh | Q2 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 5K | $162K | ▲New +5K sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 4K | $123K | ▼−21% Reduced · −1K sh | Q1 2026 | |
| 13 | DHJJ Financial Advisors, Ltd. | 4K | $119K | ▲+111% Added · +2K sh | Q2 2026 | |
| 14 | UBS Group AG | 2K | $74K | ▼−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, 2 funds opened a new position in PBMY and 2 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 | 4 funds | $51.7M |
| Apple IncAAPL | 4 funds | $45.0M |
| Nvidia CorpNVDA | 4 funds | $17.0M |
| Microsoft CorpMSFT | 4 funds | $12.3M |
| Amazon.com IncAMZN | 4 funds | $10.8M |
| Pgim S&P500 Buf20 ETF Jun-USPBJN | 4 funds | $7.3M |
| Pgim S&P 500 Buffer 20 ETF -PBAP | 4 funds | $5.6M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $77.6M |
| Pgim S&P500 Buf20 ETF Jan-USPBJA | 3 funds | $12.6M |
| Alphabet Inc-CL AGOOGL | 3 funds | $10.9M |
| Vanguard Mid-Cap ETFVO | 3 funds | $9.4M |
| Pgim S&P 500 Buffer 20 ETF -PBJL | 3 funds | $7.8M |
Ranked by how many of PBMY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBMY.
| 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 PBMY
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.