Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Blue Water Asset Management (−11%).
13 tracked 13F filers disclose a position in PBNV as of the latest SEC 13F filings, a combined $21.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Prudential Financial Inc | 300K | $8.7M | ▲+27% Added · +64K sh | Q1 2026 | |
| 2 | Blue Water Asset Management | 114K | $3.5M | ▼−11% Reduced · −15K sh | Q2 2026 | |
| 3 | Jim Saulnier & Associates, LLC | 112K | $3.5M | —Held | Q2 2026 | |
| 4 | Spire Wealth Management | 75K | $2.2M | ▼−0.1% Reduced · −60 sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 48K | $1.4M | ▼−23% Reduced · −15K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | 18K | $573K | —Held | Q2 2026 | |
| 7 | Kintra Wealth, LLC | 15K | $472K | ▲New +15K sh | Q2 2026 | |
| 8 | MML Investors Services, LLC | 13K | $396K | ▲New +13K sh | Q2 2026 | |
| 9 | Integrity Alliance, LLC. | 10K | $297K | ▲+21% Added · +2K sh | Q2 2026 | |
| 10 | Cypress Financial Planning LLC | 9K | $277K | —Held | Q2 2026 | |
| 11 | American Asset Management Inc. | 7K | $215K | —Held | Q2 2026 | |
| 12 | Royal Bank Of Canada | 5K | $146K | ▼−0.7% Reduced · −37 sh | Q1 2026 | |
| 13 | DHJJ Financial Advisors, Ltd. | 2K | $56K | —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 PBNV, while 1 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 | $69.1M |
| Nvidia CorpNVDA | 4 funds | $50.3M |
| Amazon.com IncAMZN | 4 funds | $41.4M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $40.9M |
| Microsoft CorpMSFT | 4 funds | $34.1M |
| Alphabet Inc-CL AGOOGL | 3 funds | $26.4M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $18.2M |
| Costco Wholesale CorpCOST | 3 funds | $15.7M |
| Pgim S&P500 Buf20 ETF Jan-USPBJA | 3 funds | $12.6M |
| Vanguard Mid-Cap ETFVO | 3 funds | $12.2M |
| JPMorgan Chase & CoJPM | 3 funds | $12.1M |
| Pgim S&P 500 Buffer 20 ETF -PBJL | 3 funds | $7.8M |
Ranked by how many of PBNV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBNV.
No filings captured for this ticker in the live stream yet.
Connected entities for PBNV
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/PBNV/capital-change-brief"
Use Arkolith's capital_change_brief for PBNV. 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 PBNV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.