54 tracked 13F filers disclose a position in PBP as of the latest SEC 13F filings, a combined $210.0M 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 | SUMITOMO LIFE INSURANCE CO | $136.8M | 6.2M | —Held | Q1 2026 | |
| 2 | MORGAN STANLEY | $17.5M | 795K | ▲+6.0% Added · +45K sh | Q1 2026 | |
| 3 | MAI Capital Management | $10.1M | 459K | ▲+5.0% Added · +22K sh | Q1 2026 | |
| 4 | FIFTH THIRD SECURITIES, INC. | $5.1M | 222K | ▲+34% Added · +57K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $4.5M | 205K | ▲+6.0% Added · +12K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $4.5M | 205K | ▼−2.6% Reduced · −6K sh | Q1 2026 | |
| 7 | Creative Planning | $3.9M | 177K | ▲+3.8% Added · +7K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 119K | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $2.5M | 114K | ▲+81% Added · +51K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $2.2M | 100K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $1.9M | 84K | ▼−4.2% Reduced · −4K sh | Q2 2026 | |
| 12 | CULLEN/FROST BANKERS, INC. | $1.9M | 83K | ▼−30% Reduced · −36K sh | Q2 2026 | |
| 13 | ASSETMARK, INC | $1.7M | 72K | ▲+25% Added · +14K sh | Q2 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $1.6M | 71K | ▼−83% Reduced · −348K sh | Q1 2026 | |
| 15 | Omega Financial Group, LLC | $1.3M | 58K | ▼−1.8% Reduced · −1K sh | Q2 2026 | |
| 16 | Avidian Wealth Enterprises, LLC | $1.0M | 45K | ▲New +45K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $959K | 44K | ▲+9.2% Added · +4K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $868K | 39K | ▲New +39K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $825K | 38K | ▲+21% Added · +7K sh | Q1 2026 | |
| 20 | CENTRAL TRUST Co | $788K | 36K | ▼−2.4% Reduced · −875 sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $556K | 25K | ▲+9.5% Added · +2K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $510K | 23K | ▼−0.2% Reduced · −57 sh | Q1 2026 | |
| 23 | Concurrent Investment Advisors, LLC | $505K | 22K | ▲New +22K sh | Q2 2026 | |
| 24 | AlphaCentric Advisors LLC | $495K | 22K | ▲+2.6% Added · +558 sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $440K | 20K | ▼−21% Reduced · −5K 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, 5 funds opened a new position in PBP and 5 added to an existing one, while 4 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 | 20 funds | $9.8B |
| APPLE INCAAPL | 20 funds | $8.9B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $8.7B |
| MICROSOFT CORPMSFT | 20 funds | $6.8B |
| AMAZON.COM INCAMZN | 20 funds | $5.8B |
| ALPHABET INC-CL AGOOGL | 20 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $4.8B |
| BROADCOM INCAVGO | 20 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 20 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 20 funds | $3.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $2.4B |
Ranked by how many of PBP'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/PBP/capital-change-brief"
Use Arkolith's capital_change_brief for PBP. 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 PBP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.