Among active 13F managers last quarter, 4 opened and 2 added, while 2 reduced; the largest holder to move was AssuredPartners Investment Advisors, LLC (−1.7%).
17 tracked 13F filers disclose a position in PBQQ as of the latest SEC 13F filings, a combined $27.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 353K | $10.0M | ▲New +353K sh | Q1 2026 | |
| 2 | AssuredPartners Investment Advisors, LLC | 94K | $2.9M | ▼−1.7% Reduced · −2K sh | Q2 2026 | |
| 3 | Snowden Capital Advisors LLC | 71K | $2.2M | ▲New +71K sh | Q2 2026 | |
| 4 | Centaurus Financial, Inc. | 64K | $2.0M | ▲+80% Added · +28K sh | Q2 2026 | |
| 5 | Summit Financial, LLC | 61K | $1.9M | ▲New +61K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | 56K | $1.7M | ▲New +56K sh | Q2 2026 | |
| 7 | Great Valley Advisor Group, Inc. | 43K | $1.4M | ▲+296% Added · +32K sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | 41K | $1.3M | ▲New +41K sh | Q2 2026 | |
| 9 | Foguth Wealth Management, LLC. | 39K | $1.2M | ▲+14% Added · +5K sh | Q2 2026 | |
| 10 | Red Crane Wealth Management, LLC | 19K | $596K | ▲+166% Added · +12K sh | Q2 2026 | |
| 11 | Jane Street Group, LLC | 15K | $417K | ▲New +15K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 13K | $371K | ▲+68% Added · +5K sh | Q1 2026 | |
| 13 | DHJJ Financial Advisors, Ltd. | 13K | $401K | ▲+11% Added · +1K sh | Q2 2026 | |
| 14 | Old Mission Capital LLC | 9K | $266K | ▼−35% Reduced · −5K sh | Q1 2026 | |
| 15 | Independent Financial Group, LLC | 7K | $217K | ▲New +7K sh | Q2 2026 | |
| 16 | CWM, LLC | 1K | $33K | ▲New +1K sh | Q1 2026 | |
| 17 | Advisory Services Network, LLC | 89 | $3K | ▲New +89 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, 4 funds opened a new position in PBQQ and 2 added to an existing one, 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 |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $1.0B |
| Vanguard Total Stock MKT ETFVTI | 7 funds | $818.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 7 funds | $755.5M |
| Invesco QQQ Trust Series 1QQQ | 7 funds | $512.2M |
| Ishares Core S&P 500 ETFIVV | 7 funds | $508.0M |
| Vanguard S&P 500 ETFVOO | 7 funds | $375.1M |
| Tesla IncTSLA | 7 funds | $214.3M |
| Taiwan Semiconductor-SP ADRTSM | 7 funds | $195.1M |
| Vanguard Ftse Developed ETFVEA | 7 funds | $161.2M |
| Invesco S&P 500 Equal WeightRSP | 7 funds | $125.0M |
| Pimco Multisector Bond ActvPYLD | 7 funds | $103.5M |
| Janus Henderson Aaa Clo ETFJAAA | 7 funds | $89.9M |
Ranked by how many of PBQQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBQQ.
| Class | 13F holders | Value held |
|---|---|---|
| BUFPcs | 37 funds | $132.8M |
| PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF | 37 funds | $125.4M |
| 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 PBQQ
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/PBQQ/capital-change-brief"
Use Arkolith's capital_change_brief for PBQQ. 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 PBQQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.