10 tracked 13F filers disclose a position in PBSE as of the latest SEC 13F filings, a combined $17.3M 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 | 298K | ▲+26% Added · +62K sh | Q1 2026 | |
| 2 | Spire Wealth Management | $3.1M | 105K | ▼−0.2% Reduced · −189 sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 70K | ▼−2.2% Reduced · −2K sh | Q1 2026 | |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | $1.7M | 56K | —Held | Q2 2026 | |
| 5 | AMERICAN ASSET MANAGEMENT INC. | $1.3M | 43K | —Held | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $229K | 8K | —Held | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $210K | 7K | ▲New +7K sh | Q1 2026 | |
| 8 | DHJJ Financial Advisors, Ltd. | $48K | 2K | —Held | Q2 2026 | |
| 9 | MORGAN STANLEY | $22K | 749 | —Held | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $4K | 134 | ▲New +134 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $98.0B |
| NVIDIA CORPNVDA | 8 funds | $90.1B |
| MICROSOFT CORPMSFT | 8 funds | $74.0B |
| ELI LILLY & COLLY | 8 funds | $67.9B |
| AMAZON.COM INCAMZN | 8 funds | $54.8B |
| ALPHABET INC-CL AGOOGL | 8 funds | $53.7B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $48.0B |
| BROADCOM INCAVGO | 8 funds | $39.2B |
| VANGUARD S&P 500 ETFVOO | 8 funds | $38.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $37.9B |
| JPMORGAN CHASE & COJPM | 8 funds | $34.7B |
| ALPHABET INC-CL CGOOG | 8 funds | $31.9B |
Ranked by how many of PBSE'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/PBSE/capital-change-brief"
Use Arkolith's capital_change_brief for PBSE. 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 PBSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.