11 tracked 13F filers disclose a position in PBSE as of the latest SEC 13F filings, a combined $17.8M 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 | 298K | $8.7M | ▲+26% Added · +62K sh | Q1 2026 | |
| 2 | Spire Wealth Management | 105K | $3.1M | ▼−0.2% Reduced · −189 sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 70K | $2.0M | ▼−2.2% Reduced · −2K sh | Q1 2026 | |
| 4 | Jim Saulnier & Associates, LLC | 56K | $1.7M | —Held | Q2 2026 | |
| 5 | American Asset Management Inc. | 43K | $1.3M | —Held | Q2 2026 | |
| 6 | Kintra Wealth, LLC | 15K | $459K | ▲New +15K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 8K | $229K | —Held | Q1 2026 | |
| 8 | Royal Bank Of Canada | 7K | $210K | ▲New +7K sh | Q1 2026 | |
| 9 | DHJJ Financial Advisors, Ltd. | 2K | $48K | —Held | Q2 2026 | |
| 10 | Morgan Stanley | 749 | $22K | —Held | Q1 2026 | |
| 11 | PNC Financial Services Group, Inc. | 134 | $4K | ▲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 | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $16.4M |
| Alnzim US Eqt BFR2 No Et-UsdNVBW | 2 funds | $8.7M |
| Pgim S&P500 Buf20 ETF Jan-USPBJA | 2 funds | $7.5M |
| Pgim S&P 500 Buffer 20 ETF -PBJL | 2 funds | $6.6M |
| Alianzim US Eq BFR20 Jun-UsdJUNW | 2 funds | $6.4M |
| Alianzim US Eq BFR20 Feb-UsdFEBW | 2 funds | $6.2M |
| Alianzim US Eq BFR20 May-UsdMAYW | 2 funds | $5.9M |
| Pgim S&P500 Buf20 ETF Jun-USPBJN | 2 funds | $5.8M |
| Pgim S&P 500 Buffer 20 ETF -PBFB | 2 funds | $5.6M |
| Pgim S&P 500 Buffer 20 ETF -PBMY | 2 funds | $5.4M |
| Pgim S&P 500 Buff 20 ETF AugPBAU | 2 funds | $3.9M |
| Pgim S&P 500 Buffer 20 ETF -PBNV | 2 funds | $3.7M |
Ranked by how many of PBSE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBSE.
| 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 PBSE
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.