92 tracked 13F filers disclose a position in PBT as of the latest SEC 13F filings, a combined $462.4M 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 | HORIZON KINETICS ASSET MANAGEMENT LLC | $168.5M | 6.7M | ▲+5.5% Added · +350K sh | Q2 2026 | |
| 2 | SoftVest Advisors, LLC | $133.8M | 6.2M | —Held | Q1 2026 | |
| 3 | MAD RIVER INVESTORS | $25.2M | 1.0M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 4 | SCHWARTZ INVESTMENT COUNSEL INC | $23.4M | 934K | —Held | Q2 2026 | |
| 5 | FOUNDATION RESOURCE MANAGEMENT INC | $15.7M | 626K | ▼−0.6% Reduced · −4K sh | Q2 2026 | |
| 6 | Moors & Cabot, Inc. | $14.3M | 570K | ▼−3.1% Reduced · −18K sh | Q2 2026 | |
| 7 | SEI INVESTMENTS CO | $9.1M | 422K | ▲+116% Added · +227K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $6.5M | 301K | ▲+34% Added · +76K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 269K | ▲+3.7% Added · +10K sh | Q1 2026 | |
| 10 | Advisory Services Network, LLC | $5.4M | 251K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $5.0M | 231K | ▼−4.1% Reduced · −10K sh | Q1 2026 | |
| 12 | Beacon Pointe Advisors, LLC | $5.3M | 213K | ▲+35% Added · +55K sh | Q2 2026 | |
| 13 | LPL Financial LLC | $4.5M | 211K | ▼−8.1% Reduced · −19K sh | Q1 2026 | |
| 14 | SteelPeak Wealth, LLC | $5.0M | 199K | ▲+4.4% Added · +8K sh | Q2 2026 | |
| 15 | JPMORGAN CHASE & CO | $2.8M | 127K | ▲+25% Added · +26K sh | Q1 2026 | |
| 16 | Lido Advisors, LLC | $3.0M | 118K | ▼−3.4% Reduced · −4K sh | Q2 2026 | |
| 17 | BWM Planning, LLC | $2.6M | 104K | —Held | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.8M | 84K | ▼−15% Reduced · −14K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $1.5M | 72K | ▼−0.1% Reduced · −109 sh | Q1 2026 | |
| 20 | PROMETHIUM ADVISORS,LLC | $1.7M | 68K | —Held | Q2 2026 | |
| 21 | Pathstone Holdings, LLC | $1.4M | 63K | —Held | Q1 2026 | |
| 22 | Essex Financial Services, Inc. | $1.4M | 57K | ▼−1.1% Reduced · −611 sh | Q2 2026 | |
| 23 | MOR Wealth Management, LLC | $1.3M | 53K | —Held | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $1.1M | 51K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 25 | Avondale Wealth Management | $1.2M | 46K | ▼−5.9% Reduced · −3K sh | 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, 4 funds opened a new position in PBT and 10 added to an existing one, while 9 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 |
|---|---|---|
| APPLE INCAAPL | 42 funds | $9.4B |
| MICROSOFT CORPMSFT | 42 funds | $7.7B |
| AMAZON.COM INCAMZN | 42 funds | $6.1B |
| JOHNSON & JOHNSONJNJ | 42 funds | $1.7B |
| NVIDIA CORPNVDA | 41 funds | $10.9B |
| CISCO SYSTEMS INCCSCO | 41 funds | $931.9M |
| ALPHABET INC-CL CGOOG | 40 funds | $4.2B |
| ELI LILLY & COLLY | 40 funds | $2.1B |
| ABBVIE INCABBV | 40 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 39 funds | $4.4B |
| JPMORGAN CHASE & COJPM | 39 funds | $2.3B |
| VISA INC-CLASS A SHARESV | 39 funds | $1.4B |
Ranked by how many of PBT's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 3, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 2K | $26K |
| Jul 2, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 6K | $83K |
| Jul 1, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 2K | $25K |
| Jun 30, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 4K | $50K |
| Jun 27, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 7K | $86K |
| Jun 26, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 2K | $25K |
| Jun 25, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 4K | $48K |
| Jun 24, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 7K | $86K |
| Jun 23, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 20K | $244K |
| Jun 20, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 5K | $55K |
| Jun 18, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 11K | $136K |
| Jun 17, 2025 | SoftVest GP I, LLC | 10% Owner | Buy (P) | 15K | $181K |
Connected entities for PBT
This stock 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/PBT/capital-change-brief"
Use Arkolith's capital_change_brief for PBT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.