22 tracked 13F filers disclose a position in PBTP as of the latest SEC 13F filings, a combined $39.6M 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 | LPL Financial LLC | $20.4M | 779K | ▼−1.7% Reduced · −13K sh | Q1 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 182K | ▲+3.5% Added · +6K sh | Q1 2026 | |
| 3 | Sowell Financial Services LLC | $2.0M | 79K | ▼−13% Reduced · −12K sh | Q2 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $1.6M | 61K | ▼−0.1% Reduced · −34 sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $1.3M | 51K | ▼−46% Reduced · −43K sh | Q1 2026 | |
| 6 | Kelly Financial Services LLC | $1.3M | 51K | ▲+31% Added · +12K sh | Q2 2026 | |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.2M | 47K | ▲+3.8% Added · +2K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 46K | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.2M | 45K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 10 | Trilogy Capital Inc. | $857K | 33K | ▼−0.3% Reduced · −115 sh | Q2 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $774K | 30K | ▲+13% Added · +4K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $772K | 30K | ▲+179% Added · +19K sh | Q1 2026 | |
| 13 | Arkadios Wealth Advisors | $635K | 24K | ▲+8.2% Added · +2K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $553K | 21K | ▲+35% Added · +6K sh | Q1 2026 | |
| 15 | Hobart Private Capital, LLC | $495K | 19K | ▲New +19K sh | Q2 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $387K | 15K | ▲+9.6% Added · +1K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $43K | 2K | ▼−5.4% Reduced · −93 sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $34K | 1K | ▼−14% Reduced · −201 sh | Q1 2026 | |
| 19 | UBS Group AG | $33K | 1K | ▲New +1K sh | Q1 2026 | |
| 20 | Arax Advisory Partners | $1K | 53 | —Held | Q1 2026 | |
| 21 | MORGAN STANLEY | $37 | 1 | —Held | Q1 2026 | |
| 22 | HUNTINGTON NATIONAL BANK | $26 | 1 | —Held | 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, 1 fund opened a new position in PBTP and 3 added to an existing one, while 2 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 | 11 funds | $6.0B |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $5.6B |
| APPLE INCAAPL | 11 funds | $4.3B |
| AMAZON.COM INCAMZN | 11 funds | $3.3B |
| MICROSOFT CORPMSFT | 11 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.3B |
| BROADCOM INCAVGO | 11 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 11 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 11 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $1.6B |
Ranked by how many of PBTP'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/PBTP/capital-change-brief"
Use Arkolith's capital_change_brief for PBTP. 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 PBTP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.