Among active 13F managers last quarter, 4 opened and 3 added, while 3 reduced; the largest holder to move was Tidemark, LLC (+72%).
28 tracked 13F filers disclose a position in PBTP as of the latest SEC 13F filings, a combined $45.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 779K | $20.4M | ▼−1.7% Reduced · −13K sh | Q1 2026 | |
| 2 | Tidemark, LLC | 272K | $7.0M | ▲+72% Added · +114K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 182K | $4.8M | ▲+3.5% Added · +6K sh | Q1 2026 | |
| 4 | Sowell Financial Services LLC | 79K | $2.0M | ▼−13% Reduced · −12K sh | Q2 2026 | |
| 5 | Goldman Sachs Group Inc | 61K | $1.6M | ▼−0.1% Reduced · −34 sh | Q1 2026 | |
| 6 | Bank Of America Corp | 51K | $1.3M | ▼−46% Reduced · −43K sh | Q1 2026 | |
| 7 | Kelly Financial Services LLC | 51K | $1.3M | ▲+31% Added · +12K sh | Q2 2026 | |
| 8 | Envestnet Asset Management Inc | 46K | $1.2M | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 45K | $1.2M | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 10 | Trilogy Capital Inc. | 33K | $857K | ▼−0.3% Reduced · −115 sh | Q2 2026 | |
| 11 | Beacon Pointe Advisors, LLC | 25K | $644K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 12 | Arkadios Wealth Advisors | 23K | $593K | ▼−4.8% Reduced · −1K sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 21K | $553K | ▲+35% Added · +6K sh | Q1 2026 | |
| 14 | Hobart Private Capital, LLC | 19K | $495K | ▲New +19K sh | Q2 2026 | |
| 15 | MML Investors Services, LLC | 19K | $478K | ▲+26% Added · +4K sh | Q2 2026 | |
| 16 | Centerpoint Advisory Group | 12K | $296K | ▼−1.9% Reduced · −220 sh | Q2 2026 | |
| 17 | Beto Financial Group, LLC | 11K | $275K | ▲New +11K sh | Q2 2026 | |
| 18 | Private Advisor Group, LLC | 9K | $240K | ▲New +9K sh | Q2 2026 | |
| 19 | Destiny Capital Corp | 8K | $202K | —Held | Q2 2026 | |
| 20 | Highland Investment Advisors LLC | 3K | $68K | ▲New +3K sh | Q2 2026 | |
| 21 | Royal Bank Of Canada | 2K | $43K | ▼−5.4% Reduced · −93 sh | Q1 2026 | |
| 22 | BlackRock, Inc. | 1K | $33K | —Held | Q2 2026 | |
| 23 | UBS Group AG | 1K | $33K | ▲New +1K sh | Q1 2026 | |
| 24 | Private Trust Co Na | 400 | $10K | ▲+60% Added · +150 sh | Q2 2026 | |
| 25 | Arax Advisory Partners | 106 | $3K | ▲+100% Added · +53 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 PBTP and 3 added to an existing one, while 3 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 11 funds | $621.8M |
| Apple IncAAPL | 11 funds | $610.1M |
| Nvidia CorpNVDA | 11 funds | $442.2M |
| Amazon.com IncAMZN | 11 funds | $258.0M |
| Alphabet Inc-CL AGOOGL | 11 funds | $182.6M |
| Alphabet Inc-CL CGOOG | 11 funds | $170.6M |
| Meta Platforms Inc-Class AMETA | 11 funds | $106.4M |
| Costco Wholesale CorpCOST | 11 funds | $61.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $551.9M |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $534.3M |
| Microsoft CorpMSFT | 10 funds | $283.8M |
| JPMorgan Chase & CoJPM | 10 funds | $129.0M |
Ranked by how many of PBTP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PBTP.
No filings captured for this ticker in the live stream yet.
Connected entities for PBTP
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.