Who owns PAB
Which tracked institutional funds hold PAB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PAB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened PAB while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PAB’s largest tracked holder by dollar value, PRUDENTIAL FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PAB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 20 tracked filers holding PAB, 14 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PAB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Global Assets Advisory, LLC$1M
- Stratos Wealth Partners, LTD.$1M
Full exits 1
- JANE STREET GROUP, LLC$702K
Largest adds
- JONES FINANCIAL COMPANIES LLLP$2M
- LPL Financial LLC$844K
- SAGESPRING WEALTH PARTNERS, LLC$593K
- JPMORGAN CHASE & CO$555K
- Advisory Resource Group$403K
Largest trims
- Larson Financial Group LLC$35M
- Intrua Financial, LLC$6M
- CITADEL ADVISORS LLC$2M
- Cetera Investment Advisers$1M
- GOLDMAN SACHS GROUP INC$796K
- PRUDENTIAL FINANCIAL INC$672K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC trimmed | 451,164 | $19M | 27.4% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 228,331 | $10M | 13.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 221,249 | $9M | 13.5% | 2026-Q2 |
| Coign Capital Advisors LLC added | 182,203 | $8M | 11.1% | 2026-Q2 |
| Advisory Resource Group added | 133,351 | $6M | 8.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 84,708 | $4M | 5.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 82,555 | $4M | 5.0% | 2026-Q2 |
| LPL Financial LLC added | 65,932 | $3M | 4.0% | 2026-Q2 |
| Global Assets Advisory, LLC new | 31,375 | $1M | 1.9% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 31,193 | $1M | 1.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 25,558 | $1M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 17,957 | $757K | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 13,698 | $577K | 0.8% | 2026-Q2 |
| Evergreen Wealth Partners LLC added | 13,138 | $554K | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 8,334 | $351K | 0.5% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC added | 7,777 | $328K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,989 | $210K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,809 | $160K | 0.2% | 2026-Q2 |
| MPWM ADVISORY SOLUTIONS, LLC added | 3,346 | $141K | 0.2% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 2,666 | $112K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 16,581 | $702K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 9,396 | $398K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Strategic Financial Partners, Ltd. trimmed | 5,358 | $229K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 127 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 19 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 2 | $126 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.