Who owns PBJA
Which tracked institutional funds hold PBJA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBJA 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
5 tracked funds added or opened PBJA while 3 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
PBJA’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 PBJA 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 PBJA, 9 increased or opened the position and 10 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 PBJA 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.
Full exits 2
- LeClair Wealth Partners LLC$5M
- CENTAURUS FINANCIAL, INC.$2M
Largest adds
- PRUDENTIAL FINANCIAL INC$6M
- Compass Advisory Group LLC$655K
- Blue Water Asset Management$297K
- AMERICAN ASSET MANAGEMENT INC.$273K
- KINTRA WEALTH, LLC$253K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$478K
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 added | 469,591 | $15M | 25.5% | 2026-Q2 |
| Compass Advisory Group LLC added | 308,421 | $10M | 16.8% | 2026-Q2 |
| Long Island Wealth Management, Inc. trimmed | 161,364 | $5M | 8.8% | 2026-Q2 |
| Blue Water Asset Management | 159,830 | $5M | 8.7% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. added | 146,757 | $5M | 8.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 90,005 | $3M | 4.9% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 84,492 | $3M | 4.6% | 2026-Q2 |
| Spire Wealth Management added | 82,733 | $3M | 4.5% | 2026-Q2 |
| Kestra Advisory Services, LLC | 29,062 | $938K | 1.6% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 15,767 | $518K | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 12,318 | $398K | 0.7% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,417 | $369K | 0.6% | 2026-Q2 |
| First Heartland Consultants, Inc. new | 10,457 | $338K | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 6,827 | $220K | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 6,439 | $208K | 0.4% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 5,045 | $163K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,013 | $97K | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 2,421 | $78K | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC | 576 | $19K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 507 | $16K | 0.0% | 2026-Q2 |
| LeClair Wealth Partners LLC new | 159,830 | $5M | 8.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. added | 71,466 | $2M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,679 | $355K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,690 | $51K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 48 | $1K | 0.0% | 2026-Q1 stale (1 quarter 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.