Who owns PBJL
Which tracked institutional funds hold PBJL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBJL 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
6 tracked funds added or opened PBJL while 4 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
PBJL’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 gap the other way — the median holder sizes PBJL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PBJL 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 15 tracked filers holding PBJL, 10 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 PBJL 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 1
- KINTRA WEALTH, LLC$596K
Full exits 3
- CENTAURUS FINANCIAL, INC.$2M
- ROYAL BANK OF CANADA$2M
- OLD MISSION CAPITAL LLC$1M
Largest adds
- PRUDENTIAL FINANCIAL INC$6M
- AMERICAN ASSET MANAGEMENT INC.$1M
- Blue Water Asset Management$957K
- Foguth Wealth Management, LLC.$847K
- Long Island Wealth Management, Inc.$322K
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$306K
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 | 484,546 | $15M | 29.3% | 2026-Q2 |
| Foguth Wealth Management, LLC. added | 460,078 | $14M | 27.8% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC | 127,411 | $4M | 7.7% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. added | 82,439 | $3M | 5.0% | 2026-Q2 |
| Blue Water Asset Management added | 39,232 | $1M | 2.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 32,928 | $1M | 2.0% | 2026-Q2 |
| Spire Wealth Management trimmed | 20,808 | $651K | 1.3% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 18,674 | $596K | 1.2% | 2026-Q2 |
| Long Island Wealth Management, Inc. added | 17,034 | $533K | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 15,050 | $471K | 0.9% | 2026-Q2 |
| BCGM Wealth Management, LLC | 11,730 | $367K | 0.7% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 6,495 | $203K | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 1,916 | $60K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 866 | $27K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 131 | $4K | 0.0% | 2026-Q2 |
| CENTAURUS FINANCIAL, INC. trimmed | 69,296 | $2M | 4.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 59,279 | $2M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 34,375 | $1M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 9,098 | $270K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC trimmed | 8,075 | $240K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 3,255 | $97K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Compass Advisory Group LLC added | 145,889 | $4M | 8.5% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 12,215 | $347K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| LPL Financial LLC | 8,100 | $230K | 0.4% | 2025-Q2 stale (4 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.