Who owns PBMY
Which tracked institutional funds hold PBMY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBMY 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
The tracked-fund tape on PBMY is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 0 trimmed or exited — on balance accumulating.
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
PBMY’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 PBMY 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 14 tracked filers holding PBMY, 13 increased or opened the position and 3 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 PBMY 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 4
- SMITH, MOORE & CO.$2M
- RAYMOND JAMES FINANCIAL INC$755K
- AMERICAN ASSET MANAGEMENT INC.$616K
- KINTRA WEALTH, LLC$573K
Largest adds
- PRUDENTIAL FINANCIAL INC$7M
- JIM SAULNIER & ASSOCIATES, LLC$2M
- Spire Wealth Management$1M
- Blue Water Asset Management$521K
- COMMONWEALTH EQUITY SERVICES, LLC$477K
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 | 487,637 | $15M | 49.7% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 154,475 | $5M | 15.8% | 2026-Q2 |
| SMITH, MOORE & CO. new | 67,908 | $2M | 6.9% | 2026-Q2 |
| Spire Wealth Management added | 63,714 | $2M | 6.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 40,049 | $1M | 4.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 24,219 | $755K | 2.5% | 2026-Q2 |
| Blue Water Asset Management added | 24,045 | $750K | 2.5% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. new | 19,770 | $616K | 2.0% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 18,045 | $573K | 1.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15,587 | $486K | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 13,918 | $434K | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 9,938 | $310K | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 5,193 | $162K | 0.5% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 3,821 | $119K | 0.4% | 2026-Q2 |
| CENTAURUS FINANCIAL, INC. | 8,119 | $246K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 7,569 | $229K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 2,456 | $74K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC new | 15,683 | $451K | 1.5% | 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.