Who owns PBUS
Which tracked institutional funds hold PBUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PBUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
23 tracked funds added or opened PBUS while 13 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
PBUS’s largest tracked holder by dollar value, National Pension Service, sizes it at 2.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PBUS 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 59 tracked filers holding PBUS, 31 increased or opened the position and 30 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 PBUS 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 5
- AXXCESS WEALTH MANAGEMENT, LLC$77M
- MGO ONE SEVEN LLC$22M
- &PARTNERS$12M
- Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)$12M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$622K
Full exits 6
- Vestcor Inc$9M
- Independent Advisor Alliance$1M
- Jaffetilchin Investment Partners, LLC$1M
- CITADEL ADVISORS LLC$834K
- MARSHALL WACE, LLP$730K
- HRT FINANCIAL LP$520K
Largest adds
- National Pension Service$458M
- Metis Global Partners, LLC$186M
- MORGAN STANLEY$94M
- Connor, Clark & Lunn Investment Management Ltd.$93M
- PANAGORA ASSET MANAGEMENT INC$66M
- Bank of New York Mellon Corp$23M
Largest trims
- UBS Group AG$23M
- GOLDMAN SACHS GROUP INC$8M
- RHUMBLINE ADVISERS$2M
- Empower Advisory Group, LLC$1M
- OVERSEA-CHINESE BANKING Corp Ltd$1M
- Altus Wealth Group LLC$612K
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 |
|---|---|---|---|---|
| National Pension Service | 47,382,366 | $3.5B | 48.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 22,037,615 | $1.6B | 22.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. | 9,625,100 | $720M | 9.8% | 2026-Q2 |
| Metis Global Partners, LLC added | 2,895,784 | $217M | 3.0% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 2,617,291 | $196M | 2.7% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 2,314,826 | $173M | 2.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,224,490 | $166M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,639,317 | $123M | 1.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,107,859 | $83M | 1.1% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 1,031,900 | $77M | 1.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,025,175 | $77M | 1.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 898,741 | $67M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 750,191 | $56M | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 301,125 | $23M | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 292,399 | $22M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 231,677 | $17M | 0.2% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 186,830 | $14M | 0.2% | 2026-Q2 |
| &PARTNERS new | 163,267 | $12M | 0.2% | 2026-Q2 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) new | 154,592 | $12M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 98,012 | $7M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 69,252 | $5M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 69,143 | $5M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 58,588 | $4M | 0.1% | 2026-Q2 |
| Empower Advisory Group, LLC trimmed | 48,305 | $4M | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 30,305 | $2M | 0.0% | 2026-Q2 |
| Altus Wealth Group LLC trimmed | 24,277 | $2M | 0.0% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 15,833 | $1M | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 8,305 | $622K | 0.0% | 2026-Q2 |
| Retirement Planning Group, LLC added | 7,805 | $584K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 6,662 | $495K | 0.0% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. new | 6,540 | $489K | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,140 | $460K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 5,813 | $427K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 5,574 | $417K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 5,193 | $389K | 0.0% | 2026-Q2 |
| Strategies Wealth Advisors, LLC new | 4,784 | $358K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,212 | $315K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 4,196 | $314K | 0.0% | 2026-Q2 |
| Collaborative Wealth Managment Inc. trimmed | 3,759 | $281K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 3,379 | $253K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 3,173 | $237K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,861 | $139K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,341 | $100K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,199 | $90K | 0.0% | 2026-Q2 |
| TOP Private Wealth LLC. new | 1,196 | $90K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,125 | $84K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 900 | $67K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 712 | $53K | 0.0% | 2026-Q2 |
| RHL GROUP, LLC added | 705 | $53K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 526 | $39K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 518 | $39K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 262 | $20K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 222 | $17K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 104 | $8K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 65 | $5K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 62 | $5K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 19 | $1K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 14 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $29 | 0.0% | 2026-Q2 |
| Vestcor Inc added | 137,133 | $9M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance trimmed | 21,066 | $1M | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC added | 17,842 | $1M | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 12,797 | $834K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP trimmed | 11,200 | $730K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 7,988 | $520K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,082 | $331K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Abound Wealth Management new | 95 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MCF Advisors LLC new | 87 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC added | 77 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. | 41 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 166 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Allworth Financial LP new | 90 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 216,074 | $14M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| TWO SIGMA INVESTMENTS, LP added | 99,900 | $6M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 3,456 | $215K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Biltmore Family Office, LLC | 142 | $9K | 0.0% | 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.