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Institutional Ownership · SEC Form 13F

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.

59
Institutional holders
97M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
National Pension Service47,382,366$3.5B48.4%2026-Q2
MORGAN STANLEY trimmed22,037,615$1.6B22.5%2026-Q2
Connor, Clark & Lunn Investment Management Ltd.9,625,100$720M9.8%2026-Q2
Metis Global Partners, LLC added2,895,784$217M3.0%2026-Q2
Ensign Peak Advisors, Inc trimmed2,617,291$196M2.7%2026-Q2
PANAGORA ASSET MANAGEMENT INC added2,314,826$173M2.4%2026-Q2
Bank of New York Mellon Corp added2,224,490$166M2.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed1,639,317$123M1.7%2026-Q2
Invesco Ltd. trimmed1,107,859$83M1.1%2026-Q2
Capital Asset Advisory Services LLC added1,031,900$77M1.1%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC added1,025,175$77M1.0%2026-Q2
Mirae Asset Global Investments Co., Ltd. added898,741$67M0.9%2026-Q2
Cetera Investment Advisers added750,191$56M0.8%2026-Q2
LPL Financial LLC trimmed301,125$23M0.3%2026-Q2
MGO ONE SEVEN LLC new292,399$22M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added231,677$17M0.2%2026-Q2
OVERSEA-CHINESE BANKING Corp Ltd trimmed186,830$14M0.2%2026-Q2
&PARTNERS new163,267$12M0.2%2026-Q2
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) new154,592$12M0.2%2026-Q2
UBS Group AG trimmed98,012$7M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added69,252$5M0.1%2026-Q2
Kestra Advisory Services, LLC trimmed69,143$5M0.1%2026-Q2
Private Advisor Group, LLC added58,588$4M0.1%2026-Q2
Empower Advisory Group, LLC trimmed48,305$4M0.0%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC added30,305$2M0.0%2026-Q2
Altus Wealth Group LLC trimmed24,277$2M0.0%2026-Q2
IAG Wealth Partners, LLC trimmed15,833$1M0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new8,305$622K0.0%2026-Q2
Retirement Planning Group, LLC added7,805$584K0.0%2026-Q2
JPMORGAN CHASE & CO trimmed6,662$495K0.0%2026-Q2
Migdal Insurance & Financial Holdings Ltd. new6,540$489K0.0%2026-Q2
GOLDMAN SACHS GROUP INC trimmed6,140$460K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added5,813$427K0.0%2026-Q2
RHUMBLINE ADVISERS trimmed5,574$417K0.0%2026-Q2
D. E. Shaw & Co., Inc. new5,193$389K0.0%2026-Q2
Strategies Wealth Advisors, LLC new4,784$358K0.0%2026-Q2
BANK OF AMERICA CORP /DE/ added4,212$315K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS4,196$314K0.0%2026-Q2
Collaborative Wealth Managment Inc. trimmed3,759$281K0.0%2026-Q2
Equitable Holdings, Inc. trimmed3,379$253K0.0%2026-Q2
IFP Advisors, Inc trimmed3,173$237K0.0%2026-Q2
FMR LLC added1,861$139K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed1,341$100K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,199$90K0.0%2026-Q2
TOP Private Wealth LLC. new1,196$90K0.0%2026-Q2
Qube Research & Technologies Ltd added1,125$84K0.0%2026-Q2
ROYAL BANK OF CANADA900$67K0.0%2026-Q2
CITIGROUP INC added712$53K0.0%2026-Q2
RHL GROUP, LLC added705$53K0.0%2026-Q2
Geneos Wealth Management Inc.526$39K0.0%2026-Q2
Integrated Wealth Concepts LLC trimmed518$39K0.0%2026-Q2
Arax Advisory Partners added262$20K0.0%2026-Q2
ASSETMARK, INC222$17K0.0%2026-Q2
EVOLUTION WEALTH MANAGEMENT INC.104$8K0.0%2026-Q2
VANGUARD ADVISERS INC added65$5K0.0%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC62$5K0.0%2026-Q2
AE Wealth Management LLC19$1K0.0%2026-Q2
Aptus Capital Advisors, LLC14$1K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed0$290.0%2026-Q2
Vestcor Inc added137,133$9M0.1%2026-Q1 stale (1 quarter behind)
Independent Advisor Alliance trimmed21,066$1M0.0%2026-Q1 stale (1 quarter behind)
Jaffetilchin Investment Partners, LLC added17,842$1M0.0%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC trimmed12,797$834K0.0%2026-Q1 stale (1 quarter behind)
MARSHALL WACE, LLP trimmed11,200$730K0.0%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP added7,988$520K0.0%2026-Q1 stale (1 quarter behind)
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed5,082$331K0.0%2026-Q1 stale (1 quarter behind)
Abound Wealth Management new95$6K0.0%2026-Q1 stale (1 quarter behind)
MCF Advisors LLC new87$6K0.0%2026-Q1 stale (1 quarter behind)
Farther Finance Advisors, LLC added77$5K0.0%2026-Q1 stale (1 quarter behind)
HAZLETT, BURT & WATSON, INC.41$3K0.0%2026-Q1 stale (1 quarter behind)
Root Financial Partners, LLC new166$11K0.0%2025-Q4 stale (2 quarters behind)
Allworth Financial LP new90$6K0.0%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC added216,074$14M0.2%2025-Q3 stale (3 quarters behind)
TWO SIGMA INVESTMENTS, LP added99,900$6M0.1%2025-Q2 stale (4 quarters behind)
AVANTAX ADVISORY SERVICES, INC. new3,456$215K0.0%2025-Q2 stale (4 quarters behind)
Biltmore Family Office, LLC142$9K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership