Who owns PBAP?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBAP from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 15 institutions disclosed 906,411 shares of PBAP worth $24.9M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$24.9M
value, 2026 filers
906,411
shares disclosed
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PBAP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 488,860 | $15.2M | 0.0% | — | +66.2% |
| 2 | CENTAURUS FINANCIAL, INC. | 104,342 | $3,236 | 0.0% | — | +67.7% |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 81,028 | $2.5M | 1.0% | — | +41.6% |
| 4 | Blue Water Asset Management | 48,873 | $1.5M | 0.5% | — | +23.4% |
| 5 | Cetera Investment Advisers | 38,309 | $1.2M | 0.0% | — | +214.6% |
| 6 | SMITH, MOORE & CO.NEW | 33,333 | $1.0M | 0.1% | — | new |
| 7 | Spire Wealth Management | 32,015 | $992,780 | 0.0% | — | +61.9% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 26,858 | $832,990 | 0.0% | — | +21.5% |
| 9 | Kestra Advisory Services, LLC | 20,662 | $640,826 | 0.0% | — | +8.9% |
| 10 | AMERICAN ASSET MANAGEMENT INC. | 17,051 | $528,832 | 0.4% | — | +35.4% |
| 11 | DHJJ Financial Advisors, Ltd. | 9,018 | $279,691 | 0.1% | — | +10.2% |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | 2,000 | $62,029 | 0.0% | — | 0.0% |
| 13 | ROYAL BANK OF CANADANEW | 1,774 | $55,000 | 0.0% | — | new |
| 14 | Steward Partners Investment Advisory, LLC | 1,700 | $52,725 | 0.0% | — | 0.0% |
| 15 | PNC Financial Services Group, Inc. | 588 | $18,237 | 0.0% | — | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.