Who owns PBJL?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBJL from SEC Form 13F filings across 16 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, 16 institutions disclosed 1.5M shares of PBJL worth $41.3M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$41.3M
value, 2026 filers
1.5M
shares disclosed
4
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 PBJL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 484,546 | $15.2M | 0.0% | — | +66.0% |
| 2 | Foguth Wealth Management, LLC.NEW | 460,078 | $14.4M | 1.6% | — | new |
| 3 | CENTAURUS FINANCIAL, INC. | 139,426 | $4,363 | 0.0% | — | +101.2% |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | 127,411 | $4.0M | 1.6% | — | 0.0% |
| 5 | AMERICAN ASSET MANAGEMENT INC. | 82,439 | $2.6M | 2.1% | — | +74.1% |
| 6 | Blue Water Asset Management | 39,232 | $1.2M | 0.4% | — | +331.2% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 32,928 | $1.0M | 0.0% | — | -26.8% |
| 8 | Spire Wealth Management | 20,808 | $651,082 | 0.0% | — | -14.3% |
| 9 | KINTRA WEALTH, LLCNEW | 18,674 | $595,887 | 0.0% | — | new |
| 10 | Long Island Wealth Management, Inc. | 17,034 | $532,994 | 0.2% | — | +139.5% |
| 11 | RAYMOND JAMES FINANCIAL INC | 15,050 | $470,915 | 0.0% | — | +99.2% |
| 12 | BCGM Wealth Management, LLC | 11,730 | $367,032 | 0.1% | — | 0.0% |
| 13 | DHJJ Financial Advisors, Ltd. | 6,495 | $203,229 | 0.1% | — | 0.0% |
| 14 | Steward Partners Investment Advisory, LLCNEW | 1,916 | $59,952 | 0.0% | — | new |
| 15 | PNC Financial Services Group, Inc. | 866 | $27,097 | 0.0% | — | +21.3% |
| 16 | UBS Group AGNEW | 131 | $4,099 | 0.0% | — | new |
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.