Who owns PBMR?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBMR 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 884,848 shares of PBMR worth $28.3M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$28.3M
value, 2026 filers
884,848
shares disclosed
1
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 PBMR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 472,311 | $15.2M | 0.0% | — | +64.9% |
| 2 | SMITH, MOORE & CO. | 105,904 | $3.4M | 0.2% | — | +8.8% |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 91,628 | $2.9M | 1.2% | — | -3.3% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 55,159 | $1.8M | 0.0% | — | -75.7% |
| 5 | Spire Wealth Management | 37,553 | $1.2M | 0.0% | — | -13.0% |
| 6 | Cetera Investment Advisers | 18,231 | $585,095 | 0.0% | — | +2.7% |
| 7 | KINTRA WEALTH, LLC | 16,330 | $532,440 | 0.0% | — | +95.2% |
| 8 | Blue Water Asset Management | 15,296 | $490,901 | 0.2% | — | -3.3% |
| 9 | RAYMOND JAMES FINANCIAL INC | 13,051 | $418,851 | 0.0% | — | -11.0% |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | 12,182 | $390,962 | 0.0% | — | 0.0% |
| 11 | DHJJ Financial Advisors, Ltd. | 12,123 | $389,069 | 0.1% | — | 0.0% |
| 12 | Kestra Advisory Services, LLC | 11,188 | $359,061 | 0.0% | — | 0.0% |
| 13 | Three Seasons Wealth, LLC | 9,269 | $297,474 | 0.0% | — | 0.0% |
| 14 | OLD MISSION CAPITAL LLCNEW | 6,521 | $209,281 | 0.0% | — | new |
| 15 | CENTAURUS FINANCIAL, INC. | 4,334 | $139 | 0.0% | — | 0.0% |
| 16 | ROYAL BANK OF CANADA | 3,768 | $121,000 | 0.0% | — | -18.1% |
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.