Who owns PBMY?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBMY from SEC Form 13F filings across 14 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, 14 institutions disclosed 948,319 shares of PBMY worth $29.6M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$29.6M
value, 2026 filers
948,319
shares disclosed
6
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 PBMY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 487,637 | $15.2M | 0.0% | — | +69.9% |
| 2 | JIM SAULNIER & ASSOCIATES, LLC | 154,475 | $4.8M | 1.9% | — | +55.3% |
| 3 | SMITH, MOORE & CO.NEW | 67,908 | $2.1M | 0.1% | — | new |
| 4 | Spire Wealth Management | 63,714 | $2.0M | 0.1% | — | +159.6% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 40,049 | $1.2M | 0.0% | — | +57.1% |
| 6 | RAYMOND JAMES FINANCIAL INCNEW | 24,219 | $755,105 | 0.0% | — | new |
| 7 | Blue Water Asset Management | 24,045 | $749,674 | 0.2% | — | +217.7% |
| 8 | AMERICAN ASSET MANAGEMENT INC.NEW | 19,770 | $616,393 | 0.5% | — | new |
| 9 | KINTRA WEALTH, LLCNEW | 18,045 | $572,658 | 0.0% | — | new |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | 15,587 | $485,975 | 0.0% | — | 0.0% |
| 11 | MML INVESTORS SERVICES, LLCNEW | 13,918 | $433,938 | 0.0% | — | new |
| 12 | ROYAL BANK OF CANADA | 9,938 | $310,000 | 0.0% | — | +145.1% |
| 13 | Steward Partners Investment Advisory, LLCNEW | 5,193 | $161,908 | 0.0% | — | new |
| 14 | DHJJ Financial Advisors, Ltd. | 3,821 | $119,132 | 0.0% | — | +111.0% |
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.