Who owns PBNV?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBNV 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 903,762 shares of PBNV worth $28.0M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$28.0M
value, 2026 filers
903,762
shares disclosed
3
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 PBNV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 489,451 | $15.2M | 0.0% | — | +63.1% |
| 2 | Blue Water Asset Management | 114,178 | $3.5M | 1.1% | — | -11.3% |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 112,057 | $3.5M | 1.4% | — | 0.0% |
| 4 | Spire Wealth Management | 74,584 | $2.3M | 0.1% | — | -0.9% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 37,669 | $1.2M | 0.0% | — | -21.3% |
| 6 | Kestra Advisory Services, LLC | 18,498 | $573,135 | 0.0% | — | 0.0% |
| 7 | KINTRA WEALTH, LLCNEW | 14,925 | $471,630 | 0.0% | — | new |
| 8 | MML INVESTORS SERVICES, LLCNEW | 12,788 | $396,218 | 0.0% | — | new |
| 9 | INTEGRITY ALLIANCE, LLC. | 9,596 | $297,319 | 0.0% | — | +21.3% |
| 10 | CYPRESS FINANCIAL PLANNING LLC | 8,938 | $276,931 | 0.1% | — | 0.0% |
| 11 | AMERICAN ASSET MANAGEMENT INC. | 6,947 | $215,243 | 0.2% | — | 0.0% |
| 12 | ROYAL BANK OF CANADA | 1,981 | $61,000 | 0.0% | — | -60.9% |
| 13 | DHJJ Financial Advisors, Ltd. | 1,803 | $55,864 | 0.0% | — | 0.0% |
| 14 | OSAIC HOLDINGS, INC.NEW | 347 | $10,751 | 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.