Who owns PBSE?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PBSE from SEC Form 13F filings across 9 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, 9 institutions disclosed 752,552 shares of PBSE worth $23.2M; the largest disclosed holder is PRUDENTIAL FINANCIAL INC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$23.2M
value, 2026 filers
752,552
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 PBSE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | PRUDENTIAL FINANCIAL INC | 491,106 | $15.2M | 0.0% | — | +65.1% |
| 2 | Spire Wealth Management | 80,872 | $2.5M | 0.1% | — | -22.9% |
| 3 | JIM SAULNIER & ASSOCIATES, LLC | 55,826 | $1.7M | 0.7% | — | 0.0% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 55,095 | $1.7M | 0.0% | — | -21.2% |
| 5 | AMERICAN ASSET MANAGEMENT INC. | 42,561 | $1.3M | 1.1% | — | 0.0% |
| 6 | KINTRA WEALTH, LLCNEW | 14,659 | $458,680 | 0.0% | — | new |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 10,752 | $331,960 | 0.0% | — | new |
| 8 | DHJJ Financial Advisors, Ltd. | 1,547 | $47,763 | 0.0% | — | 0.0% |
| 9 | PNC Financial Services Group, Inc. | 134 | $4,137 | 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.