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Funds Holding PBJ

On this page, we present all of the funds holding PBJ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PBJ, with a link to that fund's top holdings. The next columns indicate the amount of PBJ stock held by each of the funds holding PBJ, followed by the PBJ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 59 funds holding PBJ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding PBJ), click the fund name in the "Holder" column of the funds-holding-PBJ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC173,176$7,940 12/31/2023
     PBJ173,176$7,940 12/31/2023
Bank of America Corp DE132,350$6,068 12/31/2023
     PBJ132,350$6,068 12/31/2023
Morgan Stanley110,232$5,054 12/31/2023
     PBJ110,232$5,054 12/31/2023
UBS Group AG104,335$4,784 12/31/2023
     PBJ104,335$4,784 12/31/2023
Mainsail Financial Group LLC60,755$2,960 03/31/2024
     PBJ60,755$2,960 03/31/2024
Howe & Rusling Inc.51,237$2,349 12/31/2023
     PBJ51,237$2,349 12/31/2023
Commonwealth Equity Services LLC45,165$2,071 12/31/2023
     PBJ45,165$2,071 12/31/2023
Goldman Sachs Group Inc.41,946$1,923 12/31/2023
     PBJ41,946$1,923 12/31/2023
Martin & Co. Inc. TN41,411$1,899 12/31/2023
     PBJ41,411$1,899 12/31/2023
Wedbush Securities Inc.38,209$1,752 12/31/2023
     PBJ38,209$1,752 12/31/2023
Avantax Advisory Services Inc.37,177$1,705 12/31/2023
     PBJ37,177$1,705 12/31/2023
Raymond James & Associates34,935$1,702 03/31/2024
     PBJ34,935$1,702 03/31/2024
Susquehanna International Group LLP33,405$1,532 12/31/2023
     PBJ33,405$1,532 12/31/2023
Tower Research Capital LLC TRC 29,058$1,332 12/31/2023
     PBJ29,058$1,332 12/31/2023
Advisor Group Holdings Inc.28,226$1,294 12/31/2023
     PBJ28,226$1,294 12/31/2023
Millennium Management LLC18,606$853 12/31/2023
     PBJ18,606$853 12/31/2023
Raymond James Financial Services Advisors Inc.16,694$813 03/31/2024
     PBJ16,694$813 03/31/2024
Principal Securities Inc.15,443$708 12/31/2023
     PBJ15,443$708 12/31/2023
Envestnet Asset Management Inc.13,674$627 12/31/2023
     PBJ13,674$627 12/31/2023
Equitable Holdings Inc.13,228$607 12/31/2023
     PBJ13,228$607 12/31/2023
Ameriprise Financial Inc.12,903$592 12/31/2023
     PBJ12,903$592 12/31/2023
Two Sigma Investments LP12,200$559 12/31/2023
     PBJ12,200$559 12/31/2023
MML Investors Services LLC11,005$505 12/31/2023
     PBJ11,005$505 12/31/2023
Kovack Advisors Inc.9,963$485 03/31/2024
     PBJ9,963$485 03/31/2024
Citadel Advisors LLC10,382$476 12/31/2023
     PBJ10,382$476 12/31/2023
Private Advisor Group LLC9,585$439 12/31/2023
     PBJ9,585$439 12/31/2023
Kestra Private Wealth Services LLC8,219$377 12/31/2023
     PBJ8,219$377 12/31/2023
Royal Bank of Canada7,410$340 12/31/2023
     PBJ7,410$340 12/31/2023
Flow Traders U.S. LLC6,747$309 12/31/2023
     PBJ6,747$309 12/31/2023
HighTower Advisors LLC6,112$280 12/31/2023
     PBJ6,112$280 12/31/2023
Truist Financial Corp5,503$252 12/31/2023
     PBJ5,503$252 12/31/2023
Stifel Financial Corp5,303$243 12/31/2023
     PBJ5,303$243 12/31/2023
Cetera Advisor Networks LLC5,215$239 12/31/2023
     PBJ5,215$239 12/31/2023
Two Sigma Securities LLC4,488$206 12/31/2023
     PBJ4,488$206 12/31/2023
Caldwell Sutter Capital Inc.4,126$201 03/31/2024
     PBJ4,126$201 03/31/2024
First Horizon Advisors Inc.4,029$185 12/31/2023
     PBJ4,029$185 12/31/2023
Bank of Montreal Can3,058$141 12/31/2023
     PBJ3,058$141 12/31/2023
Steward Partners Investment Advisory LLC2,669$122 12/31/2023
     PBJ2,669$122 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,087$49 12/31/2023
     PBJ1,087$49 12/31/2023
Benjamin F. Edwards & Company Inc.1,000$46 12/31/2023
     PBJ1,000$46 12/31/2023
CWM LLC903$44 03/31/2024
     PBJ903$44 03/31/2024
Advisory Services Network LLC783$36 12/31/2023
     PBJ783$36 12/31/2023
US Bancorp DE768$35 12/31/2023
     PBJ768$35 12/31/2023
Qube Research & Technologies Ltd725$33 12/31/2023
     PBJ725$33 12/31/2023
Citigroup Inc.680$31 12/31/2023
     PBJ680$31 12/31/2023
Wetzel Investment Advisors Inc.400$19 03/31/2024
     PBJ400$19 03/31/2024
FMR LLC377$17 12/31/2023
     PBJ377$17 12/31/2023
DB Wealth Management Group LLC251$12 12/31/2023
     PBJ251$12 12/31/2023
EdgeRock Capital LLC270$12 12/31/2023
     PBJ270$12 12/31/2023
NBC Securities Inc.210$11 03/31/2024
     PBJ210$11 03/31/2024
Geneos Wealth Management Inc.250$11 12/31/2023
     PBJ250$11 12/31/2023
Proequities Inc.200$9 12/31/2023
     PBJ200$9 12/31/2023
Capital Investment Advisory Services LLC200$9 12/31/2023
     PBJ200$9 12/31/2023
Stephens Consulting LLC105$5 03/31/2024
     PBJ105$5 03/31/2024
IFP Advisors Inc100$5 12/31/2023
     PBJ100$5 12/31/2023
Coastal Investment Advisors Inc.29$1 03/31/2024
     PBJ29$1 03/31/2024
Whittier Trust Co.14$1 12/31/2023
     PBJ14$1 12/31/2023
Anchor Investment Management LLC25$1 12/31/2023
     PBJ25$1 12/31/2023
JPMorgan Chase & Co.7$0 12/31/2023
     PBJ7$0 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     PBJ0$0 12/31/2023

See Summary: Institutional Holders of PBJ
See Details: Top 10 Hedge Funds Holding PBJ
Also See: PBJ Holdings Changes

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