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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
LPL Financial LLC | 173,176 | $7,940 | 12/31/2023 |
PBJ | 173,176 | $7,940 | 12/31/2023 |
Bank of America Corp DE | 132,350 | $6,068 | 12/31/2023 |
PBJ | 132,350 | $6,068 | 12/31/2023 |
Morgan Stanley | 110,232 | $5,054 | 12/31/2023 |
PBJ | 110,232 | $5,054 | 12/31/2023 |
UBS Group AG | 104,335 | $4,784 | 12/31/2023 |
PBJ | 104,335 | $4,784 | 12/31/2023 |
Mainsail Financial Group LLC | 60,755 | $2,960 | 03/31/2024 |
PBJ | 60,755 | $2,960 | 03/31/2024 |
Howe & Rusling Inc. | 51,237 | $2,349 | 12/31/2023 |
PBJ | 51,237 | $2,349 | 12/31/2023 |
Commonwealth Equity Services LLC | 45,165 | $2,071 | 12/31/2023 |
PBJ | 45,165 | $2,071 | 12/31/2023 |
Goldman Sachs Group Inc. | 41,946 | $1,923 | 12/31/2023 |
PBJ | 41,946 | $1,923 | 12/31/2023 |
Martin & Co. Inc. TN | 41,411 | $1,899 | 12/31/2023 |
PBJ | 41,411 | $1,899 | 12/31/2023 |
Wedbush Securities Inc. | 38,209 | $1,752 | 12/31/2023 |
PBJ | 38,209 | $1,752 | 12/31/2023 |
Avantax Advisory Services Inc. | 37,177 | $1,705 | 12/31/2023 |
PBJ | 37,177 | $1,705 | 12/31/2023 |
Raymond James & Associates | 34,935 | $1,702 | 03/31/2024 |
PBJ | 34,935 | $1,702 | 03/31/2024 |
Susquehanna International Group LLP | 33,405 | $1,532 | 12/31/2023 |
PBJ | 33,405 | $1,532 | 12/31/2023 |
Tower Research Capital LLC TRC | 29,058 | $1,332 | 12/31/2023 |
PBJ | 29,058 | $1,332 | 12/31/2023 |
Advisor Group Holdings Inc. | 28,226 | $1,294 | 12/31/2023 |
PBJ | 28,226 | $1,294 | 12/31/2023 |
Millennium Management LLC | 18,606 | $853 | 12/31/2023 |
PBJ | 18,606 | $853 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 16,694 | $813 | 03/31/2024 |
PBJ | 16,694 | $813 | 03/31/2024 |
Principal Securities Inc. | 15,443 | $708 | 12/31/2023 |
PBJ | 15,443 | $708 | 12/31/2023 |
Envestnet Asset Management Inc. | 13,674 | $627 | 12/31/2023 |
PBJ | 13,674 | $627 | 12/31/2023 |
Equitable Holdings Inc. | 13,228 | $607 | 12/31/2023 |
PBJ | 13,228 | $607 | 12/31/2023 |
Ameriprise Financial Inc. | 12,903 | $592 | 12/31/2023 |
PBJ | 12,903 | $592 | 12/31/2023 |
Two Sigma Investments LP | 12,200 | $559 | 12/31/2023 |
PBJ | 12,200 | $559 | 12/31/2023 |
MML Investors Services LLC | 11,005 | $505 | 12/31/2023 |
PBJ | 11,005 | $505 | 12/31/2023 |
Kovack Advisors Inc. | 9,963 | $485 | 03/31/2024 |
PBJ | 9,963 | $485 | 03/31/2024 |
Citadel Advisors LLC | 10,382 | $476 | 12/31/2023 |
PBJ | 10,382 | $476 | 12/31/2023 |
Private Advisor Group LLC | 9,585 | $439 | 12/31/2023 |
PBJ | 9,585 | $439 | 12/31/2023 |
Kestra Private Wealth Services LLC | 8,219 | $377 | 12/31/2023 |
PBJ | 8,219 | $377 | 12/31/2023 |
Royal Bank of Canada | 7,410 | $340 | 12/31/2023 |
PBJ | 7,410 | $340 | 12/31/2023 |
Flow Traders U.S. LLC | 6,747 | $309 | 12/31/2023 |
PBJ | 6,747 | $309 | 12/31/2023 |
HighTower Advisors LLC | 6,112 | $280 | 12/31/2023 |
PBJ | 6,112 | $280 | 12/31/2023 |
Truist Financial Corp | 5,503 | $252 | 12/31/2023 |
PBJ | 5,503 | $252 | 12/31/2023 |
Stifel Financial Corp | 5,303 | $243 | 12/31/2023 |
PBJ | 5,303 | $243 | 12/31/2023 |
Cetera Advisor Networks LLC | 5,215 | $239 | 12/31/2023 |
PBJ | 5,215 | $239 | 12/31/2023 |
Two Sigma Securities LLC | 4,488 | $206 | 12/31/2023 |
PBJ | 4,488 | $206 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 4,126 | $201 | 03/31/2024 |
PBJ | 4,126 | $201 | 03/31/2024 |
First Horizon Advisors Inc. | 4,029 | $185 | 12/31/2023 |
PBJ | 4,029 | $185 | 12/31/2023 |
Bank of Montreal Can | 3,058 | $141 | 12/31/2023 |
PBJ | 3,058 | $141 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 2,669 | $122 | 12/31/2023 |
PBJ | 2,669 | $122 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 1,087 | $49 | 12/31/2023 |
PBJ | 1,087 | $49 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 1,000 | $46 | 12/31/2023 |
PBJ | 1,000 | $46 | 12/31/2023 |
CWM LLC | 903 | $44 | 03/31/2024 |
PBJ | 903 | $44 | 03/31/2024 |
Advisory Services Network LLC | 783 | $36 | 12/31/2023 |
PBJ | 783 | $36 | 12/31/2023 |
US Bancorp DE | 768 | $35 | 12/31/2023 |
PBJ | 768 | $35 | 12/31/2023 |
Qube Research & Technologies Ltd | 725 | $33 | 12/31/2023 |
PBJ | 725 | $33 | 12/31/2023 |
Citigroup Inc. | 680 | $31 | 12/31/2023 |
PBJ | 680 | $31 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 400 | $19 | 03/31/2024 |
PBJ | 400 | $19 | 03/31/2024 |
FMR LLC | 377 | $17 | 12/31/2023 |
PBJ | 377 | $17 | 12/31/2023 |
DB Wealth Management Group LLC | 251 | $12 | 12/31/2023 |
PBJ | 251 | $12 | 12/31/2023 |
EdgeRock Capital LLC | 270 | $12 | 12/31/2023 |
PBJ | 270 | $12 | 12/31/2023 |
NBC Securities Inc. | 210 | $11 | 03/31/2024 |
PBJ | 210 | $11 | 03/31/2024 |
Geneos Wealth Management Inc. | 250 | $11 | 12/31/2023 |
PBJ | 250 | $11 | 12/31/2023 |
Proequities Inc. | 200 | $9 | 12/31/2023 |
PBJ | 200 | $9 | 12/31/2023 |
Capital Investment Advisory Services LLC | 200 | $9 | 12/31/2023 |
PBJ | 200 | $9 | 12/31/2023 |
Stephens Consulting LLC | 105 | $5 | 03/31/2024 |
PBJ | 105 | $5 | 03/31/2024 |
IFP Advisors Inc | 100 | $5 | 12/31/2023 |
PBJ | 100 | $5 | 12/31/2023 |
Coastal Investment Advisors Inc. | 29 | $1 | 03/31/2024 |
PBJ | 29 | $1 | 03/31/2024 |
Whittier Trust Co. | 14 | $1 | 12/31/2023 |
PBJ | 14 | $1 | 12/31/2023 |
Anchor Investment Management LLC | 25 | $1 | 12/31/2023 |
PBJ | 25 | $1 | 12/31/2023 |
JPMorgan Chase & Co. | 7 | $0 | 12/31/2023 |
PBJ | 7 | $0 | 12/31/2023 |
Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
PBJ | 0 | $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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