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Institutional coverage
14 13F filers hold $PBJL.
13F holders
14
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 14 · Source: 13F-HR01
Up Strategic Wealth Investment Advisors LLC
2.00% of portfolio
431,350 sh
02
High Probability Advisors, LLC
1.84% of portfolio
127,411 sh
03
Advisors Management Group Inc.
0.10% of portfolio
69,296 sh
04
Freedom Investment Management, Inc.
1.22% of portfolio
47,352 sh
05
Ryan Investment Management, Inc.
—
44,966 sh
06
Aldebaran Capital, LLC
0.02% of portfolio
34,375 sh
07
Tranquilli Financial Advisor LLC
0.02% of portfolio
24,294 sh
08
Loomis Sayles & Co. L P
—
12,950 sh
09
Carl P. Sherr & Co., LLC
0.09% of portfolio
11,730 sh
10
Integras Partners LLC
0.09% of portfolio
9,098 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $PBJL in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $PBJL in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:52 UTC.