Who Owns PSHS DYNAMIC F&B-PBJ (PBJ)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $11.5M of PSHS DYNAMIC F&B-PBJ (PBJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mainsail Financial Group, LLC ($6.0M), Sage Capital Management, LLC ($1.8M), PRINCIPAL SECURITIES, INC. ($1.2M), COMMONWEALTH EQUITY SERVICES, LLC ($820,350), ENVESTNET ASSET MANAGEMENT INC ($512,498). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mainsail Financial Group, LLC | $6.0M | 127,043 | Added |
| 2 | Sage Capital Management, LLC | $1.8M | 38,628 | Trimmed |
| 3 | PRINCIPAL SECURITIES, INC. | $1.2M | 25,888 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $820,350 | 17,406 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $512,498 | 10,874 | Trimmed |
| 6 | WEDBUSH SECURITIES INC | $419,000 | 8,883 | Added |
| 7 | Phoenix Wealth Advisors | $263,457 | 5,590 | Trimmed |
| 8 | Kovack Advisors, Inc. | $233,441 | 4,927 | Added |
| 9 | GeoWealth Management, LLC | $142,097 | 3,015 | Added |
| 10 | FIRST HORIZON CORP | $17,155 | 364 | Hold |
| 11 | Allied Private Wealth LLC | $12,908 | 268 | New |
| 12 | Abound Wealth Management | $9,426 | 200 | Hold |
| 13 | Institute for Wealth Management, LLC. | $7,117 | 151 | New |
| 14 | IFP Advisors, Inc | $2,356 | 50 | Hold |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2,085 | 44 | Hold |
| 16 | Princeton Global Asset Management LLC | $1,178 | 25 | Hold |
| 17 | WHITTIER TRUST CO | $671 | 14 | Hold |
| 18 | Farther Finance Advisors, LLC | $299 | 6 | Trimmed |
| 19 | Ashton Thomas Private Wealth, LLC | $283 | 6 | Hold |
| 20 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 21 | Fortis Group Advisors, LLC | $0 | 0 | Exited |
| 22 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 23 | CITIGROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30