PBOG — TIDAL TR IV
As of Q2 2026, 4 SEC-registered investment managers reported holding PBOG (TIDAL TR IV) in their latest 13F filings, with a combined reported value of $10.55M across 358.90K shares. That is +29.2% by share count (+81.09K shares) versus the previous quarter, while reported value moved +7.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 345.08K | $10.14M | 0.00% | Add |
| Marshall Wace history | 9.59K | $281.82K | 0.00% | Reduce |
| UBS Group AG history | 4.07K | $119.62K | 0.00% | New |
| Morgan Stanley history | 157 | $4.61K | 0.00% | New |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 215.07K | $7.62M | 0.00% | Add |
| Goldman Sachs Group history | 50.00K | $1.77M | 0.00% | New |
| Marshall Wace history | 12.74K | $451.56K | 0.00% | New |
Q4 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 39.26K | $991.46K | 0.00% | New |
New Positions (Q2 2026)
- UBS Group AG 4.07K sh · $119.62K
- Morgan Stanley 157 sh · $4.61K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 50.00K sh · $1.77M
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| Citadel Advisors | 345.08K | 215.07K | 39.26K |
| Marshall Wace | 9.59K | 12.74K | — |
| UBS Group AG | 4.07K | — | — |
| Morgan Stanley | 157 | — | — |
| Goldman Sachs Group | — | 50.00K | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details