Phoenix Biotech Acquisition Corp.
Phoenix Biotech Acquisition Corp. (PBAX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · PBAX · as of Jun 30, 2025
Ownership Breakdown
1
Institutional Holders
▲ 1 vs Q1
$24
Total Inst. Value
▲ $24 vs Q1
6.23M
Shares Outstanding
freeFloat 15.08%
400
13F Shares Held
▲ 400 vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
PBAX largest shareholders · institutional ownership
Q2 2025 · SEC 13F
Showing top 1 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
ADVISOR GROUP HOLDINGS, INC. blank checks | 400 | 8.20% | 8.20% | $24,000 | Aug 13, 2025 | ▲ 400 |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2025 vs prior quarter
Q2 2025
1
Increased
+400 shares0
New Positions
first time holders0
Decreased
−0 shares0
Sold Out
fully exitedNet shares change (top 50)
+400
+400 / −0
Net new holders
+1
0 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
PBAX insider trading · insider activity
Source: SEC Form 4
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
PHOENIX BIOTECH SPONSOR, LLC 10 percent owner | Oct 8, 2021 | J-Other | 82,875 | — | — | 4.60M | Form 4 ↗ |
PHOENIX BIOTECH SPONSOR, LLC 10 percent owner | Oct 8, 2021 | J-Other | 36,733 | $10.00 | $367.3K | 700.0K | Form 4 ↗ |
PHOENIX BIOTECH SPONSOR, LLC 10 percent owner | Oct 8, 2021 | J-Other | 18,366 | $11.50 | $211.2K | 350.0K | Form 4 ↗ |
Ehrlich Christopher B CEO and Secretary | Oct 8, 2021 | J-Other | 82,875 | — | — | 4.60M | Form 4 ↗ |
Ehrlich Christopher B CEO and Secretary | Oct 8, 2021 | J-Other | 36,733 | $10.00 | $367.3K | 700.0K | Form 4 ↗ |
Ehrlich Christopher B CEO and Secretary | Oct 8, 2021 | J-Other | 18,366 | $11.50 | $211.2K | 350.0K | Form 4 ↗ |
Geffken Daniel E. Chief Financial Officer | Oct 8, 2021 | J-Other | 30,000 | — | — | 30.0K | Form 4 ↗ |
Loewy Caroline M director | Oct 8, 2021 | J-Other | 17,500 | — | — | 17.5K | Form 4 ↗ |
Fisher Douglas President | Oct 8, 2021 | J-Other | 100,000 | — | — | 100.0K | Form 4 ↗ |
Fisher Douglas President | Oct 8, 2021 | J-Other | 10,000 | — | — | 10.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Phoenix Biotech Acquisition Corp. (PBAX) is primarily owned by institutional investors, who hold approximately 0.0% of total shares outstanding. Company insiders own approximately 84.92%, while retail and public investors account for the remaining 15.07%.
The largest institutional shareholder of Phoenix Biotech Acquisition Corp. is ADVISOR GROUP HOLDINGS, INC., holding approximately 400 shares — equal to 8.20% of outstanding shares — as of June 30, 2025.
A total of 1 institutional investors currently hold PBAX stock, with a combined institutional value of approximately $24 as of the most recent 13F filing period.
Frequently asked questions
PBAX ownershipPhoenix Biotech Acquisition Corp. (PBAX) is primarily owned by institutional investors, who hold approximately 0.0% of shares. The largest shareholder is ADVISOR GROUP HOLDINGS, INC. with a 8.20% stake. Company insiders hold 84.92%. Data sourced from SEC Form 13F as of June 30, 2025.