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BUFP Institutional Ownership

PGIM Laddered S&P 500 Buffer 12 ETF
1W: +0.1% 1M: +0.9% 3M: +2.8% YTD: +9.7%
$33.04
+0.13 (+0.40%)
 
Weekly Expected Move ±0.8%
$33 $33 $33 $33 $34
ETF CBOE · AUM $141.9M

Institutional Ownership — BUFP

42
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
180M
Total Invested
13
New Positions
21
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (46 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 1,556,602 $51M +407,484 +35.5% 6Q SEC ↗
2 LPL Financial LLC 695,610 $23M +666,177 +2263.4% 2Q SEC ↗
3 Kestra Advisory Services, LLC 449,822 $15M +339,671 +308.4% 3Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 421,690 $14M +76,447 +22.1% 8Q SEC ↗
5 AA Financial Advisors, LLC 325,348 $11M +61,293 +23.2% 3Q SEC ↗
6 IHT Wealth Management, LLC 259,642 $9M +250,042 +2604.6% 2Q SEC ↗
7 Foguth Wealth Management, LLC. 235,517 $8M +5,182 +2.2% 3Q SEC ↗
8 Fermata Advisors, LLC 192,219 $6M +3,114 +1.6% 7Q SEC ↗
9 Cetera Investment Advisers 160,085 $5M +44,608 +38.6% 8Q SEC ↗
10 ENVESTNET ASSET MANAGEMENT INC 152,645 $5M +37,710 +32.8% 6Q SEC ↗
11 AssuredPartners Investment Advisors, L 146,647 $5M -2,425 -1.6% 4Q SEC ↗
12 Maltin Wealth Management, Inc. 142,365 $5M -754 -0.5% 9Q SEC ↗
13 KESTRA PRIVATE WEALTH SERVICES, LLC NEW 123,604 $4M — +0.0% 1Q SEC ↗
14 CENTAURUS FINANCIAL, INC. 108,289 $4M +9,068 +9.1% 4Q SEC ↗
15 PNC Financial Services Group, Inc. 106,231 $4M +25,953 +32.3% 5Q SEC ↗
16 NewEdge Advisors, LLC 105,277 $3M +71,576 +212.4% 7Q SEC ↗
17 OneDigital Investment Advisors LLC 73,943 $2M +31,400 +73.8% 3Q SEC ↗
18 VICTORY FINANCIAL GROUP, LLC 56,526 $2M -7,972 -12.4% 4Q SEC ↗
19 Kingsview Wealth Management, LLC 42,028 $1M +24,017 +133.3% 2Q SEC ↗
20 MML INVESTORS SERVICES, LLC 35,476 $1M +44 +0.1% 6Q SEC ↗
21 Western Wealth Management, LLC NEW 34,471 $1M — +0.0% 1Q SEC ↗
22 DHJJ Financial Advisors, Ltd. 30,302 $1M +2,221 +7.9% 8Q SEC ↗
23 JANE STREET GROUP, LLC NEW 23,162 $765K — +0.0% 1Q SEC ↗
24 PKS Advisory Services, LLC 22,875 $756K +1,029 +4.7% 4Q SEC ↗
25 Horizon Wealth Management, LLC 21,000 $694K +10,000 +90.9% 2Q SEC ↗
26 Cambridge Investment Research Advisors NEW 19,579 $647K — +0.0% 1Q SEC ↗
27 Apollon Financial, LLC NEW 16,480 $544K — +0.0% 1Q SEC ↗
28 OLD MISSION CAPITAL LLC 12,491 $413K +3,144 +33.6% 3Q SEC ↗
29 COFG Advisors, LLC NEW 10,380 $343K — +0.0% 1Q SEC ↗
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 8,803 $291K -13,686 -60.9% 2Q SEC ↗
31 ROYAL BANK OF CANADA NEW 6,972 $230K — +0.0% 1Q SEC ↗
32 ADAMSBROWN WEALTH CONSULTANTS LLC NEW 6,379 $211K — +0.0% 1Q SEC ↗
33 GOLDMAN SACHS GROUP INC NEW 6,275 $207K — +0.0% 1Q SEC ↗
34 Financial Connections Group, Inc. 5,878 $194K +3,290 +127.1% 4Q SEC ↗
35 Ankerstar Wealth, LLC 5,361 $177K +1,790 +50.1% 3Q SEC ↗
36 OSAIC HOLDINGS, INC. NEW 2,350 $78K — +0.0% 1Q SEC ↗
37 CWM, LLC NEW 971 $32K — +0.0% 1Q SEC ↗
38 PRIVATE TRUST CO NA NEW 589 $19K — +0.0% 1Q SEC ↗
39 Steward Partners Investment Advisory, 350 $12K -5 -1.4% 2Q SEC ↗
40 PlanVest Financial, Inc NEW 205 $7K — +0.0% 1Q SEC ↗
41 IFP Advisors, Inc NEW 25 $1K — +0.0% 1Q SEC ↗
42 Advisory Services Network, LLC 0 $0K -85 -100.0% 1Q SEC ↗
43 UBS Group AG 0 $0K -302 -100.0% 1Q SEC ↗
44 Root Financial Partners, LLC 0 $0K -77 -100.0% 1Q SEC ↗
45 Baer Investment Advisory LLC 0 $0K -64,498 -100.0% 1Q SEC ↗
46 WELLS FARGO & COMPANY/MN 0 $0K -14 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +666,177 +2263.4% 695,610
RAYMOND JAMES FINANCIAL INC +407,484 +35.5% 1,556,602
Kestra Advisory Services, LLC +339,671 +308.4% 449,822
IHT Wealth Management, LLC +250,042 +2604.6% 259,642
COMMONWEALTH EQUITY SERVICES, LLC +76,447 +22.1% 421,690
NewEdge Advisors, LLC +71,576 +212.4% 105,277
AA Financial Advisors, LLC +61,293 +23.2% 325,348
Cetera Investment Advisers +44,608 +38.6% 160,085
ENVESTNET ASSET MANAGEMENT INC +37,710 +32.8% 152,645
OneDigital Investment Advisors LLC +31,400 +73.8% 73,943
PNC Financial Services Group, Inc. +25,953 +32.3% 106,231
Kingsview Wealth Management, LLC +24,017 +133.3% 42,028
Horizon Wealth Management, LLC +10,000 +90.9% 21,000
CENTAURUS FINANCIAL, INC. +9,068 +9.1% 108,289
Foguth Wealth Management, LLC. +5,182 +2.2% 235,517
Financial Connections Group, Inc. +3,290 +127.1% 5,878
OLD MISSION CAPITAL LLC +3,144 +33.6% 12,491
Fermata Advisors, LLC +3,114 +1.6% 192,219
DHJJ Financial Advisors, Ltd. +2,221 +7.9% 30,302
Ankerstar Wealth, LLC +1,790 +50.1% 5,361
Biggest Decreases (5)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -13,686 -60.9% 8,803
VICTORY FINANCIAL GROUP, LLC -7,972 -12.4% 56,526
AssuredPartners Investment Advisors -2,425 -1.6% 146,647
Maltin Wealth Management, Inc. -754 -0.5% 142,365
Steward Partners Investment Advisor -5 -1.4% 350

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms