— Know what they know.
Not Investment Advice

JULP Institutional Ownership

PGIM S&P 500 Buffer 12 ETF - July
1W: -0.1% YTD: +0.9%
$33.50
+0.14 (+0.43%)
 
ETF CBOE · AUM $36.3M

Institutional Ownership — JULP

13
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
2
New Positions
3
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (13 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PRUDENTIAL FINANCIAL INC 539,152 18M +167,718 +45.2% 9Q SEC ↗
2 CENTAURUS FINANCIAL, INC. 52,860 2M +25,461 +92.9% 4Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 44,094 1M -642 -1.4% 6Q SEC ↗
4 Concurrent Investment Advisors, LLC 26,582 890K -8,219 -23.6% 8Q SEC ↗
5 Cetera Investment Advisers 21,632 725K — +0.0% 8Q SEC ↗
6 DHJJ Financial Advisors, Ltd. 10,195 342K — +0.0% 8Q SEC ↗
7 NewEdge Advisors, LLC 9,361 314K +1,250 +15.4% 2Q SEC ↗
8 ROYAL BANK OF CANADA 6,472 217K -15,490 -70.5% 7Q SEC ↗
9 Steward Partners Investment Advisory, 4,160 139K — +0.0% 4Q SEC ↗
10 PNC Financial Services Group, Inc. NEW 600 20K — +0.0% 1Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 153 5K — +0.0% 2Q SEC ↗
12 UBS Group AG NEW 4 0K — +0.0% 1Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -8,508 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
PNC Financial Services Group, Inc. 600 20K
UBS Group AG 4 0K
Sold Out (1)
HolderPrev SharesPrev Value
SUSQUEHANNA INTERNATIONAL GROUP, LL 8,508 285K
Biggest Increases (3)
HolderAddedChange %Total Shares
PRUDENTIAL FINANCIAL INC +167,718 +45.2% 539,152
CENTAURUS FINANCIAL, INC. +25,461 +92.9% 52,860
NewEdge Advisors, LLC +1,250 +15.4% 9,361
Biggest Decreases (3)
HolderReducedChange %Total Shares
ROYAL BANK OF CANADA -15,490 -70.5% 6,472
Concurrent Investment Advisors, LLC -8,219 -23.6% 26,582
COMMONWEALTH EQUITY SERVICES, LLC -642 -1.4% 44,094

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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