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OCTP Institutional Ownership

PGIM S&P 500 Buffer 12 ETF - Oct
1W: +0.6% YTD: +1.5%
$33.70
+0.16 (+0.48%)
 
ETF CBOE · AUM $30.3M

Institutional Ownership — OCTP

18
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
2
New Positions
5
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (18 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PRUDENTIAL FINANCIAL INC 545,220 18M +164,798 +43.3% 9Q SEC ↗
2 Castellan Group 78,480 3M -5,640 -6.7% 3Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 37,970 1M -91,032 -70.6% 6Q SEC ↗
4 NewEdge Advisors, LLC 25,020 843K +750 +3.1% 3Q SEC ↗
5 Blue Water Asset Management 24,433 823K -457 -1.8% 3Q SEC ↗
6 KINTRA WEALTH, LLC 9,297 313K — +0.0% 2Q SEC ↗
7 ROYAL BANK OF CANADA 8,324 281K +3,573 +75.2% 2Q SEC ↗
8 Spire Wealth Management 8,026 270K +2 +0.0% 3Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 7,547 254K -4,207 -35.8% 3Q SEC ↗
10 Kestra Advisory Services, LLC 6,720 226K -5,000 -42.7% 4Q SEC ↗
11 PNC Financial Services Group, Inc. 5,379 181K +18 +0.3% 4Q SEC ↗
12 DHJJ Financial Advisors, Ltd. 3,376 114K — +0.0% 3Q SEC ↗
13 Parallel Advisors, LLC 1,904 64K — +0.0% 6Q SEC ↗
14 Ameritas Advisory Services, LLC NEW 1,278 43K — +0.0% 1Q SEC ↗
15 UBS Group AG NEW 1,157 39K — +0.0% 1Q SEC ↗
16 Steward Partners Investment Advisory, 671 23K — +0.0% 3Q SEC ↗
17 HARBOUR INVESTMENTS, INC. 500 17K — +0.0% 7Q SEC ↗
18 LeClair Wealth Partners LLC 0 0K -24,890 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Ameritas Advisory Services, LLC 1,278 43K
UBS Group AG 1,157 39K
Sold Out (1)
HolderPrev SharesPrev Value
LeClair Wealth Partners LLC 24,890 839K
Biggest Increases (5)
HolderAddedChange %Total Shares
PRUDENTIAL FINANCIAL INC +164,798 +43.3% 545,220
ROYAL BANK OF CANADA +3,573 +75.2% 8,324
NewEdge Advisors, LLC +750 +3.1% 25,020
PNC Financial Services Group, Inc. +18 +0.3% 5,379
Spire Wealth Management +2 +0.0% 8,026
Biggest Decreases (5)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -91,032 -70.6% 37,970
Castellan Group -5,640 -6.7% 78,480
Kestra Advisory Services, LLC -5,000 -42.7% 6,720
RAYMOND JAMES FINANCIAL INC -4,207 -35.8% 7,547
Blue Water Asset Management -457 -1.8% 24,433

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