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PBFB Institutional Ownership

PGIM S&P 500 Buffer 20 ETF - February
1W: +0.1% YTD: +1.1%
$32.73
+0.09 (+0.26%)
 
ETF CBOE · AUM $40.1M

Institutional Ownership — PBFB

20
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
31M
Total Invested
0
New Positions
5
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 PRUDENTIAL FINANCIAL INC 475,014 $16M +186,109 +64.4% 9Q SEC ↗
2 Spire Wealth Management 94,668 $3M -121 -0.1% 2Q SEC ↗
3 JIM SAULNIER & ASSOCIATES, LLC 93,746 $3M — +0.0% 6Q SEC ↗
4 AMERICAN ASSET MANAGEMENT INC. 82,989 $3M -1,130 -1.3% 5Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 33,922 $1M -2,176 -6.0% 10Q SEC ↗
6 Kestra Advisory Services, LLC 32,476 $1M +1,623 +5.3% 6Q SEC ↗
7 Blue Water Asset Management 25,963 $850K -994 -3.7% 3Q SEC ↗
8 Cetera Investment Advisers 23,953 $784K +913 +4.0% 10Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 20,997 $687K — +0.0% 2Q SEC ↗
10 Three Seasons Wealth, LLC 20,953 $686K — +0.0% 6Q SEC ↗
11 KINTRA WEALTH, LLC 16,300 $533K +6,858 +72.6% 2Q SEC ↗
12 MML INVESTORS SERVICES, LLC 12,867 $421K +2,063 +19.1% 2Q SEC ↗
13 DHJJ Financial Advisors, Ltd. 10,048 $329K — +0.0% 9Q SEC ↗
14 ROYAL BANK OF CANADA 7,269 $238K -425 -5.5% 2Q SEC ↗
15 SAGESPRING WEALTH PARTNERS, LLC 6,742 $221K — +0.0% 2Q SEC ↗
16 PNC Financial Services Group, Inc. 1,016 $33K — +0.0% 5Q SEC ↗
17 ST GERMAIN D J CO INC 485 $16K — +0.0% 2Q SEC ↗
18 OLD MISSION CAPITAL LLC 0 $0K -13,592 -100.0% 1Q SEC ↗
19 UBS Group AG 0 $0K -40 -100.0% 5Q SEC ↗
20 LeClair Wealth Partners LLC 0 $0K -26,957 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (3)
HolderPrev SharesPrev Value
LeClair Wealth Partners LLC 26,957 $882K
OLD MISSION CAPITAL LLC 13,592 $445K
UBS Group AG 40 $1K
Biggest Increases (5)
HolderAddedChange %Total Shares
PRUDENTIAL FINANCIAL INC +186,109 +64.4% 475,014
KINTRA WEALTH, LLC +6,858 +72.6% 16,300
MML INVESTORS SERVICES, LLC +2,063 +19.1% 12,867
Kestra Advisory Services, LLC +1,623 +5.3% 32,476
Cetera Investment Advisers +913 +4.0% 23,953
Biggest Decreases (5)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -2,176 -6.0% 33,922
AMERICAN ASSET MANAGEMENT INC. -1,130 -1.3% 82,989
Blue Water Asset Management -994 -3.7% 25,963
ROYAL BANK OF CANADA -425 -5.5% 7,269
Spire Wealth Management -121 -0.1% 94,668

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