PBFR Institutional Ownership
PGIM Laddered S&P 500 Buffer 20 ETF
1W: +0.2%
1M: +0.8%
3M: +2.2%
YTD: +7.4%
$31.38
+0.10 (+0.32%)
Weekly Expected Move ±0.5%
$31
$31
$31
$32
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PBFR
43
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
144M
Total Invested
10
New Positions
25
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (46 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Brucke Financial, Inc. | 671,663 | 21M | +18,804 | +2.9% | 5Q | SEC ↗ |
| 2 | Vise Technologies, Inc. | 648,381 | 20M | +51,494 | +8.6% | 5Q | SEC ↗ |
| 3 | LPL Financial LLC | 447,434 | 14M | +435,550 | +3665.0% | 2Q | SEC ↗ |
| 4 | Apella Capital, LLC | 397,660 | 12M | +51,524 | +14.9% | 2Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC | 353,257 | 11M | +342,781 | +3272.1% | 2Q | SEC ↗ |
| 6 | Financial Connections Group, Inc. | 351,152 | 11M | +17,344 | +5.2% | 6Q | SEC ↗ |
| 7 | AA Financial Advisors, LLC | 336,791 | 11M | +64,291 | +23.6% | 3Q | SEC ↗ |
| 8 | Foguth Wealth Management, LLC. | 254,791 | 8M | +5,994 | +2.4% | 3Q | SEC ↗ |
| 9 | Janney Montgomery Scott LLC NEW | 242,829 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 10 | BLVD Private Wealth, LLC | 206,019 | 6M | +10,577 | +5.4% | 4Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 187,774 | 6M | +127,005 | +209.0% | 9Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 181,878 | 6M | +62,531 | +52.4% | 5Q | SEC ↗ |
| 13 | CENTAURUS FINANCIAL, INC. | 163,434 | 5M | +132,346 | +425.7% | 7Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC | 123,065 | 4M | +92,442 | +301.9% | 2Q | SEC ↗ |
| 15 | OneDigital Investment Advisors LLC | 117,423 | 4M | +34,731 | +42.0% | 3Q | SEC ↗ |
| 16 | Tradition Wealth Management, LLC | 93,986 | 3M | +2,980 | +3.3% | 2Q | SEC ↗ |
| 17 | Perennial Investment Advisors, LLC NEW | 66,632 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | 59,232 | 2M | +30,564 | +106.6% | 2Q | SEC ↗ |
| 19 | Claro Advisors Inc. | 56,299 | 2M | +14,257 | +33.9% | 4Q | SEC ↗ |
| 20 | AssuredPartners Investment Advisors, L | 55,372 | 2M | -893 | -1.6% | 4Q | SEC ↗ |
| 21 | Wealth Group Ltd | 28,075 | 881K | +20,095 | +251.8% | 2Q | SEC ↗ |
| 22 | DHJJ Financial Advisors, Ltd. | 26,334 | 826K | +109 | +0.4% | 8Q | SEC ↗ |
| 23 | Nicholas Wealth, LLC. | 25,402 | 797K | +20 | +0.1% | 3Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 24,373 | 765K | +2,845 | +13.2% | 2Q | SEC ↗ |
| 25 | Kingsview Wealth Management, LLC | 20,777 | 652K | +9,650 | +86.7% | 2Q | SEC ↗ |
| 26 | KESTRA PRIVATE WEALTH SERVICES, LLC | 17,001 | 533K | — | +0.0% | 5Q | SEC ↗ |
| 27 | Steward Partners Investment Advisory, | 16,473 | 517K | -1,280 | -7.2% | 7Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 13,944 | 438K | +330 | +2.4% | 4Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp NEW | 13,753 | 432K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Capital Analysts, LLC | 13,753 | 432K | +6,998 | +103.6% | 2Q | SEC ↗ |
| 31 | Compass Advisory Group LLC | 13,518 | 424K | — | +0.0% | 7Q | SEC ↗ |
| 32 | Richmond Investment Services, LLC NEW | 11,737 | 368K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Private Advisor Group, LLC NEW | 10,679 | 335K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Long Island Wealth Management, Inc. | 9,974 | 313K | — | +0.0% | 7Q | SEC ↗ |
| 35 | IHT Wealth Management, LLC NEW | 8,482 | 266K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Accurate Wealth Management, LLC NEW | 7,543 | 237K | — | +0.0% | 1Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC NEW | 6,989 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 5,859 | 184K | +2,450 | +71.9% | 2Q | SEC ↗ |
| 39 | PNC Financial Services Group, Inc. | 3,942 | 124K | +2,603 | +194.4% | 4Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 3,409 | 107K | -221 | -6.1% | 4Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 3,045 | 96K | -50 | -1.6% | 8Q | SEC ↗ |
| 42 | PRIVATE TRUST CO NA NEW | 617 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 43 | UBS Group AG NEW | 155 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 44 | OLD MISSION CAPITAL LLC | 0 | 0K | -11,486 | -100.0% | 4Q | SEC ↗ |
| 45 | EHRLICH FINANCIAL GROUP | 0 | 0K | -7,021 | -100.0% | 1Q | SEC ↗ |
| 46 | Advisory Services Network, LLC | 0 | 0K | -3,298 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 242,829 | 8M |
| Perennial Investment Advisors, LLC | 66,632 | 2M |
| Bank of New York Mellon Corp | 13,753 | 432K |
| Richmond Investment Services, LLC | 11,737 | 368K |
| Private Advisor Group, LLC | 10,679 | 335K |
| IHT Wealth Management, LLC | 8,482 | 266K |
| Accurate Wealth Management, LLC | 7,543 | 237K |
| JANE STREET GROUP, LLC | 6,989 | 219K |
| PRIVATE TRUST CO NA | 617 | 19K |
| UBS Group AG | 155 | 5K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 11,486 | 360K |
| EHRLICH FINANCIAL GROUP | 7,021 | 220K |
| Advisory Services Network, LLC | 3,298 | 103K |
Biggest Increases (20)
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Steward Partners Investment Advisor | -1,280 | -7.2% | 16,473 |
| AssuredPartners Investment Advisors | -893 | -1.6% | 55,372 |
| ROYAL BANK OF CANADA | -221 | -6.1% | 3,409 |
| HARBOUR INVESTMENTS, INC. | -50 | -1.6% | 3,045 |