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PBAP · PGIM S&P 500 Buffer 20 ETF - April ETF

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$31.61 +0.00 (+0.01%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $4,019,695
Total Shares: 150,590

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 6 13F filers · Δ vs Jun 30, 2024
Top Holder
34.1%
Jun 2024 → Sep 2024 · range 34.1% – 51.2%
−17.1 pts
Top 5
99.7%
Jun 2024 → Sep 2024 · range 99.7% – 100.0%
−0.3 pts
Top 10
100.0%
Jun 2024 → Sep 2024 · range 100.0% – 100.0%
0.0 pts
HHI
2,732
Jun 2024 → Sep 2024 · range 2,732 – 4,078
Highly concentrated−1,347

Quarterly Activity

vs Jun 30, 2024
New
2
Increased
1
Decreased
2
Sold Out
1
Unchanged
1
Holder count: +1
Institutional value: +78.5%
Shares held: +72.1%

Top Buyers

vs Jun 30, 2024
Institution Added Now Holds Open
PRUDENTIAL FINANCIAL INC +6,512 51,278

Top Sellers

vs Jun 30, 2024
Institution Sold Now Holds Open
Kestra Advisory Services, LLC −1,425 30,295
UBS Group AG −1 388

Top New Positions

vs Jun 30, 2024
Institution Acquired Value (USD) Open
JIM SAULNIER & ASSOCIATES, LLC 49,639 $1,325,013
DHJJ Financial Advisors, Ltd. 8,350 $222,886

Top Sold-Out Positions

vs Jun 30, 2024
Institution Previously Held Last Value (USD) Open
PROEQUITIES, INC. 0 $0
Filter: New 2 Increased 1 Reduced 2 Sold out 1 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
PRUDENTIAL FINANCIAL INC PBAP $1,368,763 34.05% 51,278
JIM SAULNIER & ASSOCIATES, LLC PBAP $1,325,013 32.96% 49,639
Kestra Advisory Services, LLC PBAP $808,664 20.12% 30,295
Cetera Investment Advisers PBAP $284,013 7.07% 10,640
DHJJ Financial Advisors, Ltd. PBAP $222,886 5.54% 8,350
UBS Group AG PBAP $10,356 0.26% 388