ETF Holders

Who owns PBFB?

Buffer or defined outcome

PGIM S&P 500 Buffer 20 ETF - February · PGIM

17 institutions reported holding PBFB, worth $30.6M, in Form 13F filings for June 30, 2026.

13F holders
17
Institutional value
$30.6M
Change from prior quarter
+26.3%
+$6.4M, with price moves
New and sold-out firms
0 / 3
5 added, 5 trimmed

Top 10 institutional holders of PBFB

FirmLocationValueSharesChange
Prudential Financial Inc.Newark, NJ$15.2M475,014+186,109 shares
Spire Wealth ManagementMclean, VA$3.0M94,668−121 shares
Jim Saulnier & Associates, LLCFort Collins, CO$3.0M93,746No change
American Asset Management Inc.Boca Raton, FL$2.6M82,989−1,130 shares
Commonwealth Equity Services, LLCWaltham, MA$1.1M33,922−2,176 shares
Kestra Advisory Services, LLCAustin, TX$1.0M32,476+1,623 shares
Blue Water Asset ManagementGrand Rapids, MI$829K25,963−994 shares
Cetera Investment AdvisersSchaumburg, IL$765K23,953+913 shares
Raymond James Financial Inc.St. Petersburg, FL$670K20,997No change
Three Seasons Wealth, LLCSalt Lake City, UT$669K20,953No change
7 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns PBFB?

17 institutional managers reported holding PBFB in Form 13F filings for June 30, 2026, worth $30.6M in total. The largest reported position was held by Prudential Financial Inc., at $15.2M.

Did institutions buy or sell PBFB last quarter?

Reported 13F value rose 26.3% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is PBFB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.