Who owns PBJA?
PGIM S&P 500 Buffer 20 ETF - January · PGIM
21 institutions reported holding PBJA, worth $54.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBJA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prudential Financial Inc. | Newark, NJ | $15.2M | 469,591 | +184,398 shares |
| Compass Advisory Group LLC | Melville, NY | $10.0M | 308,421 | +2,689 shares |
| Long Island Wealth Management, Inc. | Melville, NY | $5.2M | 161,364 | −1,883 shares |
| Blue Water Asset Management | Grand Rapids, MI | $5.2M | 159,830 | No change |
| American Asset Management Inc. | Boca Raton, FL | $4.7M | 146,757 | +24 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.9M | 90,005 | −21,196 shares |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $2.7M | 84,492 | −5,665 shares |
| Spire Wealth Management | Mclean, VA | $2.7M | 82,733 | +1,827 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $2.3M | 70,638 | −828 shares |
| Kestra Advisory Services, LLC | Austin, TX | $938K | 29,062 | No change |
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 PBJA?
21 institutional managers reported holding PBJA in Form 13F filings for June 30, 2026, worth $54.2M in total. The largest reported position was held by Prudential Financial Inc., at $15.2M.
Did institutions buy or sell PBJA last quarter?
Reported 13F value rose 7.0% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 4 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 PBJA 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.