Who owns PBMR?
PGIM S&P 500 Buffer 20 ETF - March · PGIM
16 institutions reported holding PBMR, worth $28.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PBMR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prudential Financial Inc. | Newark, NJ | $15.2M | 472,311 | +185,937 shares |
| Smith, Moore & Co. | Clayton, MO | $3.4M | 105,904 | +8,594 shares |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $2.9M | 91,628 | −3,162 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.8M | 55,159 | −171,499 shares |
| Spire Wealth Management | Mclean, VA | $1.2M | 37,553 | −5,593 shares |
| Cetera Investment Advisers | Schaumburg, IL | $585K | 18,231 | +483 shares |
| Kintra Wealth, LLC | Williamsport, PA | $532K | 16,330 | +7,963 shares |
| Blue Water Asset Management | Grand Rapids, MI | $491K | 15,296 | −530 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $419K | 13,051 | −1,616 shares |
| Kingswood Wealth Advisors, LLC | San Diego, CA | $391K | 12,182 | 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 PBMR?
16 institutional managers reported holding PBMR in Form 13F filings for June 30, 2026, worth $28.4M in total. The largest reported position was held by Prudential Financial Inc., at $15.2M.
Did institutions buy or sell PBMR last quarter?
Reported 13F value rose 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 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 PBMR 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.