Who owns PBSE?
PGIM S&P 500 Buffer 20 ETF - September · PGIM
9 institutions reported holding PBSE, worth $23.2M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of PBSE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prudential Financial Inc. | Newark, NJ | $15.2M | 491,106 | +193,557 shares |
| Spire Wealth Management | Mclean, VA | $2.5M | 80,872 | −23,997 shares |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $1.7M | 55,826 | No change |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.7M | 55,095 | −14,780 shares |
| American Asset Management Inc. | Boca Raton, FL | $1.3M | 42,561 | No change |
| Kintra Wealth, LLC | Williamsport, PA | $459K | 14,659 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $332K | 10,752 | New position |
| DHJJ Financial Advisors, Ltd. | Naperville, IL | $48K | 1,547 | No change |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $4K | 134 | 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 PBSE?
9 institutional managers reported holding PBSE in Form 13F filings for June 30, 2026, worth $23.2M in total. The largest reported position was held by Prudential Financial Inc., at $15.2M.
Did institutions buy or sell PBSE last quarter?
Reported 13F value rose 35.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 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 PBSE 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.