Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free PBFR Stock Alerts

PGIM Laddered S&P 500 Buffer 20 ETF (PBFR) Institutional Ownership

$30.63 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for PGIM Laddered S&P 500 Buffer 20 ETF (BATS:PBFR)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$71.20M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.55M
Get PBFR Insider Trade Alerts

Want to know when executives and insiders are buying or selling PGIM Laddered S&P 500 Buffer 20 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PBFR Institutional Buying and Selling by Quarter

PGIM Laddered S&P 500 Buffer 20 ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2026Foguth Wealth Management LLC.248,797$7.60M0.9%+37.3%12.694%
5/19/2026Centaurus Financial Inc.31,088$902K0.0%+61.8%1.586%
5/18/2026Royal Bank of Canada3,630$105K0.0%-77.0%0.185%
5/13/2026Cetera Investment Advisers60,769$1.76M0.0%+7.6%3.100%
5/1/2026Financial Connections Group Inc.351,152$10.18M3.5%+5.2%17.916%
4/30/2026Kestra Advisory Services LLC10,476$304K0.0%N/A0.534%
4/21/2026Long Island Wealth Management Inc.9,974$289K0.1%-72.3%0.509%
4/21/2026AA Financial Advisors LLC272,500$7.90M1.1%+203.3%13.903%
4/20/2026Apella Capital LLC346,136$10.38M0.2%N/A17.660%
2/18/2026OLD Mission Capital LLC11,486$336K0.0%-33.0%0.363%
2/18/2026Claro Advisors Inc.29,213$854K0.1%+199.1%0.924%
2/17/2026Cetera Investment Advisers56,480$1.65M0.0%+10.4%1.787%
2/17/2026Royal Bank of Canada15,774$461K0.0%+639.9%0.499%
2/17/2026Nicholas Wealth LLC.25,381$742K0.5%N/A0.803%
2/12/2026Commonwealth Equity Services LLC9,303$272K0.0%+14.9%0.294%
2/12/2026Steward Partners Investment Advisory LLC17,821$521K0.0%-1.9%0.564%
2/11/2026Vise Technologies Inc.596,887$17.44M0.5%+4.5%18.889%
2/3/2026AssuredPartners Investment Advisors LLC56,179$1.64M0.2%+405.7%1.795%
1/27/2026BLVD Private Wealth LLC151,889$4.44M3.9%+36.2%5.131%
1/23/2026Financial Connections Group Inc.333,808$9.75M3.4%+7.0%11.393%
1/23/2026DHJJ Financial Advisors Ltd.24,697$722K0.2%+14.4%0.843%
1/21/2026Long Island Wealth Management Inc.35,977$1.05M0.5%+1.6%1.228%
1/14/2026AA Financial Advisors LLC89,839$2.63M0.5%N/A3.152%
1/12/2026Brucke Financial Inc.629,310$18.39M10.1%+2.9%22.081%
1/6/2026Ehrlich Financial Group7,021$205K0.1%N/A0.252%
1/5/2026Foguth Wealth Management LLC.181,241$5.30M0.8%N/A6.567%
11/20/2025Centaurus Financial Inc.15,772$451K0.0%-18.3%0.649%
11/18/2025Advisory Services Network LLC1,552$44K0.0%N/A0.064%
11/14/2025Raymond James Financial Inc.28,807$824K0.0%+39.5%1.185%
11/13/2025Vise Technologies Inc.571,011$16.33M0.6%+7.1%23.498%
11/12/2025Claro Advisors LLC9,767$279K0.0%N/A0.402%
11/12/2025Brucke Financial Inc.611,642$17.62M10.4%+6.6%25.170%
11/6/2025Compass Advisory Group LLC13,447$385K0.1%+11.9%0.553%
10/29/2025BLVD Private Wealth LLC111,507$3.19M2.7%N/A4.725%
10/20/2025DHJJ Financial Advisors Ltd.21,582$617K0.2%+8.5%0.926%
10/10/2025Financial Connections Group Inc.311,967$8.92M3.5%+1.0%14.053%
10/6/2025AssuredPartners Investment Advisors LLC11,109$318K0.1%N/A0.503%
8/14/2025Raymond James Financial Inc.20,648$571K0.0%N/A1.043%
8/12/2025Steward Partners Investment Advisory LLC17,858$494K0.0%+7.7%0.902%
8/8/2025Cetera Investment Advisers40,969$1.13M0.0%-8.6%2.069%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
8/7/2025Vise Technologies Inc.532,954$14.73M0.6%N/A26.917%
7/28/2025Compass Advisory Group LLC12,022$332K0.1%+6.6%0.607%
7/28/2025Harbour Investments Inc.4,460$123K0.0%-33.1%0.225%
7/24/2025Financial Connections Group Inc.308,824$8.54M3.5%+6.7%15.597%
7/24/2025Brucke Financial Inc.573,635$15.86M11.0%N/A28.971%
7/21/2025DHJJ Financial Advisors Ltd.19,886$550K0.2%+2.6%1.004%
5/15/2025OLD Mission Capital LLC14,236$372K0.0%N/A0.955%
5/13/2025Long Island Wealth Management Inc.168,551$4.41M2.7%-54.2%11.312%
5/9/2025Financial Connections Group Inc.289,497$7.57M3.4%+3,717.2%19.429%
5/6/2025Cetera Investment Advisers44,802$1.17M0.0%-8.4%3.007%
4/18/2025DHJJ Financial Advisors Ltd.19,378$507K0.2%+29.8%1.309%
3/12/2025Centaurus Financial Inc.19,313$511K0.0%N/A1.370%
2/17/2025Cetera Investment Advisers48,907$1.29M0.0%+66.9%0.000%
2/14/2025Long Island Wealth Management Inc.368,018$9.74M6.1%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC2,417$64K0.0%N/A0.000%
1/30/2025DHJJ Financial Advisors Ltd.14,931$395K0.2%+912.3%0.000%
1/29/2025Financial Connections Group Inc.7,584$200K0.1%N/A0.000%
1/24/2025Compass Advisory Group LLC11,280$298K0.1%N/A0.000%
10/22/2024DHJJ Financial Advisors Ltd.1,475$38K0.0%N/A0.000%


PBFR Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of PGIM Laddered S&P 500 Buffer 20 ETF. The most heavily invested institutionals were Brucke Financial Inc. ($18.39M), Vise Technologies Inc. ($17.44M), Apella Capital LLC ($10.38M), Financial Connections Group Inc. ($10.18M), AA Financial Advisors LLC ($7.90M), Foguth Wealth Management LLC. ($7.60M), and BLVD Private Wealth LLC ($4.44M).Learn more on PGIM Laddered S&P 500 Buffer 20 ETF's institutional investors.

Of the 24 institutional investors that purchased PGIM Laddered S&P 500 Buffer 20 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brucke Financial Inc. ($629.31K), Vise Technologies Inc. ($596.89K), Long Island Wealth Management Inc. ($368.58K), Financial Connections Group Inc. ($351.15K), Apella Capital LLC ($346.14K), AA Financial Advisors LLC ($272.50K), and Foguth Wealth Management LLC. ($248.80K).

Institutional investors have bought a total of 2,511,476 shares in the last 24 months. This purchase volume represents approximately $71.20M in transactions.

The following institutional investors have sold PGIM Laddered S&P 500 Buffer 20 ETF stock in the last 24 months: Long Island Wealth Management Inc. ($26.00K), Royal Bank of Canada ($12.14K), OLD Mission Capital LLC ($5.66K), Cetera Investment Advisers ($3.83K), Centaurus Financial Inc. ($3.54K), Harbour Investments Inc. ($2.21K), and Steward Partners Investment Advisory LLC ($342.00).

Institutional investors have sold a total of 53,730 shares in the last 24 months. This volume of shares sold represents approximately $1.55M in transactions.


Related Companies

This page (BATS:PBFR) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel