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

$31.18 -0.01 (-0.02%)
As of 03:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for PGIM Laddered S&P 500 Buffer 20 ETF (BATS:PBFR)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$44.16M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.38M
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PBFR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Capital Analysts LLC13,753$421K0.0%+103.6%0.702%
9/9/2026 Integrated Wealth Concepts LLC123,065$3.77M0.0%+301.9%6.279%
7/8/2026 Apella Capital LLC397,660$12.20M0.2%+14.9%20.289%
6/1/2026 Foguth Wealth Management LLC.248,797$7.60M0.9%+37.3%12.694%
5/19/2026 Centaurus Financial Inc.31,088$902K0.0%+61.8%1.586%
5/18/2026 Royal Bank of Canada3,630$105K0.0%-77.0%0.185%
5/13/2026 Cetera 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%
4/30/2026 Kestra Advisory Services LLC10,476$304K0.0%N/A0.534%
4/21/2026 Long Island Wealth Management Inc.9,974$289K0.1%-72.3%0.509%
4/21/2026 AA Financial Advisors LLC272,500$7.90M1.1%+203.3%13.903%
4/20/2026 Apella Capital LLC346,136$10.38M0.2%N/A17.660%
2/18/2026 OLD Mission Capital LLC11,486$336K0.0%-33.0%0.363%
2/18/2026 Claro Advisors Inc.29,213$854K0.1%+199.1%0.924%
2/17/2026 Cetera Investment Advisers56,480$1.65M0.0%+10.4%1.787%
2/17/2026 Royal Bank of Canada15,774$461K0.0%+639.9%0.499%
2/17/2026 Nicholas Wealth LLC.25,381$742K0.5%N/A0.803%
2/12/2026 Commonwealth Equity Services LLC9,303$272K0.0%+14.9%0.294%
2/12/2026 Steward Partners Investment Advisory LLC17,821$521K0.0%-1.9%0.564%
2/11/2026 Vise Technologies Inc.596,887$17.44M0.5%+4.5%18.889%
2/3/2026 AssuredPartners Investment Advisors LLC56,179$1.64M0.2%+405.7%1.795%
1/27/2026 BLVD 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%
1/23/2026 DHJJ Financial Advisors Ltd.24,697$722K0.2%+14.4%0.843%
1/21/2026 Long Island Wealth Management Inc.35,977$1.05M0.5%+1.6%1.228%
1/14/2026 AA Financial Advisors LLC89,839$2.63M0.5%N/A3.152%
1/12/2026 Brucke Financial Inc.629,310$18.39M10.1%+2.9%22.081%
1/6/2026 Ehrlich Financial Group7,021$205K0.1%N/A0.252%
1/5/2026 Foguth Wealth Management LLC.181,241$5.30M0.8%N/A6.567%
11/20/2025 Centaurus Financial Inc.15,772$451K0.0%-18.3%0.649%
11/18/2025 Advisory Services Network LLC1,552$44K0.0%N/A0.064%
11/14/2025 Raymond James Financial Inc.28,807$824K0.0%+39.5%1.185%
11/13/2025 Vise Technologies Inc.571,011$16.33M0.6%+7.1%23.498%
11/12/2025 Claro Advisors LLC9,767$279K0.0%N/A0.402%
11/12/2025 Brucke Financial Inc.611,642$17.62M10.4%+6.6%25.170%
11/6/2025 Compass Advisory Group LLC13,447$385K0.1%+11.9%0.553%
10/29/2025 BLVD Private Wealth LLC111,507$3.19M2.7%N/A4.725%
10/20/2025 DHJJ 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%
10/6/2025 AssuredPartners Investment Advisors LLC11,109$318K0.1%N/A0.503%
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8/14/2025 Raymond James Financial Inc.20,648$571K0.0%N/A1.043%
8/12/2025 Steward Partners Investment Advisory LLC17,858$494K0.0%+7.7%0.902%
8/8/2025 Cetera Investment Advisers40,969$1.13M0.0%-8.6%2.069%
8/7/2025 Vise Technologies Inc.532,954$14.73M0.6%N/A26.917%
7/28/2025 Compass Advisory Group LLC12,022$332K0.1%+6.6%0.607%
7/28/2025 Harbour 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%
7/24/2025 Brucke Financial Inc.573,635$15.86M11.0%N/A28.971%
7/21/2025 DHJJ 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, 27 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 ($12.20M), 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 26 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), Apella Capital LLC ($397.66K), Long Island Wealth Management Inc. ($368.58K), Financial Connections Group Inc. ($351.15K), AA Financial Advisors LLC ($272.50K), and Foguth Wealth Management LLC. ($248.80K).

Institutional investors have bought a total of 1,513,342 shares in the last 24 months. This purchase volume represents approximately $44.16M 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), Centaurus Financial Inc. ($3.54K), and Steward Partners Investment Advisory LLC ($342.00).

Institutional investors have sold a total of 47,689 shares in the last 24 months. This volume of shares sold represents approximately $1.38M in transactions.



Institutional ownership data for BATS:PBFR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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