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PGIM S&P 500 Buffer 20 ETF - May (PBMY) Institutional Ownership

$31.82 +0.11 (+0.35%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for PGIM S&P 500 Buffer 20 ETF - May (BATS:PBMY)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$8.46M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$825.55K
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PBMY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Kintra Wealth LLC18,045$573K0.0%N/A3.923%
8/22/2026 Jim Saulnier & Associates LLC154,475$4.82M2.2%+55.3%33.581%
8/20/2026 American Asset Management Inc.188,959$5.89M4.9%N/A41.078%
5/18/2026 Royal Bank of Canada4,054$123K0.0%-21.1%0.881%
2/17/2026 Royal Bank of Canada5,139$154K0.0%+8.3%1.117%
2/12/2026 Commonwealth Equity Services LLC29,401$882K0.0%-7.9%6.392%
2/5/2026 Blue Water Asset Management9,399$282K0.1%N/A2.043%
1/14/2026 Spire Wealth Management30,258$908K0.0%-34.4%6.578%
10/23/2025 Spire Wealth Management46,094$1.36M0.0%-15.1%10.020%
8/29/2025 Centaurus Financial Inc.8,119$233K0.0%N/A1.765%
8/12/2025 Prudential Financial Inc.159,736$4.59M0.0%+34.4%34.725%
8/4/2025 Jim Saulnier & Associates LLC99,422$2.86M1.9%+46.9%21.613%
8/4/2025 Spire Wealth Management54,283$1.56M0.1%N/A11.801%
4/21/2025Jim Saulnier & Associates LLC67,664$1.85M1.5%-13.8%29.419%
2/11/2025Prudential Financial Inc.100,384$2.74M0.0%+98.5%0.000%
11/12/2024Jim Saulnier & Associates LLC78,452$2.11M2.1%N/A0.000%
10/22/2024DHJJ Financial Advisors Ltd.2,050$55K0.0%N/A0.000%


PBMY Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of PGIM S&P 500 Buffer 20 ETF - May. The most heavily invested institutionals were American Asset Management Inc. ($5.89M), Jim Saulnier & Associates LLC ($4.82M), Prudential Financial Inc. ($4.59M), Spire Wealth Management ($908K), Commonwealth Equity Services LLC ($882K), Kintra Wealth LLC ($573K), and Blue Water Asset Management ($282K).Learn more on PGIM S&P 500 Buffer 20 ETF - May's institutional investors.

Of the 9 institutional investors that purchased PGIM S&P 500 Buffer 20 ETF - May's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: American Asset Management Inc. ($188.96K), Jim Saulnier & Associates LLC ($165.21K), Prudential Financial Inc. ($90.68K), Spire Wealth Management ($54.28K), Kintra Wealth LLC ($18.05K), Blue Water Asset Management ($9.40K), and Centaurus Financial Inc. ($8.12K).

Institutional investors have bought a total of 271,794 shares in the last 24 months. This purchase volume represents approximately $8.46M in transactions.

The following institutional investors have sold PGIM S&P 500 Buffer 20 ETF - May stock in the last 24 months: Spire Wealth Management ($24.03K), Commonwealth Equity Services LLC ($2.53K), and Royal Bank of Canada ($1.09K).

Institutional investors have sold a total of 27,637 shares in the last 24 months. This volume of shares sold represents approximately $825.55K in transactions.



Institutional ownership data for BATS:PBMY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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