Who Owns PBFR?
PGIM Laddered S&P 500 Buffer 20 ETF — Institutional Ownership & 13F Holdings
$30.12
+0.11 (+0.38%)
Market Cap
$98.6M
Shares Outstanding
3,425,190
Institutional Holders
12
Total Inst. Value
$16.7M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Connections Group, Inc. | $7.6M | 289,497 |
| 2 | Long Island Wealth Management, Inc. | $4.4M | 168,551 |
| 3 | Cetera Investment Advisers | $1.2M | 44,802 |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.1M | 40,634 |
| 5 | DHJJ Financial Advisors, Ltd. | $507K | 19,378 |
| 6 | CENTAURUS FINANCIAL, INC. | $505K | 19,313 |
| 7 | Steward Partners Investment Advisory, LLC | $433K | 16,574 |
| 8 | OLD MISSION CAPITAL LLC | $372K | 14,236 |
| 9 | Compass Advisory Group LLC | $295K | 11,280 |
| 10 | HARBOUR INVESTMENTS, INC. | $174K | 6,668 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Steward Partners Investment Advisory, LLC | +14K | $433K |
| UBS Group AG | +2K | $57K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Long Island Wealth Management, Inc. | -199K | $4.4M |
| Cetera Investment Advisers | -4K | $1.2M |
| Cambridge Investment Research Advisors, Inc. | -442 | $1.1M |
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Frequently Asked Questions
How many institutional investors hold PBFR?
As of Q1 2025, 12 institutional investors report holding PBFR (PGIM Laddered S&P 500 Buffer 20 ETF) in their 13F filings.
Which hedge fund owns the most PBFR?
The largest institutional holder of PBFR is Financial Connections Group, Inc. with $7.6M in shares.
Are institutions buying or selling PBFR?
This quarter, 5 institutions opened new positions in PBFR and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.