Pgim S&P 500 Buffer 12-JulJULPETF

13F holders, Q3 2025 (September 30)
9holders +1
3new positions
2sold out
$30.14avg. 13F price*

At the end of Q3 2025, 9 institutions reported holding Pgim S&P 500 Buffer 12-Jul (JULP) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 2 sold out. The largest holders were Prudential Financial Inc. ($5.5M), Concurrent Investment Advisors, LLC ($2.0M) and Commonwealth Equity Services, LLC ($1.3M).

Company
Pgim S&P 500 Buffer 12-Jul
Filed as
PGIM ROCK ETF TR (Q3 2025)
CUSIP
69420N841
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q2 2024: 1Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 7Q1 2025Q2 2025: 8Q2 2025Q3 2025: 9Q3 2025Q4 2025: 10Q4 2025Q1 2026: 11Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$1.6M
Exits2$372K

All 13F filers, Q2 2025 → Q3 2025: 139,565 shares bought and 49,216 shares sold, net +90,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Prudential Financial Inc. 0.01% Add +39.3% 183,397 $5.5M
Concurrent Investment Advisors, LLC 0.04% Reduce -35.0% 67,409 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +148.5% 42,432 $1.3M
Centaurus Financial, Inc. 0.04% New 28,302 $853K
Cetera Investment Advisers 0.00% Add +2.0% 23,047 $695K
Sanctuary Advisors, LLC 0.00% New 20,437 $616K
Royal Bank of Canada 0.00% Add +46.4% 14,549 $439K
DHJJ Financial Advisors, Ltd. 0.11% Add +71.0% 10,780 $325K
Steward Partners Investment Advisory, LLC 0.00% New 4,160 $125K

"% of holder's portfolio" is JULP's weight in each manager's 13F, not the share of Pgim S&P 500 Buffer 12-Jul the manager owns.