Pgim La S&P 500 BUF20 ETF-USPBFRETF
13F holders, Q1 2025 (March 31)12holders +2
2new positions
0sold out
$26.15avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Pgim La S&P 500 BUF20 ETF-US (PBFR) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Financial Connections Group, Inc. ($7.6M), Long Island Wealth Management, Inc. ($4.4M) and Cetera Investment Advisers ($1.2M).
- Company
- Pgim La S&P 500 BUF20 ETF-US
- Filed as
- PGIM ROCK ETF TR (Q1 2025)
- CUSIP
- 69420N692
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $494K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 321,461 shares bought and 204,014 shares sold, net +117,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Financial Connections Group, Inc. | 3.40% | Add +3717.2% | 289,497 | $7.6M |
| Long Island Wealth Management, Inc. | 2.68% | Reduce -54.2% | 168,551 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 44,802 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.1% | 40,634 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.20% | Add +29.8% | 19,378 | $507K |
| Centaurus Financial, Inc. | 0.03% | No change | 19,313 | $505K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +585.7% | 16,574 | $433K |
| Old Mission Capital LLC | 0.01% | New | 14,236 | $372K |
| Compass Advisory Group LLC | 0.10% | No change | 11,280 | $295K |
| Harbour Investments, Inc. | 0.01% | No change | 6,668 | $174K |
| Royal Bank of Canada | 0.00% | New | 4,661 | $122K |
| UBS Group AG | 0.00% | Add +1611.8% | 2,174 | $57K |
"% of holder's portfolio" is PBFR's weight in each manager's 13F, not the share of Pgim La S&P 500 BUF20 ETF-US the manager owns.