Pgim S&P 500 Buffer 20-JanPBJAETF
13F holders, Q1 2025 (March 31)11holders +6
7new positions
1sold out
1famous investor
$27.65avg. 13F price*
At the end of Q1 2025, 11 institutions reported holding Pgim S&P 500 Buffer 20-Jan (PBJA) in their 13F filings, up 6 from Q4 2024. 7 opened new positions and 1 sold out. The largest holders were Compass Advisory Group LLC ($25.1M), Long Island Wealth Management, Inc. ($7.8M) and Prudential Financial Inc. ($3.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pgim S&P 500 Buffer 20-Jan
- Filed as
- PGIM ROCK ETF TR (Q1 2025)
- CUSIP
- 69420N205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $11.8M |
| Exits | 1 | $35K |
All 13F filers, Q4 2024 → Q1 2025: 606,256 shares bought and 1,257 shares sold, net +604,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Compass Advisory Group LLC | 8.74% | Add +19.4% | 907,713 | $25.1M |
| Long Island Wealth Management, Inc. | 4.74% | New | 281,576 | $7.8M |
| Prudential Financial Inc. | 0.00% | Add +18.4% | 115,581 | $3.2M |
| Centaurus Financial, Inc. | 0.10% | New | 57,236 | $1.6M |
| Jim Saulnier & Associates, LLC | 0.81% | New | 37,835 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +50.2% | 27,815 | $769K |
| Commonwealth Equity Services, LLC | 0.00% | New | 23,638 | $654K |
| Cetera Investment Advisers | 0.00% | New | 9,054 | $250K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,005 | $249K |
| Citadel Advisors | 0.00% | New | 8,037 | $222K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +1316.8% | 5,724 | $158K |
"% of holder's portfolio" is PBJA's weight in each manager's 13F, not the share of Pgim S&P 500 Buffer 20-Jan the manager owns.