Pgim S&P 500 Buffer 20-JulPBJLETF
13F holders, Q4 2025 (December 31)14holders −1
0new positions
3sold out
$29.97avg. 13F price*
At the end of Q4 2025, 14 institutions reported holding Pgim S&P 500 Buffer 20-Jul (PBJL) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 3 sold out. The largest holders were Foguth Wealth Management, LLC. ($12.9M), Prudential Financial Inc. ($6.9M) and Compass Advisory Group LLC ($4.4M).
- Company
- Pgim S&P 500 Buffer 20-Jul
- Filed as
- PGIM ROCK ETF TR (Q4 2025)
- CUSIP
- 69420N833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $592K |
All 13F filers, Q3 2025 → Q4 2025: 84,929 shares bought and 26,943 shares sold, net +57,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Foguth Wealth Management, LLC. | 2.00% | — | 431,350 | $12.9M |
| Prudential Financial Inc. | 0.01% | Add +27.6% | 231,885 | $6.9M |
| Compass Advisory Group LLC | 1.18% | Add +31.2% | 145,889 | $4.4M |
| Jim Saulnier & Associates, LLC | 1.98% | No change | 127,411 | $3.8M |
| Centaurus Financial, Inc. | 0.10% | Add +0.2% | 70,342 | $2.1M |
| American Asset Management Inc. | 1.35% | Reduce -4.6% | 53,287 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 48,070 | $1.4M |
| Spire Wealth Management | 0.04% | Reduce -5.9% | 38,450 | $1.2M |
| BCGM Wealth Management, LLC | 0.09% | No change | 11,730 | $352K |
| Blue Water Asset Management | 0.12% | — | 11,182 | $335K |
| Kestra Advisory Services, LLC | 0.00% | No change | 8,375 | $251K |
| Long Island Wealth Management, Inc. | 0.10% | No change | 7,113 | $213K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 6,495 | $195K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 714 | $21K |
"% of holder's portfolio" is PBJL's weight in each manager's 13F, not the share of Pgim S&P 500 Buffer 20-Jul the manager owns.