Pgim S&P 500 Buffer 20-JulPBJLETF
13F holders, Q1 2026 (March 31)18holders +4
5new positions
1sold out
$30.23avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Pgim S&P 500 Buffer 20-Jul (PBJL) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were Foguth Wealth Management, LLC. ($13.5M), Prudential Financial Inc. ($8.7M) and Jim Saulnier & Associates, LLC ($3.8M).
- Company
- Pgim S&P 500 Buffer 20-Jul
- Filed as
- PGIM ROCK ETF TR (Q1 2026)
- CUSIP
- 69420N833
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.4M |
| Exits | 1 | $4.4M |
All 13F filers, Q4 2025 → Q1 2026: 176,727 shares bought and 172,514 shares sold, net +4,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Foguth Wealth Management, LLC. | 1.58% | Add +0.7% | 434,444 | $13.5M |
| Prudential Financial Inc. | 0.01% | Add +25.9% | 291,957 | $8.7M |
| Jim Saulnier & Associates, LLC | 1.84% | No change | 127,411 | $3.8M |
| Centaurus Financial, Inc. | 0.10% | Reduce -1.5% | 69,296 | $2.1M |
| Royal Bank of Canada | 0.00% | New | 59,279 | $1.8M |
| American Asset Management Inc. | 1.22% | Reduce -11.1% | 47,352 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 44,966 | $1.3M |
| Old Mission Capital LLC | 0.02% | New | 34,375 | $1.0M |
| Spire Wealth Management | 0.02% | Reduce -36.8% | 24,294 | $722K |
| BCGM Wealth Management, LLC | 0.09% | No change | 11,730 | $349K |
| Blue Water Asset Management | 0.09% | Reduce -18.6% | 9,098 | $270K |
| LeClair Wealth Partners LLC | 0.09% | New | 9,098 | $270K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.6% | 8,075 | $240K |
| Raymond James Financial Inc. | 0.00% | New | 7,554 | $224K |
| Long Island Wealth Management, Inc. | 0.10% | No change | 7,113 | $211K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 6,495 | $193K |
| Advisory Services Network, LLC | 0.00% | New | 3,255 | $97K |
| 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.