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Pgim Portfolio Ballast ETF (PBL)

CUSIP: 69344A859 | NYSE | 11 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Institutional Holders — Q2 2026

Cary Street Partners Financial LLC1,160,733
0.8% of portfolio›$38.5M
Cary Street Partners Investment Advisory LLC99,937
0.7% of portfolio›$3.3M
JPMorgan Chase & Co90,269
0.0% of portfolio›$3.0M
Royal Bank of Canada13,284
0.0% of portfolio›$440.0K
Osaic Holdings, Inc.12,211
0.0% of portfolio›$404.8K
Wells Fargo & Company1,852
0.0% of portfolio›$61.4K
StyleTurnoverLocationFiled
Cary Street Partners Financial LLC
1,160,733$38.5M0.8%CoreLowRichmond, VA2026-07-17
Cary Street Partners Investment Advisory LLC
99,937$3.3M0.7%CoreLowRichmond, VA2026-07-17
JPMorgan Chase & Co
90,269$3.0M0.0%GrowthMediumNew York, NY2026-08-12
Royal Bank of Canada
13,284$440.0K0.0%CoreLowToronto, Australia2026-08-14
Osaic Holdings, Inc.
12,211$404.8K0.0%IndexLowScottsdale, AZ2026-08-14
Wells Fargo & Company
1,852$61.4K0.0%CoreLowSan Francisco, CA2026-08-14