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Pgim Portfolio Ballast ETF (PBL)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cary Street Partners Financial LLC
DECREASED
Shares1,160,733 from 1,260,915
Change-100,182 (-8%)
Value$38.5M (+$678.7K)
Filed 2026-07-17
Cary Street Partners Investment Advisory LLC
INCREASED
Shares99,937 from 71,676
Change+28,261 (+39%)
Value$3.3M (+$1.2M)
Filed 2026-07-17
JPMorgan Chase & Co
INCREASED
Shares90,269 from 68,989
Change+21,280 (+31%)
Value$3.0M (+$946.9K)
Filed 2026-08-12
Royal Bank of Canada
DECREASED
Shares13,284 from 22,510
Change-9,226 (-41%)
Value$440.0K (-$235.0K)
Filed 2026-08-14
Osaic Holdings, Inc.
INCREASED
Shares12,211 from 7,900
Change+4,311 (+55%)
Value$404.8K (+$168.0K)
Filed 2026-08-14
Wells Fargo & Company
NEW
Shares1,852
Change+1,852
Value$61.4K
Filed 2026-08-14
Status
Cary Street Partners Financial LLC
DECREASED1,160,7331,260,915-100,182-8%$37.8M$38.5M+$678.7K2026-07-17
Cary Street Partners Investment Advisory LLC
INCREASED99,93771,676+28,261+39%$2.1M$3.3M+$1.2M2026-07-17
JPMorgan Chase & Co
INCREASED90,26968,989+21,280+31%$2.0M$3.0M+$946.9K2026-08-12
Royal Bank of Canada
DECREASED13,28422,510-9,226-41%$675.0K$440.0K-$235.0K2026-08-14
Osaic Holdings, Inc.
INCREASED12,2117,900+4,311+55%$236.8K$404.8K+$168.0K2026-08-14
Wells Fargo & Company
NEW1,852—+1,852——$61.4K—2026-08-14
Showing 6 of 6 institutions