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Pgim S&p500 Buf20 ETF Jan-US (PBJA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Water Asset Management
UNCHANGED
Shares159,830 from 159,830
Change0 (0%)
Value$5.3M (+$119.0K)
Filed 2026-11-04
Long Island Wealth Management, Inc.
DECREASED
Shares158,878 from 161,364
Change-2,486 (-2%)
Value$5.2M (+$38.0K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares90,128 from 90,005
Change+123 (+0%)
Value$3.0M (+$71.1K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares70,992
Change+70,992
Value$2.3M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares70,989 from 82,733
Change-11,744 (-14%)
Value$2.3M (-$325.8K)
Filed 2026-10-30
JIM Saulnier & Associates, LLC
DECREASED
Shares69,227 from 84,492
Change-15,265 (-18%)
Value$2.3M (-$441.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares28,562 from 29,062
Change-500 (-2%)
Value$943.4K (+$5.1K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED
Shares11,417 from 11,417
Change0 (0%)
Value$377.1K (+$8.5K)
Filed 2026-11-06
First Heartland Consultants, Inc.
DECREASED
Shares10,307 from 10,457
Change-150 (-1%)
Value$340.4K (+$2.8K)
Filed 2026-10-08
Independent Financial Group, LLC
UNCHANGED
Shares6,439 from 6,439
Change0 (0%)
Value$212.7K (+$4.8K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5,045 from 5,045
Change0 (0%)
Value$166.6K (+$3.8K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares2,421 from 2,421
Change0 (0%)
Value$80.0K (+$1.8K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares507 from 507
Change0 (0%)
Value$16.7K (+$378)
Filed 2026-11-06
Prudential Financial Inc
N/A
Shares— from 469,591
Change-469,591 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 308,421
Change-308,421 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 146,757
Change-146,757 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 70,638
Change-70,638 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 15,767
Change-15,767 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,318
Change-12,318 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 576
Change-576 (-100%)
Value—
Status
Blue Water Asset Management
UNCHANGED159,830159,83000%$5.2M$5.3M+$119.0K2026-11-04
Long Island Wealth Management, Inc.
DECREASED158,878161,364-2,486-2%$5.2M$5.2M+$38.0K2026-10-20
Commonwealth Equity Services, LLC
INCREASED90,12890,005+123+0%$2.9M$3.0M+$71.1K2026-11-02
Concurrent Investment Advisors, LLC
NEW70,992—+70,992——$2.3M—2026-10-16
Spire Wealth Management
DECREASED70,98982,733-11,744-14%$2.7M$2.3M-$325.8K2026-10-30
JIM Saulnier & Associates, LLC
DECREASED69,22784,492-15,265-18%$2.7M$2.3M-$441.3K2026-11-04
Kestra Advisory Services, LLC
DECREASED28,56229,062-500-2%$938.2K$943.4K+$5.1K2026-11-02
Kestra Private Wealth Services, LLC
UNCHANGED11,41711,41700%$368.6K$377.1K+$8.5K2026-11-06
First Heartland Consultants, Inc.
DECREASED10,30710,457-150-1%$337.6K$340.4K+$2.8K2026-10-08
Independent Financial Group, LLC
UNCHANGED6,4396,43900%$207.9K$212.7K+$4.8K2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED5,0455,04500%$162.9K$166.6K+$3.8K2026-10-23
Lanark Financial, Inc.
UNCHANGED2,4212,42100%$78.2K$80.0K+$1.8K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED50750700%$16.4K$16.7K+$3782026-11-06
Prudential Financial Inc
N/A—469,591-469,591-100%$15.2M———
Compass Advisory Group LLC
N/A—308,421-308,421-100%$10.0M———
American Asset Management Inc.
N/A—146,757-146,757-100%$4.7M———
Centaurus Financial, Inc.
N/A—70,638-70,638-100%$2.3M———
Kintra Wealth, LLC
N/A—15,767-15,767-100%$517.9K———
Cetera Investment Advisers
N/A—12,318-12,318-100%$397.7K———
Raymond James Financial Inc
N/A—6,827-6,827-100%$220.4K———
BFC Planning, Inc.
N/A—3,793-3,793-100%$122.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,793-3,793-100%$122.5K———
Royal Bank of Canada
N/A—3,013-3,013-100%$97.0K———
ST Germain D J Co Inc
N/A—576-576-100%$18.6K———
Showing 24 of 24 institutions