IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pgim LA S&P 500 Buf20 ETF-US (PBFR)

CUSIP: 69420N692 | NYSE | 52 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Brucke Financial, Inc.683,189
9.0% of portfolio›$21.4M
Vise Technologies, Inc.666,175
0.2% of portfolio›$20.8M
Apella Capital, LLC405,425
0.2% of portfolio›$12.8M
Kestra Advisory Services, LLC354,549
0.0% of portfolio›$11.1M
AA Financial Advisors, LLC336,243
1.3% of portfolio›$10.5M
Blvd Private Wealth, LLC228,000
5.3% of portfolio›$7.1M
Claro Advisors Inc.60,528
0.2% of portfolio›$1.9M
Commonwealth Equity Services, LLC40,686
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.40,385
0.0% of portfolio›$1.3K
Bank of New York Mellon Corp32,619
0.0% of portfolio›$1.0M
Nicholas Wealth, Llc.32,569
0.5% of portfolio›$1.0M
Wealth Group Ltd30,520
0.2% of portfolio›$957.7K
Dhjj Financial Advisors, Ltd.27,181
0.2% of portfolio›$849.5K
B. Riley Wealth Advisors, Inc.24,169
0.0% of portfolio›$755.4K
Kestra Private Wealth Services, LLC17,001
0.0% of portfolio›$531.4K
Richmond Investment Services, LLC11,930
0.1% of portfolio›$372.9K
Foguth Wealth Management, Llc.11,242
0.0% of portfolio›$352.4K
Long Island Wealth Management, Inc.9,974
0.1% of portfolio›$311.7K
Accurate Wealth Management, LLC9,394
0.0% of portfolio›$296.1K
Parallel Advisors, LLC1,279
0.0% of portfolio›$40.0K
Private Trust Co NA768
0.0% of portfolio›$24.0K
IFP Advisors, Inc239
0.0% of portfolio›$7.5K
StyleTurnoverLocationFiled
Brucke Financial, Inc.
683,189$21.4M9.0%GrowthMediumIndianapolis, IN2026-10-23
Vise Technologies, Inc.
666,175$20.8M0.2%IndexLowNew York, NY2026-10-29
Apella Capital, LLC
405,425$12.8M0.2%ETFVery LowWest Hartford, CT2026-10-08
Kestra Advisory Services, LLC
354,549$11.1M0.0%CoreLowAustin, TX2026-11-02
AA Financial Advisors, LLC
336,243$10.5M1.3%ETFMediumColumbus, OH2026-10-19
Blvd Private Wealth, LLC
228,000$7.1M5.3%CoreMediumProspect, KY2026-10-14
Claro Advisors Inc.
60,528$1.9M0.2%CoreLowBoston, MA2026-11-02
Commonwealth Equity Services, LLC
40,686$1.3M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
40,385$1.3K0.0%ETFLowFairfield, IA2026-11-02
Bank of New York Mellon Corp
32,619$1.0M0.0%CoreLowNew York, NY2026-11-05
Nicholas Wealth, Llc.
32,569$1.0M0.5%GrowthMediumMarietta, GA2026-10-26
Wealth Group Ltd
30,520$957.7K0.2%ETFLowEden Prairie, MN2026-10-07
Dhjj Financial Advisors, Ltd.
27,181$849.5K0.2%ETFVery LowNaperville, IL2026-10-23
B. Riley Wealth Advisors, Inc.
24,169$755.4K0.0%GrowthLowMemphis, TN2026-10-13
Kestra Private Wealth Services, LLC
17,001$531.4K0.0%GrowthLowAustin, TX2026-10-30
Richmond Investment Services, LLC
11,930$372.9K0.1%ETFLowMequon, WI2026-10-29
Foguth Wealth Management, Llc.
11,242$352.4K0.0%ETFHighBrighton, MI2026-10-19
Long Island Wealth Management, Inc.
9,974$311.7K0.1%ETFLowMelville, NY2026-10-20
Accurate Wealth Management, LLC
9,394$296.1K0.0%CoreMediumWesley Chapel, FL2026-10-20
Parallel Advisors, LLC
1,279$40.0K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
768$24.0K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
239$7.5K0.0%GrowthLowTampa, FL2026-10-16