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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares749,333 from 447,434
Change+301,899 (+67%)
Value$23.4M (+$9.7M)
Filed 2026-11-06
Brucke Financial, Inc.
INCREASED
Shares683,189 from 671,663
Change+11,526 (+2%)
Value$21.4M (+$773.3K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares666,175 from 648,381
Change+17,794 (+3%)
Value$20.8M (+$954.9K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares405,425 from 397,660
Change+7,765 (+2%)
Value$12.8M (+$570.6K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares354,549 from 353,257
Change+1,292 (+0%)
Value$11.1M (+$257.6K)
Filed 2026-11-02
AA Financial Advisors, LLC
DECREASED
Shares336,243 from 336,791
Change-548 (0%)
Value$10.5M (+$190.0K)
Filed 2026-10-19
Blvd Private Wealth, LLC
INCREASED
Shares228,000 from 206,019
Change+21,981 (+11%)
Value$7.1M (+$813.7K)
Filed 2026-10-14
Claro Advisors Inc.
INCREASED
Shares60,528 from 56,299
Change+4,229 (+8%)
Value$1.9M (+$166.8K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares40,686 from 13,944
Change+26,742 (+192%)
Value$1.3M (+$844.4K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares40,385 from 24,373
Change+16,012 (+66%)
Value$1.3K (-$745.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares32,619 from 13,753
Change+18,866 (+137%)
Value$1.0M (+$598.1K)
Filed 2026-11-05
Nicholas Wealth, Llc.
INCREASED
Shares32,569 from 25,402
Change+7,167 (+28%)
Value$1.0M (+$239.6K)
Filed 2026-10-26
Wealth Group Ltd
INCREASED
Shares30,520 from 28,075
Change+2,445 (+9%)
Value$957.7K (+$97.5K)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
INCREASED
Shares27,181 from 26,334
Change+847 (+3%)
Value$849.5K (+$42.7K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
NEW
Shares24,169
Change+24,169
Value$755.4K
Filed 2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED
Shares17,001 from 17,001
Change0 (0%)
Value$531.4K (+$10.5K)
Filed 2026-11-06
Richmond Investment Services, LLC
INCREASED
Shares11,930 from 11,737
Change+193 (+2%)
Value$372.9K (+$13.2K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
DECREASED
Shares11,242 from 254,791
Change-243,549 (-96%)
Value$352.4K (-$7.5M)
Filed 2026-10-19
Long Island Wealth Management, Inc.
UNCHANGED
Shares9,974 from 9,974
Change0 (0%)
Value$311.7K (+$6.1K)
Filed 2026-10-20
Accurate Wealth Management, LLC
INCREASED
Shares9,394 from 7,543
Change+1,851 (+25%)
Value$296.1K (+$63.9K)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares4,274 from 3,942
Change+332 (+8%)
Value$133.6K (+$12.8K)
Filed 2026-11-06
Parallel Advisors, LLC
NEW
Shares1,279
Change+1,279
Value$40.0K
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares768 from 617
Change+151 (+24%)
Value$24.0K (+$5.1K)
Filed 2026-10-20
IFP Advisors, Inc
NEW
Shares239
Change+239
Value$7.5K
Filed 2026-10-16
Janney Montgomery Scott LLC
N/A
Shares— from 242,829
Change-242,829 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 187,774
Change-187,774 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 181,878
Change-181,878 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 163,434
Change-163,434 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 123,065
Change-123,065 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 117,423
Change-117,423 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 93,986
Change-93,986 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 66,632
Change-66,632 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 59,232
Change-59,232 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 55,372
Change-55,372 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,777
Change-20,777 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,473
Change-16,473 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,753
Change-13,753 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 13,518
Change-13,518 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,679
Change-10,679 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,508
Change-6,508 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,409
Change-3,409 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
UBS Group AG
N/A
Shares— from 155
Change-155 (-100%)
Value—
Status
LPL Financial LLC
INCREASED749,333447,434+301,899+67%$13.7M$23.4M+$9.7M2026-11-06
Brucke Financial, Inc.
INCREASED683,189671,663+11,526+2%$20.6M$21.4M+$773.3K2026-10-23
Vise Technologies, Inc.
INCREASED666,175648,381+17,794+3%$19.9M$20.8M+$954.9K2026-10-29
Apella Capital, LLC
INCREASED405,425397,660+7,765+2%$12.2M$12.8M+$570.6K2026-10-08
Kestra Advisory Services, LLC
INCREASED354,549353,257+1,292+0%$10.8M$11.1M+$257.6K2026-11-02
AA Financial Advisors, LLC
DECREASED336,243336,791-5480%$10.3M$10.5M+$190.0K2026-10-19
Blvd Private Wealth, LLC
INCREASED228,000206,019+21,981+11%$6.3M$7.1M+$813.7K2026-10-14
Claro Advisors Inc.
INCREASED60,52856,299+4,229+8%$1.7M$1.9M+$166.8K2026-11-02
Commonwealth Equity Services, LLC
INCREASED40,68613,944+26,742+192%$427.2K$1.3M+$844.4K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED40,38524,373+16,012+66%$747.0K$1.3K-$745.7K2026-11-02
Bank of New York Mellon Corp
INCREASED32,61913,753+18,866+137%$421.4K$1.0M+$598.1K2026-11-05
Nicholas Wealth, Llc.
INCREASED32,56925,402+7,167+28%$778.3K$1.0M+$239.6K2026-10-26
Wealth Group Ltd
INCREASED30,52028,075+2,445+9%$860.2K$957.7K+$97.5K2026-10-07
Dhjj Financial Advisors, Ltd.
INCREASED27,18126,334+847+3%$806.9K$849.5K+$42.7K2026-10-23
B. Riley Wealth Advisors, Inc.
NEW24,169—+24,169——$755.4K—2026-10-13
Kestra Private Wealth Services, LLC
UNCHANGED17,00117,00100%$520.9K$531.4K+$10.5K2026-11-06
Richmond Investment Services, LLC
INCREASED11,93011,737+193+2%$359.6K$372.9K+$13.2K2026-10-29
Foguth Wealth Management, Llc.
DECREASED11,242254,791-243,549-96%$7.8M$352.4K-$7.5M2026-10-19
Long Island Wealth Management, Inc.
UNCHANGED9,9749,97400%$305.6K$311.7K+$6.1K2026-10-20
Accurate Wealth Management, LLC
INCREASED9,3947,543+1,851+25%$232.2K$296.1K+$63.9K2026-10-20
PNC Financial Services Group, Inc.
INCREASED4,2743,942+332+8%$120.8K$133.6K+$12.8K2026-11-06
Parallel Advisors, LLC
NEW1,279—+1,279——$40.0K—2026-11-03
Private Trust Co NA
INCREASED768617+151+24%$18.9K$24.0K+$5.1K2026-10-20
IFP Advisors, Inc
NEW239—+239——$7.5K—2026-10-16
Janney Montgomery Scott LLC
N/A—242,829-242,829-100%$7.4M———
Cetera Investment Advisers
N/A—187,774-187,774-100%$5.8M———
Raymond James Financial Inc
N/A—181,878-181,878-100%$5.6M———
Centaurus Financial, Inc.
N/A—163,434-163,434-100%$5.0M———
Integrated Wealth Concepts LLC
N/A—123,065-123,065-100%$3.8M———
OneDigital Investment Advisors LLC
N/A—117,423-117,423-100%$3.6M———
Tradition Wealth Management, LLC
N/A—93,986-93,986-100%$2.9M———
Perennial Investment Advisors, LLC
N/A—66,632-66,632-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—59,232-59,232-100%$1.8M———
AssuredPartners Investment Advisors, LLC
N/A—55,372-55,372-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—20,777-20,777-100%$636.6K———
Steward Partners Investment Advisory, LLC
N/A—16,473-16,473-100%$504.7K———
Capital Analysts, LLC
N/A—13,753-13,753-100%$421.0K———
Compass Advisory Group LLC
N/A—13,518-13,518-100%$414.2K———
Private Advisor Group, LLC
N/A—10,679-10,679-100%$327.2K———
IHT Wealth Management, LLC
N/A—8,482-8,482-100%$259.9K———
Jane Street Group, LLC
N/A—6,989-6,989-100%$214.1K———
BFC Planning, Inc.
N/A—6,508-6,508-100%$199.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,508-6,508-100%$199.4K———
Osaic Holdings, Inc.
N/A—5,859-5,859-100%$179.5K———
Royal Bank of Canada
N/A—3,409-3,409-100%$104.0K———
Harbour Investments, Inc.
N/A—3,045-3,045-100%$93.3K———
UBS Group AG
N/A—155-155-100%$4.7K———
Showing 47 of 47 institutions