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Pgim S&P 500 Buff 20 ETF DEC (PBDE)

CUSIP: 69420N759 | NYSE | 32 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Concurrent Investment Advisors, LLC78,346
0.0% of portfolio›$2.5M
Spire Wealth Management78,343
0.1% of portfolio›$2.5M
Blue Water Asset Management68,818
0.7% of portfolio›$2.2M
JIM Saulnier & Associates, LLC37,028
0.5% of portfolio›$1.2M
Kestra Private Wealth Services, LLC37,022
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC31,375
0.0% of portfolio›$994.9K
Kestra Advisory Services, LLC26,950
0.0% of portfolio›$854.6K
Grantvest Financial Group LLC13,079
0.2% of portfolio›$414.7K
Apollon Wealth Management, LLC6,777
0.0% of portfolio›$214.9K
Dhjj Financial Advisors, Ltd.2,079
0.0% of portfolio›$65.9K
Lanark Financial, Inc.1,878
0.0% of portfolio›$59.5K
Creative Financial Designs Inc500
0.0% of portfolio›$15.9K
StyleTurnoverLocationFiled
Concurrent Investment Advisors, LLC
78,346$2.5M0.0%CoreMediumTampa, FL2026-10-16
Spire Wealth Management
78,343$2.5M0.1%GrowthMediumMclean, VA2026-10-30
Blue Water Asset Management
68,818$2.2M0.7%ETFLowGrand Rapids, MI2026-11-04
JIM Saulnier & Associates, LLC
37,028$1.2M0.5%ETFMediumFort Collins, CO2026-11-04
Kestra Private Wealth Services, LLC
37,022$1.2M0.0%GrowthLowAustin, TX2026-11-06
Commonwealth Equity Services, LLC
31,375$994.9K0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
26,950$854.6K0.0%IndexLowAustin, TX2026-11-02
Grantvest Financial Group LLC
13,079$414.7K0.2%ETFLowMatawan, NJ2026-10-21
Apollon Wealth Management, LLC
6,777$214.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Dhjj Financial Advisors, Ltd.
2,079$65.9K0.0%ETFVery LowNaperville, IL2026-10-23
Lanark Financial, Inc.
1,878$59.5K0.0%CoreMediumBirmingham, AL2026-10-26
Creative Financial Designs Inc
500$15.9K0.0%ETFMediumKokomo, IN2026-11-04