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

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Concurrent Investment Advisors, LLC
NEW
Shares78,346
Change+78,346
Value$2.5M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares78,343 from 83,448
Change-5,105 (-6%)
Value$2.5M (-$98.5K)
Filed 2026-10-30
Blue Water Asset Management
DECREASED
Shares68,818 from 69,013
Change-195 (0%)
Value$2.2M (+$46.3K)
Filed 2026-11-04
JIM Saulnier & Associates, LLC
DECREASED
Shares37,028 from 39,721
Change-2,693 (-7%)
Value$1.2M (-$55.2K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED
Shares37,022 from 37,022
Change0 (0%)
Value$1.2M (+$28.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares31,375 from 38,186
Change-6,811 (-18%)
Value$994.9K (-$186.9K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares26,950 from 30,550
Change-3,600 (-12%)
Value$854.6K (-$90.9K)
Filed 2026-11-02
Grantvest Financial Group LLC
UNCHANGED
Shares13,079 from 13,079
Change0 (0%)
Value$414.7K (+$9.9K)
Filed 2026-10-21
Apollon Wealth Management, LLC
NEW
Shares6,777
Change+6,777
Value$214.9K
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2,079 from 2,079
Change0 (0%)
Value$65.9K (+$1.6K)
Filed 2026-10-23
Lanark Financial, Inc.
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$59.5K (+$1.4K)
Filed 2026-10-26
Creative Financial Designs Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$15.9K (+$380)
Filed 2026-11-04
Kestra Investment Management, LLC
CLOSED
Shares0 from 18,761
Change-18,761 (-100%)
Value$0 (-$580.6K)
Filed 2026-11-04
Prudential Financial Inc
N/A
Shares— from 489,984
Change-489,984 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 250,757
Change-250,757 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,857
Change-18,857 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,761
Change-18,761 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 17,945
Change-17,945 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 9,903
Change-9,903 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 9,395
Change-9,395 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,558
Change-5,558 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,558
Change-5,558 (-100%)
Value—
Status
Concurrent Investment Advisors, LLC
NEW78,346—+78,346——$2.5M—2026-10-16
Spire Wealth Management
DECREASED78,34383,448-5,105-6%$2.6M$2.5M-$98.5K2026-10-30
Blue Water Asset Management
DECREASED68,81869,013-1950%$2.1M$2.2M+$46.3K2026-11-04
JIM Saulnier & Associates, LLC
DECREASED37,02839,721-2,693-7%$1.2M$1.2M-$55.2K2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED37,02237,02200%$1.1M$1.2M+$28.1K2026-11-06
Commonwealth Equity Services, LLC
DECREASED31,37538,186-6,811-18%$1.2M$994.9K-$186.9K2026-11-02
Kestra Advisory Services, LLC
DECREASED26,95030,550-3,600-12%$945.5K$854.6K-$90.9K2026-11-02
Grantvest Financial Group LLC
UNCHANGED13,07913,07900%$404.8K$414.7K+$9.9K2026-10-21
Apollon Wealth Management, LLC
NEW6,777—+6,777——$214.9K—2026-10-23
Dhjj Financial Advisors, Ltd.
UNCHANGED2,0792,07900%$64.3K$65.9K+$1.6K2026-10-23
Lanark Financial, Inc.
UNCHANGED1,8781,87800%$58.1K$59.5K+$1.4K2026-10-26
Creative Financial Designs Inc
UNCHANGED50050000%$15.5K$15.9K+$3802026-11-04
Kestra Investment Management, LLC
CLOSED018,761-18,761-100%$580.6K$0-$580.6K2026-11-04
Prudential Financial Inc
N/A—489,984-489,984-100%$15.2M———
Raymond James Financial Inc
N/A—250,757-250,757-100%$7.8M———
Cetera Investment Advisers
N/A—18,857-18,857-100%$583.6K———
Envestnet Asset Management Inc
N/A—18,761-18,761-100%$580.6K———
Kintra Wealth, LLC
N/A—17,945-17,945-100%$565.8K———
Royal Bank of Canada
N/A—10,611-10,611-100%$328.0K———
Bcgm Wealth Management, LLC
N/A—9,903-9,903-100%$306.5K———
BlueStem Wealth Partners, LLC
N/A—9,395-9,395-100%$290.8K———
BFC Planning, Inc.
N/A—5,558-5,558-100%$172.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,558-5,558-100%$172.0K———
Showing 23 of 23 institutions