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Pgim S&P 500 Buffer 20 ETF - (PBNV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
JIM Saulnier & Associates, LLC
UNCHANGED
Shares112,057 from 112,057
Change0 (0%)
Value$3.6M (+$92.4K)
Filed 2026-11-04
Blue Water Asset Management
DECREASED
Shares102,934 from 114,178
Change-11,244 (-10%)
Value$3.3M (-$263.5K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares74,056
Change+74,056
Value$2.4M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares74,053 from 74,584
Change-531 (-1%)
Value$2.4M (+$45.0K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares37,805 from 37,669
Change+136 (+0%)
Value$1.2M (+$35.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares17,998 from 18,498
Change-500 (-3%)
Value$572.5K (-$646)
Filed 2026-11-02
Cypress Financial Planning LLC
DECREASED
Shares7,051 from 8,938
Change-1,887 (-21%)
Value$224.3K (-$52.6K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,803 from 1,803
Change0 (0%)
Value$57.4K (+$1.5K)
Filed 2026-10-23
Integrity Alliance, Llc.
CLOSED
Shares0 from 9,596
Change-9,596 (-100%)
Value$0 (-$297.3K)
Filed 2026-10-29
Prudential Financial Inc
N/A
Shares— from 489,451
Change-489,451 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,925
Change-14,925 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,788
Change-12,788 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 347
Change-347 (-100%)
Value—
Status
JIM Saulnier & Associates, LLC
UNCHANGED112,057112,05700%$3.5M$3.6M+$92.4K2026-11-04
Blue Water Asset Management
DECREASED102,934114,178-11,244-10%$3.5M$3.3M-$263.5K2026-11-04
Concurrent Investment Advisors, LLC
NEW74,056—+74,056——$2.4M—2026-10-16
Spire Wealth Management
DECREASED74,05374,584-531-1%$2.3M$2.4M+$45.0K2026-10-30
Commonwealth Equity Services, LLC
INCREASED37,80537,669+136+0%$1.2M$1.2M+$35.4K2026-11-02
Kestra Advisory Services, LLC
DECREASED17,99818,498-500-3%$573.1K$572.5K-$6462026-11-02
Cypress Financial Planning LLC
DECREASED7,0518,938-1,887-21%$276.9K$224.3K-$52.6K2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED1,8031,80300%$55.9K$57.4K+$1.5K2026-10-23
Integrity Alliance, Llc.
CLOSED09,596-9,596-100%$297.3K$0-$297.3K2026-10-29
Prudential Financial Inc
N/A—489,451-489,451-100%$15.2M———
Kintra Wealth, LLC
N/A—14,925-14,925-100%$471.6K———
MML Investors Services, LLC
N/A—12,788-12,788-100%$396.2K———
American Asset Management Inc.
N/A—6,947-6,947-100%$215.2K———
Royal Bank of Canada
N/A—1,981-1,981-100%$61.0K———
Osaic Holdings, Inc.
N/A—347-347-100%$10.8K———
Showing 15 of 15 institutions