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

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
INCREASED
Shares114,303 from 55,826
Change+58,477 (+105%)
Value$3.6M (+$1.9M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares94,624
Change+94,624
Value$3.0M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares94,624 from 80,872
Change+13,752 (+17%)
Value$3.0M (+$473.7K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares65,738 from 55,095
Change+10,643 (+19%)
Value$2.1M (+$362.5K)
Filed 2026-11-02
Blue Water Asset Management
NEW
Shares33,392
Change+33,392
Value$1.0M
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW
Shares18,712
Change+18,712
Value$587
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares13,419
Change+13,419
Value$421.2K
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED
Shares4,649 from 1,547
Change+3,102 (+201%)
Value$145.9K (+$98.2K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$4.2K (+$69)
Filed 2026-11-06
Prudential Financial Inc
N/A
Shares— from 491,106
Change-491,106 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 42,561
Change-42,561 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,659
Change-14,659 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,752
Change-10,752 (-100%)
Value—
Status
JIM Saulnier & Associates, LLC
INCREASED114,30355,826+58,477+105%$1.7M$3.6M+$1.9M2026-11-04
Concurrent Investment Advisors, LLC
NEW94,624—+94,624——$3.0M—2026-10-16
Spire Wealth Management
INCREASED94,62480,872+13,752+17%$2.5M$3.0M+$473.7K2026-10-30
Commonwealth Equity Services, LLC
INCREASED65,73855,095+10,643+19%$1.7M$2.1M+$362.5K2026-11-02
Blue Water Asset Management
NEW33,392—+33,392——$1.0M—2026-11-04
Cambridge Investment Research Advisors, Inc.
NEW18,712—+18,712——$587—2026-11-02
Kestra Advisory Services, LLC
NEW13,419—+13,419——$421.2K—2026-11-02
Dhjj Financial Advisors, Ltd.
INCREASED4,6491,547+3,102+201%$47.8K$145.9K+$98.2K2026-10-23
PNC Financial Services Group, Inc.
UNCHANGED13413400%$4.1K$4.2K+$692026-11-06
Prudential Financial Inc
N/A—491,106-491,106-100%$15.2M———
American Asset Management Inc.
N/A—42,561-42,561-100%$1.3M———
Kintra Wealth, LLC
N/A—14,659-14,659-100%$458.7K———
Susquehanna International Group, LLP
N/A—10,752-10,752-100%$332.0K———
Showing 13 of 13 institutions