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Pgim S&P 500 Buffer 12 ETF - (JULP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dhjj Financial Advisors, Ltd.
INCREASED
Shares16,463 from 10,195
Change+6,268 (+61%)
Value$549.1K (+$216.5K)
Filed 2026-10-23
Grantvest Financial Group LLC
NEW
Shares15,851
Change+15,851
Value$528.7K
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares11,941 from 26,582
Change-14,641 (-55%)
Value$398.3K (-$469.1K)
Filed 2026-10-16
Apollon Wealth Management, LLC
NEW
Shares8,916
Change+8,916
Value$297.4K
Filed 2026-10-23
Kestra Advisory Services, LLC
NEW
Shares6,775
Change+6,775
Value$226.0K
Filed 2026-11-02
Parallel Advisors, LLC
NEW
Shares2,303
Change+2,303
Value$76.8K
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares2,166 from 600
Change+1,566 (+261%)
Value$72.2K (+$52.7K)
Filed 2026-11-06
Harbour Investments, Inc.
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$5.1K (+$111)
Filed 2026-11-09
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 44,094
Change-44,094 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
UBS Group AG
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$131)
Filed 2026-11-10
Prudential Financial Inc
N/A
Shares— from 539,152
Change-539,152 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 52,860
Change-52,860 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,632
Change-21,632 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,361
Change-9,361 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Status
Dhjj Financial Advisors, Ltd.
INCREASED16,46310,195+6,268+61%$332.7K$549.1K+$216.5K2026-10-23
Grantvest Financial Group LLC
NEW15,851—+15,851——$528.7K—2026-10-21
Concurrent Investment Advisors, LLC
DECREASED11,94126,582-14,641-55%$867.4K$398.3K-$469.1K2026-10-16
Apollon Wealth Management, LLC
NEW8,916—+8,916——$297.4K—2026-10-23
Kestra Advisory Services, LLC
NEW6,775—+6,775——$226.0K—2026-11-02
Parallel Advisors, LLC
NEW2,303—+2,303——$76.8K—2026-11-03
PNC Financial Services Group, Inc.
INCREASED2,166600+1,566+261%$19.6K$72.2K+$52.7K2026-11-06
Harbour Investments, Inc.
UNCHANGED15315300%$5.0K$5.1K+$1112026-11-09
Commonwealth Equity Services, LLC
CLOSED044,094-44,094-100%$1.4M$0-$1.4M2026-11-02
UBS Group AG
CLOSED04-4-100%$131$0-$1312026-11-10
Prudential Financial Inc
N/A—539,152-539,152-100%$17.6M———
Centaurus Financial, Inc.
N/A—52,860-52,860-100%$1.7M———
Cetera Investment Advisers
N/A—21,632-21,632-100%$705.9K———
NewEdge Advisors, LLC
N/A—9,361-9,361-100%$305.4K———
Royal Bank of Canada
N/A—6,472-6,472-100%$211.0K———
Steward Partners Investment Advisory, LLC
N/A—4,160-4,160-100%$135.7K———
Showing 16 of 16 institutions