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Pgim S&p500 Buf20 ETF Jun-US (PBJN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares232,124 from 242,055
Change-9,931 (-4%)
Value$7.3M (-$181.2K)
Filed 2026-11-02
JIM Saulnier & Associates, LLC
DECREASED
Shares147,326 from 147,369
Change-43 (0%)
Value$4.6M (+$78.1K)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares75,754 from 77,824
Change-2,070 (-3%)
Value$2.4M (-$23.0K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
NEW
Shares58,134
Change+58,134
Value$1.8M
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares39,980 from 28,388
Change+11,592 (+41%)
Value$1.3M (+$379.0K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares38,088 from 38,093
Change-5 (0%)
Value$1.2M (+$20.4K)
Filed 2026-11-06
Blue Water Asset Management
UNCHANGED
Shares33,441 from 33,441
Change0 (0%)
Value$1.0M (+$18.0K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares17,622 from 17,622
Change0 (0%)
Value$553.0K (+$9.5K)
Filed 2026-10-30
NBZ Investment Advisors LLC
UNCHANGED
Shares11,197 from 11,197
Change0 (0%)
Value$351.3K (+$6.0K)
Filed 2026-10-30
Three Seasons Wealth, LLC
UNCHANGED
Shares9,146 from 9,146
Change0 (0%)
Value$287.0K (+$4.9K)
Filed 2026-11-03
IFS Advisors, LLC
NEW
Shares8,311
Change+8,311
Value$260.8K
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4,538 from 4,538
Change0 (0%)
Value$142.4K (+$2.4K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares1,779 from 1,778
Change+1 (+0%)
Value$55.8K (+$958)
Filed 2026-11-03
PNC Financial Services Group, Inc.
INCREASED
Shares1,445 from 1,388
Change+57 (+4%)
Value$45.3K (+$2.5K)
Filed 2026-11-06
Prudential Financial Inc
N/A
Shares— from 491,406
Change-491,406 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 125,329
Change-125,329 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 41,980
Change-41,980 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 27,136
Change-27,136 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 21,881
Change-21,881 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 21,040
Change-21,040 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 14,596
Change-14,596 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,173
Change-5,173 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED232,124242,055-9,931-4%$7.5M$7.3M-$181.2K2026-11-02
JIM Saulnier & Associates, LLC
DECREASED147,326147,369-430%$4.5M$4.6M+$78.1K2026-11-04
Spire Wealth Management
DECREASED75,75477,824-2,070-3%$2.4M$2.4M-$23.0K2026-10-30
Concurrent Investment Advisors, LLC
NEW58,134—+58,134——$1.8M—2026-10-16
Kestra Advisory Services, LLC
INCREASED39,98028,388+11,592+41%$875.5K$1.3M+$379.0K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED38,08838,093-50%$1.2M$1.2M+$20.4K2026-11-06
Blue Water Asset Management
UNCHANGED33,44133,44100%$1.0M$1.0M+$18.0K2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED17,62217,62200%$543.5K$553.0K+$9.5K2026-10-30
NBZ Investment Advisors LLC
UNCHANGED11,19711,19700%$345.3K$351.3K+$6.0K2026-10-30
Three Seasons Wealth, LLC
UNCHANGED9,1469,14600%$282.1K$287.0K+$4.9K2026-11-03
IFS Advisors, LLC
NEW8,311—+8,311——$260.8K—2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED4,5384,53800%$140.0K$142.4K+$2.4K2026-10-23
Parallel Advisors, LLC
INCREASED1,7791,778+1+0%$54.9K$55.8K+$9582026-11-03
PNC Financial Services Group, Inc.
INCREASED1,4451,388+57+4%$42.8K$45.3K+$2.5K2026-11-06
Prudential Financial Inc
N/A—491,406-491,406-100%$15.2M———
Raymond James Financial Inc
N/A—125,329-125,329-100%$3.9M———
American Asset Management Inc.
N/A—41,980-41,980-100%$1.3M———
Kintra Wealth, LLC
N/A—27,136-27,136-100%$854.5K———
Cetera Investment Advisers
N/A—21,881-21,881-100%$674.8K———
Centaurus Financial, Inc.
N/A—21,040-21,040-100%$649.0K———
Smith, Moore & Co.
N/A—14,596-14,596-100%$450.1K———
MML Investors Services, LLC
N/A—9,799-9,799-100%$302.2K———
Royal Bank of Canada
N/A—7,434-7,434-100%$229.0K———
Steward Partners Investment Advisory, LLC
N/A—5,173-5,173-100%$159.5K———
Showing 24 of 24 institutions