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

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
Shares154,475 from 154,475
Change0 (0%)
Value$4.9M (+$95.9K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares61,789
Change+61,789
Value$2.0M
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares58,807 from 63,714
Change-4,907 (-8%)
Value$1.9M (-$116.5K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares33,374 from 40,049
Change-6,675 (-17%)
Value$1.1M (-$187.4K)
Filed 2026-11-02
Blue Water Asset Management
DECREASED
Shares15,881 from 24,045
Change-8,164 (-34%)
Value$505.0K (-$244.7K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED
Shares15,587 from 15,587
Change0 (0%)
Value$495.7K (+$9.7K)
Filed 2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares3,821 from 3,821
Change0 (0%)
Value$121.5K (+$2.4K)
Filed 2026-10-23
Prudential Financial Inc
N/A
Shares— from 487,637
Change-487,637 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 67,908
Change-67,908 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 24,219
Change-24,219 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 19,770
Change-19,770 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 18,045
Change-18,045 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,918
Change-13,918 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Status
JIM Saulnier & Associates, LLC
UNCHANGED154,475154,47500%$4.8M$4.9M+$95.9K2026-11-04
Concurrent Investment Advisors, LLC
NEW61,789—+61,789——$2.0M—2026-10-16
Spire Wealth Management
DECREASED58,80763,714-4,907-8%$2.0M$1.9M-$116.5K2026-10-30
Commonwealth Equity Services, LLC
DECREASED33,37440,049-6,675-17%$1.2M$1.1M-$187.4K2026-11-02
Blue Water Asset Management
DECREASED15,88124,045-8,164-34%$749.7K$505.0K-$244.7K2026-11-04
Kestra Private Wealth Services, LLC
UNCHANGED15,58715,58700%$486.0K$495.7K+$9.7K2026-11-06
Dhjj Financial Advisors, Ltd.
UNCHANGED3,8213,82100%$119.1K$121.5K+$2.4K2026-10-23
Prudential Financial Inc
N/A—487,637-487,637-100%$15.2M———
Smith, Moore & Co.
N/A—67,908-67,908-100%$2.1M———
Raymond James Financial Inc
N/A—24,219-24,219-100%$755.1K———
American Asset Management Inc.
N/A—19,770-19,770-100%$616.4K———
Kintra Wealth, LLC
N/A—18,045-18,045-100%$572.7K———
MML Investors Services, LLC
N/A—13,918-13,918-100%$433.9K———
Royal Bank of Canada
N/A—9,938-9,938-100%$310.0K———
Steward Partners Investment Advisory, LLC
N/A—5,193-5,193-100%$161.9K———
Showing 15 of 15 institutions