OCTP Institutional Ownership & Shareholders
PGIM S&P 500 BUFFER 12-OCT (OCTP) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Prudential Financial Inc is currently the largest disclosed institutional shareholder of OCTP tracked by InsiderSet, reporting ownership valued at approximately $17.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.21M, representing an estimated gain of +3.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed OCTP value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Castellan Group, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 12-OCT (OCTP).
This page ranks the largest institutional OCTP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$24.72M
Largest Holder
Prudential Financial Inc
Largest Position
$17.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prudential Financial Inc | 0.02% | 545,220 | $17,621,510 | $18,210,348 | +$588,838 | +3.34% | |
| Castellan Group | 0.31% | 78,480 | $2,631,042 | $2,621,232 | -$9,810 | -0.37% | |
| Newedge Advisors, Llc | 0.00% | 25,020 | $808,709 | $835,668 | +$26,959 | +3.33% | |
| Blue Water Asset Management | 0.25% | 24,433 | $789,736 | $816,062 | +$26,326 | +3.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,334 | $514,070 | $512,156 | -$1,914 | -0.37% | |
| Kintra Wealth, Llc | 0.02% | 9,297 | $307,405 | $310,520 | +$3,115 | +1.01% | |
| Cypress Financial Planning Llc | 0.08% | 8,696 | $291,532 | $290,446 | -$1,086 | -0.37% | |
| Concurrent Investment Advisors, Llc | 0.00% | 8,285 | $277,755 | $276,719 | -$1,036 | -0.37% | |
| Spire Wealth Management | 0.01% | 8,024 | $269,038 | $268,002 | -$1,036 | -0.39% | |
| Royal Bank Of Canada | 0.00% | 8,324 | $269,000 | $278,022 | +$9,022 | +3.35% | |
| Raymond James Financial Inc | 0.00% | 7,547 | $243,938 | $252,070 | +$8,132 | +3.33% | |
| Kestra Advisory Services, Llc | 0.00% | 6,720 | $225,288 | $224,448 | -$840 | -0.37% | |
| Pnc Financial Services Group, Inc. | 0.00% | 5,379 | $173,863 | $179,659 | +$5,796 | +3.33% | |
| Dhjj Financial Advisors, Ltd. | 0.03% | 3,376 | $113,181 | $112,758 | -$423 | -0.37% | |
| Parallel Advisors, Llc | 0.00% | 1,904 | $63,833 | $63,594 | -$239 | -0.38% | |
| Ameritas Advisory Services, Llc | 0.00% | 1,278 | $41,308 | $42,685 | +$1,377 | +3.33% | |
| Ubs Group Ag | 0.00% | 1,157 | $37,397 | $38,644 | +$1,247 | +3.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 671 | $21,688 | $22,411 | +$723 | +3.34% | |
| Harbour Investments, Inc. | 0.00% | 500 | $16,161 | $16,700 | +$539 | +3.34% |
Frequently asked questions about OCTP
Who are the largest institutional holders of OCTP?
The largest institutional holders of OCTP reported in the latest SEC Form 13F filings include Prudential Financial Inc, Castellan Group, Newedge Advisors, Llc, Blue Water Asset Management, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported OCTP position.
What is OCTP institutional ownership?
This page tracks OCTP positions reported by institutional investment managers through SEC Form 13F. PGIM S&P 500 BUFFER 12-OCT (OCTP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OCTP?
InsiderSet currently tracks 19 institutional managers reporting OCTP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OCTP shareholders.
How much OCTP stock do institutions own?
Institutional investment managers disclosed approximately $24.72M in OCTP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OCTP institutional ownership last updated?
The latest OCTP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OCTP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OCTP position after the reporting date.
Are institutions buying or selling OCTP?
Institutional buying and selling can be analyzed by comparing OCTP positions across consecutive 13F reporting periods. InsiderSet's OCTP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OCTP ownership changes.
How has OCTP institutional ownership changed over time?
InsiderSet tracks OCTP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.