PBAU Institutional Ownership & Shareholders
PGIM S&P 500 BUFFER 20-AUG (PBAU) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.11M 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 PBAU tracked by InsiderSet, reporting ownership valued at approximately $15.16M 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 $15.58M, representing an estimated gain of +2.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed PBAU value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Jim Saulnier & Associates, Llc, Concurrent Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 20-AUG (PBAU).
This page ranks the largest institutional PBAU 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
18
Total Reported Value
$28.11M
Largest Holder
Prudential Financial Inc
Largest Position
$15.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
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% | 482,514 | $15,155,765 | $15,583,465 | +$427,700 | +2.82% | |
| Jim Saulnier & Associates, Llc | 1.22% | 96,541 | $3,033,309 | $3,117,927 | +$84,618 | +2.79% | |
| Concurrent Investment Advisors, Llc | 0.01% | 51,502 | $1,652,895 | $1,663,329 | +$10,434 | +0.63% | |
| Spire Wealth Management | 0.05% | 51,508 | $1,652,895 | $1,663,523 | +$10,628 | +0.64% | |
| Kintra Wealth, Llc | 0.08% | 47,574 | $1,527,601 | $1,536,469 | +$8,868 | +0.58% | |
| Kestra Advisory Services, Llc | 0.00% | 35,279 | $1,132,237 | $1,139,385 | +$7,148 | +0.63% | |
| American Asset Management Inc. | 0.71% | 27,719 | $870,928 | $895,224 | +$24,296 | +2.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,845 | $476,430 | $479,440 | +$3,010 | +0.63% | |
| Kestra Private Wealth Services, Llc | 0.00% | 14,020 | $449,955 | $452,796 | +$2,841 | +0.63% | |
| Old Mission Capital Llc | 0.01% | 11,094 | $348,572 | $358,296 | +$9,724 | +2.79% | |
| Blue Water Asset Management | 0.11% | 10,483 | $329,375 | $338,563 | +$9,188 | +2.79% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,053 | $253,024 | $260,083 | +$7,059 | +2.79% | |
| Dhjj Financial Advisors, Ltd. | 0.07% | 7,405 | $237,655 | $239,155 | +$1,500 | +0.63% | |
| Harbour Investments, Inc. | 0.00% | 5,559 | $174,663 | $179,536 | +$4,873 | +2.79% | |
| Royal Bank Of Canada | 0.00% | 4,343 | $136,000 | $140,263 | +$4,263 | +3.13% | |
| Ubs Group Ag | 0.00% | 2,786 | $87,536 | $89,978 | +$2,442 | +2.79% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,285 | $40,375 | $41,501 | +$1,126 | +2.79% | |
| Sunrise Financial Services, Llc | 0.01% | 520 | $16,689 | $16,794 | +$105 | +0.63% |
Frequently asked questions about PBAU
Who are the largest institutional holders of PBAU?
The largest institutional holders of PBAU reported in the latest SEC Form 13F filings include Prudential Financial Inc, Jim Saulnier & Associates, Llc, Concurrent Investment Advisors, Llc, Spire Wealth Management, and Kintra Wealth, Llc. InsiderSet ranks institutional holders by their latest reported PBAU position.
What is PBAU institutional ownership?
This page tracks PBAU positions reported by institutional investment managers through SEC Form 13F. PGIM S&P 500 BUFFER 20-AUG (PBAU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBAU?
InsiderSet currently tracks 18 institutional managers reporting PBAU 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 PBAU shareholders.
How much PBAU stock do institutions own?
Institutional investment managers disclosed approximately $28.11M in PBAU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBAU institutional ownership last updated?
The latest PBAU 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 PBAU 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 PBAU position after the reporting date.
Are institutions buying or selling PBAU?
Institutional buying and selling can be analyzed by comparing PBAU positions across consecutive 13F reporting periods. InsiderSet's PBAU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBAU ownership changes.
How has PBAU institutional ownership changed over time?
InsiderSet tracks PBAU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.