PBDE Institutional Ownership & Shareholders
PGIM S&P 500 BUFFER 20-DEC (PBDE) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.70M 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 PBDE 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 $15.53M, representing an estimated gain of +2.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed PBDE value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Raymond James Financial Inc, Concurrent Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 20-DEC (PBDE).
This page ranks the largest institutional PBDE 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
20
Total Reported Value
$37.70M
Largest Holder
Prudential Financial Inc
Largest Position
$15.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
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% | 489,984 | $15,160,105 | $15,528,622 | +$368,517 | +2.43% | |
| Raymond James Financial Inc | 0.00% | 250,757 | $7,760,654 | $7,947,016 | +$186,362 | +2.40% | |
| Concurrent Investment Advisors, Llc | 0.02% | 78,346 | $2,484,265 | $2,482,949 | -$1,316 | -0.05% | |
| Spire Wealth Management | 0.08% | 78,343 | $2,484,265 | $2,482,854 | -$1,411 | -0.06% | |
| Blue Water Asset Management | 0.69% | 69,013 | $2,135,876 | $2,187,167 | +$51,291 | +2.40% | |
| Jim Saulnier & Associates, Llc | 0.49% | 39,721 | $1,229,321 | $1,258,842 | +$29,521 | +2.40% | |
| Kestra Private Wealth Services, Llc | 0.01% | 37,022 | $1,173,927 | $1,173,305 | -$622 | -0.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,375 | $994,870 | $994,340 | -$530 | -0.05% | |
| Kestra Advisory Services, Llc | 0.00% | 26,950 | $854,555 | $854,102 | -$453 | -0.05% | |
| Cetera Investment Advisers | 0.00% | 18,857 | $583,603 | $597,618 | +$14,015 | +2.40% | |
| Envestnet Asset Management Inc | 0.00% | 18,761 | $580,632 | $594,575 | +$13,943 | +2.40% | |
| Kintra Wealth, Llc | 0.03% | 17,945 | $565,806 | $568,715 | +$2,909 | +0.51% | |
| Grantvest Financial Group Llc | 0.24% | 13,079 | $414,721 | $414,501 | -$220 | -0.05% | |
| Royal Bank Of Canada | 0.00% | 10,611 | $328,000 | $336,285 | +$8,285 | +2.53% | |
| Bcgm Wealth Management, Llc | 0.06% | 9,903 | $306,487 | $313,847 | +$7,360 | +2.40% | |
| Bluestem Wealth Partners, Llc | 0.03% | 9,395 | $290,765 | $297,747 | +$6,982 | +2.40% | |
| Apollon Wealth Management, Llc | 0.00% | 6,777 | $214,891 | $214,777 | -$114 | -0.05% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 2,079 | $65,923 | $65,888 | -$35 | -0.05% | |
| Nbc Securities, Inc. | 0.00% | 1,878 | $59,549 | $59,518 | -$31 | -0.05% | |
| Creative Financial Designs Inc | 0.00% | 500 | $15,474 | $15,846 | +$372 | +2.40% |
Frequently asked questions about PBDE
Who are the largest institutional holders of PBDE?
The largest institutional holders of PBDE reported in the latest SEC Form 13F filings include Prudential Financial Inc, Raymond James Financial Inc, Concurrent Investment Advisors, Llc, Spire Wealth Management, and Blue Water Asset Management. InsiderSet ranks institutional holders by their latest reported PBDE position.
What is PBDE institutional ownership?
This page tracks PBDE positions reported by institutional investment managers through SEC Form 13F. PGIM S&P 500 BUFFER 20-DEC (PBDE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBDE?
InsiderSet currently tracks 20 institutional managers reporting PBDE 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 PBDE shareholders.
How much PBDE stock do institutions own?
Institutional investment managers disclosed approximately $37.70M in PBDE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBDE institutional ownership last updated?
The latest PBDE 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 PBDE 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 PBDE position after the reporting date.
Are institutions buying or selling PBDE?
Institutional buying and selling can be analyzed by comparing PBDE positions across consecutive 13F reporting periods. InsiderSet's PBDE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBDE ownership changes.
How has PBDE institutional ownership changed over time?
InsiderSet tracks PBDE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.