PBFR Institutional Ownership & Shareholders
PGIM LA S&P 500 BUF20 ETF-US (PBFR) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $159.51M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Brucke Financial, Inc. is currently the largest disclosed institutional shareholder of PBFR tracked by InsiderSet, reporting ownership valued at approximately $21.35M in its September 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 $21.34M, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PBFR value among the investors covered in this analysis. Major shareholders include Brucke Financial, Inc., Vise Technologies, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in PGIM LA S&P 500 BUF20 ETF-US (PBFR).
This page ranks the largest institutional PBFR 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
46
Total Reported Value
$159.51M
Largest Holder
Brucke Financial, Inc.
Largest Position
$21.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brucke Financial, Inc. | 8.96% | 683,189 | $21,353,082 | $21,335,992 | -$17,090 | -0.08% | |
| Vise Technologies, Inc. | 0.17% | 666,175 | $20,821,310 | $20,804,645 | -$16,665 | -0.08% | |
| Lpl Financial Llc | 0.00% | 447,434 | $13,709,378 | $13,973,364 | +$263,986 | +1.93% | |
| Apella Capital, Llc | 0.16% | 405,425 | $12,766,833 | $12,661,423 | -$105,410 | -0.83% | |
| Kestra Advisory Services, Llc | 0.03% | 354,549 | $11,081,431 | $11,072,565 | -$8,866 | -0.08% | |
| Aa Financial Advisors, Llc | 1.25% | 336,243 | $10,509,291 | $10,500,869 | -$8,422 | -0.08% | |
| Financial Connections Group, Inc. | 3.54% | 351,152 | $10,183,000 | $10,966,477 | +$783,477 | +7.69% | |
| Janney Montgomery Scott Llc | 0.01% | 242,829 | $7,440,000 | $7,583,550 | +$143,550 | +1.93% | |
| Blvd Private Wealth, Llc | 5.30% | 228,000 | $7,126,134 | $7,120,440 | -$5,694 | -0.08% | |
| Cetera Investment Advisers | 0.01% | 187,774 | $5,753,406 | $5,864,182 | +$110,776 | +1.93% | |
| Raymond James Financial Inc | 0.00% | 181,878 | $5,572,741 | $5,680,050 | +$107,309 | +1.93% | |
| Centaurus Financial, Inc. | 0.19% | 163,434 | $5,008,000 | $5,104,044 | +$96,044 | +1.92% | |
| Integrated Wealth Concepts Llc | 0.02% | 123,065 | $3,770,710 | $3,843,320 | +$72,610 | +1.93% | |
| Onedigital Investment Advisors Llc | 0.03% | 117,423 | $3,597,839 | $3,667,120 | +$69,281 | +1.93% | |
| Tradition Wealth Management, Llc | 0.18% | 93,986 | $2,879,742 | $2,935,183 | +$55,441 | +1.93% | |
| Perennial Investment Advisors, Llc | 0.14% | 66,632 | $2,041,605 | $2,080,917 | +$39,312 | +1.93% | |
| Claro Advisors Inc. | 0.18% | 60,528 | $1,891,790 | $1,890,289 | -$1,501 | -0.08% | |
| Great Valley Advisor Group, Inc. | 0.03% | 59,232 | $1,815,000 | $1,849,815 | +$34,815 | +1.92% | |
| Assuredpartners Investment Advisors, Llc | 0.16% | 55,372 | $1,696,598 | $1,729,268 | +$32,670 | +1.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,686 | $1,271,630 | $1,270,624 | -$1,006 | -0.08% | |
| Nicholas Wealth, Llc. | 0.53% | 32,569 | $1,017,950 | $1,017,130 | -$820 | -0.08% | |
| Wealth Group Ltd | 0.18% | 30,520 | $957,718 | $953,140 | -$4,578 | -0.48% | |
| Dhjj Financial Advisors, Ltd. | 0.24% | 27,181 | $849,543 | $848,863 | -$680 | -0.08% | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 24,169 | $755,404 | $754,798 | -$606 | -0.08% | |
| Kingsview Wealth Management, Llc | 0.01% | 20,777 | $636,607 | $648,866 | +$12,259 | +1.93% | |
| Kestra Private Wealth Services, Llc | 0.01% | 17,001 | $531,380 | $530,941 | -$439 | -0.08% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,473 | $504,733 | $514,452 | +$9,719 | +1.93% | |
| Bank Of New York Mellon Corp | 0.00% | 13,753 | $421,392 | $429,506 | +$8,114 | +1.93% | |
| Capital Analysts, Llc | 0.01% | 13,753 | $421,000 | $429,506 | +$8,506 | +2.02% | |
| Compass Advisory Group Llc | 0.10% | 13,518 | $414,196 | $422,167 | +$7,971 | +1.92% | |
| Richmond Investment Services, Llc | 0.12% | 11,930 | $372,871 | $372,574 | -$297 | -0.08% | |
| Foguth Wealth Management, Llc. | 0.04% | 11,242 | $352,437 | $351,088 | -$1,349 | -0.38% | |
| Private Advisor Group, Llc | 0.00% | 10,679 | $327,203 | $333,505 | +$6,302 | +1.93% | |
| Long Island Wealth Management, Inc. | 0.12% | 9,974 | $311,741 | $311,488 | -$253 | -0.08% | |
| Accurate Wealth Management, Llc | 0.03% | 9,394 | $296,099 | $293,375 | -$2,724 | -0.92% | |
| Iht Wealth Management, Llc | 0.01% | 8,482 | $259,889 | $264,893 | +$5,004 | +1.93% | |
| Jane Street Group, Llc | 0.00% | 6,989 | $214,143 | $218,266 | +$4,123 | +1.93% | |
| Osaic Holdings, Inc. | 0.00% | 5,859 | $179,505 | $182,977 | +$3,472 | +1.93% | |
| Pnc Financial Services Group, Inc. | 0.00% | 3,942 | $120,783 | $123,109 | +$2,326 | +1.93% | |
| Royal Bank Of Canada | 0.00% | 3,409 | $104,000 | $106,463 | +$2,463 | +2.37% | |
| Harbour Investments, Inc. | 0.00% | 3,045 | $93,299 | $95,095 | +$1,796 | +1.93% | |
| Parallel Advisors, Llc | 0.00% | 1,279 | $39,975 | $39,943 | -$32 | -0.08% | |
| Private Trust Co Na | 0.00% | 768 | $24,004 | $23,985 | -$19 | -0.08% | |
| Ifp Advisors, Inc | 0.00% | 239 | $7,470 | $7,464 | -$6 | -0.08% | |
| Ubs Group Ag | 0.00% | 155 | $4,749 | $4,841 | +$92 | +1.93% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 40,385 | $1,262 | $1,261,224 | +$1,259,962 | +99838.47% |
Frequently asked questions about PBFR
Who are the largest institutional holders of PBFR?
The largest institutional holders of PBFR reported in the latest SEC Form 13F filings include Brucke Financial, Inc., Vise Technologies, Inc., Lpl Financial Llc, Apella Capital, Llc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported PBFR position.
What is PBFR institutional ownership?
This page tracks PBFR positions reported by institutional investment managers through SEC Form 13F. PGIM LA S&P 500 BUF20 ETF-US (PBFR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBFR?
InsiderSet currently tracks 46 institutional managers reporting PBFR 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 PBFR shareholders.
How much PBFR stock do institutions own?
Institutional investment managers disclosed approximately $159.51M in PBFR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBFR institutional ownership last updated?
The latest PBFR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 PBFR 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 PBFR position after the reporting date.
Are institutions buying or selling PBFR?
Institutional buying and selling can be analyzed by comparing PBFR positions across consecutive 13F reporting periods. InsiderSet's PBFR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBFR ownership changes.
How has PBFR institutional ownership changed over time?
InsiderSet tracks PBFR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.