PGIM S&P 500 BUFFER 20-JAN (PBJA) Institutional Shareholders
PGIM S&P 500 BUFFER 20-JAN (PBJA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $54.17M in PBJA holdings during the latest filing period.
Prudential Financial Inc is currently the largest disclosed institutional shareholder of PBJA 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 $15.47M, representing an estimated gain of +2.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed PBJA value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Compass Advisory Group Llc, Long Island Wealth Management, Inc., and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 20-JAN (PBJA).
This page ranks the largest institutional PBJA 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
21
Total Reported Value
$54.17M
Largest Holder
Prudential Financial Inc
Largest Position
$15.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
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% | 469,591 | $15,158,397 | $15,468,656 | +$310,259 | +2.05% | |
| Compass Advisory Group Llc | 2.37% | 308,421 | $9,957,125 | $10,159,604 | +$202,479 | +2.03% | |
| Long Island Wealth Management, Inc. | 2.15% | 161,364 | $5,209,508 | $5,315,443 | +$105,935 | +2.03% | |
| Blue Water Asset Management | 1.67% | 159,830 | $5,159,984 | $5,264,912 | +$104,928 | +2.03% | |
| American Asset Management Inc. | 3.86% | 146,757 | $4,737,932 | $4,834,278 | +$96,346 | +2.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 90,005 | $2,905,740 | $2,964,828 | +$59,088 | +2.03% | |
| Jim Saulnier & Associates, Llc | 1.10% | 84,492 | $2,727,757 | $2,783,226 | +$55,469 | +2.03% | |
| Spire Wealth Management | 0.08% | 82,733 | $2,670,613 | $2,725,283 | +$54,670 | +2.05% | |
| Centaurus Financial, Inc. | 0.09% | 70,638 | $2,280,000 | $2,326,865 | +$46,865 | +2.06% | |
| Kestra Advisory Services, Llc | 0.00% | 29,062 | $938,243 | $957,323 | +$19,080 | +2.03% | |
| Kintra Wealth, Llc | 0.03% | 15,767 | $517,867 | $519,376 | +$1,509 | +0.29% | |
| Cetera Investment Advisers | 0.00% | 12,318 | $397,677 | $405,764 | +$8,087 | +2.03% | |
| Kestra Private Wealth Services, Llc | 0.00% | 11,417 | $368,589 | $376,084 | +$7,495 | +2.03% | |
| First Heartland Consultants, Inc. | 0.02% | 10,457 | $337,596 | $344,461 | +$6,865 | +2.03% | |
| Raymond James Financial Inc | 0.00% | 6,827 | $220,404 | $224,886 | +$4,482 | +2.03% | |
| Independent Financial Group, Llc | 0.00% | 6,439 | $207,878 | $212,105 | +$4,227 | +2.03% | |
| Dhjj Financial Advisors, Ltd. | 0.05% | 5,045 | $162,874 | $166,186 | +$3,312 | +2.03% | |
| Royal Bank Of Canada | 0.00% | 3,013 | $97,000 | $99,250 | +$2,250 | +2.32% | |
| Nbc Securities, Inc. | 0.01% | 2,421 | $78,160 | $79,749 | +$1,589 | +2.03% | |
| St Germain D J Co Inc | 0.00% | 576 | $18,596 | $18,974 | +$378 | +2.03% | |
| Pnc Financial Services Group, Inc. | 0.00% | 507 | $16,368 | $16,701 | +$333 | +2.03% |
Frequently asked questions about PBJA
Who owns the most PBJA stock?
The largest holders of PBJA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PGIM S&P 500 BUFFER 20-JAN (PBJA).
Is PBJA widely held by superinvestors?
Many widely followed stocks like PBJA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PBJA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.