PBJL Institutional Ownership & Shareholders
PGIM S&P 500 BUFFER 20-JUL (PBJL) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Foguth Wealth Management, Llc. is currently the largest disclosed institutional shareholder of PBJL tracked by InsiderSet, reporting ownership valued at approximately $15.72M 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 $15.67M, representing an estimated loss of -0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed PBJL value among the investors covered in this analysis. Major shareholders include Foguth Wealth Management, Llc., Prudential Financial Inc, Centaurus Financial, Inc., and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 20-JUL (PBJL).
This page ranks the largest institutional PBJL 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
$50.72M
Largest Holder
Foguth Wealth Management, Llc.
Largest Position
$15.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foguth Wealth Management, Llc. | 1.59% | 492,699 | $15,719,956 | $15,672,312 | -$47,644 | -0.30% | |
| Prudential Financial Inc | 0.02% | 484,546 | $15,161,444 | $15,412,972 | +$251,528 | +1.66% | |
| Centaurus Financial, Inc. | 0.17% | 139,426 | $4,363,000 | $4,435,016 | +$72,016 | +1.65% | |
| Jim Saulnier & Associates, Llc | 1.60% | 127,411 | $3,986,690 | $4,052,829 | +$66,139 | +1.66% | |
| American Asset Management Inc. | 2.10% | 82,439 | $2,579,516 | $2,622,310 | +$42,794 | +1.66% | |
| Concurrent Investment Advisors, Llc | 0.01% | 51,952 | $1,655,191 | $1,652,546 | -$2,645 | -0.16% | |
| Spire Wealth Management | 0.05% | 51,952 | $1,655,191 | $1,652,546 | -$2,645 | -0.16% | |
| Blue Water Asset Management | 0.40% | 39,232 | $1,227,569 | $1,247,935 | +$20,366 | +1.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 32,576 | $1,037,868 | $1,036,213 | -$1,655 | -0.16% | |
| Kestra Advisory Services, Llc | 0.00% | 28,840 | $918,842 | $917,374 | -$1,468 | -0.16% | |
| Long Island Wealth Management, Inc. | 0.24% | 19,080 | $607,889 | $606,918 | -$971 | -0.16% | |
| Kintra Wealth, Llc | 0.03% | 18,674 | $595,887 | $594,003 | -$1,884 | -0.32% | |
| Raymond James Financial Inc | 0.00% | 15,050 | $470,915 | $478,727 | +$7,812 | +1.66% | |
| Bcgm Wealth Management, Llc | 0.08% | 11,730 | $367,032 | $373,121 | +$6,089 | +1.66% | |
| Dhjj Financial Advisors, Ltd. | 0.08% | 8,908 | $283,809 | $283,355 | -$454 | -0.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,916 | $59,952 | $60,946 | +$994 | +1.66% | |
| Pnc Financial Services Group, Inc. | 0.00% | 866 | $27,097 | $27,547 | +$450 | +1.66% | |
| Ubs Group Ag | 0.00% | 131 | $4,099 | $4,167 | +$68 | +1.66% |
Frequently asked questions about PBJL
Who are the largest institutional holders of PBJL?
The largest institutional holders of PBJL reported in the latest SEC Form 13F filings include Foguth Wealth Management, Llc., Prudential Financial Inc, Centaurus Financial, Inc., Jim Saulnier & Associates, Llc, and American Asset Management Inc.. InsiderSet ranks institutional holders by their latest reported PBJL position.
What is PBJL institutional ownership?
This page tracks PBJL positions reported by institutional investment managers through SEC Form 13F. PGIM S&P 500 BUFFER 20-JUL (PBJL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBJL?
InsiderSet currently tracks 18 institutional managers reporting PBJL 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 PBJL shareholders.
How much PBJL stock do institutions own?
Institutional investment managers disclosed approximately $50.72M in PBJL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBJL institutional ownership last updated?
The latest PBJL 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 PBJL 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 PBJL position after the reporting date.
Are institutions buying or selling PBJL?
Institutional buying and selling can be analyzed by comparing PBJL positions across consecutive 13F reporting periods. InsiderSet's PBJL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBJL ownership changes.
How has PBJL institutional ownership changed over time?
InsiderSet tracks PBJL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.