PBJN Institutional Ownership & Shareholders
PGIM S&P 500 BUFFER 20-JUN (PBJN) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.93M 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 PBJN tracked by InsiderSet, reporting ownership valued at approximately $15.15M 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 $15.49M, representing an estimated gain of +2.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed PBJN value among the investors covered in this analysis. Major shareholders include Prudential Financial Inc, Commonwealth Equity Services, Llc, Jim Saulnier & Associates, Llc, and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 20-JUN (PBJN).
This page ranks the largest institutional PBJN 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
24
Total Reported Value
$44.93M
Largest Holder
Prudential Financial Inc
Largest Position
$15.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
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% | 491,406 | $15,154,961 | $15,491,034 | +$336,073 | +2.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 232,124 | $7,283,770 | $7,317,454 | +$33,684 | +0.46% | |
| Jim Saulnier & Associates, Llc | 1.78% | 147,326 | $4,622,913 | $4,644,290 | +$21,377 | +0.46% | |
| Raymond James Financial Inc | 0.00% | 125,329 | $3,865,147 | $3,950,859 | +$85,712 | +2.22% | |
| Spire Wealth Management | 0.07% | 75,754 | $2,377,132 | $2,388,062 | +$10,930 | +0.46% | |
| Concurrent Investment Advisors, Llc | 0.01% | 58,134 | $1,824,175 | $1,832,610 | +$8,435 | +0.46% | |
| American Asset Management Inc. | 1.06% | 41,980 | $1,294,663 | $1,323,373 | +$28,710 | +2.22% | |
| Kestra Advisory Services, Llc | 0.00% | 39,980 | $1,254,524 | $1,260,326 | +$5,802 | +0.46% | |
| Kestra Private Wealth Services, Llc | 0.01% | 38,088 | $1,195,156 | $1,200,682 | +$5,526 | +0.46% | |
| Blue Water Asset Management | 0.34% | 33,441 | $1,049,338 | $1,054,191 | +$4,853 | +0.46% | |
| Kintra Wealth, Llc | 0.04% | 27,136 | $854,513 | $855,433 | +$920 | +0.11% | |
| Cetera Investment Advisers | 0.00% | 21,881 | $674,810 | $689,774 | +$14,964 | +2.22% | |
| Centaurus Financial, Inc. | 0.03% | 21,040 | $649,000 | $663,263 | +$14,263 | +2.20% | |
| Barnes Dennig Private Wealth Management Llc | 0.47% | 17,622 | $552,957 | $555,514 | +$2,557 | +0.46% | |
| Smith, Moore & Co. | 0.03% | 14,596 | $450,141 | $460,123 | +$9,982 | +2.22% | |
| Nbz Investment Advisors Llc | 0.14% | 11,197 | $351,348 | $352,973 | +$1,625 | +0.46% | |
| Mml Investors Services, Llc | 0.00% | 9,799 | $302,201 | $308,903 | +$6,702 | +2.22% | |
| Three Seasons Wealth, Llc | 0.03% | 9,146 | $286,991 | $288,318 | +$1,327 | +0.46% | |
| Ifs Advisors, Llc | 0.08% | 8,311 | $260,789 | $261,995 | +$1,206 | +0.46% | |
| Royal Bank Of Canada | 0.00% | 7,434 | $229,000 | $234,349 | +$5,349 | +2.34% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,173 | $159,535 | $163,073 | +$3,538 | +2.22% | |
| Dhjj Financial Advisors, Ltd. | 0.04% | 4,538 | $142,397 | $143,055 | +$658 | +0.46% | |
| Parallel Advisors, Llc | 0.00% | 1,779 | $55,814 | $56,081 | +$267 | +0.48% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,388 | $42,806 | $43,755 | +$949 | +2.22% |
Frequently asked questions about PBJN
Who are the largest institutional holders of PBJN?
The largest institutional holders of PBJN reported in the latest SEC Form 13F filings include Prudential Financial Inc, Commonwealth Equity Services, Llc, Jim Saulnier & Associates, Llc, Raymond James Financial Inc, and Spire Wealth Management. InsiderSet ranks institutional holders by their latest reported PBJN position.
What is PBJN institutional ownership?
This page tracks PBJN positions reported by institutional investment managers through SEC Form 13F. PGIM S&P 500 BUFFER 20-JUN (PBJN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBJN?
InsiderSet currently tracks 24 institutional managers reporting PBJN 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 PBJN shareholders.
How much PBJN stock do institutions own?
Institutional investment managers disclosed approximately $44.93M in PBJN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBJN institutional ownership last updated?
The latest PBJN 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 PBJN 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 PBJN position after the reporting date.
Are institutions buying or selling PBJN?
Institutional buying and selling can be analyzed by comparing PBJN positions across consecutive 13F reporting periods. InsiderSet's PBJN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBJN ownership changes.
How has PBJN institutional ownership changed over time?
InsiderSet tracks PBJN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.