PBL Institutional Ownership & Shareholders
PGIM PORTFOLIO BALLAST ETF (PBL) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cary Street Partners Financial Llc is currently the largest disclosed institutional shareholder of PBL tracked by InsiderSet, reporting ownership valued at approximately $38.48M 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 $38.52M, representing an estimated gain of +0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed PBL value among the investors covered in this analysis. Major shareholders include Cary Street Partners Financial Llc, Cary Street Partners Investment Advisory Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in PGIM PORTFOLIO BALLAST ETF (PBL).
This page ranks the largest institutional PBL 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
6
Total Reported Value
$45.68M
Largest Holder
Cary Street Partners Financial Llc
Largest Position
$38.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cary Street Partners Financial Llc | 0.84% | 1,160,733 | $38,478,292 | $38,523,451 | +$45,159 | +0.12% | |
| Cary Street Partners Investment Advisory Llc | 0.67% | 99,937 | $3,312,912 | $3,316,799 | +$3,887 | +0.12% | |
| Jpmorgan Chase & Co | 0.00% | 90,269 | $2,986,243 | $2,995,929 | +$9,686 | +0.32% | |
| Royal Bank Of Canada | 0.00% | 13,284 | $440,000 | $440,881 | +$881 | +0.20% | |
| Osaic Holdings, Inc. | 0.00% | 12,211 | $404,793 | $405,270 | +$477 | +0.12% | |
| Wells Fargo & Company/Mn | 0.00% | 1,852 | $61,394 | $61,466 | +$72 | +0.12% |
Frequently asked questions about PBL
Who are the largest institutional holders of PBL?
The largest institutional holders of PBL reported in the latest SEC Form 13F filings include Cary Street Partners Financial Llc, Cary Street Partners Investment Advisory Llc, Jpmorgan Chase & Co, Royal Bank Of Canada, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported PBL position.
What is PBL institutional ownership?
This page tracks PBL positions reported by institutional investment managers through SEC Form 13F. PGIM PORTFOLIO BALLAST ETF (PBL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBL?
InsiderSet currently tracks 6 institutional managers reporting PBL 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 PBL shareholders.
How much PBL stock do institutions own?
Institutional investment managers disclosed approximately $45.68M in PBL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBL institutional ownership last updated?
The latest PBL 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 PBL 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 PBL position after the reporting date.
Are institutions buying or selling PBL?
Institutional buying and selling can be analyzed by comparing PBL positions across consecutive 13F reporting periods. InsiderSet's PBL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBL ownership changes.
How has PBL institutional ownership changed over time?
InsiderSet tracks PBL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.