PGIM PORTFOLIO BALLAST ETF (PBL) Institutional Ownership Changes & 13F Activity
PGIM PORTFOLIO BALLAST ETF (PBL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cary Street Partners Financial Llc, Jpmorgan Chase & Co, Cary Street Partners Investment Advisory Llc, Royal Bank Of Canada, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | Sell | -9,226 | -41.0% | 13,284 | $440.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,311 | +54.6% | 12,211 | $404.79K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,852 | — | 1,852 | $61.39K | Q2 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Buy | +90,269 | — | 90,269 | $2.99M | Q2 2026 | Aug 12, 2026 |
| Cary Street Partners Financial Llc | Sell | -100,182 | -7.9% | 1,160,733 | $38.48M | Q2 2026 | Jul 17, 2026 |
| Cary Street Partners Investment Advisory Llc | Buy | +28,261 | +39.4% | 99,937 | $3.31M | Q2 2026 | Jul 17, 2026 |
Frequently asked questions about PBL activity
Which institutional owners are buying PBL?
Institutional owners buying PBL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PBL activity?
"Buy" means an investor increased their reported position in PBL compared to the prior reporting period. This reflects growing exposure to PGIM PORTFOLIO BALLAST ETF (PBL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PBL increasing?
Institutional interest in PBL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.