PBOC Institutional Ownership & Shareholders
PGIM S&P 500 BUFFER 20-OCT (PBOC) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.05M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Foguth Wealth Management, Llc. is currently the largest disclosed institutional shareholder of PBOC tracked by InsiderSet, reporting ownership valued at approximately $15.66M 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 $15.42M, representing an estimated loss of -1.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed PBOC value among the investors covered in this analysis. Major shareholders include Foguth Wealth Management, Llc., Prudential Financial Inc, Concurrent Investment Advisors, Llc, and several other long-term asset managers with concentrated positions in PGIM S&P 500 BUFFER 20-OCT (PBOC).
This page ranks the largest institutional PBOC 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
17
Total Reported Value
$45.05M
Largest Holder
Foguth Wealth Management, Llc.
Largest Position
$15.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
20
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% | 497,039 | $15,658,866 | $15,416,708 | -$242,158 | -1.55% | |
| Prudential Financial Inc | 0.02% | 495,916 | $15,194,866 | $15,381,876 | +$187,010 | +1.23% | |
| Concurrent Investment Advisors, Llc | 0.02% | 82,043 | $2,581,491 | $2,544,736 | -$36,755 | -1.42% | |
| Spire Wealth Management | 0.08% | 82,030 | $2,581,491 | $2,544,333 | -$37,158 | -1.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 68,597 | $2,158,410 | $2,127,680 | -$30,730 | -1.42% | |
| American Asset Management Inc. | 1.27% | 50,877 | $1,559,100 | $1,578,057 | +$18,957 | +1.22% | |
| Jim Saulnier & Associates, Llc | 0.55% | 45,254 | $1,423,922 | $1,403,648 | -$20,274 | -1.42% | |
| Raymond James Financial Inc | 0.00% | 31,950 | $979,092 | $990,996 | +$11,904 | +1.22% | |
| Centaurus Financial, Inc. | 0.03% | 24,278 | $744,000 | $753,033 | +$9,033 | +1.21% | |
| Old Mission Capital Llc | 0.01% | 14,412 | $441,648 | $447,018 | +$5,370 | +1.22% | |
| Kestra Advisory Services, Llc | 0.00% | 13,425 | $422,419 | $416,405 | -$6,014 | -1.42% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 11,900 | $364,670 | $369,103 | +$4,433 | +1.22% | |
| Blue Water Asset Management | 0.11% | 11,110 | $349,579 | $344,600 | -$4,979 | -1.42% | |
| Kintra Wealth, Llc | 0.02% | 9,559 | $297,858 | $296,492 | -$1,366 | -0.46% | |
| Royal Bank Of Canada | 0.00% | 4,825 | $148,000 | $149,658 | +$1,658 | +1.12% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,968 | $93,388 | $92,059 | -$1,329 | -1.42% | |
| Dhjj Financial Advisors, Ltd. | 0.02% | 1,744 | $54,876 | $54,094 | -$782 | -1.43% |
Frequently asked questions about PBOC
Who are the largest institutional holders of PBOC?
The largest institutional holders of PBOC reported in the latest SEC Form 13F filings include Foguth Wealth Management, Llc., Prudential Financial Inc, Concurrent Investment Advisors, Llc, Spire Wealth Management, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported PBOC position.
What is PBOC institutional ownership?
This page tracks PBOC positions reported by institutional investment managers through SEC Form 13F. PGIM S&P 500 BUFFER 20-OCT (PBOC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBOC?
InsiderSet currently tracks 17 institutional managers reporting PBOC 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 PBOC shareholders.
How much PBOC stock do institutions own?
Institutional investment managers disclosed approximately $45.05M in PBOC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBOC institutional ownership last updated?
The latest PBOC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 PBOC 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 PBOC position after the reporting date.
Are institutions buying or selling PBOC?
Institutional buying and selling can be analyzed by comparing PBOC positions across consecutive 13F reporting periods. InsiderSet's PBOC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBOC ownership changes.
How has PBOC institutional ownership changed over time?
InsiderSet tracks PBOC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.