PBQQ Institutional Ownership & Shareholders
PGIM LADR NSDQ-100 BF 12 ETF (PBQQ) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.06M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of PBQQ tracked by InsiderSet, reporting ownership valued at approximately $13.66M 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 $13.54M, representing an estimated loss of -0.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed PBQQ value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Assuredpartners Investment Advisors, Llc, Snowden Capital Advisors Llc, and several other long-term asset managers with concentrated positions in PGIM LADR NSDQ-100 BF 12 ETF (PBQQ).
This page ranks the largest institutional PBQQ 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
22
Total Reported Value
$39.06M
Largest Holder
Raymond James Financial Inc
Largest Position
$13.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 433,812 | $13,662,909 | $13,543,611 | -$119,298 | -0.87% | |
| Assuredpartners Investment Advisors, Llc | 0.29% | 93,665 | $2,949,980 | $2,924,221 | -$25,759 | -0.87% | |
| Snowden Capital Advisors Llc | 0.05% | 71,371 | $2,247,830 | $2,228,203 | -$19,627 | -0.87% | |
| Lpl Financial Llc | 0.00% | 64,898 | $2,043,962 | $2,026,116 | -$17,846 | -0.87% | |
| Centaurus Financial, Inc. | 0.08% | 63,525 | $2,001,000 | $1,983,251 | -$17,750 | -0.89% | |
| Hofer & Associates. Inc | 1.37% | 60,506 | $1,960,664 | $1,888,997 | -$71,667 | -3.66% | |
| Red Crane Wealth Management, Llc | 1.37% | 60,506 | $1,960,664 | $1,888,997 | -$71,667 | -3.66% | |
| Summit Financial, Llc | 0.02% | 60,700 | $1,911,747 | $1,895,054 | -$16,693 | -0.87% | |
| Private Advisor Group, Llc | 0.01% | 55,506 | $1,748,160 | $1,732,897 | -$15,263 | -0.87% | |
| Great Valley Advisor Group, Inc. | 0.02% | 43,203 | $1,361,000 | $1,348,798 | -$12,202 | -0.90% | |
| Newedge Advisors, Llc | 0.00% | 41,352 | $1,302,381 | $1,291,009 | -$11,372 | -0.87% | |
| Cetera Investment Advisers | 0.00% | 36,321 | $1,143,930 | $1,133,942 | -$9,988 | -0.87% | |
| Foguth Wealth Management, Llc. | 0.11% | 32,936 | $1,050,504 | $1,028,262 | -$22,242 | -2.12% | |
| Old Mission Capital Llc | 0.03% | 32,254 | $1,015,839 | $1,006,970 | -$8,869 | -0.87% | |
| B. Riley Wealth Advisors, Inc. | 0.04% | 30,523 | $989,072 | $952,928 | -$36,144 | -3.65% | |
| Dhjj Financial Advisors, Ltd. | 0.13% | 13,961 | $452,396 | $435,862 | -$16,534 | -3.65% | |
| Kestra Advisory Services, Llc | 0.00% | 12,156 | $393,907 | $379,510 | -$14,397 | -3.65% | |
| Jane Street Group, Llc | 0.00% | 10,222 | $321,942 | $319,131 | -$2,811 | -0.87% | |
| Atria Investments, Inc | 0.00% | 8,758 | $283,796 | $273,425 | -$10,371 | -3.65% | |
| Independent Financial Group, Llc | 0.00% | 6,884 | $223,071 | $214,918 | -$8,153 | -3.65% | |
| Cwm, Llc | 0.00% | 1,180 | $33,419 | $36,840 | +$3,421 | +10.24% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 22,048 | $714 | $688,339 | +$687,625 | +96305.96% |
Frequently asked questions about PBQQ
Who are the largest institutional holders of PBQQ?
The largest institutional holders of PBQQ reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Assuredpartners Investment Advisors, Llc, Snowden Capital Advisors Llc, Lpl Financial Llc, and Centaurus Financial, Inc.. InsiderSet ranks institutional holders by their latest reported PBQQ position.
What is PBQQ institutional ownership?
This page tracks PBQQ positions reported by institutional investment managers through SEC Form 13F. PGIM LADR NSDQ-100 BF 12 ETF (PBQQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PBQQ?
InsiderSet currently tracks 22 institutional managers reporting PBQQ 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 PBQQ shareholders.
How much PBQQ stock do institutions own?
Institutional investment managers disclosed approximately $39.06M in PBQQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PBQQ institutional ownership last updated?
The latest PBQQ 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 PBQQ 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 PBQQ position after the reporting date.
Are institutions buying or selling PBQQ?
Institutional buying and selling can be analyzed by comparing PBQQ positions across consecutive 13F reporting periods. InsiderSet's PBQQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PBQQ ownership changes.
How has PBQQ institutional ownership changed over time?
InsiderSet tracks PBQQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.