DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
PBFR

PGIM LA S&P 500 BUF20 ETF-US

35 institutions still hold PGIM LA S&P 500 BUF20 ETF-US as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69420N692·35 13F holders·last filed Mar 31, 2026
Market cap
10.0%
vs prior quarter
13F value held
$85M
55.0% inst. owned
of float
Holders
35
+105 QoQ
filers reporting
Activity
+24 / −29
+733 added · −728 reduced
this quarter
Concentration
22.28%
Brucke Financial, Inc. #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported PBFR in Q1 2026. Brucke Financial, Inc. leads at 22.3% of the visible book. +105 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brucke Financial, Inc.
CIK 0002058446
$19M653K9.60%Q1 2026
02
Vise Technologies, Inc.
CIK 0001812090
$17M597K0.34%Q1 2026
03
Apella Capital, LLC
CIK 0001801507
$10M346K0.15%Q1 2026
04
AA Financial Advisors, LLC
CIK 0002016899
$8M273K1.11%Q1 2026
05
Foguth Wealth Management, LLC.
CIK 0002016322
$8M249K0.89%Q1 2026
06
BLVD Private Wealth, LLC
CIK 0002079537
$4M152K3.86%Q4 2025
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M119K0.00%Q1 2026
08
Tradition Wealth Management, LLC
CIK 0001843010
$3M91K0.19%Q1 2026
09
OneDigital Investment Advisors LLC
CIK 0001690370
$2M83K0.02%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$2M61K0.00%Q1 2026
11
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$2M56K0.18%Q1 2026
12
Claro Advisors LLC
CIK 0001764386
$1M42K0.15%Q1 2026
13
Integrated Wealth Concepts LLC
CIK 0001737109
$888,06731K0.01%Q1 2026
14
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$831,00029K0.02%Q1 2026
15
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$760,52526K0.25%Q1 2026
16
Nicholas Wealth, LLC.
CIK 0001911391
$736,08325K0.51%Q1 2026
17
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$562,00019K0.03%Q4 2025
18
Steward Partners Investment Advisory, LLC
CIK 0001723397
$514,83718K0.00%Q1 2026
19
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$493,04217K0.01%Q1 2026
20
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$394,80014K0.00%Q1 2026
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