DOSSIER · 13F Holders · Q2 2026
PBFR

PGIM LA S&P 500 BUF20 ETF-US

42 institutions still hold PGIM LA S&P 500 BUF20 ETF-US as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69420N692·42 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$146M
visible holders
Holders
42
filers reporting
Concentration
14.09%
Brucke Financial, Inc. #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported PBFR in Q2 2026. Brucke Financial, Inc. leads at 14.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Brucke Financial, Inc.
CIK 0002058446
$21M672K9.14%Q2 2026
02
Vise Technologies, Inc.
CIK 0001812090
$20M648K0.23%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$14M447K0.00%Q2 2026
04
Apella Capital, LLC
CIK 0001801507
$12M398K0.17%Q2 2026
05
Kestra Advisory Services, LLC
CIK 0001830819
$11M353K0.03%Q2 2026
06
AA Financial Advisors, LLC
CIK 0002016899
$10M337K1.24%Q2 2026
07
Financial Connections Group, Inc.
CIK 0001907157
$10M351K3.54%Q1 2026
08
Foguth Wealth Management, LLC.
CIK 0002016322
$8M255K0.89%Q2 2026
09
Integrated Wealth Concepts LLC
CIK 0001737109
$8M246K0.04%Q2 2026
10
BLVD Private Wealth, LLC
CIK 0002079537
$6M206K4.69%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$6M188K0.01%Q2 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M182K0.00%Q2 2026
13
OneDigital Investment Advisors LLC
CIK 0001690370
$4M117K0.03%Q2 2026
14
Tradition Wealth Management, LLC
CIK 0001843010
$3M94K0.18%Q2 2026
15
Perennial Investment Advisors, LLC
CIK 0001801523
$2M67K0.14%Q2 2026
16
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$2M59K0.03%Q2 2026
17
Claro Advisors LLC
CIK 0001764386
$2M56K0.18%Q2 2026
18
AssuredPartners Investment Advisors, LLC
CIK 0002055492
$2M55K0.16%Q2 2026
19
Wealth Group Ltd
CIK 0002010748
$860K28K0.16%Q2 2026
20
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$807K26K0.23%Q2 2026
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