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S&P 500 BUFFER (fund)

10 managers (10 13F filers) reported a position in MRCP shares at 2026-06-30, 628,126 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.

Managers
10
13F filers
10
New
0
Added
3
Reduced
2
Sold out
0
Shares held by filers
628,126

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC512,481$17.6M0.02%+156,58613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC41,794$1.44M<0.01%-28713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC23,911$822K0.2%+3,04313F-HRTimeline
WealthPlan Investment Management, LLC15,981$550K0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,748$438K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.11,405$392K0.11%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,239$249K<0.01%-2,57113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,998$68.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.500$17.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG69$2.37K<0.01%+5913F-HRTimelineGroup