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S&P 500 BUFFER (fund)

6 managers (6 13F filers) reported a position in MRCP shares at 2025-12-31, 332,692 shares in all. 0 filers opened a position and 4 filers sold out during the quarter.

Managers
6
13F filers
6
New
0
Added
2
Reduced
2
Sold out
4
Shares held by filers
332,692

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC261,324$8.36M0.01%+82,63613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC45,791$1.47M<0.01%+2,84013F-HRTimeline
WealthPlan Investment Management, LLC18,236$584K0.04%-11,07713F-HRTimeline
DHJJ Financial Advisors, Ltd.4,790$153K0.05%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,935$62K<0.01%-7,22513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…616$19.7K<0.01%013F-HRTimelineGroup