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S&P 500 BUFFER (fund)

10 managers (10 13F filers) reported a position in MRCP shares at 2026-03-31, 471,296 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
10
13F filers
10
New
5
Added
3
Reduced
2
Sold out
1
Shares held by filers
471,296

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC355,895$11.3M0.01%+94,57113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,081$1.33M<0.01%-3,71013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC20,868$661K0.18%new13F-HRTimeline
WealthPlan Investment Management, LLC15,981$506K0.03%-2,25513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,748$404K<0.01%new13F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.11,405$361K0.12%+6,61513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,810$311K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,998$63.3K<0.01%+1,38213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.500$15.8K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG10$317<0.01%new13F-HRTimelineGroup