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S&P 500 BUFFER (fund)

20 managers (20 13F filers) reported a position in PBFB shares at 2026-03-31, 807,277 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.

Managers
20
13F filers
20
New
9
Added
7
Reduced
2
Sold out
0
Shares held by filers
807,277

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 INC288,905$8.68M0.01%+60,53713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management94,789$2.85M0.1%new13F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC93,746$2.82M1.37%+45,46013F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.84,119$2.53M2.19%+71,21513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,098$1.08M<0.01%-8,78213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,853$927K<0.01%+12,76313F-HRTimelineGroup
Blue Water Asset Management26,957$810K0.28%+15,49813F-HRTimeline
LeClair Wealth Partners LLC26,957$810K0.28%new13F-HRTimeline
Cetera Investment Advisers23,040$692K<0.01%+5,95713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,997$631K<0.01%new13F-HRTimelineGroup
Three Seasons Wealth, LLC20,953$629K0.24%013F-HRTimeline
OLD MISSION CAPITAL LLC13,592$408K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,804$325K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10,048$302K0.1%+2,33013F-HRTimeline
KINTRA WEALTH, LLC9,442$284K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,694$231K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC6,742$203K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,016$30.5K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC485$14.6K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG40$1.2K<0.01%-1,08013F-HRTimelineGroup