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Disclosery

PBFR PGIM ROCK ETF TR

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LADDE S&P 20 ETF (fund)

41 managers (42 13F filers) reported a position in PBFR shares at 2026-06-30, 5,072,819 shares in all. 10 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
42
New
10
Added
25
Reduced
4
Sold out
1
Shares held by filers
5,072,819

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
Brucke Financial, Inc.671,663$20.6M9.14%+18,80413F-HRTimeline
Vise Technologies, Inc.648,381$19.9M0.23%+51,49413F-HRTimeline
LPL Financial LLC447,434$13.7M<0.01%+435,55013F-HRTimeline
Apella Capital, LLC397,660$12.2M0.17%+51,52413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding370,258$11.3M+342,781Timeline
AA Financial Advisors, LLC336,791$10.3M1.24%+64,29113F-HRTimeline
Foguth Wealth Management, LLC.254,791$7.81M0.89%+5,99413F-HRTimeline
Integrated Wealth Concepts LLC246,130$7.54M0.04%+215,50713F-HRTimeline
Janney Montgomery Scott LLC242,829$7.44M0.01%new13F-HRTimeline
BLVD Private Wealth, LLC206,019$6.31M4.69%+10,57713F-HRTimeline
Cetera Investment Advisers187,774$5.75M0.01%+127,00513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,878$5.57M<0.01%+62,53113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.163,434$5.01M0.19%+132,34613F-HRTimeline
OneDigital Investment Advisors LLC117,423$3.6M0.03%+34,73113F-HRTimeline
Tradition Wealth Management, LLC93,986$2.88M0.18%+2,98013F-HRTimeline
Perennial Investment Advisors, LLC66,632$2.04M0.14%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.59,232$1.81M0.03%+30,56413F-HRTimeline
Claro Advisors Inc.56,299$1.73M0.18%+14,25713F-HRTimeline
AssuredPartners Investment Advisors, LLC55,372$1.7M0.16%-89313F-HRTimeline
Wealth Group Ltd28,075$860K0.16%+20,09513F-HRTimeline
DHJJ Financial Advisors, Ltd.26,334$807K0.23%+10913F-HRTimeline
Nicholas Wealth, LLC.25,402$778K0.43%+2013F-HRTimeline
Cambridge Investment Research Advisors,…24,373$747K<0.01%+2,84513F-HR/ATimeline
Kingsview Wealth Management, LLC20,777$637K0.01%+9,65013F-HRTimeline
Steward Partners Investment Advisory, L…16,473$505K<0.01%-1,28013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,944$427K<0.01%+33013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,753$421K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC13,753$421K0.01%+6,99813F-HRTimelineGroup
Compass Advisory Group LLC13,518$414K0.1%013F-HRTimeline
Richmond Investment Services, LLC11,737$360K0.11%new13F-HRTimeline
Private Advisor Group, LLC10,679$327K<0.01%new13F-HRTimeline
Long Island Wealth Management, Inc.9,974$306K0.13%013F-HRTimeline
IHT Wealth Management, LLC8,482$260K0.01%new13F-HRTimeline
Accurate Wealth Management, LLC7,543$232K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,989$214K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,859$180K<0.01%+2,45013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,942$121K<0.01%+2,60313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,409$104K<0.01%-22113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,045$93.3K<0.01%-5013F-HRTimeline
PRIVATE TRUST CO NA617$18.9K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG155$4.75K<0.01%new13F-HRTimelineGroup