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S&P 500 BUFFER (fund)

16 managers (16 13F filers) reported a position in PBMR shares at 2026-03-31, 874,406 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
6
Added
7
Reduced
1
Sold out
1
Shares held by filers
874,406

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 INC286,374$8.68M0.01%+58,32413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC226,658$6.87M0.01%+177,96413F-HRTimeline
SMITH, MOORE & CO.97,310$2.95M0.21%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC94,790$2.87M1.4%+22,07113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management43,146$1.31M0.04%new13F-HRTimelineGroup
Cetera Investment Advisers17,748$538K<0.01%+4,20313F-HRTimeline
Blue Water Asset Management15,826$480K0.17%-1,97813F-HRTimeline
LeClair Wealth Partners LLC15,826$480K0.17%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,667$445K<0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC12,182$369K0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.12,123$368K0.12%+3,00313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,188$339K<0.01%+5,06813F-HRTimelineGroup
Three Seasons Wealth, LLC9,269$281K0.11%013F-HRTimeline
KINTRA WEALTH, LLC8,367$254K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,598$139K<0.01%+3,78313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,334$131K0.01%013F-HRTimeline