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PBMY PGIM ROCK ETF TR

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S&P 500 BUFFER (fund)

14 managers (14 13F filers) reported a position in PBMY shares at 2026-06-30, 948,319 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
14
13F filers
14
New
6
Added
7
Reduced
0
Sold out
3
Shares held by filers
948,319

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
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC487,637$15.2M0.02%+200,60013F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC154,475$4.82M1.94%+54,99713F-HRTimeline
SMITH, MOORE & CO.67,908$2.12M0.14%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,714$1.99M0.06%+39,16813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC40,049$1.25M<0.01%+14,55713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,219$755K<0.01%new13F-HRTimelineGroup
Blue Water Asset Management24,045$750K0.24%+16,47613F-HRTimeline
AMERICAN ASSET MANAGEMENT INC.19,770$616K0.5%new13F-HRTimeline
KINTRA WEALTH, LLC18,045$573K0.03%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC15,587$486K0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,918$434K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,938$310K<0.01%+5,88413F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,193$162K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.3,821$119K0.03%+2,01013F-HRTimeline