PBJA

Pgim S&p500 Buf20 ETF Jan-us

+$20.6M

Net Activity

Institutions Holding

23

Popularity Rank

#7895

Avg Weight

0.59%

Total Value

$50.6M

Ownership Trend

23 institutions currently hold PBJA, with 20 net buyers and 2 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

2

Net Buying Institutions

20

Key Holders

Key Holders

Top 5 by Value

CA
Compass Advisory Group LLC
$9.3M
PF
Prudential Financial INC
$8.7M
LI
Long Island Wealth Management, Inc.
$5.0M
LW
LeClair Wealth Partners LLC
$4.9M
BW
Blue Water Asset Management
$4.9M

Top 5 by Conviction

AA
American Asset Management INC.
3.87%
CA
Compass Advisory Group LLC
2.49%
LI
Long Island Wealth Management, Inc.
2.30%
LW
LeClair Wealth Partners LLC
1.68%
BW
Blue Water Asset Management
1.68%
View all 23 holding institutions

Quarterly Activity

Recent Activity

+$45.6M

Total Buy Value

$5.1M

Total Sell Value

New buy9
Trim2
Add11
Sold out0

20

Net Buyers

2

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PGIM S&P500 BUF20 ETF JAN-US (PBJA)?
Major stakeholders currently include Compass Advisory Group LLC ($9.3M), Prudential Financial INC ($8.7M), Long Island Wealth Management, Inc. ($5.0M). Based on the latest 13F filings, there are a total of 23 tracked investment funds and institutions maintaining positions in PBJA.
What is the overall institutional sentiment toward PBJA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $20.6M, driven by 20 managers accumulating shares while 2 reduced their exposure.
Which institutions have been selling or reducing their PBJA positions?
In the latest period, 2 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $5.1M.
Are there any notable investors adding PBJA to their portfolios?
Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $45.6M.

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