Pgim S&P 500 Buffer 20-mar ETF (PBMR): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow PBMR for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 16

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$32.09

+5.9% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of PBMR (all 13F filers)

Prudential Financial472 KInsurance holding+186 K
Smith, Moore106 KType not verified+8,594
JIM Saulnier & Associates92 KType not verified−3,162
Commonwealth Equity Services55 KWealth adviser−171 K
Spire Wealth Management38 KWealth adviser−5,593
Cetera Investment Advisers18 KWealth adviser+483
Kintra Wealth16 KWealth adviser+7,963
Blue Water Asset Management15 KType not verified−530
Raymond James Financial13 KWealth adviser−1,616
Kingswood Wealth Advisors12 KWealth adviser0

Filer	Type
Prudential Financial	Insurance holding	472 K	+186 K	$15.2M
Smith, Moore	Type not verified	106 K	+8,594	$3.4M
JIM Saulnier & Associates	Type not verified	92 K	−3,162	$2.9M
Commonwealth Equity Services	Wealth adviser	55 K	−171 K	$1.8M
Spire Wealth Management	Wealth adviser	38 K	−5,593	$1.2M
Cetera Investment Advisers	Wealth adviser	18 K	+483	$585K
Kintra Wealth	Wealth adviser	16 K	+7,963	$532K
Blue Water Asset Management	Type not verified	15 K	−530	$491K
Raymond James Financial	Wealth adviser	13 K	−1,616	$419K
Kingswood Wealth Advisors	Wealth adviser	12 K	0	$391K

Prudential Financial
Shares
472 K
Change
+186 K
See more
Type
Insurance holding
Value
$15.2M
Smith, Moore
Shares
106 K
Change
+8,594
See more
Type
Type not verified
Value
$3.4M
JIM Saulnier & Associates
Shares
92 K
Change
−3,162
See more
Type
Type not verified
Value
$2.9M
Commonwealth Equity Services
Shares
55 K
Change
−171 K
See more
Type
Wealth adviser
Value
$1.8M
Spire Wealth Management
Shares
38 K
Change
−5,593
See more
Type
Wealth adviser
Value
$1.2M
Cetera Investment Advisers
Shares
18 K
Change
+483
See more
Type
Wealth adviser
Value
$585K
Kintra Wealth
Shares
16 K
Change
+7,963
See more
Type
Wealth adviser
Value
$532K
Blue Water Asset Management
Shares
15 K
Change
−530
See more
Type
Type not verified
Value
$491K
Raymond James Financial
Shares
13 K
Change
−1,616
See more
Type
Wealth adviser
Value
$419K
Kingswood Wealth Advisors
Shares
12 K
Change
0
See more
Type
Wealth adviser
Value
$391K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗