PGIM Laddered Fund of Buffer 20 is an exchange-traded fund on BATS. As of Q3 2025, 20 institutional investors hold shares in this ETF, with total holdings valued at $53.4M. Brucke Financial, Inc. is the largest holder with a position valued at $17.6M.
Overview of institutional ownership in PBFR as of Q3 2025
Institutions with the largest positions in PBFR as of Q3 2025
| Institution | Position Value |
|---|---|
Brucke Financial, Inc. RIA/Wealth | $17.6M 10.34% of portfolio |
V Vise Technologies, Inc. Institution | $16.3M 0.61% of portfolio |
Financial Connections Group, Inc. RIA/Wealth | $8.9M 3.69% of portfolio |
BLVD Private Wealth, LLC RIA/Wealth | $3.2M 2.74% of portfolio |
Cetera Investment Advisers RIA/Wealth | $1.5M 0.00% of portfolio |
Long Island Wealth Management, Inc. RIA/Wealth | $1.0M 0.49% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $823.7K 0.00% of portfolio |
DHJJ Financial Advisors, Ltd. RIA/Wealth | $617.1K 0.21% of portfolio |
$519.4K 0.00% of portfolio | |
O OLD MISSION CAPITAL LLC Institution | $490.3K 0.02% of portfolio |
Institutional buying and selling activity for PBFR in Q3 2025
| Institution | Net Bought |
|---|---|
V Vise Technologies, Inc. Institution | +$16.3M +571.0K shares |
BLVD Private Wealth, LLC RIA/Wealth | +$3.2M +111.5K shares |
Brucke Financial, Inc. RIA/Wealth | +$1.1M +38.0K shares |
AssuredPartners Investment Advisors, LLC RIA/Wealth | +$317.7K +11.1K shares |
Cetera Investment Advisers RIA/Wealth | +$290.9K +10.2K shares |
Claro Advisors LLC RIA/Wealth | +$279.3K +9.8K shares |
O OLD MISSION CAPITAL LLC Institution | +$246.9K +8.6K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$233.3K +8.2K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$231.6K +8.1K shares |
Financial Connections Group, Inc. RIA/Wealth | +$89.9K +3.1K shares |
| Institution | Net Sold |
|---|---|
CENTAURUS FINANCIAL, INC. RIA/Wealth | −$101.3K −3.5K shares |
Institutions that initiated new positions or completely exited PBFR in Q3 2025
| Institution | Position Value |
|---|---|
V Vise Technologies, Inc. Institution | $16.3M 571.0K shares |
BLVD Private Wealth, LLC RIA/Wealth | $3.2M 111.5K shares |
AssuredPartners Investment Advisors, LLC RIA/Wealth | $317.7K 11.1K shares |
Claro Advisors LLC RIA/Wealth | $279.3K 9.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $231.6K 8.1K shares |
A Advisory Services Network, LLC RIA/Wealth | $44.4K 1.6K shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $32.0K 1.1K shares |
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Institutions with the largest Call and Put options positions in PBFR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PBFR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Brucke Financial, Inc. RIA/Wealth | 10.34% $17.6M |
Financial Connections Group, Inc. RIA/Wealth | 3.69% $8.9M |
BLVD Private Wealth, LLC RIA/Wealth | 2.74% $3.2M |
V Vise Technologies, Inc. Institution | 0.61% $16.3M |
Long Island Wealth Management, Inc. RIA/Wealth | 0.49% $1.0M |
DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.21% $617.1K |
Compass Advisory Group LLC RIA/Wealth | 0.11% $384.5K |
AssuredPartners Investment Advisors, LLC RIA/Wealth | 0.07% $317.7K |
Claro Advisors LLC RIA/Wealth | 0.04% $279.3K |
CENTAURUS FINANCIAL, INC. RIA/Wealth | 0.02% $451.0K |
We use cookies for analytics. See our Privacy and Cookie Policy.