9 institutions reported holding $7.4M of PGIM S&P 500 BUFFER 20 ETF - APRIL (PBAP) in SEC 13F filings for 2026-06-30. Largest institutional holders: JIM SAULNIER & ASSOCIATES, LLC ($2.5M), Blue Water Asset Management ($1.5M), Spire Wealth Management ($992,780), COMMONWEALTH EQUITY SERVICES, LLC ($832,990), Kestra Advisory Services, LLC ($640,826). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JIM SAULNIER & ASSOCIATES, LLC | $2.5M | 81,028 | Added |
| 2 | Blue Water Asset Management | $1.5M | 48,873 | Added |
| 3 | Spire Wealth Management | $992,780 | 32,015 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $832,990 | 26,858 | Added |
| 5 | Kestra Advisory Services, LLC | $640,826 | 20,662 | Added |
| 6 | AMERICAN ASSET MANAGEMENT INC. | $528,832 | 17,051 | Added |
| 7 | DHJJ Financial Advisors, Ltd. | $279,691 | 9,018 | Added |
| 8 | HARBOR INVESTMENT ADVISORY, LLC | $62,029 | 2,000 | Hold |
| 9 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30