8 institutions reported holding $7.5M of PGIM ROCK ETF TR (PBMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: JIM SAULNIER & ASSOCIATES, LLC ($2.9M), COMMONWEALTH EQUITY SERVICES, LLC ($1.8M), Spire Wealth Management ($1.2M), Blue Water Asset Management ($490,901), KINGSWOOD WEALTH ADVISORS, LLC ($390,962). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JIM SAULNIER & ASSOCIATES, LLC | $2.9M | 91,628 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 55,159 | Trimmed |
| 3 | Spire Wealth Management | $1.2M | 37,553 | Trimmed |
| 4 | Blue Water Asset Management | $490,901 | 15,296 | Trimmed |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | $390,962 | 12,182 | Hold |
| 6 | DHJJ Financial Advisors, Ltd. | $389,069 | 12,123 | Hold |
| 7 | Kestra Advisory Services, LLC | $359,061 | 11,188 | Hold |
| 8 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30