8 institutions reported holding $10.0M of PGIM ROCK ETF TR (PBMY) in SEC 13F filings for 2026-06-30. Largest institutional holders: JIM SAULNIER & ASSOCIATES, LLC ($4.8M), Spire Wealth Management ($2.0M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), Blue Water Asset Management ($749,674), AMERICAN ASSET MANAGEMENT INC. ($616,393). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JIM SAULNIER & ASSOCIATES, LLC | $4.8M | 154,475 | Added |
| 2 | Spire Wealth Management | $2.0M | 63,714 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 40,049 | Added |
| 4 | Blue Water Asset Management | $749,674 | 24,045 | Added |
| 5 | AMERICAN ASSET MANAGEMENT INC. | $616,393 | 19,770 | New |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | $485,975 | 15,587 | Hold |
| 7 | DHJJ Financial Advisors, Ltd. | $119,132 | 3,821 | Added |
| 8 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30