Who Owns PGIM (PBFR)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $151.7M of PGIM (PBFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brucke Financial, Inc. ($20.6M), Vise Technologies, Inc. ($19.9M), LPL Financial LLC ($13.7M), Apella Capital, LLC ($12.2M), Kestra Advisory Services, LLC ($10.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Brucke Financial, Inc.$20.6M671,663Added
2Vise Technologies, Inc.$19.9M648,381Added
3LPL Financial LLC$13.7M447,434Added
4Apella Capital, LLC$12.2M397,660Added
5Kestra Advisory Services, LLC$10.8M353,257Added
6AA Financial Advisors, LLC$10.3M336,791Added
7Foguth Wealth Management, LLC.$7.8M254,791Added
8Janney Montgomery Scott LLC$7.4M242,829New
9BLVD Private Wealth, LLC$6.3M206,019Added
10Cetera Investment Advisers$5.8M187,774Added
11RAYMOND JAMES FINANCIAL INC$5.6M181,878Added
12CENTAURUS FINANCIAL, INC.$5.0M163,434Added
13Integrated Wealth Concepts LLC$3.8M123,065Added
14OneDigital Investment Advisors LLC$3.6M117,423Added
15Tradition Wealth Management, LLC$2.9M93,986Added
16Perennial Investment Advisors, LLC$2.0M66,632New
17GREAT VALLEY ADVISOR GROUP, INC.$1.8M59,232Added
18Claro Advisors LLC$1.7M56,299Added
19AssuredPartners Investment Advisors, LLC$1.7M55,372Trimmed
20Wealth Group Ltd$860,21828,075Added
21DHJJ Financial Advisors, Ltd.$806,87426,334Added
22Nicholas Wealth, LLC.$778,32325,402Added
23Cambridge Investment Research Advisors, Inc.$747,00024,373Added
24Kingsview Wealth Management, LLC$636,60720,777Added
25KESTRA PRIVATE WEALTH SERVICES, LLC$520,92417,001Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30