Who Owns JULP?

PGIM ROCK ETF TR — Institutional Ownership & 13F Holdings

BATS

$31.85

-0.02 (-0.06%)

Market Cap

Shares Outstanding

Institutional Holders

7

Total Inst. Value

$4.7M

% of Float Held

QoQ Holder Change

Institutional data as of Q1 2025

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Concurrent Investment Advisors, LLC$3.0M112,499
2Cetera Investment Advisers$596K22,535
3COMMONWEALTH EQUITY SERVICES, LLC$386K14,575
4OLD MISSION CAPITAL LLC$327K12,348
5ROYAL BANK OF CANADA$225K8,505
6DHJJ Financial Advisors, Ltd.$198K7,473
7PRUDENTIAL FINANCIAL INC$3K114,512

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
ROYAL BANK OF CANADA+5K$225K
PRUDENTIAL FINANCIAL INC+36K$3K

Top Sellers

FundShares RemovedValue
Concurrent Investment Advisors, LLC-11K$3.0M

Frequently Asked Questions

How many institutional investors hold JULP?

As of Q1 2025, 7 institutional investors report holding JULP (PGIM ROCK ETF TR) in their 13F filings.

Which hedge fund owns the most JULP?

The largest institutional holder of JULP is Concurrent Investment Advisors, LLC with $3.0M in shares.

Are institutions buying or selling JULP?

This quarter, 3 institutions opened new positions in JULP and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.