Who Owns PBJA?
PGIM ROCK ETF TR — Institutional Ownership & 13F Holdings
$31.68
+0.03 (+0.09%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
11
Total Inst. Value
$37.1M
% of Float Held
—
QoQ Holder Change
+10
Institutional data as of Q1 2025
New Positions
9
Closed Positions
2
Increased
2
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Compass Advisory Group LLCNew | $25.1M | 907,713 |
| 2 | Long Island Wealth Management, Inc.New | $7.8M | 281,576 |
| 3 | CENTAURUS FINANCIAL, INC.New | $1.6M | 57,236 |
| 4 | JIM SAULNIER & ASSOCIATES, LLCNew | $1.0M | 37,835 |
| 5 | COMMONWEALTH EQUITY SERVICES, LLCNew | $654K | 23,638 |
| 6 | Cetera Investment AdvisersNew | $250K | 9,054 |
| 7 | KESTRA PRIVATE WEALTH SERVICES, LLCNew | $249K | 9,005 |
| 8 | CITADEL ADVISORS LLCNew | $222K | 8,037 |
| 9 | DHJJ Financial Advisors, Ltd.New | $158K | 5,724 |
| 10 | PRUDENTIAL FINANCIAL INC | $3K | 115,581 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Compass Advisory Group LLCNew | +908K | $25.1M |
| Long Island Wealth Management, Inc.New | +282K | $7.8M |
| CENTAURUS FINANCIAL, INC.New | +57K | $1.6M |
| JIM SAULNIER & ASSOCIATES, LLCNew | +38K | $1.0M |
| COMMONWEALTH EQUITY SERVICES, LLCNew | +24K | $654K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold PBJA?
As of Q1 2025, 11 institutional investors report holding PBJA (PGIM ROCK ETF TR) in their 13F filings.
Which hedge fund owns the most PBJA?
The largest institutional holder of PBJA is Compass Advisory Group LLC with $25.1M in shares.
Are institutions buying or selling PBJA?
This quarter, 9 institutions opened new positions in PBJA 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.