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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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PBQQ — Fundamentals, Valuation & Ownership | QW Research

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PGIM Laddered Nasdaq-100 Buffer 12 ETF (PBQQ)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 13 funds hold it

Ownership Change

—

vs last quarter

Crowding

72ᵗʰ pctl

more crowded than 72% of tracked stocks

Institutional Value

$15.7M

total position value across all 13F filers

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.06%Max: 0.30%High conviction (>1%): 0

RAYMOND JAMES FINANCIAL

AssuredPartners Investment Advisors,

CENTAURUS FINANCIAL,

Foguth Wealth Management,

JANE STREET GROUP,

Cetera Investment Advisers

DHJJ Financial Advisors,

Cambridge Investment Research Advisors,

GREAT VALLEY ADVISOR GROUP,

OLD MISSION CAPITAL

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

No collected fundamentals to build a valuation model.

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.75x

47th percentile

11 buying4 selling

+7

New

-2

Closed

+43K

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 98.6%

RAYMOND JAMES FINANCIAL59.2%

AssuredPartners Investment Advisors,16.0%

CENTAURUS FINANCIAL,5.9%

Foguth Wealth Management,5.7%

JANE STREET GROUP,2.5%

Others (8)10.8%

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 13 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading crowding analysis...

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.75x

47th percentile

11 buying4 selling

+7

New

-2

Closed

+43K

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 98.6%

RAYMOND JAMES FINANCIAL59.2%

AssuredPartners Investment Advisors,16.0%

CENTAURUS FINANCIAL,5.9%

Foguth Wealth Management,5.7%

JANE STREET GROUP,2.5%

Others (8)10.8%

Institutional Trends (5 Quarters)

No trend data available for this metric.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)