BUFP

Pgim Laddered S&P 500 Buffer Cross-source read$32.64 0.24%
UnclassifiedCUSIP 69420N718· EOD Sep 15, 2026

Among active 13F managers last quarter, 5 opened and 4 added, while 3 reduced; the largest holder to move was Fermata Advisors, LLC (+1.6%). No recent Form 4 insider filings for BUFP.

Tracked 13F holders
37
24 in Q2 2026 filings
13F value (tracked)
$132.8M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
9 adding · 3 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$32.64 0.24%2Y +30.1%
$23.51$26.03$28.55$31.07$33.5820242025202626726362
Hover for who · click for detailEnd-of-day closing prices52w $29.09 – $32.92

Who owns BUFP?

37 tracked 13F filers · ranked by shares held

37 tracked 13F filers disclose a position in BUFP as of the latest SEC 13F filings, a combined $132.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Raymond James Financial Inc1.1M
$34.2M
+28%
Added · +253K sh
Q1 2026
2Kestra Advisory Services, LLC450K
$14.4M
+308%
Added · +340K sh
Q2 2026
3Commonwealth Equity Services, LLC345K
$10.3M
+55%
Added · +123K sh
Q1 2026
4AA Financial Advisors, LLC325K
$10.4M
+23%
Added · +61K sh
Q2 2026
5IHT Wealth Management, LLC260K
$8.3M
27×
Added · +250K sh
Q2 2026
6Foguth Wealth Management, LLC.236K
$7.6M
+2.2%
Added · +5K sh
Q2 2026
7Fermata Advisors, LLC192K
$6.2M
+1.6%
Added · +3K sh
Q2 2026
8AssuredPartners Investment Advisors, LLC147K
$4.7M
−1.6%
Reduced · −2K sh
Q2 2026
9Maltin Wealth Management, Inc.142K
$4.6M
−0.5%
Reduced · −754 sh
Q2 2026
10Kestra Private Wealth Services, LLC124K
$4.0M
New
+124K sh
Q2 2026
11Cetera Investment Advisers115K
$3.4M
+36%
Added · +31K sh
Q1 2026
12Envestnet Asset Management Inc115K
$3.4M
+102%
Added · +58K sh
Q1 2026
13Centaurus Financial, Inc.108K
$3.5M
+9.1%
Added · +9K sh
Q2 2026
14NewEdge Advisors, LLC105K
$3.4M
+212%
Added · +72K sh
Q2 2026
15PNC Financial Services Group, Inc.80K
$2.4M
+285%
Added · +59K sh
Q1 2026
16Victory Financial Group, LLC57K
$1.8M
−12%
Reduced · −8K sh
Q2 2026
17OneDigital Investment Advisors LLC43K
$1.3M
+413%
Added · +34K sh
Q1 2026
18Kingsview Wealth Management, LLC42K
$1.3M
+133%
Added · +24K sh
Q2 2026
19MML Investors Services, LLC35K
$1.1M
+0.1%
Added · +44 sh
Q2 2026
20Western Wealth Management, LLC34K
$1.1M
New
+34K sh
Q2 2026
21DHJJ Financial Advisors, Ltd.30K
$971K
+7.9%
Added · +2K sh
Q2 2026
22LPL Financial LLC29K
$875K
New
+29K sh
Q1 2026
23PKS Advisory Services, LLC23K
$733K
+4.7%
Added · +1K sh
Q2 2026
24Susquehanna International Group, LLP22K
$668K
New
+22K sh
Q1 2026
25Horizon Wealth Management, LLC21K
$673K
+91%
Added · +10K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BUFP being bought or sold by institutions?

Last quarter, 5 funds opened a new position in BUFP and 4 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
4
added to an existing position
Reduced
3
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BUFP also own

CompanyCo-held byTheir position there
SS SPDR S&P 500 ETF Trust-USSPY12 funds$670.6M
Nvidia CorpNVDA12 funds$638.8M
Ishares Core S&P 500 ETFIVV12 funds$472.4M
Vanguard S&P 500 ETFVOO12 funds$435.7M
Invesco QQQ Trust Series 1QQQ12 funds$402.0M
Vanguard Total Stock MKT ETFVTI12 funds$190.6M
Tesla IncTSLA12 funds$160.4M
RTX CorpRTX12 funds$36.1M
Apple IncAAPL11 funds$710.6M
Amazon.com IncAMZN11 funds$364.1M
Microsoft CorpMSFT11 funds$350.2M
Alphabet Inc-CL AGOOGL11 funds$281.0M

Ranked by how many of BUFP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BUFP.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
195
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

24 tracked filers in Q2 2026 filingsstill filing
01428Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $75.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BUFPthis pagecs37 funds$132.8M
PBFRPGIM LADDERED S&P 500 BUFFER 20 ETF37 funds$121.7M
PBJASP 500 BUFFER24 funds$48.2M
PBDEUS LARGE CAP BUF20 funds$28.5M
PBJNSP 500 BUFFER20 funds$23.5M
PBJLSP 500 BUFFER18 funds$42.2M
PBFBUS LARGE CAP BUF18 funds$23.6M
PBOCUS LARGE CAP BUF17 funds$34.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for BUFP

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Ask your agent what changed in BUFP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BUFP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BUFP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BUFP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.