PBL — Pgim Portfolio Ballast ETF Institutional Holders · Q2 2026
Who owns Pgim Portfolio Ballast ETF (PBL)? 6 institutions reported holding $45.68M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Cary Street Partners Financial LLC ($38.5M), Cary Street Partners Investment Advisory LLC ($3.3M), JPMorgan Chase & Co ($3.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $38.5M | 1.2M | Trimmed |
| 2 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.3M | 99,937 | Added |
| 3 | JPMORGAN CHASE & CO | $3.0M | 90,269 | Added |
| 4 | Royal Bank of Canada | $440,000 | 13,284 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $404,793 | 12,211 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $61,394 | 1,852 | New |
Source: SEC Form 13F filings · as of 2026-06-30