Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim Rock ETF Tr (PBJL)

17 + Investors. Track Smart Money conviction in PBJL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — PBJL

Based on 17 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PBJL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
17 hedge funds hold PBJL right now — the highest count in 2.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +55% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+55% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 43% buying

6 buying8 selling
Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 0% conviction (2yr+) ■ 53% medium ■ 47% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~5 new funds/quarter

0 → 3 → 5 → 2 → 5 new funds/Q
New funds entering each quarter: 3 → 5 → 2 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 53% new entrants

■ 0% veterans ■ 47% 1-2yr ■ 53% new
Of 17 current holders: 0 (0%) held 2+ years, 8 held 1–2 years, 9 (53%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
2 of 17 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PBJL

In 2026 Q1, 6 hedge funds were net buyers of PBJL (5 opened a new position, 1 added to an existing one), while 8 reduced or exited (6 trimmed, 2 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 17.

Hedge Fund Ownership: PBJL

How many hedge funds hold PBJL — quarterly history vs. share price
Quarterly hedge fund ownership of PBJL vs. share price

Market Analysis: PBJL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBJL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pgim Rock ETF Tr (PBJL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PBJL has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PBJL
+5.0%
SPY
+13.9%

PBJL outperformed SPY by -8.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PBJL
+0.6%
SPY
+0.2%

Since the filing became public, PBJL outperformed SPY by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: PBJL
17 + Investors

Track Smart Money conviction in PBJL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 17 14 21.43%
13F Shares 762K 1M -36.08%
Total Value $23M $36M -36.62%
New Positions 5 2 +3
Increased Positions 1 3 -2
Closed Positions 2 3 -1
Reduced Positions 6 3 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBJL

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Financial Highlights

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Institutional Holders (2026 Q1)

17 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PBJL. Verified SEC 13F-HR filings.

QUARTER:
Top 18 PBJL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jim Saulnier & Associates, LLC 1.84% 127,411 $3.8M
2 Foguth Wealth Management, LLC. 1.58% 434,444 $13.5M
3 American Asset Management INC. 1.22% 47,352 $1.4M
4 Long Island Wealth Management, Inc. 0.10% 7,113 $211K
5 Centaurus Financial, INC. 0.10% 69,296 $2.1M
6 LeClair Wealth Partners LLC 0.09% 9,098 $270K
7 Blue Water Asset Management 0.09% 9,098 $270K
8 BCGM Wealth Management, LLC 0.09% 11,730 $349K
9 DHJJ Financial Advisors, Ltd. 0.06% 6,495 $193K
10 Spire Wealth Management 0.02% 24,294 $722K
11 Old Mission Capital LLC 0.02% 34,375 $1.0M
12 Prudential Financial Inc 0.01% 291,957 $8.7M
13 Commonwealth Equity Services, LLC 0.00% 44,966 $1.3M
14 Advisory Services Network, LLC 0.00% 3,255 $97K
15 Kestra Advisory Services, LLC 0.00% 8,075 $240K
16 Royal Bank of Canada 0.00% 59,279 $1.8M
17 Raymond James Financial Inc 0.00% 7,554 $224K
18 PNC Financial Services Group, INC. 0.00% 714 $21K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pgim Rock ETF Tr (PBJL)

What does the Smart Money Trend signal show for PBJL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PBJL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PBJL?

More sellers than buyers — 43% buying: Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PBJL holders?

Smaller funds dominant — 8% AUM from top-100: 2 of 17 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PBJL?

Mostly new holders — 47% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Pgim Rock ETF Tr (PBJL) following the 2026 Q1 hedge fund 13F filings?

As of today, PBJL has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), PBJL has gained +5.0% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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