Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim Rock ETF Tr (PBJN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
80%

Smart Money Signals — PBJN

Based on 22 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PBJN 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
22 hedge funds hold PBJN right now — the highest count in 2.2 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 — +38% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+38% 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 buyers than sellers — 80% buying

16 buying4 selling
Last quarter: 16 funds were net buyers (7 opened a brand new position + 9 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 2 → 2 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 36% entered in last year

■ 9% conviction (2yr+) ■ 55% medium ■ 36% new
Only 2 funds (9%) 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 — ~7 new funds/quarter

10 → 1 → 2 → 2 → 7 new funds/Q
New funds entering each quarter: 1 → 2 → 2 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 73% of holders entered in last year

■ 0% veterans ■ 27% 1-2yr ■ 73% new
Of 22 current holders: 16 (73%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 22 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — PBJN

In 2026 Q2, 16 hedge funds were net buyers of PBJN (7 opened a new position, 9 added to an existing one), while 4 reduced or exited (1 trimmed, 3 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: PBJN

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

Market Analysis: PBJN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBJN

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PBJN
2026 Q3 Stats Unlock in 46 days 22 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 22 18 22.22%
13F Shares 1M 666K 107.14%
Total Value $43M $20M 114.0%
New Positions 7 2 +5
Increased Positions 9 3 +6
Closed Positions 3 0 +3
Reduced Positions 1 4 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBJN

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Institutional Holders (2026 Q2)

22 + investors

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

QUARTER:
Top 22 PBJN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jim Saulnier & Associates, LLC 1.83% 147,369 $4.5M
2 American Asset Management INC. 1.06% 41,980 $1.3M
3 Barnes Dennig Private Wealth Management LLC 0.43% 17,622 $543K
4 Blue Water Asset Management 0.33% 33,441 $1.0M
5 NBZ Investment Advisors LLC 0.13% 11,197 $345K
6 Spire Wealth Management 0.07% 77,824 $2.4M
7 Kintra Wealth, LLC 0.04% 27,136 $855K
8 DHJJ Financial Advisors, Ltd. 0.04% 4,538 $140K
9 Smith, Moore & CO. 0.03% 14,596 $450K
10 Three Seasons Wealth, LLC 0.03% 9,146 $282K
11 Centaurus Financial, INC. 0.03% 21,040 $649K
12 Prudential Financial Inc 0.02% 491,406 $15.2M
13 Kestra Private Wealth Services, LLC 0.01% 38,093 $1.2M
14 Commonwealth Equity Services, LLC 0.01% 242,055 $7.5M
15 Kestra Advisory Services, LLC 0.00% 28,388 $875K
16 Raymond James Financial Inc 0.00% 125,329 $3.9M
17 Parallel Advisors, LLC 0.00% 1,778 $55K
18 Steward Partners Investment Advisory, LLC 0.00% 5,173 $160K
19 Mml Investors Services, LLC 0.00% 9,799 $302K
20 Cetera Investment Advisers 0.00% 21,881 $675K
21 Royal Bank of Canada 0.00% 7,434 $229K
22 PNC Financial Services Group, INC. 0.00% 1,388 $43K
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 (PBJN)

What does the Smart Money Trend signal show for PBJN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PBJN 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 PBJN?

More buyers than sellers — 80% buying: Last quarter: 16 funds were net buyers (7 opened a brand new position + 9 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PBJN holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 22 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PBJN?

Mostly new holders — 36% entered in last year: Only 2 funds (9%) 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.

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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