Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim Rock ETF Tr (PBMR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
42%

Smart Money Signals — PBMR

Based on 16 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
16 hedge funds hold PBMR right now — the highest count in 2.5 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 — +78% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+78% 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 — 42% buying

5 buying7 selling
Last quarter: 7 funds reduced or exited vs 5 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 — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 2 → 6 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 50% new

■ 25% conviction (2yr+) ■ 25% medium ■ 50% new
Of the 16 current holders: 4 (25%) held >2 years, 4 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~1 new funds/quarter

1 → 0 → 2 → 6 → 1 new funds/Q
New funds entering each quarter: 0 → 2 → 6 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 6% veterans, 50% new entrants

■ 6% veterans ■ 44% 1-2yr ■ 50% new
Of 16 current holders: 1 (6%) held 2+ years, 7 held 1–2 years, 8 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 16 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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 — PBMR

In 2026 Q2, 5 hedge funds were net buyers of PBMR (1 opened a new position, 4 added to an existing one), while 7 reduced or exited (6 trimmed, 1 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 16.

Hedge Fund Ownership: PBMR

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

Market Analysis: PBMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBMR

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PBMR
16 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 16 16 -
13F Shares 885K 874K 1.19%
Total Value $28M $27M 7.15%
New Positions 1 6 -5
Increased Positions 4 7 -3
Closed Positions 1 1 -
Reduced Positions 6 1 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBMR

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Financial Highlights

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Institutional Holders (2026 Q2)

16 + investors

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

QUARTER:
Top 16 PBMR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jim Saulnier & Associates, LLC 1.18% 91,628 $2.9M
2 Smith, Moore & CO. 0.22% 105,904 $3.4M
3 Blue Water Asset Management 0.16% 15,296 $491K
4 DHJJ Financial Advisors, Ltd. 0.11% 12,123 $389K
5 Spire Wealth Management 0.04% 37,553 $1.2M
6 Kintra Wealth, LLC 0.03% 16,330 $532K
7 Three Seasons Wealth, LLC 0.03% 9,269 $297K
8 Prudential Financial Inc 0.02% 472,311 $15.2M
9 Kingswood Wealth Advisors, LLC 0.02% 12,182 $391K
10 Centaurus Financial, INC. 0.01% 4,334 $139K
11 Old Mission Capital LLC 0.00% 6,521 $209K
12 Commonwealth Equity Services, LLC 0.00% 55,159 $1.8M
13 Kestra Advisory Services, LLC 0.00% 11,188 $359K
14 Cetera Investment Advisers 0.00% 18,231 $585K
15 Raymond James Financial Inc 0.00% 13,051 $419K
16 Royal Bank of Canada 0.00% 3,768 $121K
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 (PBMR)

What does the Smart Money Trend signal show for PBMR?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PBMR?

More sellers than buyers — 42% buying: Last quarter: 7 funds reduced or exited vs 5 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 PBMR holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 16 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PBMR?

Mixed — 25% long-term, 50% new: Of the 16 current holders: 4 (25%) held >2 years, 4 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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