Institutional Ownership Pgim ETF Tr (PHYL)
This table provides information about the institutional ownership of Pgim ETF Tr (PHYL). We have compiled data on the 95 institutions that hold shares in the stock, with a total of 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $311 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
56,656
shares
|
$2 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
54,701
shares
|
$1.93 Million
1.52% of portfolio
|
Q2 2022
New holding
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
51,951
shares
|
$1.84 Million
0.37% of portfolio
|
Q2 2025
Added 56.8%
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
51,238
shares
|
$1.81 Million
1.69% of portfolio
|
Q2 2025
Reduced 43.46%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
50,228
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Added 549.19%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
48,570
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
46,744
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
37,314
shares
|
$1.32 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
35,963
shares
|
$1.27 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jul 22, 2025 Q2 2025 |
35,605
shares
|
$1.26 Million
0.79% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
32,835
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
30,215
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 43.59%
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
29,875
shares
|
$1.06 Million
0.32% of portfolio
|
Q2 2025
Added 6.49%
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
28,324
shares
|
$1 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
28,295
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 649.93%
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
26,853
shares
|
$949,522
0.02% of portfolio
|
Q2 2025
Added 32.4%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
26,561
shares
|
$939,196
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
25,167
shares
|
$889,905
0.38% of portfolio
|
Q2 2025
Added 5.33%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
23,491
shares
|
$830,641
0.3% of portfolio
|
Q2 2025
New holding
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,076
shares
|
$780,607
0.03% of portfolio
|
Q2 2025
New holding
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
21,144
shares
|
$747,651
0.14% of portfolio
|
Q2 2025
New holding
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
20,685
shares
|
$731,421
0.41% of portfolio
|
Q2 2025
New holding
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
20,626
shares
|
$729,335
0.35% of portfolio
|
Q2 2025
Added 5.63%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
18,196
shares
|
$643,410
0.0% of portfolio
|
Q2 2025
Added 108.69%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
16,808
shares
|
$594,330
0.03% of portfolio
|
Q2 2025
Reduced 57.1%
|