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 74 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
7,761
shares
|
$273,575
0.22% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
7,696
shares
|
$271,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
7,529
shares
|
$265,397
0.05% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
7,326
shares
|
$258,241
0.02% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
6,748
shares
|
$237,867
0.16% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
6,084
shares
|
$214,461
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,351
shares
|
$188,622
0.01% of portfolio
|
Q4 2024
Added 35.26%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,940
shares
|
$138,885
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
3,523
shares
|
$124,185
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,000
shares
|
$105,750
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
2,475
shares
|
$87,243
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,413
shares
|
$85,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,161
shares
|
$76,175
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,653
shares
|
$58,268
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,173
shares
|
$41,348
0.08% of portfolio
|
Q4 2024
Reduced 67.51%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
575
shares
|
$20,268
0.01% of portfolio
|
Q4 2024
Added 29.21%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
421
shares
|
$14,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
391
shares
|
$13,782
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
216
shares
|
$7,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
182
shares
|
$6,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
94
shares
|
$3,313
0.0% of portfolio
|
Q3 2024
Added 23.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61
shares
|
$2,150
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
20
shares
|
$705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|