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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3,368
shares
|
$119,092
0.01% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
2,498
shares
|
$88,329
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,925
shares
|
$68,068
0.03% of portfolio
|
Q2 2025
Reduced 52.19%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,653
shares
|
$58,450
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,642
shares
|
$58,061
0.07% of portfolio
|
Q1 2025
Added 39.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,524
shares
|
$53,888
0.0% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,111
shares
|
$39,284
0.01% of portfolio
|
Q2 2025
Reduced 99.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
723
shares
|
$25,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
663
shares
|
$23,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
663
shares
|
$23,443
0.0% of portfolio
|
Q2 2025
Added 333.33%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
551
shares
|
$19,483
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
373
shares
|
$13,189
0.0% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
93
shares
|
$3,288
0.0% of portfolio
|
Q2 2025
Added 9200.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
87
shares
|
$3,076
0.0% of portfolio
|
Q2 2025
Reduced 59.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61
shares
|
$2,156
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
35
shares
|
$1,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
28
shares
|
$990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10
shares
|
$353
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
6
shares
|
$212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|