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 27 institutions that hold shares in the stock, with a total of 2.58 Million shares, which have been reported (via 13F filing form) to have a value of $88.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
1,356,600
shares
|
$46.8 Million
0.07% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
266,584
shares
|
$9.2 Million
0.0% of portfolio
|
Q1 2024
Added 35.8%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
224,700
shares
|
$7.75 Million
0.37% of portfolio
|
Q4 2023
Added 49.8%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 11, 2024 Q1 2024 |
137,753
shares
|
$4.75 Million
1.48% of portfolio
|
Q1 2024
Added 6.67%
|
|
|
Adams Wealth Management
|
May 20, 2024 Q1 2024 |
93,238
shares
|
$3.22 Million
0.85% of portfolio
|
Q1 2024
Added 23.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
71,934
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2024
Added 24.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
60,905
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2024
Added 18.36%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
54,701
shares
|
$1.89 Million
1.52% of portfolio
|
Q2 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
48,396
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2024
Reduced 14.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
42,415
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
Reduced 64.37%
|
|
|
First Citizens Financial Corp
|
May 31, 2024 Q1 2024 |
33,283
shares
|
$1.15 Million
0.69% of portfolio
|
Q1 2024
Added 2.32%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
32,192
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2024
Added 6.37%
|
|
|
Rovin Capital
|
Apr 22, 2024 Q1 2024 |
22,947
shares
|
$791,671
0.33% of portfolio
|
Q1 2024
Added 11.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
21,238
shares
|
$732,711
0.27% of portfolio
|
Q1 2024
Added 33.54%
|
|
|
Financial Connections Group, Inc.
|
May 03, 2024 Q1 2024 |
19,923
shares
|
$687,343
0.78% of portfolio
|
Q1 2024
Reduced 15.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
19,377
shares
|
$668,506
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
17,533
shares
|
$604,888
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
14,050
shares
|
$484,725
0.01% of portfolio
|
Q1 2024
Added 7.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
14,000
shares
|
$483,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
13,242
shares
|
$456,849
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2024 Q1 2024 |
6,965
shares
|
$240,292
0.2% of portfolio
|
Q4 2023
Added 7.72%
|
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
3,000
shares
|
$103,500
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,254
shares
|
$43,263
0.0% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Steph & CO
|
Apr 12, 2024 Q1 2024 |
445
shares
|
$15,352
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
342
shares
|
$11,799
0.0% of portfolio
|
Q2 2023
Added 1.79%
|
|