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 88 institutions that hold shares in the stock, with a total of 7.1 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
51,806
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Added 63.93%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
47,399
shares
|
$1.64 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
47,238
shares
|
$1.63 Million
0.12% of portfolio
|
Q1 2025
Added 83.42%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
39,179
shares
|
$1.35 Million
0.08% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
39,067
shares
|
$1.35 Million
0.78% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
35,012
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 43.02%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
33,131
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
29,473
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
28,792
shares
|
$995,627
0.15% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
28,275
shares
|
$977,749
0.0% of portfolio
|
Q1 2025
Reduced 25.08%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
28,054
shares
|
$970,107
0.31% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
25,721
shares
|
$889,432
0.08% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
23,894
shares
|
$826,254
0.39% of portfolio
|
Q1 2025
Added 85.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
22,075
shares
|
$763,353
0.0% of portfolio
|
Q1 2025
Added 186.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,043
shares
|
$727,666
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
20,282
shares
|
$701,351
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
19,526
shares
|
$675,209
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
18,297
shares
|
$632,710
0.1% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
17,525
shares
|
$606,014
0.12% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,000
shares
|
$553,280
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
14,871
shares
|
$514,239
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
14,692
shares
|
$508,049
0.34% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
13,242
shares
|
$457,908
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,609
shares
|
$436,019
0.0% of portfolio
|
Q1 2025
Reduced 36.1%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
12,456
shares
|
$430,728
0.09% of portfolio
|
Q1 2025
Added 2.3%
|