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 59 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
24,600
shares
|
$868,134
0.31% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
24,481
shares
|
$863,934
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,386
shares
|
$825,291
0.01% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
21,730
shares
|
$766,851
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
21,466
shares
|
$757,535
0.21% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
17,486
shares
|
$617,080
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
16,442
shares
|
$580,238
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
16,213
shares
|
$572,156
0.27% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,000
shares
|
$564,640
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
15,798
shares
|
$557,511
0.01% of portfolio
|
Q3 2024
Reduced 64.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
13,803
shares
|
$487,107
0.0% of portfolio
|
Q3 2024
Added 50.7%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,242
shares
|
$467,310
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
13,150
shares
|
$464,063
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
12,176
shares
|
$429,691
0.09% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,798
shares
|
$381,061
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
9,617
shares
|
$339,383
0.07% of portfolio
|
Q3 2024
Added 28.79%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
9,490
shares
|
$334,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
9,187
shares
|
$324,209
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
8,963
shares
|
$316,304
0.23% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,483
shares
|
$299,365
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,691
shares
|
$236,125
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,370
shares
|
$224,797
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
6,084
shares
|
$214,704
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,351
shares
|
$188,836
0.01% of portfolio
|
Q4 2024
Added 35.26%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
3,610
shares
|
$127,396
0.11% of portfolio
|
Q3 2024
Reduced 18.84%
|