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 |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
1,517
shares
|
$52,457
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
551
shares
|
$19,053
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
442
shares
|
$15,284
0.0% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
373
shares
|
$12,898
0.0% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
217
shares
|
$7,503
0.0% of portfolio
|
Q1 2025
Reduced 44.5%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
186
shares
|
$6,431
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
166
shares
|
$5,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
153
shares
|
$5,290
0.0% of portfolio
|
Q1 2025
Added 665.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
61
shares
|
$2,109
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
35
shares
|
$1,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
28
shares
|
$968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2025
Reduced 99.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|