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 104 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $403 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
89,832
shares
|
$3.17 Million
0.17% of portfolio
|
Q3 2025
Added 43.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
75,626
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
Added 130.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
71,338
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 46.88%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
66,451
shares
|
$2.34 Million
0.35% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
65,470
shares
|
$2.31 Million
0.39% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
65,285
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
58,947
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.58%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
54,701
shares
|
$1.93 Million
1.52% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
51,738
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 71.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
51,626
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
50,979
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
49,046
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
48,692
shares
|
$1.72 Million
0.39% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
48,670
shares
|
$1.72 Million
1.53% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
48,316
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
46,311
shares
|
$1.63 Million
0.83% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
38,867
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
35,382
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Added 31.76%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
33,586
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
31,983
shares
|
$1.13 Million
0.71% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
31,180
shares
|
$1.1 Million
0.31% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
In Track Investment Management Inc
|
Oct 21, 2025 Q3 2025 |
29,059
shares
|
$1.02 Million
0.69% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
28,198
shares
|
$994,261
0.38% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
26,139
shares
|
$921,661
0.5% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
23,812
shares
|
$839,611
0.12% of portfolio
|
Q3 2025
Added 12.62%
|
|