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 74 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,741
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 27.65%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
36,552
shares
|
$1.29 Million
0.69% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
33,855
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
31,602
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 35.13%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
27,708
shares
|
$976,707
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
25,754
shares
|
$907,828
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
24,600
shares
|
$867,150
0.31% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
24,481
shares
|
$862,955
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,730
shares
|
$765,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
21,730
shares
|
$765,982
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,731
shares
|
$695,517
0.0% of portfolio
|
Q4 2024
Added 42.95%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
17,486
shares
|
$616,381
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
16,442
shares
|
$579,580
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
16,213
shares
|
$571,508
0.27% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,000
shares
|
$564,000
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
15,075
shares
|
$531,393
0.16% of portfolio
|
Q4 2024
Reduced 29.77%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,242
shares
|
$466,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
13,150
shares
|
$463,537
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
12,877
shares
|
$453,914
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
12,176
shares
|
$429,204
0.09% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,565
shares
|
$407,666
0.0% of portfolio
|
Q4 2024
Reduced 26.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,798
shares
|
$380,629
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
9,187
shares
|
$323,841
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,318
shares
|
$293,209
0.0% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,199
shares
|
$289,014
0.01% of portfolio
|
Q4 2024
New holding
|