# PGIM ETF TR (PHYL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PHYL/

- Reporting holders: 10
- Reported value: $16.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $5.3M | 158,199 | 1.2% | 3 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $2.6M | 78,035 | 1.1% | 14 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $2.3M | 67,987 | 0.7% | 14 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $2.1M | 64,255 | 0.5% | 5 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $1.6M | 48,949 | 0.6% | 4 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $1.2M | 37,235 | 0.8% | 7 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $966.1K | 28,899 | 0.1% | 7 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $755.2K | 22,590 | 0.2% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $9.9K | 296 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $869 | 26 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $16.9M |
| Q2 2026 | 134 | $1.4B |
| Q1 2026 | 125 | $1.3B |
| Q4 2025 | 109 | $892.0M |
| Q3 2025 | 98 | $412.1M |
| Q2 2025 | 92 | $309.1M |
| Q1 2025 | 85 | $246.1M |
| Q4 2024 | 74 | $195.9M |
| Q3 2024 | 45 | $104.3M |
| Q2 2024 | 38 | $96.4M |
| Q1 2024 | 24 | $88.4M |
| Q4 2023 | 25 | $86.2M |