PGIM ETF TR (PHYL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
126
Reporting holders
$1.3B
Reported value
0.0%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | $688.9M | 19,750,440 | 0.75% | 26q | HELD |
| RAYMOND JAMES FINANCIAL INC | $80.2M | 2,300,545 | 0.02% | 7q | +72.5%+$33.7M |
| State of New Jersey Common Pension Fund D | $75.9M | 2,175,000 | 0.26% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $52.8M | 1,515,098 | 0.01% | 12q | +11.4%+$5.4M |
| AMERIPRISE FINANCIAL INC | $51.0M | 1,463,076 | 0.01% | 4q | -42.0%-$36.9M |
| PNC Financial Services Group, Inc. | $29.0M | 831,843 | 0.01% | 9q | +15.0%+$3.8M |
| WELLS FARGO & COMPANY/MN | $18.9M | 541,401 | 0.00% | 8q | -48.0%-$17.4M |
| Cetera Investment Advisers | $15.6M | 446,767 | 0.01% | 3q | +18.3%+$2.4M |
| JPMORGAN CHASE & CO | $14.2M | 402,951 | 0.00% | 7q | +8.1%+$1.1M |
| ROYAL BANK OF CANADA | $12.0M | 345,255 | 0.00% | 7q | +5.4%+$618.9K |
| LPL Financial LLC | $11.8M | 338,055 | 0.00% | 26q | -25.7%-$4.1M |
| MML INVESTORS SERVICES, LLC | $9.2M | 263,673 | 0.02% | 12q | +13.5%+$1.1M |
| Inspire Advisors, LLC | $8.8M | 251,737 | 0.61% | 5q | +2.5%+$218.0K |
| Ellenbecker Investment Group | $7.9M | 225,923 | 0.92% | 7q | +23.7%+$1.5M |
| OneDigital Investment Advisors LLC | $7.3M | 209,495 | 0.06% | 24q | +16.6%+$1.0M |
| RFG Advisory, LLC | $7.0M | 201,671 | 0.11% | 5q | -14.3%-$1.2M |
| STIFEL FINANCIAL CORP | $6.9M | 196,728 | 0.01% | 7q | +25.0%+$1.4M |
| CacheTech Inc. | $6.3M | 181,313 | 1.02% | 9q | +14.4%+$796.7K |
| JONES FINANCIAL COMPANIES LLLP | $6.2M | 175,940 | 0.00% | 5q | +32.1%+$1.5M |
| 49 WEALTH MANAGEMENT, LLC | $6.1M | 176,242 | 0.59% | new | NEW |
| Fifth Third Securities, Inc. | $5.7M | 163,757 | 0.33% | 9q | +13.7%+$686.6K |
| Advisory Resource Group | $5.6M | 160,895 | 0.84% | 6q | +8.6%+$444.1K |
| Adams Wealth Management | $5.4M | 155,126 | 1.04% | 26q | +4.0%+$210.4K |
| American Alpha Advisors, LLC | $5.3M | 153,056 | 2.88% | 8q | HELD |
| Advyzon Investment Management, LLC | $5.3M | 151,989 | 0.38% | 2q | +89.3%+$2.5M |
| Vestmark Advisory Solutions, Inc. | $5.1M | 146,793 | 0.05% | 8q | -11.4%-$660.2K |
| KFA Private Wealth Group, LLC | $5.0M | 144,685 | 1.22% | 2q | +2.4%+$120.4K |
| Integrated Wealth Concepts LLC | $4.6M | 133,264 | 0.02% | new | NEW |
| EARNED WEALTH ADVISORS, LLC | $4.6M | 132,951 | 0.30% | 6q | +22.4%+$848.5K |
| HBW ADVISORY SERVICES LLC | $4.5M | 128,680 | 0.41% | new | NEW |
| Ocean Park Asset Management, LLC | $4.5M | 128,300 | 0.22% | 13q | HELD |
| Foguth Wealth Management, LLC. | $4.5M | 127,575 | 0.51% | 7q | -25.3%-$1.5M |
| Clarity Retirement & Wealth, LLC | $4.3M | 122,668 | 2.95% | 3q | +80.4%+$1.9M |
| SAX WEALTH ADVISORS, LLC | $3.8M | 110,347 | 0.16% | 7q | +6.1%+$219.2K |
| GAINLINE FINANCIAL PARTNERS, LLC | $3.7M | 106,216 | 3.46% | new | FIRST |
| Stratos Wealth Partners, LTD. | $3.5M | 100,068 | 0.04% | 4q | -7.4%-$279.0K |
| Mutual Advisors, LLC | $3.5M | 99,871 | 0.07% | 3q | +4.1%+$137.0K |
| Smartleaf Asset Management LLC | $3.4M | 97,623 | 0.11% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $3.4M | 98,005 | 0.00% | 26q | +12.3%+$373.8K |
| Keenan, LLC | $3.2M | 92,264 | 2.27% | 3q | +9.7%+$283.5K |
| ALONGSIDE, LLC | $3.1M | 88,121 | 0.59% | 2q | +27.8%+$667.8K |
| Breakwater Capital Group | $2.8M | 80,731 | 0.34% | 6q | -33.4%-$1.4M |
| First Citizens Financial Corp | $2.6M | 73,581 | 1.07% | 13q | +14.3%+$320.3K |
| PFW Advisors LLC | $2.3M | 67,184 | 0.68% | 13q | HELD |
| Seros Financial, LLC | $2.3M | 66,993 | 1.22% | 2q | +8.6%+$184.3K |
| RFG - Bristol Wealth Advisors, LLC | $2.1M | 59,114 | 0.50% | 4q | +4.6%+$91.4K |
| Turner Financial Group, Inc. | $1.9M | 54,769 | 1.90% | new | FIRST |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $1.8M | 51,931 | 0.28% | 5q | +2.9%+$51.1K |
| Fjell Capital, LLC | $1.8M | 51,138 | 1.22% | 7q | HELD |
| MRA Advisory Group | $1.7M | 49,794 | 0.63% | 3q | -3.7%-$67.0K |
| J.W. COLE ADVISORS, INC. | $1.7M | 48,991 | 0.03% | new | NEW |
| SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 44,769 | 0.02% | 2q | +1.3%+$20.2K |
| TrustBank | $1.6M | 44,751 | 0.53% | 3q | +12.6%+$174.4K |
| InTrack Investment Management Inc | $1.5M | 41,729 | 0.72% | 5q | +1.9%+$27.0K |
| VICTORY FINANCIAL GROUP, LLC | $1.4M | 39,327 | 0.14% | 6q | -15.2%-$245.8K |
| Hoxton Planning & Management, LLC | $1.3M | 37,612 | 0.34% | 5q | +0.6%+$7.7K |
| MBE Wealth Management, LLC | $1.3M | 35,909 | 0.44% | 6q | +63.6%+$487.0K |
| Connecticut Capital Management Group, LLC | $1.2M | 34,289 | 0.96% | 3q | +2.0%+$23.7K |
| Global Assets Advisory, LLC | $1.2M | 33,785 | 0.26% | new | NEW |
| Blom & Howell Financial Planning, Inc. | $1.1M | 32,214 | 0.94% | 3q | +61.4%+$427.6K |
| Smith Partners Wealth Management, LLC | $1.0M | 29,560 | 0.82% | 3q | +58.9%+$382.0K |
| United Advisor Group, LLC | $1.0M | 29,042 | 0.11% | 5q | +2.4%+$23.3K |
| Freedom Financial Partners LLC | $993.3K | 28,478 | 0.32% | 7q | +1.2%+$11.5K |
| Mendota Financial Group, LLC | $977.2K | 28,016 | 0.61% | 6q | +198.4%+$649.7K |
| Bank of New York Mellon Corp | $951.7K | 27,285 | 0.00% | 3q | +9.5%+$82.5K |
| Spectrum Wealth Advisory Group, LLC | $876.2K | 25,119 | 0.25% | 2q | -77.2%-$3.0M |
| Integrity Financial Corp /WA | $840.9K | 23,967 | 0.40% | 5q | -8.6%-$78.8K |
| Steward Partners Investment Advisory, LLC | $840.5K | 24,097 | 0.00% | 5q | +37.1%+$227.4K |
| Kingsview Wealth Management, LLC | $770.3K | 22,085 | 0.01% | 2q | +141.2%+$451.0K |
| JT Stratford LLC | $754.7K | 21,638 | 0.08% | 4q | +16.4%+$106.5K |
| Ducere Wealth Management LLC | $746.3K | 21,397 | 0.22% | 2q | +32.2%+$181.7K |
| KWB Wealth | $743.7K | 21,321 | 0.06% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $712.5K | 20,426 | 0.00% | 3q | +20.0%+$118.9K |
| Veracity Capital LLC | $620.6K | 17,793 | 0.17% | 4q | +15.9%+$84.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $609.3K | 17,469 | 0.00% | new | NEW |
| Town Capital LLC | $512.7K | 14,700 | 0.33% | new | FIRST |
| LEVEL FOUR ADVISORY SERVICES, LLC | $462.0K | 13,245 | 0.01% | 2q | -34.2%-$240.3K |
| Austin Wealth Management, LLC | $456.0K | 13,067 | 0.10% | 9q | -1.6%-$7.6K |
| Bensler, LLC | $452.8K | 12,983 | 0.04% | 4q | +54.6%+$159.9K |
| HARMONY ASSET MANAGEMENT LLC | $448.9K | 12,869 | 0.12% | 2q | +74.3%+$191.3K |
| HICKS CAPITAL MANAGEMENT LLC | $432.4K | 12,398 | 0.35% | 4q | -12.9%-$64.3K |
| STEPHENS INC /AR/ | $411.5K | 11,797 | 0.00% | 5q | -10.5%-$48.0K |
| KELLEHER FINANCIAL ADVISORS | $399.6K | 11,458 | 0.06% | 3q | +1.4%+$5.5K |
| TRUIST FINANCIAL CORP | $389.5K | 11,167 | 0.00% | 11q | +6.1%+$22.5K |
| COFG Advisors, LLC | $386.5K | 11,080 | 0.07% | new | NEW |
| MILESTONE ASSET MANAGEMENT, LLC | $377.8K | 10,831 | 0.06% | 8q | HELD |
| UPTICK PARTNERS, LLC | $359.1K | 10,296 | 0.06% | 2q | +41.3%+$105.0K |
| Bison Wealth, LLC | $343.5K | 9,813 | 0.03% | 6q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $337.6K | 9,678 | 0.00% | 3q | +1.5%+$5.1K |
| PRINCIPAL SECURITIES, INC. | $333.4K | 9,558 | 0.00% | new | NEW |
| Gaddis Premier Wealth Advisors LLC | $319.5K | 9,161 | 0.19% | 3q | -13.7%-$50.9K |
| Kestra Advisory Services, LLC | $302.9K | 8,685 | 0.00% | 4q | -8.1%-$26.9K |
| Symphony Financial Services, Inc. | $290.2K | 8,321 | 0.13% | 9q | +7.6%+$20.4K |
| B. Riley Wealth Advisors, Inc. | $263.5K | 7,501 | 0.01% | 2q | -11.7%-$34.8K |
| New Insight Wealth Advisors | $256.4K | 7,352 | 0.08% | new | NEW |
| Petros Family Wealth, LLC | $250.3K | 7,176 | 0.15% | 3q | -24.7%-$82.0K |
| JANE STREET GROUP, LLC | $247.9K | 7,106 | 0.00% | 3q | -87.9%-$1.8M |
| Walleye Partners, LLC | $229.6K | 6,584 | 0.26% | new | NEW |
| OLD MISSION CAPITAL LLC | $223.9K | 6,420 | 0.00% | 2q | -89.5%-$1.9M |
| Global Retirement Partners, LLC | $218.9K | 6,276 | 0.00% | 6q | +39.6%+$62.1K |
Showing the largest 100 of 134 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 126 | $1.3B | 36,232,993 | 18 | 57 | 30 | 0.0% |
| Q1 2026 | 116 | $1.2B | 35,469,889 | 25 | 59 | 23 | 0.0% |
| Q4 2025 | 102 | $858.6M | 24,200,386 | 13 | 51 | 21 | 0.0% |
| Q3 2025 | 91 | $397.0M | 11,106,364 | 15 | 53 | 15 | 0.0% |
| Q2 2025 | 84 | $286.4M | 8,093,599 | 15 | 31 | 30 | 0.0% |
| Q1 2025 | 78 | $235.1M | 6,749,490 | 15 | 47 | 11 | 0.0% |
| Q4 2024 | 68 | $189.1M | 5,424,920 | 27 | 20 | 10 | 0.0% |
| Q3 2024 | 40 | $99.4M | 2,779,596 | 11 | 15 | 5 | 0.0% |
| Q2 2024 | 34 | $92.1M | 2,668,205 | 13 | 3 | 10 | 0.0% |
| Q1 2024 | 20 | $83.3M | 2,377,828 | 4 | 8 | 3 | 0.0% |
| Q4 2023 | 20 | $81.3M | 2,338,042 | 7 | 8 | 4 | 0.0% |
| Q3 2023 | 18 | $80.7M | 2,414,720 | 3 | 8 | 3 | 0.0% |
| Q2 2023 | 16 | $75.1M | 2,205,678 | 3 | 6 | 5 | 0.0% |
| Q1 2023 | 16 | $69.2M | 2,022,506 | 5 | 4 | 4 | 0.0% |
| Q4 2022 | 14 | $66.2M | 1,973,672 | 2 | 4 | 6 | 0.0% |
| Q3 2022 | 22 | $68.4M | 2,080,684 | 3 | 6 | 9 | 0.0% |
| Q2 2022 | 22 | $78.0M | 2,293,230 | 2 | 11 | 5 | 0.0% |
| Q1 2022 | 19 | $76.5M | 2,006,177 | 3 | 9 | 5 | 0.0% |
| Q4 2021 | 18 | $54.5M | 1,344,717 | 3 | 8 | 5 | 0.0% |
| Q3 2021 | 16 | $71.4M | 1,727,289 | 3 | 8 | 3 | 0.0% |
| Q2 2021 | 13 | $49.1M | 1,187,129 | 2 | 6 | 4 | 0.0% |
| Q1 2021 | 12 | $48.1M | 1,176,084 | 0 | 5 | 5 | 0.0% |
| Q4 2020 | 12 | $43.2M | 1,063,475 | 3 | 6 | 1 | 0.0% |
| Q3 2020 | 9 | $34.6M | 871,043 | 3 | 4 | 0 | 0.0% |
| Q2 2020 | 8 | $28.0M | 726,322 | 1 | 3 | 1 | 0.0% |
| Q1 2020 | 10 | $24.6M | 718,660 | 7 | 1 | 1 | 0.0% |
| Q4 2019 | 3 | $659.0K | 15,990 | 2 | 1 | 0 | 0.0% |
| Q3 2019 | 2 | $5.1M | 141,215 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $891.0K | 21,629 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 1 | $886.0K | 21,840 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $909.0K | 23,915 | 0 | 0 | 0 | 0.0% |